Student Financial Management Counselor

Atlanta and Dunwoody Campuses

About the role

The Student Financial Management Counselor (SFMC) is primarily responsible for providing financial counseling to students, parents, and the university community about the financial aid process, financial aid eligibility requirements, and student account policies. This includes conducting financial management workshops, seminars, and other outreach activities. The position also provides excellent customer service within a high-volume environment, handling in-person visits and phone inquiries.

Responsibilities

• Conducts community outreach efforts including financial management workshops, orientation presentations, and calling campaigns to students, parents, other University staff, and community organizations.
• Conduct financial literacy counseling for assigned student populations, covering Satisfactory Academic Progress, State and Federal funding sources, and student finance topics such as budgeting and credit.
• Serves as a tier 2 resource to students, parents, colleagues, and the university community regarding complex financial aid and student account issues via phone and in-person, adhering to federal, state, Board of Regents, and institutional regulations.
• Investigates and provides solutions regarding financial aid and student account customer issues.
• Review and analyze daily exception reports to resolve issues.
• Assists in awarding financial aid according to program regulations, such as HOPE and federal direct loans.
• Reviews the accuracy of financial aid applications and verifies application information with supporting documentation.
• Evaluates financial circumstances to determine appropriate student account payment options.
• Counsel students on a variety of enrollment management issues, including all aspects from orientation to enrollment and beyond, such as admissions, registration, and academic records.

Qualifications

Minimum Hiring Qualifications: Bachelor's degree and two years of experience; or a combination of education and related experience.

• Preferred working knowledge of Banner.
• Preferred previous experience at an institution of higher education.
• Financial Aid experience preferred.

Benefits

• Generous benefits, including health, dental, and vision insurance.
• Tuition assistance.
• Retirement benefits.
• Professional development opportunities and mentorship.
• A knowledge-sharing organization that works collaboratively with a variety of partners.
• A rapidly growing center within an academic setting.