customer service
Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.
Student financial support coordinators assist students and education administrators in the management of tuition fees and student loans. They advise on and determine the amounts and the eligibility of student loans, advise students on available, suitable loans and liaise with outside loans sources, such as banks, to facilitate the student loan process. They make professional judgement decisions concerning students' eligibility for financial aid and may set up counsel meetings including the student's parents to discuss financial support issues and solutions.
Competences and skills
27 ESCO relationsEssential knowledge 2 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
2 competencesstudent financial aid programmes
The different financial support services offered to students by the government, private organisations or the attended school such as tax benefits, loans or grants.
Cross-sector
0 competencesNo competences in this bucket.
Essential skills and competences 9 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
2 competencesprovide education management support
Support the management of an education institution by directly assisting in the managerial duties or by providing information and guidance from your area of expertise to simplify the managerial tasks.
provide information on education financing
Provide information to parents and students concerning tuition fees, student loans and financial support services.
Cross-sector
7 competencesadvise on financial matters
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
assist in loan applications
Assist clients with filling out and managing their applications for loans by providing them with practical assistance, such as provision of relevant documentation and instruction on the process, and other advice such as any arguments they could bring forward to the lending organisation in order to secure the loan.
decide on loan applications
Take into account the risk assessment and analysis and perform the final reviewing of the loan application in order to approve or deny the loan, and set in motion the necessary procedures following the decision.
negotiate loan agreements
Negotiate with banking professionals or other parties functioning as lenders in order to negotiate the interest rates and other aspects of the loan contract in order to obtain the most beneficial agreement for the borrower.
obtain financial information
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
provide financial product information
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.
provide support in financial calculation
Provide colleagues, clients or other parties with financial support for complex files or calculations.
Optional knowledge 7 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
0 competencesNo competences in this bucket.
Cross-sector
7 competencesaccounting
The documentation and processing of data regarding financial activities.
education administration
The processes related to the administrative areas of an education institution, its director, employees, and students.
education law
The area of law and legislation that concerns education policies and the people working in the sector in an (inter)national context, such as teachers, students, and administrators.
electronic communication
Data communication performed through digital means such as computers, telephone or e-mail.
digital
kindergarten school procedures
The inner workings of a kindergarten, such as the structure of the relevant education support and management, policies, and regulations.
primary school procedures
The inner workings of a primary school, such as the structure of the relevant education support and management, the policies, and the regulations.
secondary school procedures
The inner workings of a secondary school, such as the structure of the relevant education support and management, the policies, and the regulations.
Optional skills and competences 9 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
0 competencesNo competences in this bucket.
Cross-sector
9 competencesanalyse loans
Examine and analyse the loans provided to organisations and individuals through different forms of credit such as overdraft protection, export packing credit, term loan, and purchase of commercial bills.
apply technical communication skills
Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.
communicate with banking professionals
Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a client.
create a financial plan
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
maintain customer service
Keep the highest possible customer service and make sure that the customer service is at all times performed in a professional way. Help customers or participants feel at ease and support special requirements.
- Scope note
- Might include keeping the customers informed about the current status of their orders or waiting times.
prepare loan contracts
Compose loan contracts; understand and implement accompanying insurance conditions.
produce statistical financial records
Review and analyse individual and company financial data in order to produce statistical reports or records.
protect client interests
Protect the interests and needs of a client by taking necessary actions, and researching all possibilities, to ensure that the client obtains their favoured outcome.
provide information on school services
Present information on the educational and support services of a school or university to students and their parents, such as career guidance services or offered courses.