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    • Student Financial Specialist - Pensacola - Pensacola State College

    Pensacola State College
    Pensacola State College Pensacola

    5 days ago

    Default job background
    Description

    Job Description:

    The Student Financial Specialist is a key member of the College's team responsible for overseeing sponsor contracts, student accounts, and cash collections. This individual provides quality customer service to students, faculty, staff, administration, and third-party entities.

    Duties and Responsibilities:

    • Determines individual student needs; provides information to students, parents, and prospective students as necessary.
    • Interacts daily with students face-to-face, via telephone, email, and remote communication.
    • Communicates effectively, both verbally and in writing, summarizing conversations to student files for future reference.
    • Initiates phone calls to collect required documentation and payments.
    • Empowers students to utilize online services, portals, and webpages.
    • Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms.
    • Receipts incoming monies including tuition and invoice payments and departmental deposits.
    • Handles confidential material and communications, adhering to FERPA guidelines.
    • Refers students seeking a monthly tuition payment plan to the College's third-party provider.
    • Updates installment amounts after schedule adjustments or financial aid awards are posted.
    • Ensures all account balances are accurate prior to refund dates.
    • Monitors data imports to student accounts for designated programs.
    • Prepares itemized invoices for use of college services, facilities, workforce development, apprenticeship programs, and dual enrollment education.
    • Keeps appropriate records and ensures timely receipt of payments.
    • Sorts mail and performs data entry, filing, scanning, and accurate record-keeping.
    • Performs billing for College receivables for student accounts, third-party sponsor accounts, and government agency programs.
    • Maintains working knowledge of payor requirements as designated.
    • Investigates and responds to inquiries (internal & external) regarding invoice/payment status.
    • Reconciles accounts and prepares Ad Hoc Payments to return funds to third-party sponsors as directed.
    • Monitors receivables for non-payment, delayed payments, and other irregularities as directed.
    • Researches, prepares, processes, and distributes College or department-required paperwork, including but not limited to student account adjustments, student statements of account, etc.
    • Conforms to all safety practices and regulations applicable to this position.
    • Reports unsafe conditions to the immediate supervisor and Pensacola State College Police Department/Public Safety.
    • Performs other duties as assigned.

    Essential Functions:

    • Prioritizes work, meets deadlines, maintains attention to detail, and follows through on assignments with minimal supervision.
    • Exercises initiative in maintaining professional contacts within the college to expedite department work.
    • Demonstrates advanced computer skills, including multitasking in an electronic environment.
    • Works effectively in a diverse community, meeting the needs of diverse student populations.
    • Sits at a desk and views a display screen for extended periods.
    • Demonstrates professional and discretionary communication skills via electronic, verbal, written, and face-to-face interactions.
    • Provides excellent customer service through written and verbal communication, including but not limited to telephone, email, voicemail, and written correspondence.

    Minimum Qualifications:

    Graduation from an accredited institution with an associate degree and two years of accounting or bookkeeping experience.

    Experience with spreadsheet/database applications.

    Related work experience may be substituted on a year-to-year basis for the required education.

    Successful results of a criminal background check are required.

    This position requires preference and priority for certain servicemembers and veterans, and their spouses and family members.

    A Florida Department of Law Enforcement approved background check will be conducted on every successful candidate as a condition of employment.

    Pensacola State College does not discriminate against any person on the basis of race, ethnicity, national origin, color, sex, age, religion, marital status, pregnancy, disability, sexual orientation, or genetic information in its educational programs, activities, or employment.

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