Position Summary

This position supports both the Bursar and the Director of Financial Aid.   The position supports the day-to-day operations of the Bursar’s Office and the Office of Financial Aid by assisting with student account administration, billing, payment processing, and customer service functions. This role ensures accurate and timely financial transactions and delivers professional service to students, faculty, and staff in a private higher education environment.

Supervisor Responsibilities:

None

Primary Responsibilities

• Presents at on-campus orientation sessions each term to educate students about financial aid and payment processes. 
• Maintain and update student account records.
• Process payments, deposits, and account adjustments.
• Works efficiently and closely with Financial AidServicesto ensure efficient and accurate determination of eligibility and processing of studentawards. 
• Support billing, invoicing, and payment plan administration.
• Counsel prospective students on the financial aid options and process for applying.  
• Respond to student and departmental inquiries regarding accountancy activity.
• Research and resolve routine account discrepancies.
• Support reconciliation and balancing procedures.
• Maintain accurate documentation and compliance with institutional policies.
• Assist with cashiering functions as needed.
• Review,analyzeand process financial aiddocuments.  
• Process status changes.  
• Provide service to the University through activities such as involvement in FNU shared governance (e.g.committees, workgroups), FNU sponsored activities (e.g.charity drives, community-outreach activities), and/or service to the profession (e.g.presentations, professional organization committee work). 
• Adhere to the elements of the Culture of Caring
• Other duties as assigned. 

Required Skills/Abilities: 

• Excellent communication and customer service skills 
• Ability to maintain a high level of organization and attention to detail 
• Ability to work as a member of an efficient and productive team 
• Ability to maintain confidentiality  
• High technology proficiency  

Education and Experience:  

• Bachelor’s Degree preferred.  Will consider AA degree with significant experience in the field. 
• One year of experience in student financial aid, student personnel, or related areas in a post-secondary institution 

Physical Requirements:

Should include any physical requirements, such as standing/sitting for long periods of time, ability to lift 40+ pounds, etc.

Reporting Relationship: