Financial Services Representative

Job Description

Job Description

Financial Aid Representative

IntelliTec College, Albuquerque NM

Full-Time 

Job Summary: Date:  
The Financial Aid Representative is responsible for assisting students throughout the financial aid process, ensuring the accurate updating of student files, and managing associated records.

Essential Duties:

• Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options.

• Follow up with new and prospective students to ensure all necessary paperwork is completed.

• Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility.

• Determine student eligibility for Federal Student Aid (FSA) funds based on the Institutional Student Information Report (ISIR), resolve any issues, and complete all necessary paperwork.

• Complete all established financial aid processes (e.g., verification, award letters, loan originations) to ensure the accurate and timely payment of Federal Student Aid funds.

• Manage the yearly refinancing process with students to ensure the timely receipt of second-year funding.

• Establish student work-study eligibility and collaborate with the HR liaison to complete new hire paperwork.

• Meet with students prior to graduation for exit counseling and review student loan repayment information.

• Develop and maintain a current working knowledge of all applicable financial aid regulations.

• Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting students as necessary.

Secondary Duties:

• Present at new student orientations and attend Financial Aid Lead/Manager meetings when needed.

• Other duties as assigned.

Working Hours:  The schedule may vary between the hours of 8:00 AM – 7:30 PM (Monday–Thursday) and 8:00 AM – 5:00 PM (Friday) to meet departmental and student needs. The employee will be scheduled for 29 hours weekly. 

Minimum Qualifications:

• Education: Associate’s degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree.

• Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or a related field.

• License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems.

The schedule may vary between the hours of 8:00 AM – 7:30 PM (Monday–Thursday) and 8:00 AM – 5:00 PM (Friday)