Customer Service Representative – Hotel Reservations
Destination Knot
Financial Aid Coordinator
CTI
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $24 - $32 per hour
Job Level
Mid-LevelSenior
About the role
- Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines
- Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements
- Certify all current students, accurately identifying program of pursuit and indicating credit hours, term dates, transfer units accepted, and proper progression toward approved program
- Maintain historic documents and data regarding financial aid files according to federal guidelines
- Adhere to FERPA and CIAT policy on release of records and information to a third party
- Review and assess eligibility of applications for financial aid; exercise professional judgment for adjustments
- Review and approve/disapprove loan applications, promissory notes, and other financial documents
- Conduct orientations, entrance and exit interviews per guidelines
- Develop, modify, implement, and maintain application intake and tracking process for documentation of all awards
- Monitor, approve, and revise financial aid packaging for qualified applicants
- Provide information via in person, telephone, and electronic chat regarding student financial aid and account balance
- Conduct workshops and/or presentations on financial aid policy and procedural issues
- Utilize student management system to record all student account information
- Ensure refunds are warranted and paid timely per 45 calendar day refund policy
- Work with Student Services to update student finance status and place financial holds as needed
- Identify areas of deficiency and bring creative solutions; work to financially clear all student files for repacks
- Upload documents and work with FAS (third party agency) to ensure files are cleared and ready to be disbursed
- Produce required reporting to FAS and ensure student accounting/ledger accuracy
- Compile documents for accreditations and audits and complete Exit Counseling with FAFSA graduates
- Adhere to CIAT’s compliance requirements and follow communication guidelines to ensure customer satisfaction
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, supervisory and personnel practices, communication techniques and computer software
- General knowledge of accounting practices, data processing and computer applications
- Detail-oriented, outstanding research skills, and a holistic problem solver
- Ability to multi-task and thrive in a fast-paced environment
- Strong organizational skills with the proven ability to prioritize
- Strong communication skills, both verbal and written
- Team player with a positive, can-do attitude
- Proficient in Microsoft Office including Outlook, Word, Excel, PowerPoint, and MS Project
- Self-motivated with a strong work ethic
- Demonstrated ability to anticipate needs and exercise independent judgment
- Excellent analytical skills, problem resolution skills and general business acumen
- High degree of flexibility and ability to adapt to a rapidly changing environment
- Ability to work collaboratively with colleagues, academic departments, and administration
- Able to handle sensitive information with a high degree of confidentiality
- Possess high ethical standards
- Must be able to embody CIAT’s mission, vision, purpose and values
