Financial Services Representative

D

DVMD LLC

Posted 3 months ago

Full Time

Albuquerque, New Mexico

In Person

Smart Summary

Responsibilities

The representative assists students with the financial aid process, including FAFSA filing and determining eligibility for Federal Student Aid. They manage student files, conduct exit counseling, and ensure compliance with financial aid regulations.

Qualifications

You have an Associate's degree in Finance, Accounting, Business Administration, or a related field, along with at least 1 year of experience in finance, accounting, education, or customer service. You are capable of obtaining and maintaining access to secure government systems and possess strong organizational and interpersonal skills to assist students effectively.

Must Have Skills for ATS

FAFSA

Federal Student Aid (FSA)

Institutional Student Information Report (ISIR)

verification

award letters

loan originations

Job Description

Financial Aid Representative

IntelliTec College, Albuquerque NM

Full-Time 

Job Summary:Date: 
The Financial Aid Representative is responsible for assisting students throughout the financial aid process, ensuring the accurate updating of student files, and managing associated records.


Essential Duties:

  • Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options.

  • Follow up with new and prospective students to ensure all necessary paperwork is completed.

  • Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility.

  • Determine student eligibility for Federal Student Aid (FSA) funds based on the Institutional Student Information Report (ISIR), resolve any issues, and complete all necessary paperwork.

  • Complete all established financial aid processes (e.g., verification, award letters, loan originations) to ensure the accurate and timely payment of Federal Student Aid funds.

  • Manage the yearly refinancing process with students to ensure the timely receipt of second-year funding.

  • Establish student work-study eligibility and collaborate with the HR liaison to complete new hire paperwork.

  • Meet with students prior to graduation for exit counseling and review student loan repayment information.

  • Develop and maintain a current working knowledge of all applicable financial aid regulations.

  • Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting students as necessary.


Secondary Duties:

  • Present at new student orientations and attend Financial Aid Lead/Manager meetings when needed.

  • Other duties as assigned.


Working Hours: The schedule may vary between the hours of 8:00 AM – 7:30 PM (Monday–Thursday) and 8:00 AM – 5:00 PM (Friday) to meet departmental and student needs. The employee will be scheduled for 29 hours weekly. 


Minimum Qualifications:

  • Education: Associate’s degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree.

  • Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or a related field.

  • License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems.


Monday through Friday 8:30AM to 5:00PM

D

DVMD LLC

IntelliTec College provides hands-on career training in Colorado and New Mexico with associate degree (occupational) and professional certificate programs. Campuses include Colorado Springs, Grand Junction, Pueblo, and Albuquerque. IntelliTec College has been training people for new careers since 1965. Call us to request more information about career training programs at 1-800-748-2282. Website: http://www.intellitec.edu.
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