Financial AID Assistant
The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning.
Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.
The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.
The Division of Finance is responsible for an array of centralized financial functions of the University. Our various departments are responsible for administrative services that support financial accounting and disbursement activities, research administration, external and internal investments, cash and debt management, risk management and student registration and financial aid. http://www.finance.upenn.edu/default.asp
Reports to the Manager of the Contact Center for Student Registration and Financial Services (SRFS) and is responsible for answering questions received via the telephone, email, and at the front desk using a proactive, service-friendly, and professional approach. Analyzing diverse and complex student inquires within the Contact Center. Identify problems by pulling information from SRFS applications and other related Penn systems. In addition, is responsible for providing students and families with information in order to help resolve their problems/inquiries as they relate to billing, loan questions, financial aid application status, payment methods, dining, registration, housing and other related University matters. In accordance with SRFS policies issues late payment penalty waivers. Make request for refunds to be processed. Serve as a student advocate facilitating accessibility through the SRFS and University bureaucracy. Work activity is cyclical with peak volumes in July – August (First term bill), September (Back to School). During peak periods time off is limited.
A High School Diploma or GED and 3 years to 5 years of experience or equivalent combination of education and experience is required.
College degree preferred. Experience required, preferable in an academic setting or related area.
Requires customer service affinity and skills alongside a strong desire to help students and families resolve questions and issues. Effective oral, written, listening and communication skills. Dependability and reliability essential; problem solving and analytical ability; Multilingual a plus.
Ability to learn and retain a large volume of financial information, relay this information to a high volume of incoming calls and present similar information while working the front desk. Work in a fast paced environment that deals with sensitive family financial matters. Promptness and professional etiquette is essential to this position. Must be computer literate and be willing to learn new computer applications and systems.
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.