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Southern Careers Institute · 1 day ago

Education Finance Specialist - Financial Aid

San Antonio, TX

Full-time

Onsite

Entry Level

1+ years exp

Southern Careers Institute is dedicated to changing lives through education, and they are seeking an Education Finance Specialist to assist students with financial aid services. The role involves counseling students on financial aid eligibility, managing aid applications, and ensuring compliance with federal and state regulations.

EducationTrainingVocational Education

Responsibilities

Counsel and advise students about financial aid eligibility, application procedures, aid programs, packaging policies, costs, billing process, indebtedness, money management and financial planning

Determine the amount of aid, considering such factors as funds available, extent of demand, and needs of students

Compare data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program

Interview students to obtain information needed to determine eligibility for aid

Review FAFSA process with student – maintain copies of applicable federal tax returns required to complete this process; enter FAFSA data to complete needs analysis/budget worksheet

Ensure 100% student satisfaction; provide timely service during student appointments

Maintain confidentiality of student records in compliance with the Family Educational Rights and Privacy Act

Qualification

Financial Aid CounselingMathematical CalculationsAnalytical SkillsCustomer ServiceMS ExcelProblem SolvingMS WordMS Outlook

Required

You have a Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience

You can make mathematical calculations and reconcile records as required

You have excellent analytical, problem solving and customer service skills

You have a working knowledge of MS Outlook, Word and Excel