Core Trading Consultants · 16 hours ago
STUDENT FINANCIAL SERVICES SPECIALIST
Ithaca, NY
Full-time
Onsite
Entry Level
$20/hr - $20/hr
2+ years expCore Trading Consultants is a company that focuses on providing financial services to students. The Student Financial Services Specialist will serve as the initial contact for the Student Financial Services Office, assisting students and families with the financial aid process and ensuring compliance with various regulations.
Financial Services
No H1B
Responsibilities
Serve as the initial contact for the Student Financial Services Office providing professional and positive customer service assisting current and prospective students and families with the financial aid process
Develop and maintain a strong working knowledge of federal, state, and College student aid regulations, policies, and procedures and provide a variety of information regarding various financial aid programs, procedures and eligibility requirements
Perform operational activities to include data entry, updating and maintaining student account information, receive and process forms and payments, and post transactions
Prepare reports, letters and other correspondence, and respond to questions regarding student financial services programs
Participate in efforts to attain the Office of Student Financial Services goal to provide outstanding service to students, parents, the campus community and other constituents; convey information related to student financial services clearly and and concisely to groups or individuals verbally and in writing; arrange and/or schedule appointments with appropriate staff within Student Financial Services
Greet and guide both prospective and current students and families through the financial aid process
Assess the student's individual need, explain aid programs, application procedures and eligibility criteria, and provide appropriate forms
Handle and respond to complex, sensitive, or emotional financial and customer situations
Respond to questions and identify and resolve processing and communication issues regarding billing, financial aid, payment deadlines, tuition rates, loans, forms, and related information; refer unusual concerns to appropriate staff within Student Financial Services
Develop and demonstrate a multicultural awareness and contribute to cultivating an inclusive, diverse and respectful College community
Demonstrate civil and inclusive behavior when interacting with staff, faculty, students and visitors to the College
Promote a flexible, collaborative and inclusive work and living environment and engage in educational opportunities to increase awareness and understanding of diversity and inclusion
Receive and review application and supporting documentation in accordance with established guidelines to ensure complete financial aid documentation in preparation for verification and packaging
Research and resolve issues such as missing paperwork
Enter application information into database, scan documents, and setup and maintain files for financial aid application paperwork and student financial aid awards
Answer multi-line phone and provide a high level of service; receive and respond to e-mail corresponce; utilize the on-line student information system to review information and assist students and/or family members with inquiries providing thoughtful, complete responses
Document all inquiries and responses within the student information system
Open and sort mail; process payments and forms received and distribute all other mail to appropriate staff member for action
Research and assign returned mail to student assistants for proper follow-up
Participate in maintaining an accurate and consistent processing schedule in a high volume environment
Receive and process cash, checks, other currency, wire transfers, and credit card payments to student accounts for payment of advance deposits, tuition and fees, ID Express, payment plans and other accounts receivable; prepare deposit receipts and post to appropriate account; maintain adequate supply of change for daily business transactions; balance cash drawers and reconcile daily transactions
Assist with the collections process and participate in processing student transactions, posting of payments and disbursements, billing and other operational activities during high volume cycles and as assigned
Develop and maintain knowledge of various financial aid program eligibility standards, billing and collection rules and regulations, state and federal regulations, and financial aid services and programs offered through private, state, and federal agencies
Develop and maintain knowledge and ability to navigate through and utilize various systems and computer applications
Develop and maintain knowledge of the services provided by the Offices of Admission, Extended Studies/International Programs, Registrar, Residential Life, Student Employment and other campus offices and direct customers to appropriate campus offices
Meet with employees and graduate students regarding the payroll deduction option for paying student account balance; assist in determining the amount to be deducted and completing the required payroll forms
Using the online student information system, credit the full amount of the deduction to the student account and monitor deduction reconciliations from Payroll to ensure full deductions are paid
Use reporting tools to write reports as necessary; collaborate with the Associate Director for Student Financial Services Information Systems as needed
Qualification
Required
High school diploma or equivalent and a minimum of two years relevant experience; or the equivalent combination of education and experience
Relevant work experience such as work in a student service area of a college or university, such as a financial aid or bursar office, other student service area where there was significant interaction with students and families, including positions held as a work study student or student employee
Customer Service position with a financial focus, such a bank teller, loan processor, bank/credit union call center rep, accounting or bookkeeping assistant, debt collection specialist
Strong interpersonal and communication skills and the ability to effectively work and interact respectfully within a diverse and inclusive environment
Proficiency in various word processing, spreadsheet and database software applications and ability to learn new systems and applications
Strong organizational skills and attention to detail
Ability to maintain and monitor various accounts, prioritize projects, handle multiple tasks and meet deadlines
Preferred
Previous experience working with an on-line student information system in a college or university
Benefits
Healthcare including vision and dental
Generous Paid Time Off Policies
403B Retirement Savings Plan with Matching Employer Contribution
EAP
Flexible Work Plans
Educational Benefits
Career-Enhancing Trainings
Company
Core Trading Consultants
The Core Trading Consultants, also known as CTC, is an entirely student run finance organization that gives its members the opportunity to integrate coursework with real-world experience.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase