Student Financial Planner-1

Marymount University•Lexington, MA

103d•Onsite

About The Position

At Marymount University, we believe meaningful work happens when talented people come together with shared purpose. We serve not only our students—but one another—creating a culture where teamwork, adaptability, and resilience are part of everyday practice. Located in Arlington, Virginia, just minutes from Washington, D.C., Marymount offers a dynamic and forward-looking environment where innovation is encouraged and flexibility is valued. We understand that higher education is evolving, and we embrace change with creativity, responsiveness, and a solutions-oriented mindset. Our faculty and staff thrive in a community that prioritizes communication, cross-functional collaboration, and service-driven leadership. Whether working directly with students or supporting them behind the scenes, every role contributes to a shared mission: helping students grow, succeed, and lead with purpose and confidence. 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. The Student Financial Planner will work proactively and reactively with prospective and existing students to recommend and develop financial plans mapping tuition costs throughout the student life-cycle. The Student Financial Planner will contact students via phone and email to discuss enrollment plans and ensure a comprehensive understanding of the payment options.

Requirements

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
Excellent interpersonal, oral and written communication skills
Ability to work in a positive manner with people from diverse backgrounds and cultures
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

Nice To Haves

Previous work experience in student finance, financial aid, enrollment management, high-volume call center, or customer service environment

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