Financial Services Specialist

Position Details

Posting Summary

College Assoc Provost Enrollment Mgmt Executive Area Provost & VP Academic Affairs Department Student Financial Aid

Posting Detail Information

Posting Number S1719P Job Type Full Time, Regular Pay Type Exempt/Salaried Pay Grade D Campus Location WMU-Kalamazoo - Main Campus Salary Range Pay is commensurate with qualifications and experience, combined with an excellent benefits package. Number of Vacancies 1 General Summary

• Provides financial aid counseling, billing, cashiering and other financial services for students.

Major Duties

• Advises and counsels students, parents and prospective students with questions about financial obligations. Offers alternative solutions.
• Communicates with students and parents to answer questions and resolve issues regarding status of financial aid application and application process. Responds to email inquiries. Processes internal and external verification forms.
• Advises on University policy and procedures affecting billing accounts, disbursement or repayment of financial aid.
• Provides customer service and counseling to students and families whose financial circumstances change or threaten the students' ability to pay their financial obligations.
• Evaluates and makes decisions regarding the appeal process in financial aid, including processing of all payment types, investigating disputed charges, arranging payment agreements and authorizing short term loans. Contacts individuals regarding outstanding balances.
• Calculates financial need and performs monetary transactions. Monitors and audits student billing accounts.
• Collaborates with office team to provide backup coverage for drop-ins, phone calls, email support, and on-call duties as needed. Serves as a student financial aid liaison for an assigned college, addressing escalated inquiries from students, parents, and departmental staff.
• May conduct training and workshops on updated financial aid policies, processes and procedures.

Minimum Qualifications

• Bachelor's degree in related field from an accredited institution, or equivalent combination of education and experience.
• One year's relevant experience.
• Strong interpersonal, written and verbal communication skills.
• Familiarity of federal, state and institutional financial aid regulations and guidelines.

Desired Qualifications Special Instructions to Applicants

• External applicants should use the WMU - Application.
• Internal applicants should use the WMU - Internal Application.

Additional Position Information

• Staff Compensation System pay grades and rates are available at: https://wmich.edu/hr/staffcompensation.
• Western Michigan University offers generous benefits to its employees including health, dental, vision, life and disability insurance, retirement, and tuition discount for the employee and tuition remission for eligible dependents. To access information about the specific benefits available for this position, go to: https://www.wmich.edu/hr/enrollment-staff.

Physical requirements and working conditions

• Office or other indoor work with minimal physical demands such as occasionally lifting or moving materials less than 25 pounds.
• Work is generally performed in a well-lit, temperature-controlled indoor environment with occasional exposure to the outdoors or any number of elements.

Supplemental Questions

Required fields are indicated with an asterisk (*).

• • Do you have a bachelor's degree in a related field from an accredited institution, or equivalent combination of education and experience?

• Yes

• No

• • Do you have one year of relevant experience?

• Yes

• No

• • Do you have strong interpersonal, written, and verbal communication skills?

• Yes

• No

• • Do you have familiarity of federal, state and institutional financial aid regulations and guidelines?

• Yes

• No

Documents Needed To Apply

Required Documents

• Cover Letter
• Resume
• List of References

Optional Documents

• Other