JOB SUMMARY: 

The SFS Success Coordinator is the first point of contact and responsible for day-to-day office support providing superior customer service to a diverse population of students, parents, faculty, staff, and the public. The success coordinator assists both prospective and returning students with questions, paperwork, and requirements as they relate to financial aid, student accounts, receivables, and the Registrar. This individual will also support the office in performing operational activities, including data entry, updating and maintaining student aid and account information, receiving and processing forms and payments and posting transactions as well as prepare reports, letters, and other required correspondence. 

SFS specialist will assist in completing all activities necessary for accurate and federally compliant administration of student financial services and providing support and quality service to students, parents, faculty, and staff. 

ESSENTIAL FUNCTIONS: 

• Promote Franciscan ideals and adherence to the Mission of the University as demonstrated by the University Ideal Characteristics. Employees should share the same sense of purpose with being service oriented, respectful, inclusive, intellectually curious, problem solving, innovative, and accountable. 
• Provide excellent customer service and support to the Student Financial Services Office 
• Assure consistent application of office policy & procedure 
• Respond to questions, requests for financial aid, student account, and Registrar information in person, by phone & email 
• Review and discuss student’s account, balance, payment plan with student & parent 
• Respond to and provide support to Registrar’s Office and general academic questions 
• Responsible for resolving routine student account, financial aid, and academic issues 
• Process tuition and scholarship payments in a timely manner 
• Monitor payment plans for on-time and accurate payments 

ADDITIONAL RESPONSIBILITIES: 

• Assist students in with questions regarding the completion of financial aid paperwork including FAFSA, loan documents, state grant forms as time allows or transitioning to SFS staff to support student/family 
• Responds to student account related questions regarding statements, payment options, deadlines, tuition rates and 1098T tax forms 
• Collaborates with office staff to provide support for communication with students regarding balances, holds, prior to moving on/returning to campus and prior to semester registration 
• Assists students with financial aid questions, missing paperwork at various stages of the process, explain application procedures, eligibility, requirements for missing information and using financial aid for purchase of books, meals, or VernBucks through the student portal 
• Responsible for collecting and updating FERPA documentation in PFaids and master FERPA list on the S Drive 
• Participate in registration and orientation events as requested 
• Other duties as assigned 

QUALIFICATIONS/EDUCATION: 

• The ability to effectively work and interact respectfully within a diverse and inclusive environment 
• Bachelor’s Degree preferable 
• Experience in the area of financial aid, accounts receivable/payable preferable 
• Comprehensive knowledge of Microsoft Office, especially Excel and Access 
• Experience with PowerCampus, PFaids, Cashnet, and Great Plains preferred 
• Exhibit professionalism and strict confidentiality at all times 
• Excellent customer service, organizational skills, and computer skills 
• Willingness to learn a vast array of systems and websites for financial aid 
• Willingness and ability to work as part of a team as well as individually 
• Ability to multi-task and work in a challenging and demanding position 
• Possession of a valid driver’s license, and ability to travel to off-site locations as needed 
• Ability and willingness to rotate work schedule between days and evenings and may occasionally be required to vary schedule or work past normal business hours to meet department requirements, including weekends 

PHYSICAL REQUIREMENTS: 

• Attendance is required to perform the duties of this job 
• Prolonged periods of sitting at a desk and working on a computer 
• Must be able to lift 15 pounds at times 
• Must have a valid driver’s license for travel