Financial Aid Receptionist

All Job Postings will close at 12:01 a.m. CT on the specified Closing Date (if designated).

Working Title:

Financial Aid Receptionist

Institution:

Bemidji State University

Classification Title:

Customer Svcs Specialist Int

Bargaining Unit / Union:

206: AFSCME - Clerical and Office

City:

Bemidji

FLSA:

Non Job Exempt

Full Time / Part Time:

Full time

Employment Condition:

Classified - Unlimited

Salary Range:

Job Description

Bemidji State University (BSU) invites qualified applicants to join our team as a Financial Aid Receptionist (CSSI). The Financial Aid Receptionist performs receptionist duties and is the initial evaluator of application documents for the Financial Aid Office. This position provides quality control of incoming application materials and accurate detailed information on student aid programs to current students, prospective students and parents. This position prepares and processes tracking/editing letters, verifies and inputs various forms into the ISRS computer system, and communicates with students, parents and outside funding agencies regarding the status and outcome of financial aid applications for Bemidji State University (BSU) and Northwest Technical College (NTC).

Responsibilities of the Financial Aid Receptionist include:

• Disseminating accurate information to students, parents, faculty, staff, and outside funding agencies either in person, by telephone, email or regular mail on financial aid programs.  Recommending specific application procedures based upon an interpretation of the applicant’s comments, requests and needs.  Providing advice on completing forms including the Free Application for Federal Student Aid (FAFSA) and verification forms.  Explaining Federal, State and institutional policies and procedures to applicants.  Retrieving information from Perceptive, the ISRS computer system for Financial Aid, Admissions, Records and Accounts Receivable modules as needed for applicants to complete the application process.  Advising students on satisfactory academic progress policy, various loans, grant, work and other aid programs including eligibility limits for both BSU and NTC.  Initiating institutional change form for students requiring a revised aid package.  Managing the Financial Aid Office email and replying to questions. Screening and returning phone messages for the Financial Aid Office in a timely manner. Serving as a backup, answering NTC phones and email when the NTC Financial Aid Coordinator is out of the office. (40%)

• Collecting and reviewing data submitted by applicants for completeness and accuracy, initiating correspondence, requesting clarification of data and obtaining answers to missing data.  Sending and retrieving mail daily. Collecting BSU Status Report Letters, Federal Tax Transcripts, Special Condition Forms, Summer Supplemental Forms, VRS forms and numerous other forms. (20%)

• Reviewing and clearing processing edits in the Financial Aid Tracking Program to allow financial aid applications to continue through the aid process and become finalized. For BSU and NTC, reviewing financial aid tracking status report and financial aid status report letters. Providing necessary information, forms and enclosures to expedite the tracking process. Preparing various documents for the Perceptive process, including scanning and linking as time allows. (15%)

• Data inputting into the ISRS computer system. Proofreading applications and tax materials for completeness and accuracy. Inputting various verification documents into ISRS. Coding in documents as they are received. Reviewing and entering application information for the Summer Supplemental Form and monitoring the completeness of these applications. Receiving scholarships checks through the mail or in person delivery – properly receipt, making copies of scholarship checks and conducting deposits of scholarship checks (as instructed in the absence of the scholarship coordinator). (15%)

• Screening and scheduling appointments for the Financial Aid Office. Providing work direction to student employee assistants. Exercising judgment on client’s need to see a counselor and need for an appointment. Providing work direction and assigning routine tasks for student employee assistants.  Informing student employee assistants of changes in procedures and policies. Providing support in preparing/reviewing reports or special projects in the Financial Aid Office as directed. (10%)

Minimum Qualifications

• Customer service skills sufficient to effectively communicate on the phone, in person, and onlin