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Financial Services Representative

IntelliTec College

Job Description

Job Description

Financial Aid Representative

IntelliTec College - Colorado Springs

Full-Time 

IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Colorado Springs campus.

Position Purpose

Responsible to package and set-up student funding arrangements and re-package, adjust arrangements during program duration.

Education and Experience

Associate's Degree, or equivalent education and experience required.

IntelliTec College is the leading proprietary, post-secondary Career College in Northern Colorado, with campus locations in Fort Collins, Greeley, Longmont.

Essential Duties

  • Conduct financial aid overviews, assist new students with PINs, FAFSAs on-line, and DL MPNs.
  • Conduct appointments with newly enrolled students by assisting with entrance interviews and MPNs, and present tuition finance plans.
  • Print ISIRS for student files.
  • Perform verification on selected ISIRSs.
  • Complete forms for social services and in-school deferments.
  • Monitor and compare actual to projected enrollment by terms. Monitor charges to student ledgers.
  • Request adjustments to student ledgers.
  • Package and adjust student financial aid accurately and timely. Review tuition costs, financial aid options with students. Create award letters for student acceptances.
  • Input data on Tuition Financial Plan spreadsheet, set-up disbursements for all student aid programs in Anthology.
  • Work closely with Admissions Department to ensure timely and accurate FA packaging.
  • Work with Student Account Specialist to ensure students are making payments on their accounts
  • Coordinate withdrawal file completion.
  • Manage exit interviews for students leaving school; close graduate and withdrawal FA files.
  • Enter data into Anthology of documents, loan information, references, FERPAs.
  • Maintain confidentiality of all work information.

Other Duties

  • Research student scholarship opportunities and announce to all students.
  • Process withdrawal files after R2T4s are complete.
  • Attend Department, Campus, and Company meetings.

NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job.

Knowledge/Skill and Ability

  • Excellent customer service skills.
  • Excellent attention to detail.
  • Excellent oral and written communication skills.
  • Ability to manage multiple tasks concurrently.
  • Ability to identify problems and suggest solutions.
  • Ability to work in a changing environment.
  • Proficient in Microsoft Office Suite.

Working Conditions

Work is performed in an office environment on a college campus and requires outdoor driving to attend meetings.

We are an Equal Employment Opportunity Company.

40 hours a week, Monday - Friday
40 hours a week, Monday - Friday

Vacancy posted 5 days ago
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