Financial Services Counselor
Financial Services Counselor
The counselor is responsible for assisting and ensuring the student completes all parts of the Financial Aid process. The counselor is responsible for collection of student accounts receivable. This includes communication with and education for students.
Essential Responsibilities
Counsel students and parents regarding charges and fees, institutional and government aid, loan options, and payment options and other student account related questions by phone, email, and in person.
Work with FA Solutions, including coordinating communication with the Student Experience Center and the processing functions conducted by the Director.
Processing scholarship applications in conjunction with the Director.
- Work closely with students to help assist with completing Financial Aid requirements, including:
- FAFSA
- Loan Requirements
- Incomplete documents
Follow up and collect outstanding balances from students with weekly reporting of progress on current accounts receivables.
Ensure all current students’ receivables have been collected as per assigned student groupings.
Main Campus students – track with access reports and actual billing statement balances owed. Work with Student Success.
Virtual Campus – Work with Online Operations Advisors
Advance – work with Advance Internship Site Coordinator
Dual Enrollment – work with Admissions Counselor to communicate clearly about payment expectations
- Coordinate with other departments (Student Success, IT, Student Life, Athletics, Advance, etc.) concerning responses for delinquent accounts.
- Educate students and parents on the Financial Services process through Open House, Admitted Student Day, First Year Experience Class, and Inceptia courses, among others.
Other Duties and Responsibilities
Attending department meetings
Managing holds
Updating the website
Participating in program review
Book vouchers
Mass communications
Cashiering, filing, and other projects as necessary.
Work Environment
The work environment consists of exposure to physical conditions typical of a normal office environment. Occasional weekend hours may be expected.
Spiritual Requirements
An openly committed Christian, living a Spirit-filled life (Acts 2:4, Ephesians 5:18ff); affirming a doctrinal position consistent with Assemblies of God beliefs.
Qualifications and Abilities
Customer Service focus
Communication skills
Genuine Sincerity
Confidence
Patience
Skills and Knowledge
Good communication skills
Time Management skills
Problem solving skills
Microsoft Office experience
Work well under pressure
Jenzabar Knowledge
Financial Aid knowledge
Education and/or Experience
Minimum Bachelor’s Degree
Business/Accounting preferred
Customer Service experience
Job Information
Job Type:
- Full-time
Expected hours:
- 40 per week
Schedule:
- 8 hour shift
Work setting:
- In-person
Ability to Commute:
- Phoenixville, PA 19460 (Required)
Ability to Relocate:
- Phoenixville, PA 19460: Relocate before starting work (Required)
Work Location:
- In person
Benefits
401(k)
Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance
The University
The University of Valley Forge (UVF) is an accredited Christian university of the Arts, Sciences, and Professions located on a beautiful 100+ acre campus in Phoenixville, Pennsylvania. With 52 undergraduate majors, eight graduate programs, and dozens of credentialed and dedicated professors, UVF is committed to the mission to prepare individuals for a life of service and leadership in the church and the world.
The University hereby affirms its commitment to equal employment opportunity for all qualified persons without regard to race, color, national origin, gender, disability, age, genetic information, or status as a disabled veteran.
To be considered for this position, please email resume to:
University of Valley Forge
Human Resources
Email: HR@valleyforge.edu
