Counselor, Student Financial Services

Lindenwood University
Missouri, United States
Salary Not Specified
Start date
Nov 9, 2023

Job Details

Welcome to Career Opportunities at Lindenwood University. PLEASE READ: For all applications, please include your resume and cover letter. You may skip the “Quick Apply” page by simply clicking “Next” at the bottom of the page. When you arrive at the “Experience” page, you may upload all desired documents using the upload box labeled “Resume/CV.” This is the appropriate box to upload all documents.

Benefits of Being a Lindenwood Employee:
  • Upon hire, employer-paid tuition benefits for bachelor’s (employee, spouse, and dependent) and master’s degree programs (employee and spouse only).
  • Tuition discounts for doctoral programs (employee only).
  • Comprehensive benefits plan: medical, dental, vision, life insurance, disability insurance, and retirement options.
  • Paid holidays: MLK Jr. day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving break (Wednesday – Friday), and winter break (Dec. 23 – Jan. 1).
  • Free lunch Fridays: LU employees are eligible for a free meal on Fridays at the Evans Commons Dining Hall or Spellman Dining Hall; Chick-fil-A and Qdoba included.
  • Professional development opportunities through the Lindenwood Learning Academy .

Job Title: Counselor, Student Financial Services

Division: Enrollment Management

Evaluation Group: Staff

FLSA Status: Exempt

Reports To: Assistant Director Student Financial Services

Positions Supervised: N/A

Job Summary

The counselor for student financial services is responsible for effective and compliant administrative support of various federal, state, and institutional financial aid scholarships, grants, and loans. The counselor position is expected to work effectively with the cross-functional teams to administer its programs. The counselor position is responsible for organizing financial aid and payment methods for students and families and is entrusted to ensure outstanding customer service and counseling while ensuring students and families complete requirements to satisfy their financial obligations.

Essential Job Functions and Performance Indicators

The intent of this job description is to provide a representation of the types of duties and level of responsibility that will be required of positions given this title. This job description shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Job Responsibilities and Execution
  • Initiates outreach to assist families in completing their financial aid files for awarding, and disbursement, and assists with the submission of paperwork for professional judgments
  • Provides skilled advising for students and parents via all communication channels including email, text, phone, website, and virtual platforms
  • Counsels students and parents regarding all financing opportunities, including scholarships, grants, loans, student employment, financial liabilities, and other payment options
  • Completes verification, resolution of C codes, conflicting information, and comment codes to determine the eligibility of financial aid applicants
  • Participates in the development of institutional financial aid policies and procedures that will positively impact efficiency and quality of service provided
  • Identifies necessary financial aid changes, as well as fee adjustments, based on enrollment fluctuations, etc.
  • Follows up with students to ensure timely and accurate bill payment; works with students to resolve unpaid balances
  • Participates in high school recruiting events and presentations
  • Participates in workshops and professional development within the Student Financial Services (SFS) team and with external agencies
  • Assists in the preparation of files for audits
  • Offers ideas and suggestions for improving student financial counseling experiences
Service Excellence
  • Supports the mission of the University and serves as an ambassador of the Q2 culture of service excellence
  • Models, supports, and holds others accountable to the University’s values – integrity, dedication, excellence, creativity, and teamwork
  • Works with students and families to troubleshoot financial aid and payment issues
Communication, Teamwork, and Collaboration
  • Reviews, sends, and tracks timely and accurate communications
  • Coordinates student follow-up to include but not limited to communications after aid changes and billing updates
  • Works with internal and external constituents to resolve aid processing, certification, and disbursement issues
Job may require other duties as assigned.

Required Qualifications – An equivalent combination of education, training, and experience will be considered. Additional requirements may be designated by position.
  • Bachelor’s degree
  • Minimum of 1 year of experience in financial aid or student accounts receivables
  • Experience with student financial services model preferred
Knowledge, Skills, and Abilities – May be representative, but not all inclusive, of the knowledge, skills, and abilities necessary to perform this job competently.
  • Demonstrated ability to work effectively with individuals from diverse communities and cultures
  • Ability to coordinate with other departments
  • Strong interpersonal skills and ability to communicate effectively with faculty, staff, and students
  • Ability to identify needs or concerns of others, determine potential solutions, resolve of redirect appropriate.
  • Strong public speaking skills
  • Highly organized with the ability to participate in multiple projects simultaneously
  • Strong professional integrity and ability to maintain strict confidentiality
  • Ability to use good judgment and think critically
  • Knowledge of general office software, particularly Microsoft Office Suite and financial aid proprietary applications (Workday, Common Origination and Disbursement [COD], EDExpress, and National Student Loan Data System [NSLDS])
Work Environment – Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.
  • General office setting
  • Occasional weekend and evening work required
  • On-Ground (Non-Standard Flex)
Physical Abilities – The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  • Ability to work effectively at a computer for up to eight hours daily
  • Ability to sit for extended periods of time
  • Ability to travel for off campus events
  • Adequately mobile to attend meetings and events across campus
  • Regular attendance is a necessary and essential function
Equal Opportunity Employer

Lindenwood University is an Equal Opportunity employer. The University complies with appropriate federal, state, and local laws and provides equal employment opportunities and access to educational programs without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected status to all qualified applicants and employees. Lindenwood University is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free educational work environment.


Lindenwood University

Founded in 1832, Lindenwood is a dynamic four-year institution dedicated to excellence in higher education. Our historic campus is situated in the heart of Saint Charles, Mo., a growing community of more than 65,000 just west of St. Louis.

Lindenwood University is known nationally and internationally for innovation, entrepreneurship, and extraordinary dedication to students. We believe that education is the way to personal freedom and responsibility, which are the keystones of any democracy. We have a heritage that dates back nearly 200 years. In that time, we have learned how to educate in a way that helps each student become an enlightened, principled citizen of a global community.

Lindenwood is an independent institution firmly rooted in Judeo-Christian values. Those values include belief in an ordered, purposeful universe, the dignity of work, the worth and integrity of the individual, the obligations and privileges of citizenship, and the primacy of truth.

Lindenwood is a great place to work, and we would love for you to join us as we strive daily to accomplish our University mission: REAL EXPERIENCE. REAL SUCCESS. Enhancing lives through quality education and professional preparatory experiences.

Lindenwood University is home to over 800 full- and part-time faculty and over 400 staff members that work together to provide more than 100 degree programs to students from every state and over 70 countries through values-centered education that lead to development of the whole person.

Our faculty, staff, and administration are committed to an integrative curriculum that focuses on the talents, interests, and future of our students. 

Lindenwood values its employees and provides MANY employee perks including great tuition benefits!

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