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Student Finance Advocate

2 months ago

Waterbury, United States Post University Full time
Job DescriptionJob Description

JOB SUMMARY:

Working in the Office of Student Finance (OSF) and reporting to the Assistant Director of Collections, the Student Finance Advocate is responsible for working with all active and inactive students as it relates to the tuition process for Post University. The Student Finance Advocate will provide support for the Assistant Director of Collections to meet the highest standards of service. Additionally, they will provide excellent customer service to students in a proactive manner and utilize problem-solving skills to promote success and retention. The Student Finance Advocate is also responsible for all Student Accounts administrative tasks; including but not limited to: collections, payment plans, account adjustments, and data entry. The Student Finance Advocate compiles data for and assesses different payment options and related services, reconciles accounts as related to student eligibility, and works to resolve any remaining out-of-pocket expenses. The Student Finance Advocate provides resolutions to ensure tuition obligations are met, while maintaining compliance with all internal and federal financial aid policies. Evening and weekend hours are required.

This position offers a hybrid schedule with three days per week on Post's main campus in Waterbury, CT, and two days working remotely.

ESSENTIAL FUNCTIONS:

  • Communicates with new, continuing, and inactive students on payment completion requirements
  • Counsels students with high balances or delinquent accounts
  • Contacts students to collect outstanding balance requirements
  • Possesses a thorough understanding of Title IV funds, regulations, and eligibility requirements
  • Establishes payment plans to cover any balance that is not supported by the financial aid award. Prepares payment plans for tuition, fees, room and board, lab, and all other University charges for each semester
  • Possesses knowledge of applicable policies, procedures, regulations, and laws to ensure compliance
  • Promptly responds to customer service issues, concerns, and escalations
  • Performs all data entry for Student Accounts, including entering comments to the student records
  • Works closely with Financial Aid, the Registrar’s office, and various other departments to assist students with their financing and advising needs
  • This position requires a flexible schedule and weekend hours to meet the needs of the university
  • Performs other duties as assigned

PRIMARY ACCOUNTABILITIES:

BEHAVIORAL EXPECTATIONS (As referenced in The Post Way of Life – Associates’ Daily Commitments)

  • We expect our associates to CARE (Connect–Assess–Resolve–Excite) in every stakeholder interaction. CARE is a framework to guide our every decision and action. CARE also resonates with our diverse associate & student populations – as humans, we know what it means to CARE.
  • We CONNECT. We believe relationships matter. Not only do we believe relationships matter, but we also know there is a direct correlation between the quality of our relationships and our outcomes. We invest in our relationships with colleagues, students, and ourselves – we make time to tend to our mental, physical, financial, and professional health.
  • We ASSESS. We take the time to understand fully why something happens or happened; we remove assumptions and eliminate confusion or ambiguity by asking questions and creating context, certainty, clarity, and mutual understanding. We collaborate with others throughout the university by understanding their strengths and the value they bring to the tribe. When we encounter conflict, we first seek to understand and then to be understood – and always with respect.
  • We RESOLVE. We generate the trust of our colleagues, students, regulatory bodies, and our greater communities by doing the right thing all the time—even when nobody is looking. We honor our promises by following up and following through. We help others learn and grow by sharing information and feedback.
  • We EXCITE. “Making It Personal” is the experience we promise each student and associate in every interaction. Excite is the heart of our experience philosophy. We find ways to Wow, Amaze and Delight others by being resourceful and helpful. We embrace change, take risks, and innovate. We celebrate successes and recognize the accomplishments of others.

QUALIFICATIONS:

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 may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES:

  • Bachelor’s degree preferred, and/or one to two years customer service experience required
  • Must have excellent computer skills and be proficient in Microsoft Office, internet applications and database software
  • Must possess excellent oral and written communication skills
  • Must be a self-starter with the ability to multi-task
  • Exceptional problem-solving skills and attention to detail
  • Must be able to work in a team-oriented environment
  • Must be energetic and goal-driven; strong interest in working in a fast-paced environment