Student Financial Resource Assistant

UCM • UCMO - Warrensburg, MO

10d • Onsite

About The Position

Serve as the initial point of contact for student financial accounts, counseling students on payment options and eligibility for financial aid programs. This role involves assisting students and parents with online enrollment, payment, and financial aid processes, acting as a cashier, and performing daily reconciliation of cash receipts. The assistant will also provide general technical assistance for online systems and manage departmental orders and administrative tasks.

Requirements

• Associate's degree in Business or related field (or equivalent experience).
• One year customer service experience required.
• One year cashier experience required.

Nice To Haves

• Previous Banner and Financial Aid experience preferred.
• Education may be substituted for experience or experience may be substituted for education. Note that equivalencies are based on the following: AA = 2 years experience; BA/BS = 4 years experience; MA/MS = 6 years experience; PhD = 8 years experience.

Responsibilities

• Serve as initial point of contact regarding the student financial account.
• Counsel students regarding payment options and eligibility requirements for federal, state and institutional aid programs.
• Make contacts and/or referrals to other administrative staff and departments as appropriate.
• Assist students with questions in reference to their student account.
• Act as cashier.
• Assist students and parents who are having difficulties navigating on-line enrollment, payment and financial aid processes.
• Provide information, forms and/or one-on-one guidance regarding the student financial account.
• Process payments towards the account and provides assistance to the student with all aspects of their student account.
• Perform daily reconciliation of cash receipts and drawer totals.
• Provide accurate information to all prospective and continuing students and/or parents regarding all aspects of the student financial account, educational costs and strategies for meeting college costs.
• Provide information and/or one-on-one guidance to students and/or parents, regarding the availability of financial aid opportunities, the application process, document submission, application deadlines, program eligibility and the posting of funds to the student account.
• Answer questions concerning student account charges and billing.
• Resolve issues related to enrollment holds, payment plans, charges and credits making adjustments to student records and accounts as approved.
• Gather pertinent information regarding un-resolved issues.
• Follow up with other staff within the Student Financial Services office and other University departments to resolve.
• Provide follow up to student and/or parent regarding outcome of problem resolution.
• Research, troubleshoot and resolve financial aid delays, including the status of applications while referring complex issues to the appropriate staff member.
• Maintain a supply of student financial services related literature for students and parents in the lobby area.
• Access student account for amount owed, process payments.
• Collect student endorsement on alternative loan and scholarship checks.
• Apply check to the student accounts.
• Perform daily reconciliation of drawer total and cash receipts and prepare daily cashiering reports for Accounting Services.
• Provide general technical assistance to students and parents accessing TouchNet, Banner Self-service, University portal in order to access their student account.
• Review and respond to Service Tracking tickets.
• Place departmental orders using Sci-Quest.
• Process travel and purchasing card packets as needed.
• Complete and print end of day cashiering reports.
• Send electronic files.
• Receive and process electronic check returns; resubmit and collect as needed.
• Assist with monthly review and collection activities as needed.
• Assist with financial literacy program as needed.
• Maintain website; review and manage content.

Benefits

• competitive salary
• health, dental, vision, life insurance, AD & D, long-term disability
• 3 weeks paid vacation per year
• 3 weeks of accrued sick leave per year
• 13 paid holidays
• retirement
• generous education assistance for an employee, spouse and dependent children taking classes at UCM

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree