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.
- 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
- Occasional moderate lifting, 25 pounds.
Concordia University Texas offers an all-inclusive benefits package to eligible employees. For additional information click here: Benefits
Commitment to the Concordia Mission
Concordia University Texas is an Equal Employment Opportunity employer affiliated with the Lutheran Church-Missouri Synod (LCMS). As a private, faith-based University, employees must be supportive of our mission of Developing Christian Leaders and our spiritual principles and values as a Lutheran institution of higher education. To the extent allowed by law, we reserve the right to give preference in employment based upon religion.