Counselor, Global Student Financial Services

1 month ago

Saint Charles, Missouri, United States Lindenwood University Full time

JOB TITLE SUMMARY

Job Title: Counselor, Global Student Financial Services (Remote)

Division: Student Experience

Evaluation Group: Staff

FLSA Status: Exempt

Reports To: Director, Global and Online Student Financial Services

Positions Supervised: N/A

Job Summary

The counselor for student financial services is responsible for effective and compliant administrative support of various federal, state and institutional financial aid scholarships, grants and loans. The counselor position is expected to work effectively with the cross-functional teams to administer its programs. The counselor position is responsible for organizing financial aid and payment methods for students and families and is entrusted to ensure outstanding customer service and counseling while ensuring students and families complete requirements to satisfy their financial obligations.

Essential Job Functions and Performance Indicators

The intent of this job description is to provide a representation of the types of duties and level of responsibility that will be required of positions given this title. This job description shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Job Responsibilities and Execution

Initiates outreach to assist families in completing their financial aid files for awarding, disbursement, and assist with the submissions of paperwork for professional judgements
Provides skilled advising for students and parents via all communication channels including email, text, phone, website and virtual platforms
Counsels students and parents regarding all financing opportunities, including scholarships, grants, loans, student employment, financial liabilities, and other payment options
Completes verification, resolution of C codes, conflicting information, and comment codes to determine the eligibility of financial aid applicants
Participates in the development of institutional financial aid policies and procedures that will positively impact efficiency and quality of service provided
Identifies necessary financial aid changes, as well as fee adjustments, based on enrollment fluctuations, etc.
Follows up with students to ensure timely and accurate bill payment; works with students to resolve unpaid balances
Participates in high school recruiting events and presentations
Participates in workshops and professional development within the Student Financial Services (SFS) team and with external agencies
Assists in the preparation of files for audits
Offers ideas and suggestions for improving student financial counseling experiences

Service Excellence

Supports the mission of the University and serves as an ambassador of the Q2 culture of service excellence
Models, supports, and holds others accountable to the University's values – integrity, dedication, excellence, creativity, and teamwork
Works with students and families to troubleshoot financial aid and payment issues
Communication, Teamwork, and Collaboration

Reviews, sends, and tracks timely and accurate communications
Coordinates student follow-up to include but not limited to communications after aid changes and billing updates
Works with internal and external constituents to resolve aid processing, certification, and disbursement issues
Job may require other duties as assigned.

Required Qualifications – An equivalent combination of education, training, and experience will be considered. Additional requirements may be designated by position.

Bachelor's degree
Minimum of 1 year of experience in financial aid or student accounts receivables
Experience with student financial services model preferred

Knowledge, Skills, and Abilities – May be representative, but not all inclusive, of the knowledge, skills, and abilities necessary to perform this job competently.

Demonstrated ability to work effectively with individuals from diverse communities and cultures
Ability to coordinate with other departments
Strong interpersonal skills and ability to communicate effectively with faculty, staff, and students
Ability to identify needs or concerns of others, determine potential solutions, resolve of redirect appropriate.
Strong public speaking skills
Highly organized with the ability to participate in multiple projects simultaneously
Strong professional integrity and ability to maintain strict confidentiality
Ability to use good judgment and think critically
Knowledge of general office software, particularly Microsoft Office Suite and financial aid proprietary applications (Workday, Common Origination and Disbursement [COD], EDExpress, and National Student Loan Data System [NSLDS])
Work Environment – Environmental or atmospheric conditions commonly associated with the performance of this job's functions. Please click here to view Lindenwood University's flexible work designation descriptions.

General office setting
Occasional weekend and evening work required
Fully Remote
Physical Abilities – The physical demands described below are representative of those that must be met by an employee to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Ability to work effectively at a computer for up to eight hours daily
Ability to sit for extended periods of time
Ability to travel for off campus events
Adequately mobile to attend meetings and events across campus
Regular attendance is a necessary and essential function
Equal Opportunity Employer

Lindenwood University is an Equal Opportunity employer. The University complies with appropriate federal, state, and local laws and provides equal employment opportunities and access to educational programs without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected status to all qualified applicants and employees. Lindenwood University is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free educational work environment.

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