Financial Services Coordinator (Remote)

 
Created
Jan 20, 2024 8:38pm
Location
Tucson, Arizona
The Student Finance Officer Coordinator (SFC) (Remote) works in accordance with federal guidelines. The SFC is responsible for providing customer service and communication while assisting students in preparing and packaging their awards. The SFC will monitor and maintain reports and assist the campus Student Finance team with the overall goals. The SF adheres to the high ethical standards and principles established by Pima Medical Institute.

ESSENTIAL FUNCTIONS

  • Collaborate with the campus Student Finance Coordinator, Regional Manager of Financial Services, and Campus Director to ensure and meet all goals and objectives.
  • Interview prospective students to determine needs assessment and financial aid eligibility. Determine financial aid eligibility for second and third-year students.  Assist students with financial aid questions.
  • Maintain student files to ensure proper financial aid documentation.
  • Assist students in completing financial aid forms as required.
  • Counsel veteran students and ensure compliance with the Department of Veterans Affairs and State Approving Agency guidelines. 
  • Coordinate and arrange for proof of eligible non-citizenship status, paid in full default/Pell overpayment documentation.
  • Document data into computer for institutional financials for eligible students. Set up a payment plan for students. Establish payment plans for private-pay students for all programs.
  • Track ISIRs for all current and future students. Complete verification on all selected ISIRs.
  • Enter data into computer for packaging date, releasing of Pell/SEOG funds and status information of loans and date loan applications to lenders.
  • Ensure student files are complete to include proof of agency funding. Complete any agency needs analysis forms and submits them to the agency.
  • Audit each future start packaged file to ensure all awards/financial aid forms are in the file and proper audit form.
  • Execute effective communication and customer service with all students, admissions, and other stakeholders while working with the campus. 
  • Successfully meet and exceed student finance goals consistently. 
  • Advise the Regional Manager of Financial Services of relevant activities and issues.
  • Initiate contact with students via software, phone, email, text, and other communication mediums to provide proactive guidance and support.
  • Maintain regular contact with students and campus staff through exceptional communication from the beginning of the enrollment process through the student life cycle.
  • Conduct student-focused packaging appointments, prepare and package them throughout the application and repackage process.
  • Possess a strong understanding of program offerings at multiple campuses and online to package and communicate to students appropriately.
  • Answer incoming phone calls and respond to Web/Email questions, requests, and responses.
  • Successfully prepare students for class and provide ongoing follow-up. 
  • Utilize reports and tracking tools to assess individual progress against key performance indicators (i.e., new student packaging, past due, variance, exceptions, exits, SABR, and student retention activities).
  • Input information into multiple databases and follow-up with applicants/students to update statuses.
  • Coordinate required documents, repacks to determine continued ability to progress (SAP).
  • Collaborate with the Admissions to ensure continued support and start date for students.
  • Set and monitor applicant/student expectations throughout the student finance process and promote effective communication between admissions, student outreach, and other departments to ensure a seamless experience from applicant to an enrolled student. 
  • Demonstrate and promote high ethical standards set by Pima Medical Institute, the Department of Education, accreditation, and regulatory bodies. 
  • Prioritize and manage time to achieve monthly goals consistently.
  • Facilitate and contribute to strong, positive relationships within the team, department, and inter-departmentally. 
  • Under the coordination of the Regional Manager of Financial Services, the SFC will assist with back-end processing and reports for underperforming schools when not assigned to a specific campus. Items may include overall past due title, exceptions, variance, estimated, and past due cash. The RMFS will monitor the SFC to maintain performance indicators.  SFC may also review files for campuses with high error rate (packaging, verification, R2T4’s and similar).

The list of essential functions is not exhaustive and may be supplemented.

MINIMUM QUALIFICATIONS

  • Bachelor’s degree preferred.
  • Three (3) years of Title IV experience.  
  • Private, proprietary higher education experience.
  • Excellent verbal and written communication skills.    
  • Consistently maintain a high level of professionalism when dealing with internal and external customers, with the ability to deliver exceptional customer service. 
  • Knowledge of problem-solving, conflict resolution, and providing customer satisfaction. 
  • R2T4 Knowledge preferred.
  • Both Term and Non-Term packaging are preferred.
  • Ability to self-manage individual performance without direct supervision.
  • Ability to build and sustain trusting relationships.
  • Verbal and written communication skills.   
  • Customer-service focus and skill set.  
  • Computer skills.  
  • Any equivalent combination of training, education, or experience that meets the minimum qualifications.
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