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Student Financial Services Coordinator Level 2 Job Description

Job Summary

Full-time, entry level staff union level 2, hourly position reports to the Director of Student Accounts. The Student Financial Services Coordinator assists students in all aspects of the financial aid application process and all billing processes, provides clerical support and exceptional customer service. The coordinator position is the first point of contact for all student inquiries in the Student Financial Services Office. The position requires the ability to protect and maintain confidentiality of data communications.   This full time union position is expected to work 37.5 hours weekly which consists of the following;  Two (2) days per week from 10 am – 6:30pm daily, Two (2) days per week 9-5:30pm and one (1) day per week 9am-5pm. Hours may fluctuate during peak times.

Essential Duties/Responsibilities

  • Front desk coverage including but not limited to communicating with students over the phone, in person, and/or through e-mail conveying financial aid account information, billing, refund, and health insurance account information,  federal, state,  and institutional policies, and other inquires in a consistent and understandable manner.
  • Assist students with the completion of required financial aid forms and electronic processes such as the Free Application for Student Financial Aid (FAFSA), master promissory notes, entrance loan counseling and other related electronic forms.
  • Reviews collected documents for completeness and accuracy then forwards to appropriate staff member for input into PowerFAIDS and placement into students file.
  • Accepts Cash, and Check, payments from Students
  • Assists Students who wish to use a credit card payment via our Nelnet online payment portal.
  • Assists Students with payment plans.
  • Performs student account audits to ensure that all tuition and fees have been billed according to the Student’s academic record and tuition/fee rates.
  • Assists in outgoing call campaigns; deadlines reminders, and other notifications as necessary.
  • Assists with Pre-Collection efforts on student’s accounts.
  • Assists with refund check projects.
  • Assists with Student Financial Services general email boxes
  • Assists with health insurance projects.
  • Explains and enforces all College policies that impact student accounts. 
  • Timely documents pertinent information or discussions with students in the electronic notepad of the student’s record.
  • Communicates and works with other student services offices to timely and effectively resolve student inquires.
  • Participates in registration or orientation events as requested.
  • Perform Special projects as assigned by the Director of Student Accounts and Direct of Student Financial Services.
  • Behavioral requirement of treating fellow employees, students, and the institution’s guests with civility, and too refrain from actions that disrupt the efficient functioning of the college.
  • Ability to follow directions and complete tasks accurately and accept supervisory input and constructive criticism.

Other duties will include the following:

  • Runs National Student Loan Data System (NSLDS) reports for students (as needed)
  • Other duties as assigned.

Education & Experience

BA/BS preferred, but not required; minimum 2 years customer service and office clerical experience.  Experience in financial aid and bursar office setting preferred.

Skills & Knowledge

  • Ability to demonstrate exceptional customer service
  • Must demonstrate excellent organizational abilities and written communication skills. 
  • Candidate must have the ability to communicate effectively, patiently, and sensitively over the phone, in person, and by e-mail.
  • Qualified applicants must be able to retain and relay accurate information.   
  • Must have experience with Microsoft Office applications.
  • Ability to multi-task is essential.
  • A passionate commitment to the mission of the College.

Physical Effort Required

While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle or feel; reach with hands and arms; and talk, hear, and effectively communicate with others in person and in writing. The employee is required to be mobile. The employee must be able to occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include the ability to see others and read documents.  This job requires the employee to spend lengthy periods of time performing computer assisted work. The noise level in the work environment is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


To apply please forward cover letter and resume to