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Form of workJob Description
RESPONSIBILITY
The Bursar/Financial Aid Specialist is responsible for the maintenance of accurate records such as student accounts, payments and refunds. Responsibilities may include but are not limited to performing a variety of duties associated with the disbursement of financial aid and scholarships to eligible students while ensuring compliance with federal and state regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Manage the disbursement of financial aid and scholarships to eligible students.
• Ensure compliance with federal and state regulations regarding financial transactions and reporting.
• Collaborate with other departments to provide accurate financial information and support decision-making processes.
• Maintain accurate records of student accounts, payments, and refunds.
• Provide excellent customer service to students, parents, and staff regarding financial matters.
• Complete financial information for enrollment forms.
• Maintain and issue financial aid offer letters.
• Repackaging students for 2nd and 3rd Academic years.
• Follow up on Tuition Options contracts.
• Performs all other duties as assigned.
QUALIFICATIONS KNOWLEDGE AND SKILLS
• Strong financial analysis skills to analyze data and make informed decisions.
• Demonstrated skills in establishing and maintaining effective working relationships with students, staff, faculty, and the public.
• Proficiency in using accounting software for financial transactions and reporting.
• Knowledge of financial services in an educational setting, including loan processing and payment plans.
• Familiarity with education administration practices and regulations.
• Strong mathematical skills for accurate calculations and reconciliations.
• Experience as a SCO.
EDUCATION AND EXPERIENCE
• High school diploma or equivalent, some college preferred.
• Two years’ experience with Title IV required.
• One to two years of Bursar experience preferred.
