Senior Financial Planning Coordinator

1 week ago

Sioux City, United States Morningside University Full time

About Morningside University

Morningside University is a leading institution in higher education, dedicated to providing exceptional student experiences and fostering growth through academic excellence.

Job Summary:

We are seeking an experienced Senior Financial Planning Coordinator to join our Student Financial Planning team. The successful candidate will play a critical role in administering financial aid, managing federal and state program funds, and counseling students and families on financial options.

Key Responsibilities:

  • Financial Aid Administration:
    • Awarding financial aid packages to prospective and returning students, adhering to federal, state, private, and institutional guidelines.
    • Repacking financial aid for students as needed to reflect changes in eligibility or family financial status.
    • Verifying FAFSA information using required documentation, including tax transcripts and verification forms.
    • Completing Return of Title IV calculations for students based on federal regulations.
    • Reconciling federal and state grant program funds on a monthly basis, including Pell, TEACH, Iowa Tuition Grant, Iowa National Guard, Education Training Voucher, All Iowa Opportunity Scholarship, and Future Ready Iowa Grant, in coordination with AIMS, COD, the Financial Aid Module, and the Business Office Module.
  • Counseling and Student Support:
    • Counseling students and families on the financial aid process, eligibility criteria, and available federal, state, and institutional financial aid programs.
    • Providing guidance on billing, financial aid, and out-of-pocket payment options.
    • Acting as a resource for students and families by addressing inquiries, providing financial literacy education, and helping them understand their financial responsibilities.
    • Leading workshops, webinars, and informational sessions to enhance financial literacy and awareness of financial aid resources among students and their families.
  • Operations and Systems Management:
    • Maintaining and updating the FASS system by ensuring accurate record-keeping, managing missing forms, and creating user accounts as needed.
    • Overseeing updates to the Student Financial Planning website, coordinating with team members and submitting updates to Public Relations and Tech Services as necessary.
    • Supporting the daily operations of the Student Financial Planning Office, contributing to workflow improvements and assisting the Director of Financial Planning in training and mentoring new staff.
  • Collaboration and Participation:
    • Attending Student Financial Planning meetings and actively contributing to discussions and initiatives aimed at improving processes and services.
    • Collaborating with other campus departments, including the Business Office and Admissions, to ensure seamless service for students.
    • Performing additional tasks as assigned by the Director of Financial Planning, supporting department projects and assisting in office initiatives as needed.

Requirements:

  • Bachelor's degree in Business, Finance, Higher Education Administration, or a related field.
  • Minimum of 1–3 years of experience in financial aid administration or a related area in higher education.
  • Strong interpersonal and communication skills, with the ability to work effectively with students, families, and colleagues.
  • High degree of computer proficiency, including experience with financial aid management software and databases.
  • Strong organizational skills, attention to detail, and the ability to troubleshoot and resolve issues independently.
  • A high level of energy, integrity, and a commitment to supporting the mission of Morningside University.

Estimated Salary: $60,000 - $80,000 per year, depending on experience.

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