Financial Services Customer Service Coordinator jobs in United States
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Houston Christian University · 1 month ago

Financial Services Customer Service Coordinator

Houston Christian University is an independent, private Christian liberal arts institution dedicated to student recruitment and retention. The Financial Services Customer Service Coordinator is responsible for advising students and families on financial aid and student account inquiries, providing exceptional customer service, and overseeing student workers.

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Responsibilities

Serve as "one-stop financial services advisor" for students and families concerning financial aid, billing and payments
Effectively communicate university policies and procedures related to financial aid and student accounts
Counsel students and families in-person and virtually
Respond to a large volume of phone, email, and in-person inquiries in a timely manner, and participate in outbound phone call campaigns
Assist prospective and current students with financial aid inquiries
Explain the application and verification processes, eligibility and renewal criteria, awarding and disbursement of funds, and inform students of outside scholarship opportunities
Explain satisfactory academic progress, requirements, and the eligibility appeal process
Advise students on student loan options, repayment options and default prevention
Assist students and families with questions regarding their student account
Discuss aid as it relates to a student's account, payment and financing options for out-of-pocket tuition, residential life and other expenses
Provide information about billing schedule, account balances, holds, refunds, lost checks, and student account appeals
Advise students on third party billing, company reimbursement agreements and account balances, requesting transcripts and replacing diplomas
Collect and review financial aid, and students accounts forms, tax and other documents for accuracy and completeness, track and distribute documents to appropriate inter-office staff
Supervise, manage, train, and develop student financial services student workers
Assist with inbound mail and document tracking and external mailing campaigns
Process reports and improve reporting capabilities
Collaborate with other departments and divisions across campus
Other duties as assigned by the Executive Director for Student Financial Services

Qualification

Financial Aid experienceStudent Accounts experienceBilingual (Spanish)Customer serviceMicrosoft Office SuiteInterpersonal skillsCommunication skillsOrganizational skillsAttention to detailIntegrity

Required

High school diploma or GED equivalent
Excellent interpersonal and communication skills, both written and verbal
Proficiency in using student information systems, databases, and Microsoft Office Suite applications
Committed to customer service and quality work
Ability to handle confidential information with integrity and counsel students in a caring and positive manner
Demonstrated ability to interpret and present information and ideas clearly and accurately
Is self-reliant, proactive, and makes a positive impression on others
Ability to work in a fast-paced and deadline-driven environment, and to be organized and pay attention to detail

Preferred

Bachelor's degree
Previous Financial Aid/Student Accounts experience
Bilingual (Spanish speaking)

Company

Houston Christian University

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Houston Christian University is a Christian liberal arts university dedicated to the development of the intellect, the moral character.

Funding

Current Stage
Growth Stage
Total Funding
$2.8M
Key Investors
U.S. Department of Education
2023-04-27Grant· $2.8M

Leadership Team

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Marian Zaki
External Partnerships Coordinator for the Engineering Programs
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