Student Financial Planner-1

Job Summary

Marymount University seeks a Student Financial Planner in Student Financial Services. Reporting to the Director of Student Financial Services and Bursar, the Student Financial Planner will serve as the primary point of contact for all tuition and student financial questions. The right candidate will provide excellent customer service and support, and offer student financial guidance to ensure students are on the path to a successful experience at Marymount.

Major Duties And Responsibilities

• Maintain a thorough understanding of Marymount’s payment options, procedures, and systems to provide students with effective and accurate financial guidance
• Provide comprehensive responses to student inquiries regarding all payment options, which can include tuition assistance, understanding financial aid awards, and other payment options
• Create financial enrollment plans based on awarded/available financial aid, payment plans, tuition benefits, employer assistance, and other sources of payment, to include the total cost to complete their program
• Interact with students and families in-person, via phone, and virtually to provide comprehensive counseling regarding payment options, understanding financial aid awards, affordability, and requirements
• Maintain knowledge of state and institutional policies, Federal Title IV regulations, and Marymount scholarship opportunities
• Perform outreach and communicate with students directly to resolve outstanding account balances
• Collaborate with colleagues in the Office Financial Aid and Office of the Registrar to meet students’ needs
• Maintain student records containing documentation of contacts, communications, and enrollment plans
• Support the Bursar with time-sensitive projects and other duties as assigned

Required Qualifications

• Bachelor’s Degree from an accredited institution of higher learning or equivalent work experience in higher education administration
• 2-3 years of relevant professional experience in an applicable role
• Strong proficiency in Microsoft Office (Word, Excel) and Google Suite

Preferred Qualifications

• Previous work experience in student finance, financial aid, enrollment management, high-volume call center, or customer service environment
• Knowledge of general business administration, best practices in higher education, and federal and state financial aid regulations
• High attention-to-detail with creative problem-solving skills

Special Working Conditions

None

Compensation/Total Rewards

The salary for this position is $50,000. It is competitive, market-based, and aligned with the University’s financial framework, ensuring your skills and experience are recognized and rewarded. But your total compensation goes well beyond your salary. As a valued member of our team, you’ll enjoy a comprehensive benefits package designed to support your health, financial security, and work-life balance. This includes medical, dental, and vision coverage; FSA or HSA; employee assistance program; life insurance; short- and long-term disability; contributions to the University’s 403(b) retirement plan; financial planning; identity theft protection; pet insurance; credit union and more.