Job description
Job #
039063
Department Code
23623-1009
Department
Office of Financial Aid
Job Title
Document Intake Coordinator
Location
Syracuse, NY
Pay Range
Commensurate with Experience
Staff Level
S3
FLSA Status
Non-exempt
Hours
Standard University business hours
8:30am – 5:00pm (academic year)
8:00am – 4:30pm (summer)
8:30am – 5:00pm (academic year)
8:00am – 4:30pm (summer)
Hours may vary based on operational needs.
Job Type
Full-time
Campus
Remote
Unionized Position Code
Not Applicable
Job Description
Document Intake Coordinators receive and screen a large variety of documents necessary to perform needs analysis to determine federal and institutional eligibility. They are familiar with federal tax laws and financial aid requirements set forth by the Department of Education. They support the Financial Aid Services (FAS) team in assuring the office remains in compliance with ever changing federal regulations.
Coordinators work in a high-volume and fast-paced environment to apply knowledge of swiftly changing federal regulations and institutional requirements to each document they screen. They also provide excellent customer service by advising applicants and their families on the promptest resolution to application or eligibility issues.
This position is anticipated to be filled on a fully remote basis. Not all geographical areas within the United States are eligible.
Coordinators work in a high-volume and fast-paced environment to apply knowledge of swiftly changing federal regulations and institutional requirements to each document they screen. They also provide excellent customer service by advising applicants and their families on the promptest resolution to application or eligibility issues.
This position is anticipated to be filled on a fully remote basis. Not all geographical areas within the United States are eligible.
Qualifications
- Associate’s degree and/or an equivalent combination of education and experience.
- One – two years experience working in Financial Aid or tax preparation.
Job Specific Qualifications
The qualified candidate must demonstrate attention to detail, have strong organizational instincts, and effective time management skills. They should have a working knowledge of the following: Federal Methodology, Institutional Methodology (CSS Profile), federal tax forms and schedules. PeopleSoft and Onbase experience is desired.
Responsibilities
Accept and review thousands of required financial aid documents annually, according to Federal tax laws, Federal verification requirements and institutional policies. Some examples of records to be reviewed are federal tax returns, marital status verification, child support verification, asset verification, real estate mortgage and assessment paperwork, citizenship status, selective service. All must be checked for completeness and clarity before moving on to the review process. Strict guidelines associated with Federal match issues and Federal Verification must be followed. Much of this process involves multiple communications sent to the student in order to explain and resolve issues.
System updates for document tracking:
All documents must be recorded in the Peoplesoft system on a daily basis in order for financial aid staff and/or students to be aware of their current status. Records may need to be scanned and indexed into Onbase, checklists must be updated, and the student’s account must be notated regarding all missing information, any outreach performed in an attempt to resolve discrepancies, and additional relevant circumstances. It is imperative that all new information is reviewed and documented in Peoplesoft daily in order to reduce a student’s unnecessary dealings with the office at peak times. Many communications are sent requesting specific information to confirm what has been reported (upwards of 4000 emails/year). Attention to detail and strong communication skills are required.
Troubleshooting and problem solving:
Many times information is unable to be recorded or loaded into Peoplesoft, because of missing or incorrect information. This position reviews reports or other data sources, and using logic and University databases, attempts to match the records to the appropriate student/applicant. Once the student is identified, the information is loaded into Peoplesoft, re-indexed into Onbase, and the appropriate document tracking procedure followed.
Training and supervising 5 federal work study students and/or temporary employees:
These positions must be thoroughly trained as they assist the Document Intake Coordinator in reviewing the documentation submitted.
Federal match reporting:
All Federal match issues once resolved must be electronically submitted to the CPS and the National Student Loan Data System
Physical Requirements
Not Applicable
Tools/Equipment
Not Applicable
Application Instructions
In addition to completing an online application, please attach a resume and cover letter.
About Syracuse University
Syracuse University is a private, international research university with distinctive academics, diversely unique offerings and an undeniable spirit. Located in the geographic heart of New York State, with a global footprint, and nearly 150 years of history, Syracuse University offers a quintessential college experience.
The scope of Syracuse University is a testament to its strengths: a pioneering history dating back to 1870; a choice of more than 200 majors and 100 minors offered through 13 schools and colleges; nearly 15,000 undergraduates and 5,000 graduate students; more than a quarter of a million alumni in 160 countries; and a student population from all 50 U.S. states and 123 countries. For more information, please visit www.syracuse.edu.
The scope of Syracuse University is a testament to its strengths: a pioneering history dating back to 1870; a choice of more than 200 majors and 100 minors offered through 13 schools and colleges; nearly 15,000 undergraduates and 5,000 graduate students; more than a quarter of a million alumni in 160 countries; and a student population from all 50 U.S. states and 123 countries. For more information, please visit www.syracuse.edu.
About the Syracuse area
Syracuse is a medium-sized city situated in the geographic center of New York State approximately 250 miles northwest of New York City. The metro-area population totals approximately 500,000. The area offers a low cost of living and provides many social, cultural, and recreational options, including parks, museums, festivals, professional regional theater, and premier shopping venues. Syracuse and Central New York present a wide range of seasonal recreation and attractions ranging from water skiing and snow skiing, hiking in the Adirondacks, touring the historic sites, visiting wineries along the Finger Lakes, and biking on trails along the Erie Canal.
EEO Statement
Syracuse University is an equal-opportunity, affirmative-action institution. The University prohibits discrimination and harassment based on race, color, creed, religion, sex, gender, national origin, citizenship, ethnicity, marital status, age, disability, sexual orientation, gender identity and gender expression, veteran status, or any other status protected by applicable law to the extent prohibited by law. This nondiscrimination policy covers admissions, employment, and access to and treatment in University programs, services, and activities.
Commitment to Supporting and Hiring Veterans
Syracuse University has a long history of engaging veterans and the military-connected community through its educational programs, community outreach, and employment programs. After World War II, Syracuse University welcomed more than 10,000 returning veterans to our campus, and those veterans literally transformed Syracuse University into the national research institution it is today. The University’s contemporary commitment to veterans builds on this historical legacy, and extends to both class-leading initiatives focused on making an SU degree accessible and affordable to the post-9/11 generation of veterans, and also programs designed to position Syracuse University as the employer of choice for military veterans, members of the Guard and Reserve, and military family members.
Commitment to a Diverse and Inclusive Campus Community
Syracuse University maintains an inclusive learning environment in which students, faculty, administrators, staff, curriculum, social activities, governance, and all other aspects of campus life reflect a diverse, multi-cultural, and international worldview. The University community recognizes and values the many similarities and differences among individuals and groups. At Syracuse, we are committed to preparing students to understand, live among, appreciate, and work in an inherently diverse country and world made up of people with different ethnic and racial backgrounds, military backgrounds, religious beliefs, socio-economic status, cultural traditions, abilities, sexual orientations and gender identities. To do so, we commit ourselves to promoting a community that celebrates and models the principles of diversity and inclusivity.
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