Facilitates the timely and accurate disbursement of federal, state, and private student financial funds. Evaluates rejected records or database exceptions to determine appropriate action to resolve issues quickly and in compliance with federal, state and institutional policies and regulations.
Resolve identified issues by either correcting data in the student’s electronic record, or assigning a workflow activity to the appropriate party to take required action.
Follows-up on activities assigned to other parties to ensure timely resolution, and escalate as appropriate.
Collaborates with other financial aid teams and other departments to perform multi-step, cross-functional steps to correct data errors.
This is a Hybrid position where you will work in the office 3 days/week and from your home office 2 days/week.
Review activities assigned to the Disbursement & Exception Team activity queue in CampusVue regularly throughout the day and resolve or initiate appropriate action to close a minimum of 50 activities per day.
Review processing exceptions in Campus Vue regularly throughout the day and resolve or initiate appropriate action to resolve a minimum of 35 exceptions per day.
Monitor pending activities and exceptions to ensure activities assigned to others are resolved timely, and appropriately escalate issues to supervisor if resolution is not resolved within 48 hours.
Review disbursements scheduled for manual batching (e.g. private loans, FWS, scholarships) to ensure criteria are met for disbursement. Prepare batch for posting by stated deadlines.
Review ad-hoc exception reports to identify issues preventing timely reconciliation or in conflict with regulatory requirements, and resolve data errors or exceptions accurately and timely. (e.g. TRLOP reports, verification status reports, etc.).
Collaborate with colleagues in other functional teams ITS, and the Accounting department to evaluate complex data issues, and make recommendations regarding proper use of the CampusVue financial aid module and the COD website.
Document in CampusVue contact manager all actions taken to resolve activities or exceptions in a professional and appropriate manner.
High School Diploma or equivalent required; Associate Degree from an accredited college or university preferred.
May not be in default on a federal student loan or owe repayment on a federal grant.
2-3 years of experience (singly or combined) in the following: bookkeeping, data analysis, or Title IV financial aid administration.
Requires developed skills through application of standards and processes within a narrow scope of work.
At least one year of recent experience performing financial aid verification in a higher education setting preferred.
At least one year of experience using CampusVue or other enterprise-wide student information system preferred.