Student Financial Services Coordinator
2 months ago
**Location**:Boston, MA **Category**:Administrative / Staff **Posted On**:Thu May 23 2024
**JOB SUMMARY**:
**ESSENTIAL JOB FUNCTIONS**:
- Assists with health insurance customer service.
- Assists with the 1098T customer service.
- Manages a student Accounts Case load.
- Provides prompt and courteous customer service at all times.
- Assists with graduating student audits to confirm students' accounts are finalized and properly communicated to students, addressing any outstanding balances.
- Performs special projects as requested by the Director of Student Accounts.
- Reviews collected documents for completeness and accuracy then forward to the Financial Aid Department.
- Assist students with the completion of required financial aid forms and electronic processes such as the Free Application for Student Financial Aid (FAFSA), master promissory notes, entrance loan counseling and other related electronic forms.
- Assists Students with payment plans.
- Attend trainings as required.
- Perform any other duties or tasks as assigned by the University.
**OTHER RESPONSIBILITIES**:
- Provides timely assistance and guidance to students on financial matters and resolves inquires/issues that may arise from students or any internal department.
- Timely documents pertinent information or discussions with students in the electronic notepad of the student's record.
- Communicates and works with other student services offices to timely and effectively resolve student inquires.
- Explains and enforces all University policies that impact student accounts.
- Performs collections and due diligence procedures on outstanding accounts receivable as directed.
- Treats all fellow employees, students and the University's guests with civility and refrains from actions that disrupt the efficient functioning of the University.
**Job Requirements**: QUALIFICATIONS**:
- BA/BS preferred, but not required.
- Minimum 2 years customer service and office clerical experience.
- Experience in financial aid and bursar office setting preferred.
- Follows directions and completes tasks accurately and accepts supervisory input and constructive criticism.
- Demonstrated ability to handle multiple tasks, duties and responsibilities and shifting timelines effectively and meet deadlines.
- Demonstrated excellent business writing and verbal communication skills.
- Ability to work well under occasional pressure and time constraints.
- Solid organizational skills, accuracy and attention to detail a must.
- A strong commitment to the mission of the University.
- Understands and adheres to University academic policies as well as general University policies and procedures.
- Ability to handle confidential information with discretion and within FERPA and HIPAA guidelines.
- All new employees must complete the FERPA, Anti-Harassment, and any other required online trainings within 15 days of employment.
- Should be committed to a culture of diversity, equity, respect and inclusion; demonstrated ability to build working relationships with people having a wide variety of backgrounds, perspectives, and experiences different from ones' own.
- General knowledge of the University's mission, purpose and goals and the role this position plays in achieving those goals.
**Additional Information**: Commitment to Diversity, Equity, and Inclusion**
Bay Path University is a diverse community devoted to proactively nurturing a campus-wide culture that promotes and ensures equity, respect, inclusion and safety for all members regardless of race, color, national origin, age, gender, religion, sexual orientation and gender identity, socio-economic background, or physical ability. We are one University that opens our hearts and minds to conversations, to learning and to creating a community that is welcoming of all. Regardless of position, it is expected that each employee will embrace this commitment and demonstrate an attitude of respect toward and acceptance of all members of our community.
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