POSITION SUMMARY: The Financial Aid and Service Specialist provides support in all areas related to Quincy College applicants and students including but not limited to financial aid/admission/registration/business/technical functions. This role requires flexibility in terms of location and time as well as duties. The Specialist guides students through the admissions and financial aid cycle. The major focus of the role is financial aid thus involves fluency with federal and state regulations, compliance and processes. The incumbent reviews files and calculates eligibility for federal, state and private loans; institutional, state and federal grants; and institutional 3rd party scholarships for disbursement to students or return to lender.
- Provide quality customer service, assisting all students to include walk in student inquiries, answering the telephone, emails, and other requests from prospects, applicants, students, and all Quincy College constituents. Receive department mail and distribute to appropriate office personnel
- Provide accurate information and assistance to students in collaboration with College offices, including admissions, advising, registration, financial aid, and student development. In conjunction with Supervisors and Communications & Marketing staff, provide resource and referral materials appropriately.
- "Walk" students and prospective students through administrative/enrollment processes, providing instructional and technical support as needed.
- Assist students with completing FAFSA and loan applications.
- Prepare new student files for review. Determine student status; new or returning. Create folders or pull folders forward from previous years as necessary. Identify missing, incomplete, or incorrect student information, resolve through communication and take corrective action.
- Determine if student documents are completed appropriately and contain all necessary signatures. Date stamp all documents and enters them as received on students' PowerFaids account.
- Complete requests for information from students and agencies, EDU income forms for welfare, information exchange forms for Massachusetts Rehab, and any other appropriate, necessary documentation.
- Schedule appointments to meet with prospective and current students to provide comprehensive information to answer their questions, issues, and concerns in all matters relative to financial aid/admission/business matters.
- Maintain foundational knowledge and assist in/with all areas pertaining to student financial aid/admission/registration/business/technical areas.
- Develop extensive knowledge and a thorough understanding of the financial aid regulations and processes to effectively serve as a resource to students, faculty, and staff.
- Generate and analyze system-generated data such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal, state and institutional guidelines; notify students of changes in eligibility of awards and, when necessary, alternatives to amend the situation.
- Troubleshoot processing problems and technical issues with regard to the COD system and Colleague software and apply corrective action. Consult with appropriate resources when necessary such as processing support teams
- Serve a role in the Business Process Redesign and process improvement initiatives to build efficiencies and automation of processes within Student Financial Services. Leverage the full potential of the COD system, NSLDS information, Powerfaids and Jenzabar functionalities.
- Responsible for electronic communication with the DOE Title IV Wide Area Network, including download and upload of applications, corrections, NSLDS and PELL grant data in and out of both the DOE and the Jenzabar/Powerfaids systems
- Responsible for interpreting ISIR import data and research items as necessary to resolve conflict.
- Process all Federal loans, and ensuring eligibility requirements, reconciliation of award budget dollars, and calculations with consideration to regulations and compliance factors, and institutional policies and procedures.
- Accurately track student information/records in the student information system, Jenzabar.
- Assist with outreach activities, including information sessions, campus tours, virtual office appointments, zoom sessions, and off-campus visits.
- Assist with all recruiting initiatives of prospective students, current students, parents, and all constituents, including information sessions, campus tours, virtual office appointments, zoom sessions, and off-campus visits.
- Participate and provide administrative support for College events, such orientations, open houses, welcome sessions, commencement, and honors programs. Serve on College committees as assigned.
Participates in mandatory training/coursework. Including but not limited to:
- Title IX and Sexual Misconduct
- Sexual Harassment and Non-Discrimination
- Security Policy and Notification of Security Reporting
- Municipal Ethics Law
Work flexible hours as needed for the purpose of serving students and staff members.
Perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
TRAVEL: Occasional travel between Quincy and Plymouth campuses may be required.
- Courtesy and willingness to help people solve problems.
- Excellent verbal and written communication skills
- Ability to articulate and represent the mission of a community college.
- Experience in a highly diverse, multicultural environment.
- Good judgement, with the ability to identify when a problem needs to be escalated.
- Ability to prioritize multiple tasks
- Willingness to work evenings and weekends.
- Highly collaborative and responsive to all College constituents, including faculty, staff, students, families, and community representatives.
- Ability to work efficiently in a fast-paced work environment
- Ability to easily transition amongst various offices
- Strong computer skills with an ability to enter and format information in Microsoft Excel and Microsoft Word
- Demonstrated ability to learn new software and systems to include (FAFSA) financial aid process and requirements, Jenzabar and Accuplacer
EDUCATION: AA or AS degree; Bachelor's degree preferred.
Quincy College is an equal opportunity employer committed to providing an environment that is free from discrimination and harassment based on race, age, creed, color, religion, national origin or ancestry, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or pregnancy. Quincy College is committed to achieving a diverse workforce and complies with all Federal and Massachusetts State laws, regulations, and executive orders regarding non-discrimination and affirmative action.