The Student Financial Planner serves students, parents and staff through the Office of Student Financial Planning. This position works on a broad array of student account and financial issues including but not limited to: student accounts, financial aid, veteran benefits, third party billing, payment plans, refunds and financial literacy. Anticipated hire date is January 1, 2019.
Provides information on a variety of topics related to student accounts and financial aid to students, parents and staff, via various communication methods, including phone, email and in person
Assesses student needs and proactively engages students in financial planning related to their college experience; facilitates resolving balances and set up of payment plans for current student accounts
Serves as primary point of contact for students, parents, staff and third party vendors in accurately receipting, recording, refunding and balancing tuition payments
Provides information and guidance in the areas of Department of Veteran Affairs educational benefits and eligibility to veteran population.
Reviews appropriate documentation required for certification of students’ Department of Veteran Affairs education benefits.
Works closely with Student Academic Planners, Financial Aid and Accounting Office to research, resolve and/or redirect student disputes and appeals. Handle a variety of student situations and disputes using tact, diplomacy and patience
Monitor accounts receivable and aging balance reports for all programs; ensure necessary communications and procedures are executed to achieve minimal AR
Monitors and approves Title IV overages for student refunds
Responsible for uploads and reconciliations of third party vendors and payment plans.
Populates bills and processes statements as scheduled
Conduct student tuition and billing audits. Review and determine resolution for fee and tuition waivers
Provides backup assistance to the Director of Student Financial Planning as needed
Conduct financial aid informational presentations during orientations and special events
All other duties as assigned
Minimum of a Bachelor’s degree is required
One to three years of accounting, cashiering, or related work experience in higher education setting
Experience with Financial Aid advising and processes
Knowledge of US Department of Veterans Affairs Educational Benefits
Ability to organize and coordinate large workloads in a timely and effective manner
Ability to establish and maintain positive and productive working relationships within the office, university and external agencies
Strong customer service skills are essential
Experience with Banner or similar Student Information System preferred
Ability to articulate and model the Concordia University Texas mission, vision and values
About Concordia University Texas
Concordia University Texas is a member of the Concordia University System (CUS). The CUS builds national identity, enables cooperative endeavors, and enhances the strength of the colleges and universities of The Lutheran Church-Missouri Synod. It engages students of diverse ages and cultures in quality, Christ-centered, Lutheran higher education for lives of service to Church and community.
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