[Remote] Financial Services Associate
Note: The job is a remote job and is open to candidates in USA. San Joaquin Valley College is seeking a Financial Services Associate to guide applicants and students through federal and institutional financial aid programs. The role calculates, packages, and awards aid, counsels students on funding options, evaluates documentation, tracks eligibility, and maintains compliance with applicable regulations.
Responsibilities
- Provide an overview of the Financial Aid process and programs available to qualifying students
- Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student’s unique eligibility
- Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses
- Create and schedule funding plans for enrolled students
- Evaluate all submitted Financial Aid documentation and determine additional requirements
- Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics
- Track students’ progress and review changes to Financial Aid eligibility throughout the program
- Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials
- Enhance the financial literacy of students and graduates to ensure professional success
- Uphold Title IV, state, military, VA, and institutional knowledge and compliance
Skills
- Associate Degree required
- Must qualify for Professional Access to the National Student Loan Data System (NSLDS)
- PC skills in Microsoft Office, Internet applications, and database software
- Excellent oral and written communication skills
- Must be a self-starter with the ability to multi-task
- The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
- Bachelor's degree preferred
- Two plus years of related financial advising and/or training experience preferred
- Experience with Student Financial Aid software applications is a plus
Company Overview