Financial Assistance Customer Relations Specialist

Classification: Hourly position
Division: Financial Affairs
Department: Financial Assistance – The mission of Financial Assistance is to guide and assist students and parents in completing the procedures necessary for obtaining financial assistance (federal, state and institutional) in a Christian manner while guarding the institution’s ability to receive and award financial assistance.
Reports To: Director of Financial Assistance

Primary Function: Help prospective students, students, and their parents to complete the procedures necessary for obtaining financial assistance while processing and maintaining records of the financial assistance process.

Major Duties:

The Financial Assistance Customer Relations Specialist will:

• Assist students and parents in completing the Free Application for Federal Student Aid (FAFSA) and other required financial assistance forms.
• Perform duties of receptionist for Financial Assistance Office and provide courteous customer service and resolution of problems to customers who visit, telephone, or email the Financial Assistance office.
• Receive phone inquiries from customers, answer questions, and provide information to help customers successfully complete the financial assistance process.
• Perform data entry.
• Issue and assist in the completion of contracts and ensure I-9 and W-4 forms are complete.
• Perform other duties as assigned

Skills Required:

The Financial Assistance Customer Relations Specialist must:

• Possess excellent customer service skills.
• Possess good verbal and written communication skills.
• Possess good organizational skills.
• Ability to help students, faculty, and staff in a professional manner.
• Have excellent computer skills in word processing, spreadsheet building and maintenance, database management, and email management.
• Be a team player who proactively looks for ways to continuously improve the effectiveness and student perception of the Financial Assistance Office.
• Accomplish the mission through proactive constructive teamwork.
• Strong ability to multitask and problem solve.
• Ability to adapt to changes in the work environment.
• Maintain strict confidentiality and privacy concerning student records.

Accountability:

The Financial Assistance Customer Relations Specialist is supervised by the Director of Financial Assistance but must:

• Work closely with university personnel to recruit and retain students.

Education and Experience:

Graduation from high school or equivalent, Bachelor degree preferred. Financial aid experience preferred.

Physical Requirements:

While performing the essential duties, the employee will be required to do the following:

• Be ambulatory around campus and in buildings.
• Required to regularly sit and stand.
• Frequently use wrist, hands and/or fingers to make small repetitive movements such as typing, distributing mail and picking up small objects.
• Ability to talk frequently to convey detailed and/or important instructions or ideas accurately, loudly or quickly.
• Be able to hear average or normal conversations and receive verbal information.
• Required to lift packages and/or move heavy objects, 25 lbs.

NOTE: All LCU employees are required to complete Title IX & Information Security (FERPA) training and Data Security Training at the time of new hire and on an annual basis thereafter. Some positions/departments may require additional training for security or data needs.

Disclaimer:

This job description is not intended to be all-inclusive; an employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and/or other management as required. LCU reserves the right to revise or change job duties, required skills or qualifications as the need arises. This job description does not constitute a written or implied contract of employment.