Financial Aid Specialist

Company: Diocese of Phoenix Catholic Schools
Location: Phoenix
Posted on: May 27, 2023

Job Description:

Financial Aid Specialist- Responsibilities:
Bilingual is a must!
Knowledge of TADS database
Applying changes/updates to families when needed
Communications skill - explaining invoices to families
Contacts of all STO coordinators
Help all and any families (entering HS) with myTADS.com
Knowledge and familiarity with STO's programs and websites
Knowledge of forms needed and where to locate them
Management of all STO payments and applying them to the correct student
Work with Financial Coordinator on refunded STO credits when students become fully funded
Manage all family accounts in TADS and make adjustments when needed
Maintain all record retention to Diocesan policy requirements
Knowledge of all scholarships and how to apply for more
Knowledge of reconciliation process, round 3 with CE, and how to work the spreadsheet to redirect funds to others
Maintain a monthly past due, collections log with all documentation each month
Build and manage each family's financial agreement
Run summary or custom reports when required.
Roman Catholic Diocese of Phoenix
Catholic Schools Office
Financial Aid Coordinator Job Description

• Position Title: Financial Aid Coordinator Department: Catholic Schools
  Grade:
  Supervisor: Principal or Designee
  • PURPOSE AND SCOPE: Under the supervision of the Principal, the Financial Aid Coordinator is a person of faith who strives to achieve goals of Catholic Education; maintains detailed and accurate records as required by the school; establishes positive school-community relationships; continued professional development to remain current with religious and professional certifications when necessary; performs any other job-related tasks deemed necessary and/or assigned by the Principal.
    III. ESSENTIAL JOB FUNCTIONS:
    Assumes responsibility for the leadership and management of the following:
    TADS database
    • introduces changes/updates to families when needed
    • explains invoice to families
    • assists families in applying to myTADS.com including children moving to High School
    • manages family billing accounts and making adjustments when needed
    • maintain weekly past due collections log with all documentation
    • build and manage family financial agreements Student Tuition Organizations "STO's"
      • STO contacts
      • searching for more STO opportunities
      • familiarity with STO websites
      • STO forms and where to locate
      • management of payments and application to student
      • work with accounts payable/receivable to refund credits when students become fully funded.
      • record retention as to pertains to Diocesion policy
      • managing the redirection of funds to CEA reconciliation process Establishes positive school-community relationships:
        • maintains cooperative relations with all in the school community
        • promotes respectful and positive school relationships
        • maintains awareness of his/her role as a Catholic Schools employee and its impact on the community.
        • provides for regular conferences and meetings with parents
        • cooperates with and helps promote various curricular and co-curricular programs within the school
        • attends and actively participates in school faculty meetings and in-services. Continues professional development to remain current with religious and professional certifications:
          • participates in professional activities and joins appropriate professional organizations.
          • attends Diocesan sponsored in-services
          • attends and actively participates in school faculty meetings and in-services
          • actively participates in the process of continuous school improvements.
          • maintains personal professional development record Performs any other job-related task deemed necessary and /or assigned by the Principal.
            KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED
            • must demonstrate personal and self-discipline, be adaptable and flexible in routine and unexpected situations
              • must use good judgment in daily encounters
                • must use verbal and written language correctly
                  • must demonstrate an appropriate sense of humor
                    • must maintain appropriate grooming and dress at all times as stated in the faculty handbook. MINIMUM QUALIFICATION
                      Must be willing to make a public profession of Faith if Catholic and if non-Catholic willing to support Catholic teachings and philosophy.
                      • Bilingual - English / Spanish
                      • received safe environment training and signed the code of conduct
                      • FBI fingerprint clearance completed

Keywords: Diocese of Phoenix Catholic Schools, Phoenix , Financial Aid Specialist, Accounting, Auditing , Phoenix, Arizona