Financial Aid Specialist

University of Arizona

  • Tucson, AZ
  • 4 days ago
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    Skills

    • Campaignsunmatched
    • Customer Support/Serviceunmatched
    • Data Entryunmatched
    • Employee Retentionunmatched
    • Financial Aidunmatched
    • Financial Proceduresunmatched
    • Follow Throughunmatched
    • Government Regulationsunmatched
    • Information/Data Security (InfoSec)unmatched
    • Microsoft Officeunmatched
    • Onboardingunmatched
    • Procedure Implementationunmatched
    • Resolve Customer Issuesunmatched
    • Scholarshipunmatched

    Description

    • Provides year-round front-line customer service to clients: Answers questions, inquiries or requests from students, parents/guardians, other adult supporters of the student (including campus partners such as academic advisors) via multiple contact methods including phone, chat, emails, office visit, appointments, and virtual appointments.
    • Responsible for continuous student contact and follow through to ensure case resolution.
    • Assists campus partners with limited student questions via multiple methods of contact.
    • Collects and/or reviews documentation submitted for financial aid related processes to determine completeness of the document submission.
    • Requests additional information for incomplete or inconsistent financial aid related documentation that allows the Financial Aid Counselors to perform accurate needs analysis.
    • Responsible for OSFA's calling campaigns designed to support recruitment and retention of Arizona students.
    • Works with campus partners, including the Bursar's office, to resolve escalated student situations such as past due balance holds.
    • Willingness to expand financial aid knowledge and training and ability to take on projects that support OSFA's efforts to provide financial aid to students.
    • Assists Financial Aid Counselors and the Client Services Assistant Director with training and on-boarding of new temporary and student staff.
    • Attends and participates in all meetings assigned and training opportunities provided.
    • Assists in the implementation of office procedures.
    • Presents general scholarship and financial aid information at various outreach events including virtual and both on/off-campus events for prospective and current students.

    Knowledge, Skills, and Abilities:

    • Knowledge of automated processing.
    • Knowledge of government rules, regulations, guidelines, and procedures related to financial aid.
    • Proficiency with Microsoft Office Suite.
    • Skill in entering data accurately.
    • Skill in making simple calculations.
    • Ability to work with highly sensitive and protected data.

    Numbers & Facts

    LocationTucson, AZ

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