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About the Role

The Student Financial Services Specialist is a key resource supporting students and families with tuition billing, financial aid, and student account services. This role ensures compliance with policies, delivers high-quality customer service, and explores emerging service technologies like AI to improve service delivery.

Responsibilities

• Provide seamless guidance to students and families across financial aid and billing matters.
• Provide accurate and timely information regarding financial aid, billing, payment alternatives, loan programs, refunds, deadlines, and institutional policies.
• Advise students on financial deadlines, financial aid options, and eligibility and application requirements.
• Act as a functional liaison for student service innovations, exploring and supporting the implementation of AI and automation tools.
• Enforce federal, state, and institutional regulatory standards.
• Assist in financial literacy outreach and education programs.
• Maintain confidentiality of personal student financial information in compliance with FERPA and College policy.
• Contribute to process improvements and ensure strong internal controls.
• Perform need analysis and packaging for assigned caseload of students.
• Evaluate and calculate awards with knowledge of Barnard’s policies and procedures.
• Make professional judgment decisions in extenuating circumstances.
• Award institutional and federal grants, loans and jobs.
• Estimate federal, state, and outside need-based grants and loans.
• Assist with the packaging and awarding of financial aid, and appeals.
• Monitor the appeal process; review student appeals and documents.
• Communicate appeal decisions to students and ensure file completion.
• Provide counseling on federal loan programs and process eligibility and paperwork.
• Support the administration of outside scholarships, health insurance waivers, SAP, and non-custodial parent documentation.
• Represent Student Financial Services at Admissions Open Houses, tabling events, and outreach programs.
• Collaborate with Admissions, Lefrak Center for Well-being and other offices on recruitment, retention, and financial wellness initiatives.
• Determine eligibility for prospective HEOP students.
• Provide support and counseling to all assigned HEOP and CSTEP students.
• Assist the OP Office as needed.

Requirements

• Bachelor’s degree with a minimum of 2-3 years’ experience in student accounts, financial aid, or related higher education finance role.
• Knowledge of PowerFAIDS, Technolutions Slate, Workday, and/or other financial aid and student information systems is preferred.

Skills

• Strong customer service, communication, and interpersonal skills.
• Knowledge of federal and state financial aid regulations and student account management.
• Demonstrated ability to work with complex financial systems and reconcile data accurately.
• Excellent organizational, problem-solving, and analytical skills.
• Ability to exercise professionalism and discretion in handling sensitive and confidential information.
• Commitment to continuous improvement and student-centered service.

Location

• Hybrid

Work Type

• Full time

Experience Level

• 2-3 years

Education Level

• Bachelor's degree

Salary/Compensations

• $70,000 - $75,000 annually

About the Company

• Barnard is an intellectually stimulating, diverse college community of approximately 800 full- and part-time faculty and staff dedicated to providing an extraordinary educational environment for our 2,600 students.
• The Office of Human Resources is here to provide clear and accurate information and the best possible service.