Financial Aid Success Specialist

Bryant and Stratton College; Town of Orchard Park (NY); Presencial; USD 41.000 - 51.000; Tempo integral

Resumo da vaga

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Customer service

Phone skills

Attention to detail

Formação

Associate’s degree

Bachelor’s degree (preferred)

Ferramentas

CRM tracking system

Microsoft Office

Descrição da vaga

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.