Enrollment Services Financial Operations Coordinator

The Enrollment Services Financial Operations Coordinator at Shorelight is responsible for managing the refunds inbox, evaluating student refund requests, communicating eligibility decisions, and processing approved refunds. Additionally, this role supports outreach efforts for inactive applications, collaborates on payment campaigns, and monitors payment statuses to ensure proper fund allocation. By providing exceptional administrative and operational support, the Coordinator plays a crucial role in enhancing the overall student experience.

To qualify for the Enrollment Services Financial Operations Coordinator position at Shorelight, candidates should possess a Bachelor’s degree in a business-related field and have at least one year of experience in finance or accounting. Proficiency in Microsoft Office Suite, especially Excel, is essential. While not mandatory, having office management experience or familiarity with CRM software like Salesforce or NetSuite can be advantageous.

The Enrollment Services Financial Operations Coordinator serves as the primary point of contact for all student refund inquiries at Shorelight. By monitoring the refunds inbox and maintaining organization, the Coordinator ensures that students, agents, and internal advisors receive timely solutions and responses to their refund-related queries. This role is vital in facilitating clear communication regarding refund eligibility and workflows.

Success in the Enrollment Services Financial Operations Coordinator role at Shorelight requires strong organizational skills, attention to detail, and excellent written and verbal communication abilities. Additionally, proficiency in multitasking and adapting to changing priorities is essential. A customer service-oriented mindset is crucial, as the role involves direct interaction with students to address their financial queries effectively.

To apply for the Enrollment Services Financial Operations Coordinator position at Shorelight, candidates should visit the Shorelight Careers page, where they can submit their application along with a resume and cover letter. It's important to articulate relevant qualifications and experiences clearly to stand out during the selection process.

When answering this question, focus on specific experiences where you handled refund inquiries, evaluated requests, and communicated decisions with stakeholders. Mention the systems you used, such as CRMs or payment portals, and how your approach improved customer satisfaction or efficiency.

In your response, outline your method for task prioritization, such as assessing the urgency of each inquiry and responding based on the timeline of refund requests. Discuss tools or strategies, like creating a priority list or utilizing software, that you employ to keep track of pending tasks effectively.

When addressing disputes, emphasize your commitment to customer service and transparency. Describe how you would listen to the student’s concerns, review their case against policies, and communicate the rationale for your decision clearly—while also providing guidance on any next steps available to them.

Discuss your approach to maintaining accurate documentation, possibly mentioning your proficiency with software tools and processes that help manage records. Elaborate on the importance of attention to detail and regular audits or checks to prevent discrepancies.

Share a specific instance where you participated in a payment campaign, detailing your role, the objectives of the campaign, the strategies employed, and the outcomes achieved. This will demonstrate your ability to contribute to team efforts and your understanding of financial operations.

Talk about your strategies for effective communication across language barriers, such as using clear language, visual aids, and confirming understanding. You may also mention any training or experience you have that supports your ability to communicate effectively with diverse populations.

Detail your experience with various financial tools and software, such as Microsoft Excel for data analysis, and any CRM systems you have used, like Salesforce or NetSuite. Mention specific functionalities you’ve leveraged to enhance your workflow.

Demonstrate your ability to manage workload during busy times by discussing organizational techniques, such as batch processing requests, implementing time management tools, or collaborating with colleagues to ensure all inquiries are addressed timely and thoroughly.

Explain how you would approach this situation by first identifying the sources of the errors. Discuss the steps you would take to address these issues, such as developing better processes, providing additional training, or working with your team to ensure accuracy moving forward.

Discuss the organizational systems or methods you utilize, such as spreadsheets, project management tools, or checklists. Highlight how these systems help streamline your workflow and ensure that nothing falls through the cracks, especially when managing multiple accounts.