PT Financial Aid Call Agent Specialist

PT Financial Aid Call Agent Specialist

MAJOR RESPONSIBILITIES:

Essential Job Functions

• Respond to financial aid inquiries via telephone, chat and email while providing excellent customer service. As needed, employee will send and receive postal mail.
• Makes outbound calls and emails to guide students who need assistance navigating through the financial aid process.
• Interpret financial aid regulations and educate students of their next steps.
• Review and scan financial aid documentation to ensure accuracy, completeness, and inform students if additional steps are needed.
• Assist staff in resolving complaints and issues with the financial aid process.
• Collaborate with the financial aid campus, district financial aid office and other college departments to provide services to students.
• Maintain strong knowledge of Federal Student Aid resources and policies including familiarity with the Federal Student Aid regulations
• Recommend and assist in establishing and implementing unit policies and procedures
• Other duties as assigned

REQUIRED/MINIMUM QUALIFICATIONS

Knowledge, Skills and Abilities:

• Excellent written and verbal communication skills
• Detail oriented
• Capable of working independently with minimum supervision
• Familiarity with Individual Tax Returns
• Experienced with Microsoft Office Suite
• Available to work overtime, possibly weekends, if needed

Education and Experience:

Required Education:

Associate Degree, or high school diploma/equivalent and 3 additional years of office/customer services related experience

Required Experience:

2 years office/customer services related experience

Preferred Education:

Associate Degree or higher

Preferred Experience:

• One or more years of financial aid experience
• Proven working knowledge of IRS tax code
• Banner software experience

Work Environment

Office Environment

Physical Activity

• Duties require sitting for long periods of times.
• Duties performed causes light fatigue of eyes and fingers.
• Travel

Salary Grade: CLERI

Salary is based on the Board-approved salary schedule for the current fiscal year. See Salary Schedule

Requisition Number: req6277

Posting Close Date: 5/15/2026