Current jobs related to Financial Services Coordinator - Tucson - Pima Medical Institute

  • Financial Services Professional

    3 days ago

    Tucson, Arizona, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryRole DescriptionAt PNC Financial Services Group, we prioritize our employees' growth and success. As an Investment Advisor, you will be based in Tucson, AZ, and work within a collaborative circuit of branches to manage an assigned book of business. Our team of financial planning experts will guide you in creating personalized...

  • Financial Services Professional

    3 days ago

    Tucson, Arizona, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryRole DescriptionAt PNC Financial Services Group, we prioritize our employees' growth and success. As an Investment Advisor, you will be based in Tucson, AZ, and work within a collaborative circuit of branches to manage an assigned book of business. Our team of financial planning experts will guide you in creating personalized...

  • Branch Manager

    2 weeks ago

    Tucson, Arizona, United States PNC Financial Services Group Full time

    Job DescriptionJob ProfilePosition OverviewPNC Financial Services Group is a leading financial institution that values its employees as its greatest asset. We strive to create an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company's success. As a Branch Manager within our Retail Banking...

  • Experienced Certified Financial Planner

    3 weeks ago

    Tucson, Arizona, United States Tocco Financial Services Inc Full time

    Job OverviewPosition SummaryWe are seeking an experienced CERTIFIED FINANCIAL PLANNERTM Professional who is dedicated to fostering client relationships and delivering insightful, experience-based financial guidance. The ideal candidate will be client-focused, collaborative, and uphold the highest ethical standards. We are committed to the professional...

  • Senior CFP® Financial Advisor

    4 months ago

    Tucson, United States Tocco Financial Services Inc Full time

    Job DescriptionJob DescriptionJob DescriptionWe are looking for a Senior CERTIFIED FINANCIAL PLANNER™ Professional to walk alongside our clients, building relationships, and providing experience driven advice.  Our Senior CFP® Advisor will be attentive to the needs of the client and the company, communicative, team oriented, and ethically sound.  We...

  • Customer Service Representative

    1 week ago

    Tucson, Arizona, United States PLS Financial Services Full time

    Job SummaryWe are seeking a highly skilled and customer-focused individual to join our team at PLS Financial Services as a Motor Vehicle Customer Service Representative. As a key member of our team, you will be responsible for delivering exceptional customer service, promoting our products and services, and ensuring compliance with all policies and...

  • Vehicle Service Customer Advisor

    3 weeks ago

    Tucson, Arizona, United States PLS Financial Services Full time

    Overview The role of a Customer Service Representative (CSR) is vital in establishing a positive relationship with our clientele. As the initial point of contact, CSRs embody the values of PLS Financial Services, ensuring that exceptional service is delivered consistently. This position also involves promoting our diverse range of products and services...

  • Client Relations Associate

    3 weeks ago

    Tucson, Arizona, United States PLS Financial Services Full time

    Overview The role of a Customer Service Representative (CSR) is crucial as they serve as the primary liaison between our clients and PLS Financial Services. These representatives embody the company’s commitment to excellence in customer service and are responsible for promoting our diverse range of products and services. The CSR must uphold the...

  • Newcomer Services Coordinator

    3 weeks ago

    Tucson, Arizona, United States Catholic Community Services of Southern Arizona Inc Full time

    Catholic Community Services of Southern Arizona, Inc - Refugee Support SpecialistCatholic Community Services of Southern Arizona, Inc (CCS) has a long-standing commitment to enhancing the lives of families and communities through exceptional service.Position Overview:Facilitate the transition of newly arrived refugees by providing comprehensive case...

  • Financial Operations Manager

    2 weeks ago

    Tucson, Arizona, United States Gregg Carroll Recruiting Services Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Manager to join our team at Gregg Carroll Recruiting Services, LLC. As a key member of our organization, you will play a critical role in overseeing financial activities and personnel, identifying areas of improvement to increase efficiency, and driving business growth.Key...

  • Motor Vehicle Customer Service Representative

    4 months ago

    Tucson, United States PLS Financial Services Full time

    Overview : Successful Customer Service Representatives (CSR) are the primary point-of-contact with our customers. They are the “face" of PLS. As such, they are accountable for delivering superior customer service. They also sell company products and services. The CSR is accountable for maintaining company standards of quality and complying with all...

  • Financial Advisor

    2 weeks ago

    Tucson, Arizona, United States Kindred Rehabilitation Services Full time

    **About Us**Kindred Rehabilitation Services is a leading provider of behavioral health services, dedicated to delivering compassionate and patient-centered care. Our team of experts is passionate about making a positive impact in the lives of our patients and their families.**Job Summary**We are seeking a highly motivated and goal-oriented Financial...

  • Bilingual Customer Service Representative

    2 weeks ago

    Tucson, Arizona, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused professional to join our team as a Teller. As a key member of our Retail Branch organization, you will be responsible for delivering exceptional customer service, processing high-volume customer transactions, and developing banking product referral opportunities through...

  • Financial Services Specialist

    7 days ago

    Tucson, Arizona, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a Personal Financial Counselor, you will provide expert financial guidance and support to military service members and their families at assigned installations.Key ResponsibilitiesDeliver comprehensive personal financial counseling services,...

  • Social Services Coordinator

    3 days ago

    Tucson, Arizona, United States Ombudsman Educational Services Full time

    Job Title: School Social WorkerOmbudsman Educational Services, a dynamic organization with a social mission to offer hope, is seeking a School Social Worker to join our award-winning team and perform meaningful work in a culture that welcomes innovation, encourages creative expression, and offers limitless potential for personal and professional...

  • Financial Services Specialist

    2 weeks ago

    Tucson, Arizona, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life Insurance Company. As a Financial Services Professional, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.Key ResponsibilitiesProvide expert...

  • Financial Services Career

    4 days ago

    Tucson, Arizona, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a talented individual to join our team as a Financial Services Professional. As a leader in the financial services industry, New York Life offers a unique opportunity to drive positive impact in the lives of families every day.Key ResponsibilitiesProvide peace of mind to clients while helping them navigate complex financial...

  • Financial Services Representative

    7 days ago

    Tucson, Arizona, United States Pima Federal Credit Union Full time

    About the RolePima Federal Credit Union is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional service to our members, promoting financial products and services, and contributing to the overall success of our credit union.Key...

  • Financial Services Expert

    7 days ago

    Tucson, Arizona, United States New York Life Insurance Company Full time

    Financial Services Opportunity Are you a driven individual with a passion for helping others achieve their financial goals? New York Life offers a unique chance to shape your career path as a financial professional in Tucson, AZ. As part of a leading Fortune 100 company in the financial sector, you will receive comprehensive training in essential areas like...

  • Financial Services Professional

    1 month ago

    Tucson, United States New York Life Insurance Company Full time

    DescriptionAre you a leader who has the following traits?Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial professional to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100...

Financial Services Coordinator

4 months ago

Tucson, United States Pima Medical Institute Full time
ESSENTIAL FUNCTIONS

  • Collaborate with the campus Student Finance Coordinator, Regional Manager of Financial Services, and Campus Director to ensure and meet all goals and objectives.
  • Interview prospective students to determine needs assessment and financial aid eligibility. Determine financial aid eligibility for second and third-year students.Assist students with financial aid questions.
  • Maintain student files to ensure proper financial aid documentation.
  • Assist students in completing financial aid forms as required.
  • Counsel veteran students and ensure compliance with the Department of Veterans Affairs and State Approving Agency guidelines.
  • Coordinate and arrange for proof of eligible non-citizenship status, paid in full default/Pell overpayment documentation.
  • Document data into computer for institutional financials for eligible students. Set up a payment plan for students. Establish payment plans for private-pay students for all programs.
  • Track ISIRs for all current and future students. Complete verification on all selected ISIRs.
  • Enter data into computer for packaging date, releasing of Pell/SEOG funds and status information of loans and date loan applications to lenders.
  • Ensure student files are complete to include proof of agency funding.Complete any agency needs analysis forms and submits them to the agency.
  • Audit each future start packaged file to ensure all awards/financial aid forms are in the file and proper audit form.
  • Execute effective communication and customer service with all students, admissions, and other stakeholders while working with the campus.
  • Successfully meet and exceed student finance goals consistently.
  • Advise the Regional Manager of Financial Services of relevant activities and issues.
  • Initiate contact with students via software, phone, email, text, and other communication mediums to provide proactive guidance and support.
  • Maintain regular contact with students and campus staff through exceptional communication from the beginning of the enrollment process through the student life cycle.
  • Conduct student-focused packaging appointments, prepare and package them throughout the application and repackage process.
  • Possess a strong understanding of program offerings at multiple campuses and online to package and communicate to students appropriately.
  • Answer incoming phone calls and respond to Web/Email questions, requests, and responses.
  • Successfully prepare students for class and provide ongoing follow-up.
  • Utilize reports and tracking tools to assess individual progress against key performance indicators (i.e., new student packaging, past due, variance, exceptions, exits, SABR, and student retention activities).
  • Input information into multiple databases and follow-up with applicants/students to update statuses.
  • Coordinate required documents, repacks to determine continued ability to progress (SAP).
  • Collaborate with the Admissions to ensure continued support and start date for students.
  • Set and monitor applicant/student expectations throughout the student finance process and promote effective communication between admissions, student outreach, and other departments to ensure a seamless experience from applicant to an enrolled student.
  • Demonstrate and promote high ethical standards set by Pima Medical Institute, the Department of Education, accreditation, and regulatory bodies.
  • Prioritize and manage time to achieve monthly goals consistently.
  • Facilitate and contribute to strong, positive relationships within the team, department, and inter-departmentally.
  • Under the coordination of the Regional Manager of Financial Services, the SFC will assist with back-end processing and reports for underperforming schools when not assigned to a specific campus. Items may include overall past due title, exceptions, variance, estimated, and past due cash. The RMFS will monitor the SFC to maintain performance indicators. SFC may also review files for campuses with high error rate (packaging, verification, R2T4's and similar).
The list of essential functions is not exhaustive and may be supplemented.

MINIMUM QUALIFICATIONS
  • Bachelor's degree preferred.
  • Three (3) years of Title IV experience.
  • Private, proprietary higher education experience.
  • Excellent verbal and written communication skills.
  • Consistently maintain a high level of professionalism when dealing with internal and external customers, with the ability to deliver exceptional customer service.
  • Knowledge of problem-solving, conflict resolution, and providing customer satisfaction.
  • R2T4 Knowledge preferred.
  • Both Term and Non-Term packaging are preferred.
  • Ability to self-manage individual performance without direct supervision.
  • Ability to build and sustain trusting relationships.
  • Verbal and written communication skills.
  • Customer-service focus and skill set.
  • Computer skills.
  • Any equivalent combination of training, education, or experience that meets the minimum qualifications.