Financial Services Specialist

2 days ago

Mankato, Minnesota, United States Minnesota State Full time
Job Title: Financial Services Specialist

This position supports the objectives of Student Financial Services by providing comprehensive technical, hands-on service to students and families regarding all aspects of financial aid and billing, with a significant focus on individual counseling in the areas of cost of attendance, financial aid award eligibility and loan acceptance.

This position supports the University's enrollment and community relations objectives by providing services through receiving and making telephone calls, email, chat and in-person interactions to current and prospective students, families, university personnel and external clientele in a welcoming and professional manner.

Key Responsibilities:
  • Provide technical, hands-on service to students and families regarding all aspects of financial aid and billing.
  • Conduct individual counseling in the areas of cost of attendance, financial aid award eligibility and loan acceptance.
  • Support the University's enrollment and community relations objectives by providing services through receiving and making telephone calls, email, chat and in-person interactions.
  • Manage customers' complaints tactfully and thoroughly.
  • Learn to use a multi-line telephone console.
  • Explain laws, rules, regulations, standards, policies and procedures to customers.
  • Responsibly handle cash and credit card payments and reconcile cash drawer.
Requirements:
  • Knowledge of English sufficient to present clear and concise explanations of governing rules and regulations.
  • Knowledge of customer service practices and principles sufficient to identify each customer's needs, meet quality standards for services, and evaluate customer satisfaction.
  • Skill in customer service sufficient to perform the duties described above with courtesy, respect, and interest in positive problem solving.
  • Ability to use customer skills on the phone, in person and online to provide effective general and specialized office support.
  • Ability to learn to use a multi-line telephone console.
  • Ability to explain laws, rules, regulations, standards, policies and procedures to customers.
  • Ability to responsibly handle cash and credit card payments and reconcile cash drawer.
Preferred Qualifications:
  • Experience working with computer systems such as help desk software and MNState Integrated Statewide Records System (ISRS) student demographic, academic, and financial modules.
  • Knowledge of State and Federal financial aid rules and regulations.
  • Experience working in team environment/work-setting requiring flexibility and collaboration.
  • Thorough understanding of Minnesota State University, Mankato policies, procedures, departments and services.
  • One year of post-secondary education.
  • Demonstrated commitment to fostering a diverse working and learning environment.
Benefits:

At Minnesota State, we have a GREAT BENEFITS PACKAGE Our generous benefits include 11 paid Holidays, Vacation Time, Sick Time, six weeks of Paid Parental Leave, low cost medical and dental insurance with low deductibles ($150 - $1500), a Pension Plan, 457(b) and 403(b) retirement plans and other retirement investment options, pre-tax medical and dental expense (with roll-over option) and dependent care accounts, employer paid life insurance, short and long term disability, as well as professional development and a tuition waiver program for employees and their dependents, etc.

We promote the health and well-being of our employees and take work/life balance seriously.

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