Provides year-round front-line customer service to clients: Answers questions, inquiries or requests from students, parents/guardians, other adult supporters of the student (including campus partners such as academic advisors) via multiple contact methods including phone, chat, emails, office visit, appointments, and virtual appointments. Requests additional information for incomplete or inconsistent financial aid related documentation that allows the Financial Aid Counselors to perform accurate needs analysis.
Numbers & Facts
Location
Tucson, AZ
Description
Provides year-round front-line customer service to clients: Answers questions, inquiries or requests from students, parents/guardians, other adult supporters of the student (including campus partners such as academic advisors) via multiple contact methods including phone, chat, emails, office visit, appointments, and virtual appointments.
Responsible for continuous student contact and follow through to ensure case resolution.
Assists campus partners with limited student questions via multiple methods of contact.
Collects and/or reviews documentation submitted for financial aid related processes to determine completeness of the document submission.
Requests additional information for incomplete or inconsistent financial aid related documentation that allows the Financial Aid Counselors to perform accurate needs analysis.
Responsible for OSFA's calling campaigns designed to support recruitment and retention of Arizona students.
Works with campus partners, including the Bursar's office, to resolve escalated student situations such as past due balance holds.
Willingness to expand financial aid knowledge and training and ability to take on projects that support OSFA's efforts to provide financial aid to students.
Assists Financial Aid Counselors and the Client Services Assistant Director with training and on-boarding of new temporary and student staff.
Attends and participates in all meetings assigned and training opportunities provided.
Assists in the implementation of office procedures.
Presents general scholarship and financial aid information at various outreach events including virtual and both on/off-campus events for prospective and current students.
Knowledge, Skills, and Abilities:
Knowledge of automated processing.
Knowledge of government rules, regulations, guidelines, and procedures related to financial aid.
Proficiency with Microsoft Office Suite.
Skill in entering data accurately.
Skill in making simple calculations.
Ability to work with highly sensitive and protected data.