Student Financial Administrator

5 months ago

Calgary, Canada Robertson College Full time

**Robertson is the School of New Work. **Our vision is for everyone to have a good life through a prosperous and fulfilling career. Robertson’s mission is to empower our students with the most relevant training and up-to-date industry insights to thrive in a modern work environment.

Having a deep understanding of the demands of the modern workforce is integral to what we offer our learners. That is why internally, we place such value on building a work culture that is flexible and adaptive to the changing world of work. We also seek out diversity in our team. We #CelebrateEverything and encourage team members to take paid time off to celebrate their cultural, religious, and spiritual holidays. Our team is intentionally talent-dense - our strength lies in the differences in backgrounds and expertise that we each bring to the table.

Ours is a fast-paced environment where we continually challenge ourselves to think outside of the box. We want our team to feel welcomed, energized, and engaged while having fun. If this sounds like the right fit for you - we invite you to come join usRobertson is the School of New Work. Our vision is for everyone to have a good life through a prosperous and fulfilling career. Our mission is to empower our learners with the most relevant training and up-to-date industry insights so that they may find fulfilling and meaningful careers.

**OVERVIEW**

In this position, you will play a key role in our student admissions process by conducting financial interviews, explaining financial options and completing required documentation.

The Student Financial Administrator is a friendly, positive and energetic professional who demonstrates prompt contact and follow through, knowledgeable responses and respectful interactions.

The Student Financial Administrator has strong interpersonal skills, a pleasant telephone voice, and ability to manage multiple tasks and successfully meet deadlines. Emphasis is placed on quality and compliance in the accurate completion of documentation and reporting as part of the College’s Admissions process.

**KEY RESPONSIBILITIES**

**Student Financial Administration (SFA role)**
- Conduct preliminary financing interviews with new students within 24 hours of contract.
- Inform students of their financial obligation, the institution’s financial aid options, and financial policies and procedures as related to their educational expenses.
- Diligently follow-up, and ensure that Notice of Assistance (NOA), Confirmation of Enrollment (COE) documentation is in place at all times for each student, where applicable.
- Time bound paperwork, feedback and submission of paperwork to relevant funding agencies like Manitoba Student Aid, Canada Student Loans, National Student Loans
- Perform accounts receivable reports for overdue payments and verify results.
- Process notifications to students who are overdue and follow up on payment plans.
- Update appropriate systems to ensure the timely processing, funding, billing and collections of the package selected.
- Monitor and follow up on the status of all pending student loan documents in order to maintain an accurate accounting of each student’s financial aid package through first disbursement.
- Attend and successfully complete all training for this position.
- May participate in new student orientations, as applicable.
- SFA support for both OneRobertson and Robertson Online
- Student Loan payment entries into SASY/SF
- Confirming Student loans for all provinces
- Completing intake daily tasks
- Fixing any discrepancies in SalesForce
- Collections, posting payments & balancing accounts
- Financial reviews for Re-enrollment files
- Exit interviews for all learners finishing their programs
- Check and approve refund requests
- Follow Up with funders invoices for payments (A/R)
- EFT and CC processing and reconciliation
- AR Aging for each campus’ inactive & Active accounts
- Withdrawals for Robertson College, including withdrawal notification to funders.
- Updating student loan info - yearly changes, repayment info
- PAPRS and PIM entry and submission

**Participation in College, Division, and Program Activities**
- Attends staff meetings and training sessions.
- Participates proactively in performance appraisals.
- Supports active interdepartmental cooperation with other departments
- Performs other duties/participates in special projects as assigned.

**QUALIFICATIONS**
- Minimum of 2 years’ experience working in a financial / customer service related role or college finance / admissions.
- Post-secondary education is an asset
- Familiarity with Provincial Student Loan programs an asset
- Experience working with internet-based communication tools
- Strong telephone skills
- Will use Company approved scripts and approaches during telephone calls, and will be responsible to enter information in a CRM.
- Will observe and adhere to all Company policies and best practices and comply with related governmental regulat

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