Re-Entry Coordinator

Description

Work from Home (WFH) - Remote work must be performed while residing in California, New Mexico, or Florida

CIAT Location: San Diego, CA and Albuquerque, NM

Reports to: Financial Aid Coordinator Manager

Status: Non-exempt

Employment Type: Full-time

Summary

Evaluates, approves, and awards financial aid to students re-entering in accordance with federal, state, and school regulations, policies, and operating guidelines. Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements. This position will also evolve into processing other funding types.

Responsibilities

• Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process
• Work closely with admission advisors, enrollment coordinators, records and student services to complete re-entry and repeat enrollment packets each term
• Maintains historic documents and data regarding financial aid files according to federal guidelines
• Adheres to and is knowledgeable on appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party
• Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made
• Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents
• Develop, modify, implement, and maintain the application intake and tracking process for proper documentation of all awards for audit trail
• Monitor, approve, and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional and other policies, and procedures
• Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance
• Utilize the student management system to record all student account information
• Review Finance section in ASER and ensure documentation for all standards is complete, accurate and well written
• Work to financially clear all new student files before the start of the term by collecting documents to clear verifications/c-codes.
• Provide financial projections within the school guidelines that are most favorable to students
• Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed within maximum 30 days from the start of the program
• Ensure student accounting/ledger information is accurate and up to date in student database
• Works closely with the Financial Aid Coordinator Manager with monitoring of clearance rate every week
• Monitors completion of Verifications/C-Codes
• Monitors weekly clearance
• Works with Financial Aid Coordinator Manager to review files prior to every weekly meeting
• Adhere to CIAT’s compliance requirements to ensure all Federal, State, accreditation, and institutional policies and procedures are being met
• Follow communication guidelines to ensure high levels of customer satisfaction and professionalism
• Embody CIAT’s mission, vision, purpose and values

Requirements

• Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties
• Broad knowledge of federal financial aid programs and recordkeeping requirements
• Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software
• General knowledge of accounting practices, data processing and computer applications
• Detail oriented, outstanding research and analytical skills
• Ability to multitask
• Works with a sense of urgency, while engaging and listening to experts
• Exhibits a high degree of flexibility in adapting to a rapidly changing environment
• Problems are solved rapidly and effectively
• Strong organizational skills with the proven ability to prioritize
• Process tasks in a timely manner
• Work independently with minimal supervision
• Capability to handle confidential and sensitive information, following confidentiality guidelines
• Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and othe