Financial Services Specialist
Weston&Sampson, Inc.
College Executive Area Executive Area Provost & VP Academic Affairs Department Posting Number Posting Number S1719P Job Type Job Type Full Time, Regular Pay Type Pay Grade Pay Grade D Campus Location Campus Location WMU-Kalamazoo - Main Campus Salary Range Salary Range Pay is commensurate with qualifications and experience, combined with an excellent benefits package. Number of Vacancies Number of Vacancies 1 General Summary Provides financial aid counseling, billing, cashiering and other financial services for students. Major Duties Advises and counsels students, parents and prospective students with questions about financial obligations. Offers alternative solutions. Communicates with students and parents to answer questions and resolve issues regarding status of financial aid application and application process. Responds to email inquiries. Processes internal and external verification forms. Advises on University policy and procedures affecting billing accounts, disbursement or repayment of financial aid. Provides customer service and counseling to students and families whose financial circumstances change or threaten the students’ ability to pay their financial obligations. Evaluates and makes decisions regarding the appeal process in financial aid, including processing of all payment types, investigating disputed charges, arranging payment agreements and authorizing short term loans. Contacts individuals regarding outstanding balances. Calculates financial need and performs monetary transactions. Monitors and audits student billing accounts. Collaborates with office team to provide backup coverage for drop-ins, phone calls, email support, and on-call duties as needed. Serves as a student financial aid liaison for an assigned college, addressing escalated inquiries from students, parents, and departmental staff. May conduct training and workshops on updated financial aid policies, processes and procedures. Minimum Qualifications Bachelor’s degree in related field from an accredited institution, or equivalent combination of education and experience. One year’s relevant experience. Strong interpersonal, written and verbal communication skills. Familiarity of federal, state and institutional financial aid regulations and guidelines. Physical Requirements and Working Conditions Office or other indoor work with minimal physical demands such as occasionally lifting or moving materials less than 25 pounds. Work is generally performed in a well-lit, temperature-controlled indoor environment with occasional exposure to the outdoors or any number of elements. Benefits Western Michigan University offers generous benefits to its employees including health, dental, vision, life and disability insurance, retirement, and tuition discount for the employee and tuition remission for eligible dependents. To access information about the specific benefits available for this position, go to: WMU is an Equal Opportunity/Affirmative Action Employer. Protected veterans, individuals with disabilities and all other qualified individuals are encouraged to apply. #J-18808-Ljbffr Weston&Sampson, Inc.
$54.51k
...Financial Analyst Benefit Highlights Hybrid work schedule Paid vacation, personal, sick, holiday, volunteer & birthday time off 401(k... ...open doors to future leadership roles in Payment Systems, Card Services, or Accounting. What You'll Do Analyze financial, statistical,...SuggestedTemporary workFlexible hours- ...Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial... ...career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you...SuggestedLocal area
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Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract...SuggestedFlexible hours$100k
Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract...SuggestedFlexible hours$97k - $192k
...The Michigan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...as a store manager in retail. Transitioned into the financial services industry to make a greater impact on people’s lives. Core...Full timeSummer workWork at officeLocal areaWork from homeFlexible hours- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at office
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$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...financial strength and access to the best products and services for our clients.Our Financial Representatives and College Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...Full timeContract workFor contractorsWork at office$24.04 - $28.85 per hour
...Two (2) or more year's experience in Billing, and/ or Accounts Receivable (AR) role, required Experience within a professional services firm, preferred License/Certifications: ~ N/A Software: Proficiency with Microsoft Office Suite, specifically Word and...Contract workWork at office$40k - $90k
...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! We take pride in using our...For contractorsWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...Work at office- ...Training & development You May Be a Great Fit as an Acquisitions Specialist at Ryan Smeader - State Farm Agent if: You’re the person... ...about your community and are dedicated to providing excellent service that makes a positive impact on the people around you. You’re...Work at office
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$76k
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- ...Portage, MI is launching a Retail Personal Banker I on-boarding and education program designed to rotate through operations and Sales & Service. The program will certify candidates to perform as part of the Retail Personal Banker family and focus on acquiring new households...
$1,000 per month
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$15 per hour
Future Opening: Customer Service Representative - State Farm Agent Team Member Full Time • Kalamazoo - MI Position Overview Are you outgoing... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer...Full timeFor contractors$35k - $85k
...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have fun while we are doing it! We take pride in using our...Work at office$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift work
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