Senior Financial Services Advisor

3 weeks ago


Henrietta, United States Rochester Institute of Technology Full time
Job Summary

Counsel students and parents regarding financial matters related to tuition & fees, room & board charges, billing statements, and loans. Work directly with corporate/agency for billing and collection matters.

Key Responsibilities
  • Provide exceptional customer service to students, parents, and RIT community members regarding student financial services matters.
  • Process and resolve student account balances, including third-party billing and collections.
  • Collaborate with RIT departments to ensure timely and accurate information regarding student tuition, room, board, fees, and payments.
  • Perform detailed work in areas such as third-party billing, collections, student account services, accounts receivable, cashier functions, and Federal Perkins Loan Program.
  • Develop and recommend payment plans to resolve past-due balances.
  • Maintain a thorough working knowledge of applicable university policies and federal and state regulations related to financial aid programs.
  • Assist in testing new functionality for PeopleSoft and interfaces with internal departments and external agencies.
  • Act as a resource and advise students on repayment and consolidation of federal loans.
  • Answer incoming calls, process transactions, and counsel walk-up customers.
Requirements
  • Associate's degree in Business Administration, Accounting, or related field preferred.
  • Knowledge of Oracle financial applications, PeopleSoft, or other enterprise systems.
  • Proficiency in MS Office and web browsers.
  • Strong written and oral communication skills, with a demonstrated ability to work collaboratively with others.


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