Financial Services Intake Representative
- University of Phoenix
- Remote
- 19 days ago
Job Description
General Information
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Description and Requirements
About Us
About the Position
A Financial Services Intake Representative ensures all information about students' financial resources, such as financial aid, veteran’s benefits, direct bill, cash, and tuition reimbursement, is properly completed and other required information is submitted timely and in compliance with established federal and state laws and University policies.
IMPORTANT: You must reside in one of the following states: AZ, CO, ID, MT, NM, NV, OR, TX, UT, WY
PRIMARY ACCOUNTABILITIES:
What You Will Do
1. Receive and verify financial documents for completeness and accuracy based on internal standard operating procedures to clear students to begin classes. Collaborate with appropriate enrollment representative to resolve issues when documentation is incomplete.
2. Document notes and case type in the applicable University system.
3. Determine appropriate specialty and payment option for each student to correctly and timely complete the initial setup of students’ accounts.
4. Perform other duties as assigned or apparent.
NOTE: The primary accountabilities above are intended to describe the general content and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the primary accountabilities listed above. Specific goals or responsibilities will be documented in the incumbents’ performance objectives as outlined by the incumbents’ immediate supervisor or manager.
Supervisory Responsibilities
None
MINIMUM EDUCATION AND RELATED WORK EXPERIENCE:
- High school diploma or equivalent
ADDITIONAL QUALIFICATIONS:
- Strong written and verbal communication skills
- Ability to pay close attention to detail to ensure data accuracy and integrity of information
- Demonstrates a capacity to embrace repetitive tasks with diligence and commitment, recognizing their importance in maintaining data quality and consistency over time
- Able to adhere to schedules, plan workflows appropriately, and minimize distractions to maximize productivity
- Adaptable to unforeseen obstacles, with a focus on continuous improvement
- Proficient in utilizing Microsoft Office products, including Excel, Word, PowerPoint, and Outlook, to facilitate various aspects of data processing tasks
#LI-Remote
As an Equal Opportunity employer, we particularly encourage applications from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans, LGBTQ community members, and others who demonstrate the ability to help us achieve our vision of a diverse and inclusive community.
The hourly pay rate range is $12.79 (minimum), $17.84 (midpoint), and $22.88 (maximum). The annualized amount, not including eligible overtime pay, is $27,700 (minimum), $38,600 (midpoint), and $49,500 (maximum).*
- Typical hiring range is between the minimum and midpoint of the above pay range. Actual starting base pay may vary based on factors such as education, experience, skills, location and budget.
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- Medical, dental and vision plans; Flexible Spending Accounts; Health Savings Accounts; Life and Disability insurance; and our Wellness incentive program;
- Competitive 401(k) employer match;
- Substantial tuition discount for you and eligible dependents; and,
- A generous time off package, including paid vacation, sick time and company holidays.*
- For more details around paid time off benefits, please click here.
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