Job Opening: Graduate Assistant – Financial Services

Montreat; Northern (KY); Hybrid; USD 13,000 - 23,000; Part time

Job summary

Montreat College is seeking a Graduate Assistant in Financial Services to support student financial records, documentation processing, and communications. The GA will manage the NetPartner portal, coordinate with PowerFaids/Jenzabar, and assist with audits and postings.

Responsibilities include daily records maintenance, document processing, loan QC, and proactive outreach ahead of student check-ins. The role requires discretion with FERPA data and strong office software skills.

Qualifications

• Confidentiality with FERPA compliance.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office, especially Excel; ability to learn PowerFaids, Jenzabar and NetPartner.
• Reliable with a consistent daily/weekly schedule to meet deadlines.

Responsibilities

• Maintain NetPartner Portal: unlock accounts, reset passwords.
• Synchronize student emails between Jenzabar and PowerFaids.
• Process documents in PowerFaids, convert to PDF, log notes.
• Verify NCNBS against PowerFaids; assist with Remit to State project.
• Daily filing of student records (digital and physical).
• Process MS charges; coordinate with Business Office for postings.
• Monthly outreach for uncashed checks; manage Returned Mail with updated addresses.
• Verify and classify refunds; manage holds on student accounts as directed.
• Respond to the department inbox with timely information.
• Weekly QC on pending loans; clear declined aid documents.
• Lead outreach campaigns before student check-ins to collect missing docs.
• Generate student invoices; assist with departmental projects.

Skills

Confidentiality

Communication

Tech Savvy

Reliability

Tools

PowerFaids

Jenzabar

NetPartner

Excel

PDF management

Job description

# Job Opening: Graduate Assistant – Financial Services**Reports To:** Managing Director of Student Financial Services**Department:** Student Financial Services**Status:** Graduate Assistantship## Position OverviewThe Graduate Assistant (GA) provides critical operational support to Student Financial Services office, ensuring the seamless processing of student records, financial documentation, and departmental communications. This role requires high attention to detail, a commitment to data privacy, and a proactive approach to student service.## Core Responsibilities### 1. Student Portal & Systems Management* **Access Support:** Perform daily maintenance of the NetPartner Financial Aid Portal, including unlocking accounts and resetting student passwords.* **System Integration:** Monitor and update student email records between Jenzabar and PowerFaids to ensure data synchronization.* **Technical Updates:** Execute “Counselor Updates” three times weekly to support the awarding process.### 2. Document Processing & Compliance* **Digital Records:** Monitor the PIDA and FAFSA Waiver inboxes daily; record received documents in PowerFaids, convert files to PDF, and update internal comments.* **Verification & Auditing:** Cross-check and update the NCNBS website against PowerFaids and assist with the “Remit to State” project as directed.* **File Maintenance:** Conduct daily physical and digital filing to ensure all student records are organized and audit-ready.### 3. Financial Tracking & Accounts Support* **Charge Processing:** Facilitate MS charges and coordinate with the Business Office for final posting.* **Refund & Check Management:** Conduct monthly outreach for uncashed checks and manage “Returned Mail” by contacting students for updated addresses.* **Account Actions:** Verify and categorize refunds; apply or remove student account holds (TS/BS) as directed by leadership.### 4. Proactive Student Communication* **Inbox Management:** Maintain a high response rate for the general departmental email, providing timely and accurate information.* **Loan Coordination:** Perform weekly Quality Control (QC) on pending loans for registered students and clear unnecessary loan documents for those who have declined aid.* **Check-In Readiness:** Lead outreach campaigns (calls/emails) in the weeks prior to student check-ins to resolve missing documentation.### 5. Administrative & Project Support* Generate student invoices and assist with various departmental projects as assigned.## Required Skills & Qualifications* **Confidentiality:** Must demonstrate the ability to handle sensitive student financial data with total discretion (FERPA compliance).* **Communication:** Strong verbal and written skills for professional phone calls and email correspondence.* **Tech Savvy:** Proficiency in Microsoft Office (specifically Excel and PDF management); ability to learn specialized software like PowerFaids, Jenzabar, and NetPartner.* **Reliability:** Ability to maintain a consistent daily and weekly schedule to meet processing deadlines.* Candidates must support and affirm the College’s faith statement and Community Life Covenant.## Application Requirements**Complete the online Job Application and provide the required application materials. Choose supervisor Deborah Beck** **from the drop-down list.**