Financial Services Representative
- Albuquerque, NM, United States
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Job details
- Experience
- Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or a related field.
- Posting language
- English
- Posted
Original job description
Financial Aid Representative IntelliTec College, Albuquerque NM Full-Time Job Summary:Date: The Financial Aid Representative is responsible for assisting students throughout the financial aid process, ensuring the accurate updating of student files, and managing associated records.
Essential Duties:
- Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options.
- Follow up with new and prospective students to ensure all necessary paperwork is completed.
- Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility.
- Determine student eligibility for Federal Student Aid (FSA) funds based on the Institutional Student Information Report (ISIR), resolve any issues, and complete all necessary paperwork.
- Complete all established financial aid processes (e.g., verification, award letters, loan originations) to ensure the accurate and timely payment of Federal Student Aid funds.
- Manage the yearly refinancing process with students to ensure the timely receipt of second-year funding.
- Establish student work-study eligibility and collaborate with the HR liaison to complete new hire paperwork.
- Meet with students prior to graduation for exit counseling and review student loan repayment information.
- Develop and maintain a current working knowledge of all applicable financial aid regulations.
- Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting students as necessary.
Secondary Duties:
- Present at new student orientations and attend Financial Aid Lead/Manager meetings when needed.
- Other duties as assigned.
Working Hours: The schedule may vary between the hours of 8:00 AM – 7:30 PM (Monday–Thursday) and 8:00 AM – 5:00 PM (Friday) to meet departmental and student needs. The employee will be scheduled for 29 hours weekly.
Minimum Qualifications:
- Education: Associate’s degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree.
- Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or a related field.
- License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems.
The schedule may vary between the hours of 8:00 AM – 7:30 PM (Monday–Thursday) and 8:00 AM – 5:00 PM (Friday)
More about this job
Skills
- Counselling
- Teamwork
- Customer service