About this role
Student Financial Services Representative
Description
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The Office of Student Financial Services serves as the University’s one-stop-shop for all University financial services to students, parents, and employees. The SFS Representative will serve as front-line support for financial transactions in the form of payments on account and departmental deposits. The SFS representative will provide primary consultation for student and employee billing/accounts, University meal plans and student financial aid inquiries. This position requires applying knowledge of basic cashiering and account balancing rules as well as student financial aid regulatory requirements in an administrative and client service support role.
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Examples of Duties
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Essential duties and responsibilities include, but are not limited to, the following: Provide client service support and assistance which includes answering a high volume of incoming inquiries (call, walk-in and e-mail) from current and prospective students and parents regarding general University account and student financial aid information. Serve as primary contact for employee account inquiries. Maintain a high level of customer service and confidentiality while providing timely response to inquiries. Provide cashiering functions for the University, including check cashing, payment posting and issuance of receipts, recording of departmental deposits and balancing a cash drawer daily. Monitor assigned student accounts for timely payment and delinquency status, recording due diligence and communicating with students/families regarding University accounts via the student information system. Provide administrative support for student financial aid processing, including tracking loan applications, financial aid requirements and verification processes, recording outside scholarship payments, or other tasks as assigned for timely processing of student financial aid. Maintain timely and accurate recordkeeping and filing of any pertinent data and/or documents related to a student, employee or University account or student financial aid records. Serve as liaison to University Departments and University-related agencies that provide service and/or support related to student account and financial aid processing. Perform other duties as assigned by the Director of Student Billing. Supervisory responsibilities: This position does not have supervisory responsibilities but may provide daily direction and assistance to student employees.
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Typical Qualifications
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To perform this job successfully, an individual must be able to succeed in a result-driven professional organization. Maintain professional performance, demeanor, team-approach and focus on results while working under pressure in a dynamic environment. Have a customer, budget, quality and delivery conscious mindset. Ability to establish priorities, work independently with minimal supervision and facilitate teamwork. Highly organized, with the ability to plan, execute and multitask to meet deadlines with accuracy and attention to detail.
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Minimum Education and/or Experience
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Education: Bachelor’s degree preferred or equivalent professional experience.
Experience
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Strongly prefer three years of pertinent experience working in cash handling, data management and reconciliation with customer service, preferably in student financial services in a higher education setting.
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Specialized Knowledge and Skills
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Familiarity with computerized accounting/administrative and student information systems; Banner experience helpful. Proficiency with spreadsheet, word processing, database and other PC-based software tools. Strong analytical, organizational, inter-personal and management skills. High ethical values and integrity to handle confidential information. Knowledge of federal (Title IV) and state regulations related to financial aid. Ability to prioritize in a complex environment, while successfully managing multiple projects and deadlines. Strong customer service and problem resolution skills.
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Supplemental Information
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Work Environment: All staff are responsible for creating a safe, welcoming, diverse, inclusive, respectful and caring environment. We seek skilled and diverse colleagues who are flexible, self-motivated and will embrace and respect who we are and what we do. We also seek colleagues committed to moving the Millikin brand forward.
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Physical Effort: Typically sitting at a desk or table; occasional lifting 25 lbs. or less; intermittently sitting/standing; hearing and visual acuity within normal range; ability to stoop, kneel and crouch occasionally; high degree of mobility required; dexterity to operate a keyboard.
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Working Conditions: Typical working conditions found in most administrative work areas.
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Interpersonal
Skills
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Communicates effectively and appropriately. Gets along and cooperates with co-workers and appropriately interacts with others. Participates and functions as an effective member of the team.
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Confidentiality: Exchanges University information with others only on a "need to know" basis.
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Attendance: Promptly arrives for the designated shift. Follows all applicable policies regarding schedules, attendance and organizational requirements. Typically considered an exempt/salaried position, so may involve longer days, weekends and off shifts as required to successfully perform job duties. Excessive absenteeism will hinder successful job performance.
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Safety: Understands and always uses safe practices. Reports all unsafe conditions to the Risk Manager immediately. Ensures all equipment functions properly before use. Knows and adheres to all safety and fire prevention rules and regulations. Knows location and use of personal protective equipment, fire plan, SDS and Disaster Plan.
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Universal Accountability: Provides excellent service to all customers striving to exceed their expectations. Demonstrates courtesy, compassion and respect. Is thoroughly committed to the mission and vision of Millikin University.
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Review of applications will begin immediately and will continue until the position is filled. Employment and first day of work are contingent upon successful completion of a background check.
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Millikin University provides equal opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type on the basis of actual or perceived race, color, religion, sex (including gender identity or expression, sexual orientation, and pregnancy), national origin, age, disability status, genetics, protected veteran status or any other characteristic prohibited by federal, state or local laws. Beyond meeting fully its legal obligations for non-discrimination, Millikin University is committed to increasing its employee diversity and will consider qualified applicants with experience in diverse settings, who have a record of research that supports/benefits diverse communities or a record of teaching a diverse student population.
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We offer a complete benefits package to full-time employees including medical, dental, vision, retirement, FSA/HSA Account, life insurance, long-term disability, tuition waiver, paid holidays, vacation, and sick leave. To learn more details, please visit our benefits page at
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https://millikin.edu/about/administration/human-resources/benefits
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Employer
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Millikin University (IL)
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Address
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1184 West Main Street