Under general direction, process financial aid documents (letters, tax returns, forms) by entering their receipt in Datatel, imaging them in ImageNow, and linking the imaged files to the appropriate student’s record. When a student’s file requires review, forward the records to the appropriate staff member’s ImageNow work queue. File original documents that have been imaged and maintain these records for three months. Data enter into Datatel information that has been provided on Information Summary Sheets submitted by the campuses. The Financial Aid Assistant will mail award letters and additional document request letters to students. Forward office emails and faxes to appropriate staff members.
· Receive/screen incoming documents.
· Operate the financial aid office scanner.
· Link scanned documents to student records.
· Enter the date documents are received into Datatel’s document tracking system.
· File imaged documents for temporary storage.
· Mail financial aid award letters to students along with all needed supporting documents.
· Mail additional document request letters to students along with appropriate forms and other
information.
· Mail other correspondence as needed.
· Forward complete files to appropriate staff members for further processing.
· Process emails and faxes that are received by the office. Most of these documents are transferred
directly to student computer files.
· Maintain confidentiality of records at all times.
· Open and sort mail.