Financial Services Representative

Intellitec College; Albuquerque (NM); On-site; USD 29,000 - 33,000; Full time

Job summary

IntelliTec College in Albuquerque, NM seeks a Financial Aid Representative to guide students through the financial aid process, update student files accurately, and manage related records. The role includes counseling on cost estimates, FAFSA filing assistance, ISIR-based aid determinations, and timely disbursement of funds.

Responsibilities include processing verification, award letters, loan originations, refinancing for second-year funding, work-study setup, and exit counseling.

Qualifications

• Associate's degree in Finance, Accounting, Business Administration, or a related field.
• Two (2) years of additional experience may be substituted for a formal degree.
• 1+ year of experience in Finance, Accounting, Education, Customer Service, or a related field.
• Must be able to obtain and maintain access to secure government systems.

Responsibilities

• Meet with new and prospective students to provide cost estimates and discuss payment options.
• Assist FAFSA filing paperwork to determine financial aid eligibility.
• Determine student eligibility for Federal Student Aid (FSA) funds based on ISIR and resolve issues.
• Complete all financial aid processes (verification, award letters, loan originations) for Federal Student Aid disbursement.
• Manage yearly refinancing with students for second-year funding.
• Establish student work-study eligibility and coordinate with HR for new hire paperwork.
• Meet with students for exit counseling and loan repayment information.
• Maintain current knowledge of applicable financial aid regulations.
• Collaborate with enrollment team to meet student needs.

Skills

Customer Service

Finance Knowledge

Communication

Education

Associate degree in Finance/Accounting/Business Administration

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical Albuquerque, NM, US

Salary Range: $21.00 To $24.00 Hourly

IntelliTec College, Albuquerque NM

Full-Time

Job Summary:

The Financial Aid Representative is responsible for assisting students throughout the financial aid process, ensuring the accurate updating of student files, and managing associated records.

Essential Duties:

• Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options.
• Follow up with new and prospective students to ensure all necessary paperwork is completed.
• Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility.
• Determine student eligibility for Federal Student Aid (FSA) funds based on the Institutional Student Information Report (ISIR), resolve any issues, and complete all necessary paperwork.
• Complete all established financial aid processes (e.g., verification, award letters, loan originations) to ensure the accurate and timely payment of Federal Student Aid funds.
• Manage the yearly refinancing process with students to ensure the timely receipt of second-year funding.
• Establish student work-study eligibility and collaborate with the HR liaison to complete new hire paperwork.
• Meet with students prior to graduation for exit counseling and review student loan repayment information.
• Develop and maintain a current working knowledge of all applicable financial aid regulations.
• Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting students as necessary.

Secondary Duties:

• Present at new student orientations and attend Financial Aid Lead/Manager meetings when needed.
• Other duties as assigned.

Working Hours: The schedule may vary between the hours of 8:00 AM - 7:30 PM (Monday-Thursday) and 8:00 AM - 5:00 PM (Friday) to meet departmental and student needs. The employee will be scheduled for 29 hours weekly.

Minimum Qualifications:

• Education: Associate's degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree.
• Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or a related field.
• License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems.