Student Financial Services Representative

The Office of Student Financial Services serves as the University’s one-stop-shop for all University financial services to students, parents, and employees. The SFS Representative will serve as front-line support for financial transactions in the form of payments on account and departmental deposits. The SFS representative will provide primary consultation for student and employee billing/accounts, University meal plans and student financial aid inquiries. This position requires applying knowledge of basic cashiering and account balancing rules as well as student financial aid regulatory requirements in an administrative and client service support role.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Responsible for client service support and assistance which includes, answering a high volume of incoming inquiries (call, walk-in and e-mail) from current and prospective students and parents regarding general University account and student financial aid information. Serve as primary contact for employee account inquiries. Responsible for maintaining a high level of customer service and confidentiality while providing timely response to inquiries.
• Responsible for providing cashiering functions for the University. This includes check cashing, payment posting and issuance of receipt, recording of departmental deposits and balancing a cash drawer daily.
• Responsible for monitoring assigned student accounts for timely payment and delinquency status that requires recording of due diligence and communication to student/family in regard to University account via student information system.
• Provide administrative support for student financial aid processing to include tracking of loan applications, financial aid requirements and verification process, recording of outside scholarship payments, or other tasks as assigned for timely processing of student financial aid.
• Responsible for timely and accurate recordkeeping and filing of any pertinent data and/or documents related to a student, employee or University account or student financial aid records.
• Serves as liaison to University Departments and University-related agencies that provide service and/or support related to student account and financial aid processing.
• Other duties as assigned by the Director of Billing.

SUPERVISORY RESPONSIBILITIES: This position does not have supervisory responsibilities in accordance with the organization’s policies and applicable laws but may provide daily direction and assistance to student employees.

QUALIFICATIONS: To perform this job successfully, an individual must be able to succeed in a result-driven professional organization. Maintaining professional performance, demeanor, team-approach and focus on results while working under pressure in a dynamic environment. Customer, budget, quality and delivery conscious mindset. Ability to establish priorities, work independently with minimal supervision and facilitate teamwork. Highly organized, with the ability to plan, execute and multitask to meet deadlines with accuracy and attention to detail.

Minimum Education and/or Experience

• Education: Bachelor’s degree preferred or equivalent professional experience
• Experience: Strongly prefer three years of pertinent experience working in cash handling, data management and reconciliation with customer service. Preferably student financial services, in a higher education setting.

Specialized Knowledge and Skills:

• Familiarity with computerized accounting/administrative and student information systems; Banner experience helpful
• Proficiency with spreadsheet, word processing, database and other PC-based software tools
• Strong analytical, organizational, inter-personal and management skills
• High ethical values and integrity to handle confidential information
• Knowledge of federal (Title IV) and state regulations related to financial aid
• Ability to prioritize in a complex environment, while successfully managing multiple projects and deadlines
• Strong customer service and problem resolution skills