POSITION SUMMARY
The 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.
POSITION FUNCTIONS
- 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 Title IV overages for student refunds
- Conduct student tuition and billing audits. Review and determine resolution for fee and tuition waivers
- Provides backup assistance to the Student Central Manager – Financial Planning as needed
- Conduct financial aid informational presentations during orientations and special events
- All other duties as assigned
POSITION REQUIREMENTS
- Minimum of a Bachelor’s degree is required
- One to three years of accounting, cashiering, or related work experience in higher education setting is preferred.
- Experience with Financial Aid advising and processes
- Knowledge of US Department of Veterans Affairs Educational Benefits is preferred.
- 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
PHYSICAL REQUIREMENTS
- Occasional moderate lifting, 25 pounds.
Commitment to the Concordia Mission
Concordia University Texas is an Equal Employment Opportunity employer. Concordia University Texas empowers students of all backgrounds to lead lives of critical thought, compassionate action and courageous leadership. As a liberal arts university, Concordia develops the mind, heart, soul, and body, preparing leaders for lives of service. As a private, faith-based university, employees must be supportive of our mission. We actively seek candidates who have professional skills, experience, and willingness to strengthen campus diversity, equity, and inclusion in support of our mission as an institution and our strategic plan. To the extent allowed by law, we reserve the right to give preference in employment based upon religion. Concordia does not discriminate on the basis of gender, race, color, age, national origin, disability, genetic information, military or veteran status, and any other basis protected by law.