Financial Planner

Concordia University Texas

Employment Type

Full-Time

Job Level

Entry Level

Pay range

NA

location

Austin, Texas

Job Overview

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.

Job Responsibilities

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 Director of Financial Planning as needed
Conduct financial aid informational presentations during orientations and special events
All other duties as assigned

Job Qualifications

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.

Additional Information

The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of this position. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to perform this job. Please make sure you meet all the required qualifications and you can perform all of the position functions with or without a reasonable accommodation.

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 a 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 on 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.

How to Apply

Visit: https://www.concordia.edu/resources/human-resources/staff-positions/