Financial Services Representative

Job Description

Job Description

Financial Aid Representative

IntelliTec College - Colorado Springs

Full-Time

IntelliTec College is recruiting for a full-time Financial Aid Advisor at our Grand Junction campus.

Job Summary :

The Financial Aid Representative is responsible for assisting students throughout the financial aid process and updating student files and associated records.

Essential Duties :

 Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options

 Follow-up with new and prospective students to ensure all necessary paperwork is completed

 Assist parents and / or students with FAFSA filing paperwork to determine financial aid eligibility

 Determine student eligibility for FSA funds based on ISIR (Institutional Student information Report), resolve issues that arise, and complete all necessary paperwork

 Complete all established Financial Aid processes, such as verification, award letters, loan originations, etc. to allow for accurate and timely payment of Federal Student Aid Funds

 Handle the yearly refinancing process with students to ensure timely receipt of second-year funding

 Establish student work study eligibility and work with HR liaison to complete new hire paperwork

 Meet with students prior to graduation for exit counseling and to review student loan repayment information

 Develop and maintain current working knowledge of all applicable financial aid regulations

 Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting any student as needed Secondary Duties :

 Present at new student orientations and attend meetings for Financial Aid Lead / Manager when needed

 Other duties as assigned

Minimum Qualifications :

Education : Associate’s degree in Finance, Accounting, Business Administration, or a related field.

Two (2) years of additional experience may be substituted in lieu of a formal degree

Experience : 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or related field

License(s) / Certification(s) : Must be able to obtain and maintain access to secure government systems

Working Hours :

Schedule may vary between the hours of 8 : 00 AM – 7 : 30 PM Monday – Thursday and 8 : 00 AM – 5 : 00 PM on Friday in order to meet departmental and student needs.

Physical Demands and Working Conditions :

This position requires light work, occasionally lifting up to 20 pounds while frequently lifting up to 10 pounds. Administrative work requires sitting for long periods of time and consistent use of a computer. Position is required to express complex topics through speech and written communication. The worker is not substantially exposed to chemicals or adverse environmental conditions. This position may require driving to satellite campus locations.

Schedule may vary between the hours of 8 : 00 AM – 7 : 30 PM Monday – Thursday and 8 : 00 AM – 5 : 00 PM on Friday in order to meet departmental and student needs.