Job Description

The Student Financial Services Specialist is responsible for supporting the fiscal integrity and compliance of institutional aid programs, including Title IV, non–Title IV, third-party, and veteran’s education benefits. This role ensures the accurate posting, reconciliation, and reporting of all student financial transactions across multiple campuses. The Specialist manages disbursement processes, prepares aid and third-party invoicing reports, ensures credit balance resolution, and supports compliance-related activities to meet federal, state, and institutional standards.

• Post all Title IV and non–Title IV disbursements , including federal grants, loans, private aid, scholarships, and institutional discounts, ensuring accuracy in the student information system (SIS).
• Manage Title IV disbursement rosters and coordinate with Financial Aid for accurate scheduling, posting, and reconciliation of federal funds.
• Perform monthly, quarterly, and annual reconciliations of Title IV aid, non–Title IV funds, and student ledger accounts.
• Manage and reconcile non-federal disbursements , ensuring accuracy and compliance with drawdown and posting timelines.
• Ensure accurate reporting of Title IV funds through coordination with COD , G5, and internal accounting systems.
• Process and reconcile credit balances , student refunds , and stipends in accordance with federal and institutional timelines.
• Handle Third Party Invoicing activities including invoicing, sponsor payment application, reconciliation of balances, and follow-up with agencies as needed.
• Perform Veteran’s Affairs (VA) compliance functions including invoice processing, credit balance monitoring, and accurate posting of VA payments.
• Post and reconcile scholarship awards , institutional grants , and tuition discounts , ensuring all awards are accurately reflected on student accounts.
• Conduct 90/10 agency outreach and reporting to support institutional compliance with federal funding thresholds.
• Set up SIS payment plans for withdrawn students to ensure proper financial arrangements and collections alignment.
• Monitor and resolve uncashed Title IV and non–Title IV checks through coordination with Accounting and Financial Aid, ensuring compliance with cash management regulations.
• Perform pre–write-off quality assurance (QA) review of account balances to ensure appropriate documentation, accuracy, and reconciliation before write-offs are processed.
• Maintain current knowledge of federal Title IV regulations , cash management rules, and best practices for fiscal compliance.
• Support internal and external audits by compiling disbursement, refund, and reconciliation records.
• Provide guidance and support to campus staff on financial aid fiscal procedures and system use.
• Collaborate with internal teams to ensure accurate reporting, timely disbursements, and adherence to all federal and institutional financial policies.
• Other duties as assigned

Pay Range: $25-$28/hr
Business needs may require this position to be a hybrid modality in the future

Qualifications

• Bachelor's degree in related area and / or equivalent experience / training.
• Minimum of 2–3 years of experience in financial aid, banking, student accounts, or a business office setting, preferably within higher education.
• Prior experience as a Financial Aid Assistant or Specialist at a postsecondary institution is strongly preferred.
• Demonstrated excellence in customer service, with strong written, verbal, and interpersonal communication skills.
• Proven ability to collaborate effectively in a team environment and contribute to shared departmental goals.
• Proficiency in Microsoft Office applications, particularly Microsoft Excel, is required.
• Strong organizational and time management skills, with the ability to prioritize and manage multiple tasks and meet critical deadlines.
• Working knowledge of basic accounting principles and office systems.

Additional Information

We Offer:

• Medical, Dental and Vision starting the 1st of the month following 30 days of employment
• 2 Weeks’ starting Vacation per year. Increasing based on years of service with company
• 12 paid Holidays and 2 Floating Holiday
• 401k with company match
• Company Paid Life Insurance at 1x’s your annual salary
• Leadership development and training for career advancement
• Tuition assistance and Forgiveness for you and your family up to 100% depending on the program