Financial Aid and Accounting Coordinator
Southern California Institute of Technology
- Anaheim, CA
- Permanent
- Full-time
- Guide and support new and current students going through the financial aid process, including the completion of financial aid forms.
- Follow up with students regularly via email, call and text to ensure they are making timely progress toward completing all necessary financial aid steps.
- Collect and store all necessary financial aid documents per policy.
- Maintain accurate information in regards to the status of students going through the financial aid process in all relevant databases and applications.
- Work effectively with the financial aid and admissions teams to ensure students needs are addressed and positive customer service outcomes are achieved.
- Post institutional charges to student accounts in an accurate and timely manner.
- Track and collect student payments per payment plan agreements. Regularly follow up and send billing invoices to students by required deadlines.
- Routinely monitor student withdrawals or status changes. Perform appropriate refund calculations or adjustments in a timely and accurate manner per school policies.
- Routinely monitor student financial standings at the school and work effectively with students to ensure they are meeting their financial obligations.
- Ensure accuracy of student financial information (i.e. Title IV funds, scholarships, loans, payments, etc.).
- Perform all necessary tasks for closing student accounts upon student completion per school policy.
- Provide reports, maintain electronic records, and regularly communicate with private and public funding agencies on behalf of the school's Accounting Office in order to ensure students are appropriately funded.
- Responds to in-person, phone and email inquiries and requests for account balances, account status, refund activities and funding arrangements from students while implementing excellent customer service to all constituents.
- Work with members of the Accounting Office and Financial Aid Office to routinely audit and reconcile transactions stored in different systems.
- Validate, post and reconcile batch transaction postings.
- Accurately enter and maintain all necessary financial information in the school's Student Information Systems.
- Provide finance related letters, statements, notices, and electronic communications to student as necessary.
- Assist auditors by interpreting transactions, preparing reports, and analyzing accounts.
- Prepare financial related reports as requested.
- Perform other accounting or administrative tasks as assigned.
- Associate's degree.
- At least 4 years of financial aid or accounting related experience. Higher education experience in financial aid related roles highly preferred.
- Ability to work effectively and efficiently both independently and as part of a team.
- Excellent knowledge and experience working with spreadsheet applications (e.g. Excel, Google Sheets).
- Familiarity and comfort working with various web based applications.
- Exhibits professionalism, strong work ethics, honesty, integrity, courtesy and respect in all dealings with students, guests, or others with whom the school conducts business.
- Sound judgment and reasoning skills to problem solve.
- Detail oriented and able to multi-task effectively