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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

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