Las oficinas de CC Puerto Rico estarán cerradas desde el Martes 19 hasta el Viernes 22 de Septiembre
updated September 19 at 9:00am

Esto debido al paso del Huracán María.  Trataremos de mantenernos disponibles por medio de correo electrónico por cualquier urgencia. Tan pronto reanudemos labores, le comunicaremos por este medio, inclusive el estatus del horario del fin de semana. Nuestros mejores deseos para que este fenomeno de la naturaleza no afecte profundamente a nuestro pueblo puertorriqueño.

Student Financial Services Generalist Job Description

Job Summary

The Student Financial Services Specialist provides support to the Director of Student Financial Services in all areas of student account receivables collections and scholarship administration. Working closely with the Associate Bursar, the generalist will perform monthly communications to students who have past due balances and prepare accounts to be turned over to the College’s approved collection agencies.  They will perform a monthly review of all internal payment plans.  The generalist will work closely with the Director of Financial Aid by assisting in the collection and review process of scholarship personal statements, and recommend students for restricted scholarship funding.  They will serve as the liaison between the Financial Aid branch of SFS and Institutional advancements by providing student biographies, awarded amounts, and other reporting data as requested.  Thus, the individual in this position must be well organized, articulate, and demonstrate excellent judgment.

Work Schedule:  

35 hours weekly. Four days 9am to 5pm (M,W,R,F) one day 11am to 7pm (Tuesdays); Some evenings and weekends as needed;  Schedule may vary to meet departmental needs.

Essential Duties/Responsibilities

Scholarship Administration Responsibilities:

  • Manage and maintain student and alumni records in Powerfaids database
  • Update records as students progress through scholarship application and disbursement cycles
  • Manage transition of student to alumni and create tracking process
  • Manage transition of paper records to electronic database
  • Conduct ongoing data validation, correction, and cleanup
  • Manipulate student data in Powerfaids and utilize conditional mail merge to fulfill mailings to students
  • Partner with SFS Technology and Operations Manager to develop, improve, troubleshoot online application

Manage Scholarship Application Data:

  • Design and perform application data imports and exports
  • Guide staff in application data processes
  • Ensure application data integrity
  • Produce easily interpreted application reports for staff and other stakeholders
  • Draft and publish web-based and social media communications as it relates to the scholarship program(s)
  • Manage student mail communications by leading collaborative drafting and editing processes
  • Track communications with applicants and scholarship recipients
  • Create Scholarship Data Management Guide by detailing all job-related standard operating procedures
  • Identify and implement improvements in job-related processes
  • Learn and remain current on the intricacies of the scholarship program policy to support proper implementation of program requirements
  • First line of contact for telephone and electronic communication with students, parents, academic institutions, alumni and other inquiries
  • Develop understanding of scholarship/Financial Aid systems in order to guide students through successful completion of scholarship application as it relates to Financial Aid
  • Prepare and edit documents, correspondence, and presentations
  • Other duties as assigned

Student Account Receivables Collections Responsibilities:

  • Reconciles student/agency/program accounts. Ensures accounts are balanced.
  • Prepares and distributes financial reports utilizing various reports in Jenzabar EX, spreadsheets and databases. Submits data electronically as needed.
  • Responds to email, in-person, and telephone inquiries from agencies, students, parents, faculty and staff.
  • Advises departments regarding departmental policies and procedures-Recommends course of action and provides direction.
  • Prepares and mail statements, invoices, reminders and collection notices.
  • Monitors payment plans, past-due accounts and contact students, agencies, etc. seeking resolution and payment.
  • Processes checks, credit cards, and fee waivers.
  • Utilizes spreadsheet and database software to analyze and interpret account information.
  • Skill in providing excellent customer service in an environment that may include angry, confused or unhappy students and/or parents. Ability to maintain composure and professional attitude.
  • Other duties as assigned.

Education & Experience Required

  • A bachelor’s degree is required. For an exceptional candidate, years of experience can be used in lieu of degree.
  • A minimum of two years progressively responsible A/R experience in the Bursar's office or comparable, relevant accounting/bookkeeping experience.

Required Skills and Abilities:

  • Commitment to Excellent Customer Service
  • Strong skills in Microsoft Office software (Word, Excel, and Power Point)
  • Detail oriented with strong organizational skills
  • Ability to manage multiple projects, prioritize, and meet deadlines
  • Ability to anticipate and solve problems
  • Strong interpersonal skills and professional demeanor
  • Ability to communicate well verbally and in writing
  • Ability to work well in a team environment that promotes inclusiveness and communication among team members.
  • Knowledge of accounting/bookkeeping principles including accounts receivable.
  • Knowledge of applicable collection laws and regulations.
  • Ability to be discreet and maintain confidential information


To apply, please forward cover letter and resume to