Student Financial Services Advisor

Employer: Kentucky State University
Location: Main Campus, Frankfort, KY, US

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Employment Type: Full Time
Institution Type: Four-Year Institution

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Job Details
Organization

TITLE: Student Financial Services Advisor

DEPARTMENT: Bursar

REPORTS TO: Director of Bursar

CLASSIFICATION: Staff-12 months

EFFECTIVE DATE: TBD

STANDARD WORK HOURS: 37.5 hours per week

LOCATION: On-Site Main Campus

EMPLOYMENT STATUS: Full-Time

EMPLOYMENT CLASSIFICATION: Exempt

JOB SUMMARY:

The Student Financial Services Advisor serves as the liaison between the Office of Financial Aid and the Office of the Bursar to support the coordinated and accurate delivery of student financial services. This position advises students and families regarding financial aid eligibility, billing, payment options, refunds, and account reconciliation while ensuring compliance with applicable federal, state, and institutional regulations. The Advisor works collaboratively with Financial Aid, the Bursar, Enrollment Management, and other University offices to resolve account discrepancies, process student financial transactions, and provide accurate financial information and guidance.

ESSENTIAL JOB FUNCTIONS:

Serve as the primary liaison between the Office of Financial Aid and the Office of the Bursar to coordinate financial aid disbursement, billing, and student account reconciliation.Advise students and families regarding financial aid programs, student billing, payment options, refunds, account balances, and institutional financial policies.Assist students with completing financial aid documentation and understanding eligibility requirements, award processes, and responsibilities related to federal financial aid programs.Review and ensure the accurate posting and application of financial aid awards to student accounts.Process student refunds, including Title IV credit balance refunds, in accordance with applicable federal regulations and institutional procedures.Monitor and reconcile discrepancies between financial aid awards, tuition and fee charges, and student account activity.Research and resolve account shortages, overpayments, outstanding balances, and other payment discrepancies.Support student account operations by processing payments, maintaining financial documentation, preparing reports, and assisting with collections activities as assigned.Prepare and review reports related to student accounts, financial aid disbursements, reconciliations, and collections activities.Maintain accurate and confidential student records in Banner and other University financial systems.Assist with compliance monitoring related to federal Title IV regulations, state requirements, institutional policies, and audit activities.Provide presentations and informational sessions regarding financial aid processes, billing procedures, payment options, and financial literacy.Collaborate with Accounting, Enrollment Management, Student Affairs, and other University departments to promote efficient and accurate student financial services.Provide professional customer service while communicating financial information clearly, accurately, and respectfully.Maintain confidentiality of student educational and financial records in accordance with FERPA and applicable laws and regulations.Perform other related duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Knowledge of federal Title IV financial aid regulations and student financial services operations.Knowledge of student account management, billing, refund, and reconciliation procedures.Knowledge of applicable federal, state, and institutional financial policies and regulations.Ability to analyze financial data and reconcile complex student accounts.Knowledge of cash management principles and collections practices.Proficiency with Banner or comparable student information systems and Microsoft Office Suite.Strong analytical, organizational, and problem-solving skills.Excellent written, verbal, and interpersonal communication skills.Ability to explain financial policies and procedures clearly to students, families, faculty, and staff.Ability to establish and maintain effective working relationships across multiple University departments.Ability to exercise sound judgment, maintain confidentiality, and manage sensitive information appropriately.Ability to organize multiple priorities while meeting established deadlines.

SUPERVISORY RESPONSIBILITY:

This position does not have supervisory responsibility.

OTHER DUTIES:

Perform other related duties as assigned to support departmental and University operations.

QUALIFICATIONS:

Bachelor's degree in Business Administration, Accounting, Finance, Higher Education Administration, or a related field is required.One (1) to three (3) years of professional experience in financial aid, student financial services, enrollment management, bursar operations, accounting, or a related field is required.Experience interpreting and applying federal Title IV financial aid regulations is preferred.Experience using Banner or comparable student information systems is preferred.An equivalent combination of education and directly related experience may be considered.

Licensing and Certifications: NA

WORKING CONDITIONS:

Work is normally performed in a typical interior office environment.

No or very limited physical effort is required.

No or very limited exposure to physical risk.

Applicants must be authorized to work for any employer in the United States. At this time, Kentucky State University is unable to sponsor or take over sponsorship of an employment visa

Internal candidates are encouraged to apply.

KENTUCKY STATE UNIVERSITY is an Equal Opportunity Employer

The functions, qualifications, knowledge/skills, and physical requirements listed in this job description represent the essential duties of the job, which the incumbent must be able to perform either with or without reasonable accommodation. The Job Functions listed do not necessarily include all activities that the individual may perform.

Our Mission

Kentucky State University is the state's unique, small, liberal studies institution with the lowest student-faculty ratio in the state system. The University shall serve as a residential institution with a range of traditional collegiate programs appropriate to its unique role.

Geographic Region
Kentucky State University's geographic region shall be state-wide for its liberal studies mission, its land grant functions, and its service to state government. In addition, Kentucky State University's primary service area for commuting students shall be for Franklin and contiguous counties.

Institutional Admission Standards
Kentucky State University shall admit students to the institution under selective admission standards to which exceed the minimum guidelines established by the Council on Higher Education, with only limited exceptions. Institutional policy for admitting under-prepared students, including the removal of academic deficiencies within a specified time frame. Through this approach, the University seeks to provide broad access and high-quality programs.

Degree Levels
Selected associate and baccalaureate degree programs shall be oriented toward liberal studies and selected career opportunities related to state government services. Kentucky State University shall offer selected master's degree programs based on demonstrated need, with priority given to a public administration curriculum to meet the needs of state government.

Strategic Directions/Program Priorities
The University shall focus on liberal studies programming. Drawing upon its African-American heritage, the University will promote the values and methods of interdisciplinary and multicultural education in its liberal studies offerings. All students shall participate in common curricula that explore the liberal studies. Drawing upon the multicultural strengths of the University, emphasis shall be placed on preparing minority students for careers in education and in other selected professions including business, computer science, nursing, human services, and public services. These strategic priorities translate into a core of liberal arts baccalaureate degree programs, in addition to degree programs at the associate [A], baccalaureate [B], and master's [M] levels that may include the following: education [B]; business [B]; computer science [A,B]; nursing [A]; home economics [B]; human services [B]; and public administration [B,M].

Enhancement of Instruction
The University shall emphasize teaching. Meeting student needs shall be paramount. The University shall focus on the needs of its students, which include, but are not limited to, full-time and part-time residential students, commuting students from its primary service area, and state governmental employees.

Service and Research Functions
Kentucky State University, as the 1890 land grant institution in the system, shall carry out its responsibilities under federal law and participate fully in appropriate U.S. Department of Agriculture programs, in accord with the mission of the University.

Kentucky State University shall be the major repository for the collection of books, records, and artifacts relative to the history and status of African-American citizens of the Commonwealth and elsewhere. The University shall make such materials available for casual and scholarly study.

Kentucky State University shall focus on meeting the applied research and service needs of state government.

Collaborative Ventures
The priority master's degree program offered by Kentucky State University shall be carefully articulated with related doctoral programs offered by the doctoral-granting institutions in the system. The University shall develop and employ telecommunication resources to communicate with other institutions in the fulfillment of its mission. Curriculum development shall emphasize the transfer of credits form other institutions toward degree completion.

Kentucky State University shall promote cost effectiveness in academic programming and institutional management. Strategic planning resulting in the elimination of duplicative or non-productive programs is essential while the development of carefully selected new programs compatible with the mission is appropriate. Measures of quality and performance shall be the foundation of the University's accountability system which promotes the continuous improvement of programs and services.

Efficiency and Effectiveness
Kentucky State University shall promote cost effectiveness in academic programming and institutional management. Strategic planning resulting in the elimination of duplicative or non-productive programs is essential while the development of carefully selected new programs compatible with the mission is appropriate. Measures of quality and performance shall be the foundation of the University's accountability system which promotes the continuous improvement of programs and services.

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