Student Financial Specialist

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Role

The Student Financial Specialist assists in overseeing the College's Sponsor Contracts, student accounts, and cash collections. This individual is responsible for providing quality customer service to students, faculty, staff, administration, and third-party entities. Reports to the Coordinator, Student Financial Services.

Duties and Responsibilities

• Determines the student's individual needs; provides information to students, parents, and prospective students as appropriate.
• Interacts daily with students face-to-face, via telephone, email, and remote communication.
• Communicates effectively, both verbally and in writing.
• Summarizes conversations to student files for future reference.
• Initiates phone calls to collect required documentation and payments.
• Empowers students to utilize online services, portals, and webpages.
• Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms.
• Receipts incoming monies including tuition and invoice payments and departmental deposits.
• Handles confidential material and communications and adheres to FERPA.
• Refers students seeking a monthly tuition payment plan to the College's third‑party provider.
• Updates installment amounts after schedule adjustments or financial aid awards are posted.
• Ensure all account balances are accurate prior to refund dates.
• Monitors data imports to student accounts for designated programs.
• Prepares itemized invoices for use of college services, facilities, workforce development, apprenticeship programs, and dual enrollment education.
• Keeps appropriate records and ensures payments are received in a timely manner.
• Sorts mail and performs data entry, filing, scanning, and accurate record keeping.
• Performs billing for College receivables for student accounts, third‑party sponsor accounts, and government agency programs.
• Attains and maintains working knowledge of payor requirements as designated.
• Investigates and responds to inquiries (internal & external) regarding invoice/payment status.
• Reconciles accounts and prepares ad hoc payments to return funds to third‑party sponsors as directed.
• Monitors receivables for non‑payment, delayed payments, and other irregularities as directed.
• Researches, prepares, processes, and distributes College or department‑required paperwork, including but not limited to student account adjustments, student statements of account, etc.
• Responsible for knowing and conforming to all safety practices and regulations that apply to this specific area and position. Unsafe conditions should be reported to the immediate supervisor and to the Pensacola State College Police Department/Public Safety.
• Performs other duties as assigned.

Essential Functions

• Ability to prioritize work, meet deadlines, attention to detail, and follow through on assignments with minimal supervision.
• Ability to exercise initiative in maintaining professional contacts within the college for the purpose of expediting department work.
• Advanced computer skills to include multitasking in an electronic environment.
• Ability to work effectively in a diverse community and meet the needs of diverse student populations.
• Ability to sit at a desk and view a display screen for extended periods of time.
• Ability to demonstrate professional and discretionary communication skills via electronic, verbal, written, and face‑to‑face interactions.
• Must provide excellent customer service through appropriate written and verbal communication, including, but not limited to, telephone, email, voicemail, and written correspondence.

Minimum Qualifications

• Graduation from an accredited institution with an associate degree and two years of accounting or bookkeeping experience.
• Experience with spreadsheet/database applications.
• Related appropriate work experience may be substituted on a year‑to‑year basis for the required education.
• Successful results of a criminal…