Financial Services Coordinator

2 weeks ago

Bakersfield, United States California Aeronautical University Full time
Job DescriptionJob Description

SUMMARY: The Financial Services Coordinator is responsible for meeting with students to assist with applying and determining financial assistance, awarding aid, and ensuring all required documents are completed and submitted for processing of aid. In addition, the Financial Services Coordinator is responsible to educate and inform borrowers of loan requirements and responsibilities.

The Financial Services Coordinator must uphold the philosophy and mission of California Aeronautical University while instilling positive and progressive attitudes in all employees.

JOB REQUIREMENTS include but are not limited to the following:

COMPLIANCE:
• Responsible for compliance with all local, state, accreditation and federal regulations
• Ensure completeness, accuracy, and security of financial aid files, documents and reports.
• Ensure and maintain compliance with all company policies and procedures
• Responsible for complete and accurate timekeeping.

ESSENTIAL DUTIES:
• Conduct all duties and responsibilities ethically and professionally;
• Meet with prospective applicants and their families to assist with applying for financial assistance, determine financial aid eligibility, and make the awards; Ensure all documentation is completed and submitted for processing of aid timely;
• Educate and inform borrowers of loan requirements, responsibilities; and available repayment plans;
• Prepare and review financial aid package with students (prospective, in-school, restarts, and program changes) and complete enrollment agreements with students;
• Maintain the University's data system (CVUE) with accurate financial aid information including entering student budget information and awards; Manage and maintain award disbursement schedules in database;
• Originate Direct Loans. Update system with date changes. If necessary, put loan funds on hold. Submit origination changes to student and parent loans when necessary;
• Administer Veteran’s Education benefits for Military students;
• Provide Financial Literacy information to in-school students;
• Conduct and organize entrance and exit loan-counseling sessions; Administer, review, and grade loan counseling tests;
• Assist borrowers with submission of Deferment and Forbearance forms;
• Assist borrowers with repayment options at their place of employment or at their home;
• Notify applicants of their requirements to provide additional documentation to meet verification and C Flag requirements. Responsible for collecting documentation within a timely manner and verifying its accuracy;
• Collect and receipt all payments made at the campus; Follow-up with any students who are past due on their student payments through any means of communication; Provide information to supervisor/campus director of past due payments on a weekly basis;
• Assist in the refund calculation process; close out student files for all students exiting school; Ensure that documents are placed in their proper order and closed within a timely manner.
• Mail-out exit counseling materials to borrowers who withdrew from school within regulated time frame;
• Responsible for obtaining student signatures in order to disburse their Federal Perkins to their account;
• Other duties as assigned.

QUALIFICATIONS AND REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:
Associate’s degree (AA or AS) or equivalent from two year college preferred; or six months to one year related experience in sales, or equivalent combination of education and experience. Knowledge of computer software.

LANGUAGE SKILLS:
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.

MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute percent and to draw and interpret bar graphs.

REASONING ABILITY:
Using logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Understanding the implications of new information for both current and future problem solving and decision making.

OTHER SKILLS and ABILITIES:
Ability to interact in a pleasant and professional manner with all types of people. Strong technology skills necessary Management of own time as well as the time of others.

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to converse and listen. The employee frequently is required to sit and use hands to finger a computer keyboard, and handle the telephone. The employee is required to stand, walk, and reach with hands and arms.

The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually low to moderate.

TRAVEL DEMANDS:
Travel to various conferences and/or trainings may require overnight stays, and the number of nights is dictated by company and/or by the schedule of events. The employee must have the ability to travel to various locations as necessary. Must have vehicle suitable for safe and secure transportation.

  • Administrative Support Coordinator-Financial Services Department

    4 weeks ago

    Bakersfield, United States California Aeronautical University Full time

    Job DescriptionJob Description The Administrative Support Coordinator coordinates and/or performs a wide variety of administrative and support activities in the Financial Services department. They participate in the coordination and completion of special projects and/or events. The Administrative Support Coordinator must uphold the philosophy and mission of...

  • Financial Advisor

    3 weeks ago

    Bakersfield, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Bakersfield, CA would allow you to join the Investment Program at BMO Harris Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    1 month ago

    Bakersfield, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Bakersfield, CA would allow you to join the Investment Program at BMO Harris Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Analyst

    1 month ago

    Bakersfield, United States Creative Financial Staffing Full time

    Financial Analyst Bakersfield, CA Are you a skilled financial analyst with a passion for numbers and a keen eye for detail? Our client, a leading service company based in Kern County, is seeking a talented individual to join their finance department. If you're ready to take the next step in your career and thrive in a dynamic, fast-paced environment, this...

  • Fiscal Services Coordinator

    2 weeks ago

    Bakersfield, United States Panama Buena Vista Union School District Full time

    JobID: 3096 **Position Type**: Supervisory**Date Posted**: 6/7/2024**Location**: District Office**Closing Date**: Until Filled**Summary**: The Fiscal Services Coordinator, under the direct supervision of the Director of Fiscal Services, oversees and directs the personnel responsible for the accounting, financial auditing and reporting, and budgeting for the...

  • Financial Services Representative

    1 week ago

    Bakersfield, United States Strata Federal Credit Union Full time

    **SUMMARY**: Under general supervision and direction provides counsel to new and existing members in regards to the various credit union services and investment opportunities. Opens new memberships and cross-sells additional products and services to new and existing members. **REPORTS TO**: Branch Manager 3 **DEPARTMENT**: Financial Services **PAY RANGE**:...

  • Financial Services Representative

    1 month ago

    Bakersfield, United States Strata Federal Credit Union Full time

    Job DescriptionJob DescriptionSUMMARY: Under general supervision and direction provides counsel to new and existing members in regards to the various credit union services and investment opportunities. Opens new memberships and cross-sells additional products and services to new and existing members.REPORTS TO: Branch Manager 3DEPARTMENT: Financial...

  • Financial Services Representative

    3 weeks ago

    Bakersfield, United States Strata Federal Credit Union Full time

    Job DescriptionJob DescriptionSUMMARY: Under general supervision and direction provides counsel to new and existing members in regards to the various credit union services and investment opportunities. Opens new memberships and cross-sells additional products and services to new and existing members.REPORTS TO: Branch Manager 3DEPARTMENT: Financial...

  • Customer Service

    3 weeks ago

    Bakersfield, United States Community Choice Financial Full time

    What you will be doing:As a member of our customer service team, you will provide our loyal and new customers with amazing service as you work with them through the process to access the financial products they need.   In addition, you will:Be a proud brand ambassadorWork with customers to find the best financial solutions to fit their needsParticipate in...

  • Customer Service

    3 weeks ago

    Bakersfield, United States Community Choice Financial Full time

    What you will be doing:As a member of our customer service team, you will provide our loyal and new customers with amazing service as you work with them through the process to access the financial products they need.   In addition, you will:Be a proud brand ambassadorWork with customers to find the best financial solutions to fit their needsParticipate in...

  • Accounting Coordinator

    2 weeks ago

    Bakersfield, United States Creative Financial Staffing Full time

    Accounting Coordinator About the company and opportunity Reputable agriculture service company Annual discretionary bonus Innovative and continuously growing company Family friendly, flexible with schedules and great work life balance 401k match of 5% Competitive salary Full health care benefits Opportunity to grow within the company, they love to...

  • Financial Controller

    14 minutes ago

    Bakersfield, United States Pinnacle Recruitment Services LLC Full time

    The ideal candidate will be responsible for ensuring consistent corporate financial strategy through a range of avenues such as managing and allocating accounts, financial statements, and tax data. The candidate will also be the point of contact for banks, auditors, and tax authorities. ResponsibilitiesManage day-to-day company accountsAssist with financial...

  • Patient Financial Services Specialist

    4 days ago

    Bakersfield, United States Embark Behavioral Health Full time

    Overview Patient Financial Services Specialist Pay: $18.00 - 20.00 per hour The Patient Financial Services Rep is responsible the process of collecting payments and managing A/R. The main responsibilities for this role includes issuing invoices, A/R management of accounts, and customer service. This individual will ensure timely and accurate invoicing...

  • Patient Financial Services Specialist

    1 month ago

    Bakersfield, United States Embark Behavioral Health Full time

    Overview: Patient Financial Services Specialist Pay: $18.00 - 20.00 per hour The Patient Financial Services Rep is responsible the process of collecting payments and managing A/R. The main responsibilities for this role includes issuing invoices, A/R management of accounts, and customer service. This individual will ensure timely and accurate invoicing and...

  • Patient Financial Services Specialist

    2 weeks ago

    Bakersfield, United States Embark Behavioral Health Full time

    Overview Patient Financial Services Specialist Pay: $18.00 - 20.00 per hour The Patient Financial Services Rep is responsible the process of collecting payments and managing A/R. The main responsibilities for this role includes issuing invoices, A/R management of accounts, and customer service. This individual will ensure timely and accurate invoicing and...

  • Financial services professional

    3 weeks ago

    Bakersfield, United States Chosen Ones Full time

    Job DescriptionJob DescriptionSALES POSITIONS FILLING UP FAST! NO SALES EXPERIENCE NECESSARY!Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America. This sales opportunity can be fully remote. Great for the stay-at-home...

  • Financial services professional

    1 month ago

    Bakersfield, United States Chosen Ones Full time

    Job DescriptionJob DescriptionSALES POSITIONS FILLING UP FAST! NO SALES EXPERIENCE NECESSARY!Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America. This sales opportunity can be fully remote. Great for the stay-at-home...

  • Financial services professional

    2 weeks ago

    Bakersfield, United States Chosen Ones Full time

    Job DescriptionJob DescriptionSALES POSITIONS FILLING UP FAST! NO SALES EXPERIENCE NECESSARY!Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America. This sales opportunity can be fully remote. Great for the stay-at-home...

  • Financial services professional

    3 weeks ago

    Bakersfield, United States Chosen Ones Full time

    Job DescriptionJob DescriptionSALES POSITIONS FILLING UP FAST! NO SALES EXPERIENCE NECESSARY!Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America. This sales opportunity can be fully remote. Great for the stay-at-home...

  • Chief Financial Officer

    4 weeks ago

    Bakersfield, United States Oliver Search Consulting Full time

    JOB SUMMARY This position is accountable for the financial and accounting operation of the company, including the production of periodic financial reports that summarize and forecast business activities and financial positions in areas of income, expenses and earnings based on past, present and expected operation. This position oversees and regulates...