- Analyze student financial aid, accounts receivable and to respond to student inquiry
- Counsel active and inactive students on financial matters that involve proactive problem solving and on the spot problem solutions.
- The Specialist's primary goal is to provide students with quality service by educating students on financial aid, accounts receivable, deadlines, and procedures.
- Follows up on complaints until they are resolved and attend to complex issues with minimal supervision.
- Contacts parents, faculty, staff, and collegiate departments in order to answer, assist, clarify, intercede, and advocate any concerns or issues students may have.
- Assists students on the process of applying for financial aid, payments, and retrieval of documents online.
- Coordinates the student withdrawal process within Financial Aid which incorporates all those students withdrawn, conferred and cancelled.
- Assists with default prevention through decreasing delinquent account balances and ensuring payments are timely.
- Assists on Outreach projects and presentations.
- Attends Open House events to assist parents and prospective students with any financial questions.
- Assists with the training and coordination of projects for Federal Work Study Students.
- Assists with processing of Employee Scholarship Applications.
- Assists with Transcript approval process
- Runs reports to determine those students missing financial documents and financial balances.
- Serves as back up to the Office Assistant in terms of coordinating incoming communications via email and phone.
- Other clerical duties as assigned.
- Knowledge in the use of Workday, Excel, Word, Outlook, Power Point, Image Now.
- Proven Ability to work effectively independently and as a team member.
- Self motivated with focus on problem solving that produce results.
- Ability to multi-task and function in a fast paced environment.
- Ability to work flexible hours as may be required during peak processing time.
- Ability to meet expectation of managing daily workflow within set deadlines with minimal supervision.
- High School Diploma or GED required. Bachelors Degree preferred.
- Minimum of three years experience in finance, financial aid processing and awarding.
- Experience in customer service
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Financial Aid Specialist - Boca Raton, United States - Lynn University
Description
Summary:
The Office of Financial Aid serves as the initial point of contact for students and parents visiting or calling Financial Aid. The position of Specialist, seeks to promote superior customer service in the area of financial aid. This service at the front counter focuses on areas of financial aid; student accounts receivable, billing, and financial records. The Specialist will also play a role in the different outreach activities organized by the department.
Job Description:
Essential duties and responsibilities
Lynn University does not discriminate on the basis of race, color, gender, religion, sexual orientation, national origin, disability, genetic information, age, pregnancy, parenting status, veteran status or retirement status in its activities and programs. In accordance with Title IX of the Education Amendments of 1972, Lynn University does not discriminate on the basis of sex. Inquiries concerning the application of the non-discrimination policy may be directed to the Lynn University Compliance Officer/Title IX Coordinator at 3601 N. Military Trail, Boca Raton, FL 33431, , or ; or to the U.S. Department of Education Office for Civil Rights.
Lynn University is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award baccalaureate, master's and doctoral degrees. Contact the Commission on Colleges at 1866 Southern Lane, Decatur, Georgia or call for questions about the accreditation of Lynn University. 2020 Lynn University
Americans with Disabilities Act
Please notify us at least five days in advance if a reasonable accommodation for a disability is needed by calling
The Annual Security and Fire Safety Report
In compliance with the Clery Act, the University annually provides a report to each student and current employee, as well as to prospective employees and students, that provides a detailed disclosure of information regarding campus security practices (including Emergency Response Plan, Timely Warnings, Emergency Warnings, Missing Persons, fire safety policies, fire prevention data, and Crime Log policies), as well as crime and fire-related incident statistics for the preceding year. The Annual Security and Fire Safety Report is available online at
For your health, Lynn University is smoke- and tobacco-free.
