Financial Services Coordinator

4 weeks ago

Tucson, United States Pima Medical Institute Full time

ESSENTIAL FUNCTIONSCollaborate 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 QUALIFICATIONSBachelor'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.

  • Senior CFP® Financial Advisor

    1 week ago

    Tucson, United States Tocco Financial Services Full time

    Job Description Job Description Job Description We 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 support...

  • Financial Services Professional

    1 week ago

    Tucson, United States Global Financial Impact - Matthew Woodruff Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Financial Services Professional

    3 days ago

    Tucson, United States Global Financial Impact - Matthew Woodruff Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Financial Services Professional

    1 day ago

    Tucson, United States Global Financial Impact - Matthew Woodruff Full time

    Job DescriptionJob DescriptionWe’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.We believe that everyone, regardless of their background or...

  • Senior CFP® Financial Advisor

    2 weeks 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...

  • Senior CFP® Financial Advisor

    2 days 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...

  • Financial Services Office Administrator

    3 weeks ago

    Tucson, United States Capstone Capital Management, Busby Sanford Brady Full time

    Job DescriptionJob DescriptionAs one of the first point of contact to greet clients, the Financial Services Office Administrator is a client experience coordinator, who responds to client inquires, carries out transactions and conducts outreach meeting activities. The Financial Services Specialist is instrumental in developing strong internal and external...

  • Financial Services Office Administrator

    9 hours ago

    Tucson, United States Capstone Capital Management, Busby Sanford Brady Full time

    Job DescriptionJob DescriptionAs one of the first point of contact to greet clients, the Financial Services Office Administrator is a client experience coordinator, who responds to client inquires, carries out transactions and conducts outreach meeting activities. The Financial Services Specialist is instrumental in developing strong internal and external...

  • Motor Vehicle Customer Service Representative

    3 weeks 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...

  • Motor Vehicle Customer Service Representative

    1 day 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...

  • chief financial officer

    4 weeks ago

    Tucson, Arizona, United States Old Pueblo Community Services Full time

    The OPCS Chief Financial Officer (CFO) plays a crucial role in managing the financial aspects of the organization to ensure sustainability and efficiency in delivering services.Employee BenefitsCompetitive Salary, Employer Subsidized Health Insurance for Employee and Family, Employer Matching 401 (k) plan (after 1 year), Employer Subsidized Dental Plan and...

  • chief financial officer

    2 days ago

    Tucson, Arizona, United States Old Pueblo Community Services Full time

    The OPCS Chief Financial Officer (CFO) plays a crucial role in managing the financial aspects of the organization to ensure sustainability and efficiency in delivering services.Employee BenefitsCompetitive Salary, Employer Subsidized Health Insurance for Employee and Family, Employer Matching 401 (k) plan (after 1 year), Employer Subsidized Dental Plan and...

  • Patient Financial Services Representative

    2 weeks ago

    Tucson, United States Banner Health Full time

    **Primary City/State**: Tucson, Arizona **Department Name**: Memory Disorders Clinic-Tucson **Work Shift**: Day **Job Category**: Revenue Cycle We are growing as a clinic and in research. We are a satellite clinic to Banner Alzheimer’s Institute Phoenix and excited with our new endeavor here in Tucson.** **Having the opportunity to make a difference by...

  • Student Services Coordinator

    2 weeks ago

    Tucson, United States Pima Medical Institute Full time

    ESSENTIAL FUNCTIONSAnalyze progress and monitor reports to ensure students maintain satisfactory academic progress and proper attendance. Advise students regarding academic, attendance and programmatic concerns. Assist students in resolving personal problems as they relate to school. Process Change of Status forms for all student courses reschedules,...

  • Student Services Coordinator

    1 day ago

    Tucson, United States Pima Medical Institute Full time

    ESSENTIAL FUNCTIONSAnalyze progress and monitor reports to ensure students maintain satisfactory academic progress and proper attendance. Advise students regarding academic, attendance and programmatic concerns. Assist students in resolving personal problems as they relate to school. Process Change of Status forms for all student courses reschedules,...

  • Financial Services Representative Ii

    1 month ago

    Tucson, United States Pima County Full time

    **Position Description**: **Salary Grade: 6** **Pay Range**: **Hiring Range: $20.10 - $23.62 Per Hour** **Full Range: $20.10 - $27.14 Per Hour** If you enjoy working collaboratively within a team of dedicated individuals and have a passion for learning, growing, and serving others in a fast-paced environment, then this may be the perfect opportunity for...

  • Administrative Coordinator

    6 days ago

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

    Job DescriptionJob DescriptionCatholic Community Services of Southern Arizona, Inc. (CCS) is thriving! For 90 years, CCS has focused its mission to strengthen families, support communities, provide compassionate services, and deliver excellence. Providing Help. Creating Hope. Serving All. We credit our continued success to our valuable employees! If you want...

  • Administrative Coordinator

    14 hours ago

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

    Job DescriptionJob DescriptionCatholic Community Services of Southern Arizona, Inc. (CCS) is thriving! For 90 years, CCS has focused its mission to strengthen families, support communities, provide compassionate services, and deliver excellence. Providing Help. Creating Hope. Serving All. We credit our continued success to our valuable employees! If you want...

  • Financial Services Professional

    1 week ago

    Tucson, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Tucson, AZ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Financial Services Representative

    1 week ago

    Tucson, United States Andy Manchanda - State Farm Agent Full time

    **Benefits**: - Bonus based on performance - Competitive salary - Free food & snacks - Opportunity for advancement - Paid time off - Profit sharing - Signing bonus - Training & development **ROLE DESCRIPTION**: As a Financial Services Representative - State Farm Agent Team Member with Andy Manchanda - State Farm Agent, you will successfully market the...