The counselor for student financial services is responsible for organizing financial aid and payment methods for students and families. This position provides 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
Counsels students and parents regarding all financing opportunities, including scholarships, grants, loans, student employment, financial liabilities, and other payment options
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
Awards financial aid as needed
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 and maintenance of student files
Offers ideas and suggestions for improving student financial counseling experiences
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 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.
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
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.
General office setting
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
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.
Lindenwood University, often referred to as Lindenwood or LU, is a private, coeducational, liberal arts university located in St. Charles, Missouri. Founded in 1827 by George Sibley and Mary Easton Sibley, it is the second oldest higher-education institution west of the Mississippi River and since 1990 the fastest growing university in the Midwest. The University offers more than 120 undergraduate and graduate degree programs to more than 16,000 students a year through values-centered programs that lead to development of the whole person. Lindenwood is accredited by the Higher Learning Commission of the North Central Association of Colleges and Schools.