STUDENT FINANCIAL SERVICES - Asst Sys FinAid Ops Associate

Job Classification

  Hourly Full-time (35-40)

Position summary

Responsible for specific functions in the Operations area at the Office of Student Financial Services which includes Production and Tracking, Verification, Awarding, and Loan Processing. Oversees filing system including old folders, scanning/cataloging into BDM and storage. Handles incoming mail and returned mail as well as mass mailings (financial aid offers, tracking requirements letters, address changes). Provides support to gather documentation on specific federal requirements to expedite verification. Manages the processing of Federal USA (Direct and PLUS) and Canadian loans. Monitors Default status of loans and transcript requests. Helps with other related responsibilities as needed in the area.

Qualifications summary

A minimum of an Associate degree or equivalent from two-year college of technical school; or one year related experience and/or training; or equivalent combination of education and experience.


Must be a Seventh-day Adventist in good and regular standing.

Duties and responsibilities

- Know federal guidelines for tax information, filing status, income documentation (W-2, 1099 Forms), definition of household, and eligibility requirements (citizenship status, eligible non-citizen, etc.)

- Contact students and/or parents about missing document requirements: personal e-mails, phone calls, tracking letters, texting,  etc.

-Track in all incoming documentation to satisfy federal requirements and other institutional items (refund requests, international deposit refund, housing transfer, etc.)

- Prepare files for verification and financial aid offers gathering documentation on specific federal requirements.

- Analyze Unusual Enrollment Flags.

- Handle federal reports of students selected for identity verification (V4 and V5).

- Report to the government accurate loan data of non-term programs.

- Manage origination of student (Direct and PLUS) and parent (PLUS) USA federal loans.

- Manage reporting data to process Canadian loans.

- Monitors federal Default status of loans and transcript requests.

- Oversee filing system:  help oversee scanning/cataloging into BDM, directly oversee files, training, overseeing student workers who do filing and scanning of document requirements, storage of old files, purging (yearly and ongoing), maintaining no-folder section.

- Receive and process mail.

- Must maintain pleasant and secure office. Office files must be kept locked when office is not in use. Only authorized SFS employees allowed in files. Information must always be secured.

Supervisory responsibilities

Some supervisory skills needed. Supervises student workers in filing system (new and old) and scanning documents into BDM.

Qualifications

Good Customer service. This person is required to serve people each workday. Must be professional in handling communication with students, parents and internal customers.

Detail Oriented. Excellent organizational skills. Self-Motivated and reliable.

Good computer skills. This position requires the use of Banner Ellucian and Microsoft suite software.

Good writing skills. 


Must be a Seventh-day Adventist in good and regular standing.

Technical competencies

N/A

Interpersonal interactions

Must work well with others, this is very much a team-based work environment.

Must have the ability to quickly understand and follow directions, particularly in time sensitive situations.

Physical demands

Sitting, standing, walking.  Long periods of computer usage. 

Work environment

Open office environment most of the time. Certain tasks require to work some hours in an enclosed filing storage space. The noise level in the work environment is typical of that of an office. Moderate noise when using shredding or paper folding machine.