Financial Aid Operations Coordinator

San Jose, California
Apr 25, 2017
Institution Type
Four-Year Institution

Job Title: Financial Aid Operations Coordinator

Job ID: 24087

Full/Part Time: Full - Time

Regular/Temporary: Regular

Job Code: 1035, Range 1

Department: Financial Aid and Scholarships


About the Position

Reporting to the Assistant Director of Operations and Customer Service, the Financial Aid Operations Coordinator performs a full range of office and administrative support functions for the Financial Aid and Scholarship Office within the Financial Aid and Scholarship Office and Enrollment Services Department. Working independently, under general supervision, the Financial Aid Operations Coordinator is primarily responsible for coordinating a variety of interrelated workflow processes to ensure the timely receipt, coding, referral and processing of financial aid documents related to the Financial Aid application, and awarding process for all San Jose State University applicants. The Financial Aid Operations Coordinator coordinates, implements, and maintains clerical, administrative and customer support functions for all aspects of the Financial Aid services document management. The incumbent will also provide assistance to students and families in completing the financial aid process.

Responsibilities include but are not limited to the following:

Provides excellent customer service; primarily through heavy telephone contact, e-mail, appropriate follow up, and assists students at the front counter. Answers routine staff and faculty questions and refers calls to appropriate areas, both within the department and throughout the University community. Performs intake of and is responsible for all aspects of required financial aid documents. Coordinates document receipting and data/workflow processing. Receives, verifies, and ensures the completion of all supporting financial documents. Updates the PeopleSoft Student Administration module by coding the receipt of verified documents and completion of the data retrieval process. Communicates to student through the PeopleSoft System of incomplete documents and steps for resolution. Reviews various query reports and makes contact with student regarding status, when special projects are assigned. Coordinates the compilation, tracking, and timely receipt of all documents required to process applications for the financial aid verification and awarding process. Completes and maintains student application status, and document verification/editing via computerized system. Performs credit checks for Federal Plus Loans. Completion of financial aid verification forms for outside agencies. Completes the suspense reports to determine accuracy of the data received from the financial aid processors Reviews student financial data and record components within PeopleSoft. Must maintain basic knowledge to explain information to students. Coordinates workflow with the Counseling and Advising group for the timely completion of data entry, document collection, financial document updates, and completion of files in preparation for verification.

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