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STUDENT LOAN OFFICER, UG FIN AID
Job Title: STUDENT LOAN OFFICER, UG FIN AID
Job Code: 3853
FLSA: E
Job Level: 70
Revised Date: 01/01/2020
Job Family: JF 33
Occupational Summary
Perform a variety of duties related to student loan processing and loan collections including a variety of complex electronic financial transactions, analysis, and reconciliations of university and federal funds. Participate and perform independently duties related to student receivables, loan processes, and personal finance.
Work Performed
Perform daily collection efforts of the University's institutional loans, and loan processing, and run daily reports to correct any errors or issues that arise.
Compile and analyze information in support of program activities; prepare reports and analyses setting forth progress, adverse trends and appropriate recommendations.
Prepare reconciliations on a regular basis, and resolve research items quickly.
Receive, analyze and respond to incoming correspondence regarding student loans and collections.
Schedule and facilitate small-group in-person discussions for loan interviews requiring understanding of student loan exit materials, repayment plan options, and basic money management skills.
Assist with large group loan presentations for over 100 participants at a time to answer questions of participants and serve as support for main presenter.
Provide small-group presentations on a variety of personal finance topics to undergraduate and graduate students around the university.
Independently communicate and interact with students to provide effective customer service, including receiving, researching and appropriately responding to inquiries and/or complaints with regards to their student loan accounts.
Maintain student account documentation to assist agencies in the collection of outstanding loans from graduated or withdrawn students; maintain relevant statistics for reporting and analysis.
Maintain knowledge of current and changing federal regulations regarding Title IV funds, and the student lending environment.
Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Education/Training
Work requires analytical and communication skills as well as familiarity with the academic setting generally acquired through completion of a bachelor's degree program.
Experience
None required.
Skills
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
