Job Title

Financial Aid Customer Service Representative

Department

Financial Aid

Reports To

Supervisor

FLSA

Non-Exempt

Hours

Monday through Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 3:00 PM (extended hours when requested)

Location

Orange Beach, AL/Hybrid

Compensation

The starting compensation for this $16.00 hourly. Disclosure: Final compensation will be determined based on experience, qualifications, and company compensation guidelines.

Essential Job Tasks

Answers incoming calls and address all questions/concerns.

Responds to rotation emails.

Accurately records and posts incoming financial aid documentation to student record.

Identifies missing or incomplete information and resolves through communication with the student.

Processes in-school deferments and skip-tracing, as needed.

Maintains Family Educational Rights and Privacy Act (FERPA) compliance while conducting all assigned duties.

Performs special projects and other duties as assigned.

Qualifications

Knowledge

English Language – Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Academic Processes – Knowledge of university guidelines, course descriptions, and academic terminology.

Clerical – Knowledge of office administrative procedures including word processing, managing files and records, typing, and other office procedures.

Computer – Knowledge of basic computer processes including word processing, web browsing, and Microsoft Office including Basic Microsoft Excel.

Mathematics – Knowledge of basic mathematics.

Skills

Critical Thinking – Uses logic and reasoning to look at different types of information in order to make conclusions and work through problems.

Reading Comprehension – Understanding written sentences and paragraphs in work related documents.

Research – Locates key facts and information in order to learn more about different types of information.

Interpersonal Skills – Communicates and interacts with people effectively while being aware of social perceptions.

Time Management – Manages one’s own time to accomplish assigned tasks.

Attention to Detail – Thoroughness and accuracy when accomplishing a task ensuring all aspects are reviewed.

Abilities

Written Comprehension – The ability to read and understand information and ideas presented in writing.

Written Expression – The ability to communicate information and ideas in writing so others will understand.

Oral Comprehension – The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression – The ability to communicate information and ideas in speaking so others will understand.

Selective Attention (Vigilance) – The ability to concentrate on a task over a period of time without being distracted.

Education & Experience

High school diploma or the equivalent; and one to three months related experience and/or training in Financial Aid or a related field.

Equipment Used

Office equipment including computers, telephones, printers, faxes, and copiers.

Software use includes Anthology, Microsoft Word, Excel, Outlook, Blackboard, and internal database software.

Secure and reliable internet is required for this position.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The position is hybrid, and when working remotely, the employee should have a designated workspace free from distractions and noise. When on-site, this position requires working in an office setting with the use of fluorescent lighting. Candidates should be comfortable working in an environment with fluorescent lights, which may be present throughout the workspace.

The on-site work environment is in a climate-controlled office setting, primarily sedentary, with frequent sitting, occasional walking and lifting, and frequent near-vision use for reading and computer work. The noise level is generally moderate.

Supervisory Responsibilities

There are no supervisory responsibilities for this position.

Pay Transparency Statement

In accordance with applicable state and local pay transparency laws, applicants who reside in a jurisdiction with designated pay transparency requirements and for whom this position is available on a remote basis may be entitled to receive additional information regarding the compensation range and benefits associated with this role. Such information will be provided upon request, as required by law. Please contact CSU-Recruiting@columbiasouthern.edu.

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