Financial Services Counselor

Saint Louis University•SLU Saint Louis, MO

About The Position

The Financial Services Counselor serves as a student and parent counselor in the student financial services department. The role assesses aid eligibility for applicants and explains financing options, policies, and procedures. The counselor advises students, parents, agencies, and University staff on financial aid programs and related services, processes aid applications and documents, and supports aid disbursement, reconciliation, enrollment management, and scholarship activities.

Requirements

Bachelor’s degree required.
One or more years of related work experience in a financial aid office, including experience in counseling and aid assessment.
Knowledge of scholarship, financial aid, and billing programs, policies, procedures, and practices.
Knowledge of federal, state, university, and private assistance programs and payment options.
Interpersonal, human relations, communication, and listening skills.
Organizational and planning skills.
Writing and editing skills.
Counseling and financial aid eligibility assessment skills.
Ability to adapt to work environment changes and relate to diverse populations.
Ability to assess situations, prioritize needs and tasks, and assist, counsel, and act accordingly.
Ability to interpret verbal and written instructions.
Ability to establish and maintain effective, team-oriented working relationships.
Ability to operate a personal computer and various software programs.

Responsibilities

Advise and counsel students, parents, agencies, and University staff on federal, state, university, and private financial aid programs, including policies, procedures, practices, office services, and document completion.
Process applications and documents related to aid programs and process emergency loans.
Conduct workshops on the financial aid process.
Assist with aid eligibility assessment, funds disbursement, and aid reconciliation procedures.
Serve as liaison for office functions, programs, and services within and outside the University.
Attend high school nights and special events.
Manage incoming calls, email messages, and applicable follow-up procedures for assigned student groups.
Review and update award notifications.
Coordinate special condition applications and problem-solve for aid applicants.
Coordinate enrollment management and development financial aid and scholarship activities with admission counselors.
Perform other duties as assigned.