Financial Aid Customer Service Representative

Bryant and Stratton College; Town of Orchard Park (NY); On-site; USD 41,000 - 51,000; Full time

Job summary

Bryant and Stratton College Online Education Campus in Orchard Park, NY is seeking a Financial Aid Customer Service Representative to deliver world-class service via inbound and outbound calls, review award letters, and support the financial aid team with accurate document handling.

The role emphasizes compliance with federal/state guidelines, accurate data entry in CRM and Banner, and strong communication skills.

Qualifications

• Associate’s degree required.
• 1-2 years fast-paced customer service experience in a high-volume setting.
• Prior computer experience with a CRM tracking system and Microsoft Office.
• Excellent phone skills.

Responsibilities

• Award Letter Review: Counsel prospective and current students and/or parents regarding financial aid, including a review of financial aid package.
• Phone Metrics: Meet or exceed established phone goals for inbound and outbound dials for each session/semester.
• Customer Service: Handle inbound inquiries on a variety of FA topics including status of excess loan funds (ELF), Banner inquiries, and verification follow up.
• Documentation and Accuracy: Review documentation for accuracy and forward to appropriate party for necessary adjustments. Documents all transaction in appropriate communication tool (CRM, Banner, email, etc.).
• Compliance: Adheres to all Federal, State, and Institutional Financial Aid Guidelines.

Skills

Customer service

Phone skills

Attention to detail

Education

Associate’s degree

Bachelor’s degree (preferred)

Tools

CRM tracking system

Microsoft Office

Job description

Job Details

Posting Details

• Posted on November 4, 2026

Locations

• ONLINE - NY
• Orchard Park, NY 14127, USA
• On-site
• Business Office/ FA
• Full-Time
• Requisition #: FINAN007253

Description

Bryant and Stratton College Online Education Campus is growing here in Orchard Park!

Position Summary:

The Financial Aid Customer Service Representative will ensure excellent customer service skills in every interaction through inbound and outbound calls. During award letter delivery, the incumbent will review financial aid student files for accuracy and identify necessary adjustments. The position will provide support to the financial aid team to ensure policy and compliant procedures are adhered to. This position is best suited for someone who prefers a fast-paced environment, adapts to change, is detailed, highly organized and actively engaged with students.

Essential Duties and Responsibilities:

• Award Letter Review: Counsels prospective and current students and/or parents regarding financial aid, including a review of financial aid package.
• Phone Metrics: Meet or exceed established phone goals for inbound and outbound dials for each session/semester.
• Customer Service: Handle inbound inquiries on a variety of FA topics including status of excess loan funds (ELF), Banner inquiries, and verification follow up, providing customers with accurate information and direction to ensure a world-class student experience.
• Documentation and Accuracy: Review documentation for accuracy and forward to appropriate party for necessary adjustments. Documents all transaction in appropriate communication tool (CRM, Banner, email, etc.).
• Compliance: Adheres to all Federal, State, and Institutional Financial Aid Guidelines.

Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Qualifications:

• Associate’s degree required
• 1-2 years fast-paced customer service experience required in a high-volume setting
• Prior computer experience with a CRM tracking system and Microsoft Office
• Excellent phone skills

Preferred qualifications:

• Bachelor’s degree preferred
• Experience in a call center environment preferred
• Financial aid experience preferred

Physical Demands and Work Environment:

Position requires standing or sitting in a stationary position as well as the occasional need to lift, carry, push, and/or move objects up to 10 pounds.

Position also requires the use of computer technology/equipment.

Position requires the ability to receive information in person and over the telephone.

Position requires the ability to convey detailed and important instructions or ideas accurately.

Position Status: Non-exempt (eligible for overtime)

Work Hours: Mon–Fri. Ability to work some evenings and Saturdays; Secondary holidays may be a scheduled work day.

Reports To: Financial Aid Leadership

Location: Orchard Park, NY

Salary Information:

$46, 000 ( $22.12 per hour)

Please note that the compensation information is a good faith estimate of the base pay for this position. Information about the total compensation package for this position will be provided during the interview process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Bryant & Stratton College is an Equal Opportunity Employer.

Administrative, Customer Service, Multitasking, Time Management, Stable, Growth and Development

Education

Associates or better. Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.