Banking & Commercial Loan Processing Clerk, Sr. jobs in Greensboro, NC

High School Diploma or equivalency; or demonstrated possession of the competencies necessary to perform the work.

• Bachelor’s Degree or one (1) years of financial aid experience or equivalency.
• General knowledge of internal financial aid programs, policies and forms.
• Knowledge of the electronic data processing method.
• Knowledge of Federal and State financial aid programs and procedures.
• Exceptional written and oral communication skills.
• Ability to work with people in a professional and courteous manner, comprehend and explain policies and procedures, handle multiple tasks, complete various forms with accuracy, exhibit confidence while interfacing with a variety of customers, conduct workshops, and work in a fast paced environment.
• Skilled in applying information technology techniques to complete tasks and working knowledge of the Financial Aid Banner and BDMS systems.

• Understands federal, state, and other programs regarding Federal and Private Student Loans in order to explain guidelines and changes to students and parents.
• Advise students and parents on on best loan and borrowing practices.
• Resolves issues relating to most financial aid questions and inquiries regarding these processes.
• Serves as a backup advisor during registration and other University events.
• Monitors, retrieves, scans, and indexes confidential student and parent information to students’ electronic files within Banner System.
• Ensures students complete all requirements for disbursements.
• Troubleshoots computer and BDMS issues without the assistance of IT when capable.

• Responds to questions/issues that deviate from standard operating procedures by determining and consulting appropriate resources such as policies, manuals, or other staff.
• Counsels students/parents one on one in the office via telephone and/or email on financial aid processes such as the verification and withdrawal.
• Develops and maintains strong relationships with students and staff.
• Uses appropriate interpersonal skills and methods to resolve conflict.
• Works effectively with others and participates as a member of the team to meet deadlines (calculations to be done within 30 days of initial withdrawal), improve service to achieve the goals of the office.
• Responds to all telephone calls and or emails within a timely manner.
• Corresponds with students and parents in person, via the telephone and with email.
• Assists with financial aid workshops.
• Explains various aspects of the financial aid awarding process to students and parents.

• Assesses and resolves unprecedented problems that require research and review of policy and procedures.
• Applies judgment for problem resolutions based on delegated authority from supervisor.
• Understands issues with verification, return of title IV calculations, the usage of BDMS and CISCO systems and identify problems and be able to communicate the issues/concerns.
• Resolves verification issue and contacts the appropriate person is unable to resolve; corrects problem immediately.
• Makes decision on verification.
• Works closely with the Associate Director with the School Servicing Center for verification.

• Uses the BDMS system and CISCO telephone system to improve communication and ensure the accuracy of the receipt of documents received in the office.
• Understands the use of these two systems to be able assist team members on how to use the technology and provide any updates/changes.