Financial Services Specialist jobs in United States
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The Principia · 2 months ago

Financial Services Specialist

The Principia is a mission-driven institution that focuses on education blending academic excellence with character education. The Financial Services Specialist will provide superior customer service to internal and external stakeholders, conduct evaluations for financial aid eligibility, and manage electronic loan certification and disbursement processes.

Higher Education
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H1B Sponsor Likelynote

Responsibilities

Provides professional assistance to Office of Financial Aid visitors either in person, on the phone, or virtually through platforms such as Slate CRM, Zoom or Microsoft Teams
Coordinates timely responses to all email and telephone contacts from students and families
Performs need analysis using submitted aid application materials
Packages student aid based on eligibility determinations in compliance with federal and institutional guidelines
Counsels students regarding aid application procedures, awarding policies, billing policies, and missing or incomplete aid application materials
Ensures all student aid is disbursed on time and reviews withdrawn student awards
Responsible for coordinating maintenance of student files (file creation, filing, etc.)
Communicates financial aid policies and programs to currently enrolled students with moderate/high levels of guidance
Works in tandem with Prinbill to ensure 100% resolution of financial aid matters
Attends regular Admissions Office meetings for cross-functional support
Monitors progress of FAFSA completion for assigned population
Identifies and resolves aid processing, certification and disbursement issues
Resolves C-codes and reviews conflicting information
Frequently attends Federal Student Aid workshops, webinars and trainings
Assists in preparing for financial aid audits
Performs other related work as needed
Attends training sessions, both on- and off-campus
Submits reports on various office activities/completed tasks
Represents Principia College alongside Admissions during outreach events both on and off campus

Qualification

Financial Aid ExpertiseRegulationsBanner Financial Aid SystemMS Office ProficiencyCustomer Service SkillsProblem SolvingCommunication SkillsCollaboration Skills

Required

Bachelor's degree in related field
1-3 years of experience in college and federal financial aid or related area
Experience with MS Word, Excel and Outlook; easily adaptable to new technologies
Knowledge of federal and state regulations regarding government funded assistance
Very occasional weekend work required; some travel may be required (working with recruiters in the field)

Preferred

Student of Christian Science preferred
Supportive of Principia's guiding statements as articulated here https://www.principia.edu/about/guiding-statements
Familiarity with Banner financial aid awarding system, preferred

Benefits

Generous Employee Tuition Discount: Enjoy a 90% discount on tuition (pro-rated for part-time staff) for your eligible children enrolled from Pre-K3 through College (infant and acorn programs excluded).
Relocation: Principia provides a relocation imbursement of up to 12% of your annual salary, when moving from outside a radius of more than 50 miles.
Professional Development: Access to learning opportunities, training programs, and career growth support.
Comprehensive Benefits: Learn more about all our benefits here, including comprehensive health, dental, and vision plans, paid time off, a 403(b) retirement plan with Principia matching, and more.

Company

The Principia

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At Principia, we take a different approach to education—blending academic excellence with Christian Science-based character education.

H1B Sponsorship

The Principia has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (5)
2023 (10)
2022 (6)
2021 (5)
2020 (5)

Funding

Current Stage
Growth Stage
Company data provided by crunchbase