Pricing Manager
ConnectWise
Financial Enrollment Coordinator
CTI
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Florida
Visit company websiteSalary
💰 $26 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- Evaluates, reviews unpaid aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines
- Assists with collection of documentation for Financial Aid Advisors, Financial Aid Coordinators and accounting
- Responsible for all financial aid reports, unpaid disbursements, and any financial aid adjustments required
- Analyzes and evaluates the financial viability of student accounts and adds all funding sources
- Reviews unpaid aid, collects missing documents, and assists in clearance of C-Codes and Verifications
- Completes follow up for financial aid advisors on new incoming students
- Maintains historic documents and data regarding financial aid files according to federal guidelines
- Adheres to FERPA and CIAT policy on release of records and information to third parties
- Reviews and assesses eligibility of applications for financial aid and exercises professional judgment on adjustments
- Reviews and signs approvals/disapprovals of loan applications, promissory notes, and other financial documents
- Conducts entrance counseling per school, state, federal guidelines
- Monitors, approves, and revises financial aid packaging for qualified applicants
- Provides information via phone and electronic chat to students and families regarding financial aid and account balances
- Records student account information in the student management system
- Places financial holds/locks for outstanding balances and works on payment plans and document clearance
- Uploads documents and works with FAS (third party) to ensure files are cleared for disbursement
- Produces required reporting to FAS in a timely manner
- Ensures student accounting/ledger information is accurate and up to date in student database
- Compiles documents and files for accreditations and internal/external audits
- Financially replans and contacts students falling on SAP 2
- Attends online training webinars on financial aid topics
Requirements
- Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training
- Broad knowledge of federal financial aid programs and recordkeeping requirements
- Knowledge of higher education processes, communication techniques and computer software
- General knowledge of accounting practices, data processing and computer applications
- Detail-oriented with outstanding research skills and holistic problem solver
- Ability to multi-task and thrive in a fast-paced environment
- Strong organizational skills with ability to prioritize and meet tight deadlines
- Strong verbal and written communication skills
- Team player with a positive attitude
- Proficient in Microsoft Office including Outlook, Word, PowerPoint, and Excel
- Strong commitment to providing superior service to students and advising staff
- Ability to handle sensitive information with confidentiality
- High ethical standards and professionalism
- Demonstrated ability to anticipate needs and exercise independent judgment
- Excellent analytical and problem-resolution skills
- Flexibility to work outside normal business hours
- Must embody CIAT’s mission, vision, values and purpose
