
Financial Services Account Coordinator
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Overview
Job Description
Full Time / Hourly / Non-Exempt
WORK SCHEDULE
Monday through Friday 8:00 am to 5:00 pm CST
JOB SUMMARY
The financial services account coordinator evaluates financial needs of students from a variety of sources including documentation of financial status and personal interviews and counsels' students regarding financial aid eligibility according to government and institutional regulations and guidelines. Likewise, the account coordinator keeps students and families accountable to the payment arrangements they have made with the university.
RESPONSIBILITIES
Essential Functions:
- Counsels and advises students regarding the following aspects of financial aid, individualizing information to the particular needs and situation of the student.
- Keeps students and families accountable to the payment arrangements they have made with the university.
- Collects and/or analyzes financial data on students to determine aid eligibility and make awards within federal, state, donor and/or institutional guidelines.
- Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustment or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process.
- Assists in the preparation of and presents information regarding federal financial aid, scholarships, employment and grants for various campus groups, high school students and parents at various meetings.
- Analyzes various system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notifies students of changes in eligibility of awards and alternatives to amend the situation.
- Interfaces with students and lenders, employers, donors, guarantee agencies and/or staff to resolve issues.
- Connect and provide timely follow-up with students, families, and colleagues.
- Maintain regular office hours, unless otherwise arranged with the area supervisor.
- Meet all awarding goals laid out by the supervisor
- Ability to cross train and learn both Traditional & PGS (Professional & Graduate Studies) financial aid and be used where needed depending on office needs at the time.
- Additional duties as assigned
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