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Financial Aid Specialist Call Agent

San Jacinto College
Pasadena, TX, United States
Full-time

Financial Aid Specialist Call Agent - Central Campus

PRIMARY FUNCTION : To provide exceptional service and assistance to students in the completion and processing of financial aid and scholarship applications.

To conduct outreach programs.

Essential Duties :

Respond to financial aid inquiries via telephone, chat and email while providing excellent customer service. As needed, employee will send and receive postal mail.

Makes outbound calls and emails to guide students who need assistance navigating through the financial aid process.

Interpret financial aid regulations and educate students of their next steps.

Review and scan financial aid documentation to ensure accuracy, completeness, and inform students if additional steps are needed.

Assist staff in resolving complaints and issues with the financial aid process.

Collaborate with the financial aid campus, district financial aid office and other college departments to provide services to students.

Maintain strong knowledge of Federal Student Aid resources and policies including familiarity with the Federal Student Aid regulations

Recommend and assist in establishing and implementing unit policies and procedures

Other duties as assigned

Knowledge, Skills and Abilities :

Excellent written and verbal communication skills

Detail oriented

Capable of working independently with minimum supervision

Familiarity with Individual Tax Returns

Experienced with Microsoft Office Suite

Available to work overtime, possibly weekends, if needed

Required Education :

Associate Degree, or high school diploma / equivalent and 3 additional years of office / customer services related experience

Required Experience :

2 years office / customer services related experience

Preferred Education :

Associate Degree or higher

Preferred Experience :

One or more years of financial aid experience

Proven working knowledge of IRS tax code

Banner software experience

Note : This position has opportunity for limited remote work arrangements with appropriate approvals and in accordance with the policies, procedures, and needs of the College.

Salary Grade : 108

Salary is based on the Board-approved salary schedule for the current fiscal year. See Salary Schedule

Requisition Number : req5548

Posting Close Date : 11 / 22 / 2024

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16 days ago
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