Specialist III, Student Financial Services

Essential Duties

1. Monitor and update Banner, PowerBI and Excel reports.
2. Utilize data analytics and PowerBI dashboards to address routine student/parent inquiries regarding student balances, financial aid, and tuition & fee billing.
3. Facilitate outreach and call campaigns, maintain student finance calendars, and schedule appointments with students both virtually and in person.
4. Demonstrate consistent courtesy, tact, professionalism, and possess strong customer service skills when communicating with students and college constituents.
5. Share knowledge of state and federal regulations and communicate with students utilizing Banner and customer relationships management system on balances due, pay plan options, scholarships, and other financial aid opportunities.
6. Serve as point of contact over the phone for peer departments, and in person and online through customer relationship management system for students and parents.
7. Cookordinate information flow and knowledge sharing across departments that help staff make informed decisions and increase levels of customer service.
8. Utilize intermediate Microsoft Excel skills and PowerBI platform to assist with managing student accounts.

Qualifications

• High School diploma/GED and 4 years full-time customer service and/or student account management experience
• Associate degree and two (2) years of similar experience

Driver’s License

Driver’s License required. Must be able to work overtime, some weekends, during peak periods and fill in for absences as needed. Must have a valid driver’s license with a clean driving record of less than five (5) points on your driving record.