Student Accounts Representative

Student Accounts Representative/Financial Aid Clerk

Under the direction of the Lead Financial Aid Officer, the Student Accounts Representative/Financial Aid Clerk is responsible for managing student accounts in accordance with best practices established by management in addition to assisting students in completing the financial aid process and aiding the Financial Aid staff in maintaining audit ready files; and performs other duties as assigned.

Samples of duties:

• Process and audit student account activity
• Coordinate with Instructors, Student Services, Career Services, Financial Aid and any other departments that have contact with students. Communicate with other departments any issues regarding students
• Payment collecting
• Bill and track all outside agency funding sources
• Work and maintain monthly billing reports
• Deposit batch report, apply payment to each account and balance to deposit
• Participate in communication meetings, in-service sessions, student orientation, graduation, and other school events as required by the school
• Abide by the policies and procedures as outlined in the standards.
• Provide estimate appointments for prospective students and parents.
• Assist students and parents in completing financial aid Entrance and Exit counseling
• Establish and maintain an audit ready file
• Scanning and filing of documents and files
• Assist FA staff
• Communicate with students through various electronic means, text, email, TEAMS etc..
• Account reconciliations
• Maintain and manage the processing of in school deferments

Knowledge and skills:

The Student Accounts Representative/Financial Aid Clerk shall demonstrate experience and education commensurate with the responsibilities of the position. The Student Accounts Representative/Financial Aid Clerk shall attend a State approved financial aid workshop and receive certification.

In addition, the Student Accounts Representative/Financial Aid Clerk must have strong knowledge of MS Office, including Word, Excel, PowerPoint, PDF and Outlook; professional written and verbal communication and interpersonal skills; and strong analytical, organizational, multi-tasking, problem solving, and time management skills.

Abilities:

Ability to produce quality output within tight timeframes and simultaneously manages several projects

Ability to participate in and facilitate group meetings

Work requires willingness to work a flexible schedule

Minimum qualifications:

An associate degree is preferred, but we will consider candidates with a high school diploma and one year of experience in an office or medical setting, or any relevant combination of education and experience as determined by the Campus President.

Other:

A valid California Class "C" Driver's License may be required.

Working conditions:

Work inside protected from the weather.

Work effectively in a demanding environment.

Work collaboratively in a team environment.

Work with sensitive and confidential information.

Noise exposure under 65 decibels, roughly that of a normal conversation or a ringing telephone.

Schedule changes may occur based on business needs.

National Holistic Institute