Student Financial Management Counselor

Georgia State University•Dunwoody, GA

3d•Onsite

About The Position

The Student Financial Management Counselor (SFMC) serves in the Student Financial Management Center at the Atlanta and Dunwoody campuses. The primary responsibility is to provide financial counseling to students, parents, and the university community regarding the financial aid process, financial aid eligibility requirements, and student account policies. This is achieved through conducting financial management workshops, seminars, and other outreach activities. The role also involves providing excellent customer service in a high-volume environment, handling both in-person visits and phone inquiries.

Requirements

Bachelor's degree and two years of experience; or combination of education and related experience.

Nice To Haves

Working knowledge of Banner.
Previous experience at an institution of higher education.
Financial Aid experience preferred.

Responsibilities

Conducts community outreach efforts including financial management workshops and orientation presentations as well as conducting calling campaigns to students, parents, other University staff, and community organizations.
Conduct financial literacy counseling for assigned student populations that include Satisfactory Academic Progress. State and Federal funding sources as well as student finance topics around 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 by 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 after, including but not limited to admissions, registration, and academic records.