Student Financial Services Specialist
Individuals in this position will serve as the initial contact for the Student Financial Services Office providing professional and positive customer service. Assist students with questions, paperwork, requirements, as they relate to financial aid and student receivables. This position will primarily be located at our Grayling campus.
PRIMARY DUTIES AND RESPONSIBILITIES*
- Determines the customer’s individual need; provides information to parents and prospective students, refer students to aid advisors or appropriate department.
- Interacts daily with students face-to-face, via telephone, email, and text. Communicates effectively, both verbally and in writing. Summarizes conversations to student file for future reference. Sends mass email notifications. Initiates phone calls to collect required aid documentation and payments. Empowers our students to utilize Kirtland’s online services, portals and web pages.
- Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms. Receipts incoming monies including tuition and invoice payments, tax revenue, and departmental deposits. Authorizes bookstore charges for students who have sponsors or excess financial aid.
- Assist students with financial aid questions at different stages of the process. Explains aid programs, application procedures, eligibility criteria, why specific documents are requested, how to electronically accept awards, how to use remaining funds for textbooks.
- Handles confidential material and communications; adheres to FERPA. Records financial aid documents into the student files for verification and packaging review.
- Refer students seeking a monthly tuition payment plan to the College’s third party provider. Updates installment amounts after schedule adjustments or financial aid awards are posted. Ensure all account balances are accurate prior to ACH processing dates. Monitors imports to student accounts.
- Familiar with collection laws. Understands processes for delinquent accounts, mails past due bills and collection notices, monitors accounts in collections, posts agency payments, prepares documentation for affidavits.
- Prepares itemized invoices for use of college services, facilities, workforce development, apprenticeship programs and dual enrollment education. Keeps appropriate records and ensures payments are received in a timely manner.
- Calculates tuition/fee costs by program for publication on various websites. Updates Student Financial Services webpage annually.
- Sorts mail, data entry, filing, scanning, and accurate record keeping.
- Dispenses petty cash, prepares gift certificates
- Performs other related tasks as required.
SUPERVISION – Works under the general supervision of the Student Financial Services Supervisor
ATTENDANCE– Individuals in this position are expected to be available during the normal business hours of the college, and may occasionally be asked to vary their schedule and/or work overtime to meet department requirements.
WORKING CONDITIONS – Conditions are those of a typical office environment, requiring frequent oral and written communication with students and colleagues, and the ability to enter data and written communications accurately in electronic format in a timely manner. Occasional travel may be required.
MINIMUM QUALIFICATIONS
- Associate degree preferred
- Five years of experience in financial aid, business, accounting, or related field.
- Strong foundation in accounting principles
- Experience with personal computer software (Advanced Microsoft Excel and Word), complex computer-based systems and multi-faceted network related software and database management systems. Ability to multi-task between multiple software applications.
- Demonstrated ability to process and maintain information that is often ambiguous and highly confidential
- 45 wpm typing
JOB DIMENSIONS – Attention to detail, planning and organizing, analysis and judgment, dependability, work standards, informal communication, stress tolerance, sensitivity, self-reliance, commitment to the college, teamwork
3/2019
Kirtland Community College is an equal opportunity employer
* This job description is intended to describe the type and level of work being performed by a person in this position. It is not an exhaustive list of all duties and responsibilities required by a person so classified.
