Student Financial Services Counselor
Rhode Island School of Design
Job Summary Rhode Island School of Design (RISD) seeks a Student Financial Services Counselor to join the Student Financial Services (SFS) Department.
With a demonstrated commitment to centering inclusivity, diversity and equity in executing key responsibilities, the Student Financial Services Counselor will act as the main contact person for Student Financial Services by assisting visitors, managing the SFS email and receiving incoming calls for Student Financial Services. The SFS Counselor will counsel students and families in regards to their student accounts, financial aid availability, eligibility and funding, as well as application procedures, award processing, expenditures and money management. The SFS Counselor will administer various student account related functions including, but not limited to, payment processing and completing outreach regarding outstanding balances. Essential Functions:
Student Financial Services
With a demonstrated commitment to centering inclusivity, diversity and equity in executing key responsibilities, the Student Financial Services Counselor will act as the main contact person for Student Financial Services by assisting visitors, managing the SFS email and receiving incoming calls for Student Financial Services. The SFS Counselor will counsel students and families in regards to their student accounts, financial aid availability, eligibility and funding, as well as application procedures, award processing, expenditures and money management. The SFS Counselor will administer various student account related functions including, but not limited to, payment processing and completing outreach regarding outstanding balances. Essential Functions:
- Counsel and assist current and prospective students and families in all areas of financing their RISD education (financial aid, student accounts, student employment).
- Process, audit and reconcile student account receivables. Complete outreach to resolve student account receivable balances.
- With an in-depth understanding of Title IV regulations, review, determine and verify student scholarship eligibility. Track, process and record outside scholarships, including interactions with various organizations. Create invoices, submit and confirm payment for third party invoicing.
- Answer phone and departmental emails in a timely and professional manner.
- Assist with federal verification processes, ensuring compliance with all Title IV regulations and eligibility requirements.
- Post, deposit and reconcile student payments.
- Create student statements, specialty 1098-T tax forms and Canadian Tax forms by request.
- Participate in Student Financial Services programs and contribute and distribute communication materials including, but not limited to, financial literacy sessions, loan exit counseling, graduation and orientation and recruitment events.
- Maintain knowledge of current federal, state and institutional guidelines and regulations related to student financial services. Attend state and regional trainings, on-line learning courses, and professional network groups. Evaluate and apply learnings as appropriate to RISD Student Financial Services processes and services.
- Communicate Student Financial Services policies and procedures to all constituents, internal and external, in clear, timely and customer friendly ways.
- Place orders for office/staff supplies and materials as needed.
- Assist with the hiring, training and management of student employees.
- Responsible for front desk coverage during operational hours.
- Bachelor's Degree or equivalent combination of education and experience.
- Minimum two years of financial aid, student financial services experience, or relevant experience
- Ability to work with and help foster a diverse and inclusive culture.
- Excellent communication, customer service, and interpersonal skills.
- Financial literacy or familiarity with financial aid.
- Strong computer skills including MS Word, Excel, student information databases, and Internet or web-based applications.
- Thorough knowledge of Title IV regulations and programs.
- Workday Student experience.
Student Financial Services
Vacancy posted 2 days ago
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