Financial Services Representative

Compensation

Job Description Summary

Job Description

Responsibilities and Duties Include:

• Performs all fiscal functions related to student accounts, including but not limited to, student and third-party payments, adjustments, and refunds, to ensure charges are properly billed and payments are appropriately applied to student accounts.
• Assists students and parents at the cashier’s window, on the phone, and via email concerning all student financial matters, including fee refunds, fee waivers, IRS form 1098-T, tuition collection, and other fees.
• Assists students with outside entities for the student disbursement, third party scholarship, tuition payment plan, and external collection agencies to ensure proper recording of transactions.
• Sets up student accounts receivable including invoicing, payment processing, and account reconciliation.
• Processes holds to student accounts, student scholarships awarded through outside sources, financial aid warrants, adjustments and/or refunds to student financial accounts as needed.
• Maintains complete, accurate and up-to-date records within internal and external platforms for loan payments, scholarship awards, tuition payment plans, tuition verification sheets, and collections based on the rules and policies of the college.
• May operate a cash drawer when needed.
• Monitors tuition payment plans and makes adjustments as needed.
• Prepares tuition verification sheets and Excel spreadsheets as needed.
• Assists the Bursar, Financial Services staff, and other departments within the Office for Finance with administrative functions as needed.
• Assists students with refunds and financial aid disbursement.
• Keeps a record of operating procedures and may share position specific knowledge, including use of collegewide ERP and related system processes, by providing guidance on standard operations and established departmental procedures as needed. 
• Provides service to the college through participation in events, committees, and other college activities.
• Complies with all published College Rules, procedures, guidelines, and laws/regulations governing public employees, including but not limited to those related to document retention and destruction, FERPA, and confidentiality.
• Strictly honors the privacy, security, and confidentiality of records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.
• Provides service excellence through courteous, informed, accessible, and professional engagement.
• Performs other duties as assigned. 

QUALIFICATIONS

Required: An associate’s degree with two (2) years of related work experience or a combination of completed education and/or related work experience equal to four (4) years.
Additional Requirements: A criminal background check will be conducted.
Preferred: An associate’s degree in areas of business or related fields with prior experience working in financial aid or a higher education institution.

General Knowledge, Skills, and Abilities

• Ability to work successfully in a multi-cultural environment.
• Adaptability to Change – able to be flexible and supportive, able to positively and proactively assimilate change in rapid growth environment.
• Communication – able to effectively communicate in a professional, diplomatic, empathetic, and tactful manner using preferred method and level as applicable to the job.
• Critical Thinking & Judgement - able to make well-reasoned, sensible, and timely decisions based on careful, objective review and informed analysis of available information, considerations, and other factors.
• Customer Service – ability to respond promptly and courteously to all questions from students and faculty, demonstrating patience and persistence when helping students with little or no computer skills.
• Ethics – able to demonstrate integrity, professionalism, civility, and a high degree of ethics in all job-related actions.
• Organization & Time Management – able to plan, schedule, and organize tasks related to the job to achieve goals within or ahead of established time frames.
• Problem Solving – proven skills in identifying issues, determining their cause, developing creative solutions, and following through with implementing resolutions.
• Team Orientation & Interpersonal — highly motivated team-player with ability to develop and maintain collaborative relationships with all levels within and external to the organization.
• Relationship Management – able to personally provide high level of interactive service to others, building relationships and addressing identified needs.
• Systems & Software - proficient level of knowledge of Microsoft Office and/or relevant position software programs.
• Detail Oriented - Proven accuracy and attention to detail.
• Multi-task - Ability to expeditiously organize, coordinate, manage, prioritize, and perform multiple tasks simultaneously to swiftly assess a situation, determine a logical course of action, and apply the appropriate response.

If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement.

Santa Fe College (SF) is committed to maintaining a work and educational environment that embraces diversity and where no member of the college community is excluded from participation in, denied the benefits of, or subject to discrimination in any college program or activity based on: their race, ethnicity, national origin, color, religion, age, disability, sex, pregnancy status, gender identity, sexual orientation, marital status, genetic information, political opinions or affiliations, or veteran status. This commitment applies to employees, volunteers, students, and, to the extent possible, to third parties, applicants for admission, applicants for employment, and the general public. sfcollege.edu/eaeo
 
Inquiries regarding non-discrimination policies or concerns about discrimination or harassment, including concerns about sexual harassment or sexual violence under Title IX, should be directed to: equity.officer@sfcollege.edu

Santa Fe College reserves the right to extend deadlines and/or not to offer advertised positions. Preference will be given to eligible veterans and spouses of veterans.