Student Financial Services Coordinator

2 months ago


Boston, United States Bay Path University Full time

JOB SUMMARY: Full-time, entry level staff, hourly position reports to the Director of Student Accounts. The Student Financial Services Coordinator assists students in all aspects of the financial aid application process and all billing processes, provides clerical support and exceptional customer service. The position requires the ability to protect and maintain confidentiality of data communications. The position entails working 37.5 hours weekly, 8:30 am to 5:30 pm (2 hybrid days to be determined). Some nights or weekends may be required at key times of the year. ESSENTIAL JOB FUNCTIONS: Assists with health insurance customer service. Assists with the 1098T customer service. Frontline duties including responding to in-person, phone and email inquiries. Accepts Cash, and Check, and electronic payments from Students Assists with SFS email boxes. 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 inquiries/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 inquiries. 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. REQUIREMENTS: 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 one's own. General knowledge of the University's mission, purpose and goals and the role this position plays in achieving those goals.

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