Student Financial Services Representative

Job Description

Student Financial Services Representative

Job Description

Job Summary

Individuals in this position will serve as the initial contact for the Student Financial Services Office providing professional and positive customer service. Assist students with questions, paperwork, requirements, as they relate to financial aid and student receivables. Works under the general supervision of Director of Student Finance Services.

RESPONSIBILITIES AND DUTIES

· Determines the customer’s individual need; provides information to parents and prospective students, refer students to appropriate department.

· Interacts daily with students face-to-face, via telephone, email, and text. Communicates effectively, both verbally and in writing. Summarizes conversations to student file for future reference. Sends mass email notifications. Initiates phone calls to collect required aid documentation and payments. Empowers our students to utilize Potomac’s online services, portals and web pages.

· Responds to student