Financial Aid Representative

Heidelberg University•Tiffin, OH

About The Position

Responsible for the day-to-day operations of the Financial Aid office and is a key member of the Enrollment Management team. The person in this position has direct hands-on work with electronic delivery of critical information in the financial aid award process with prospective and continuing students. Supervision Received: Reports directly to the Director of Financial Aid.

Requirements

High School Diploma or equivalent
1-3 years of experience in an office environment
Strong customer service skills
Must demonstrate analytical and strategic thinking abilities.
Outstanding oral and written communication skills.
Strong interpersonal skills.
Ability to manage several projects simultaneously.
Ability to relate to diverse cross-sections of individuals.
Ability to work independently and with a team.
Ability to travel as needed or required, work evenings and/or weekends as needed.
Knowledge of operation and use of various office equipment including, but not limited to: personal computer, including spreadsheet and word processing software, integrated database software, fax machine, copier, telephone, scanner, and printers.

Nice To Haves

Associate or Bachelor’s degree
3-5 years of experience in an office environment
Knowledge of financial aid processes and procedures, and/or Banner

Responsibilities

Provide first point of contact customer service and phone support for students and parents through walk-ins, phone calls and emails.
Make follow-up phone calls to students and parents as needed.
Manage incoming and outgoing mail, emails and faxes.
Coordinate mailings for outgoing correspondence.
Monitor office budget and submit invoices for payment.
Maintain a calendar of annual processing dates and reporting timelines.
Manage social media communications and postings for financial aid office communication.
Assist in updating, creating and maintaining financial aid documents annually.
Other relevant duties as assigned by the Director of Financial Aid and Vice President for Enrollment Management.
Work with the Admissions Processing Team to coordinate incoming new student information using Slate software.
Participate in orientation and student move-in day activities.
Import and process daily Federal ISIR using the electronic data exchange (EDE), ED Connect and the Central Processing System (COD) website.
Review all ISIR SSNs and cross reference with Banner to ensure correct Social Security numbers. Report all social security number updates to Admissions.
Update all received ISIRs and process corrections.
Answer questions via phone calls and emails.
Speak with on-campus students on a walk-in basis.
Attend on-campus functions for various programs to help with Financial Aid-related events.
Participate in appropriate professional development activities which represent both the profession and the University at the most effective level.
Participate in appropriate University committee and work group activities.