Job Description
Job Function:
Minimum Education:
Minimum Experience:
Preferred Experience:
Experience in one of the areas that we serve ( Student Financial Services (Bursar), Registrar, Financial Aid & Scholarships).
Duties and Responsibilities:
- Counsel and advise students and parents regarding in-depth financial aid questions concerning FAFSA completion, financial aid eligibility, cost of attendance, expected family contribution, types of aid and disbursement processing. Proactively reach out to students before next term’s registration to initiate contact and respond to any questions. Use Salesforce communication tool to accurately reflect interactions with students for record-keeping purposes. Types of interactions include but are not limited to emails, calls, walk-ins, virtual appointments, chat rooms, and service tickets.
- Investigate eligibility and disbursement issues related to federal, state, institutional and private sources of assistance including, but not limited to loans, grants, scholarships, and federal work-study.
- Counsel students requesting to withdraw from or not to return to the University. Investigate reasons why students are requesting to leave and identify solutions and campus resources that may assist in their persistence.
- Advise and problem solve with students on a variety of registration, enrollment, and records issues. Includes but is not limited to Withdrawals, navigating SSB, grade appeals (as they apply to holds/probation/grant and loan consequences), and reaffirmations.
- Use proactive approach with outreach and engagement efforts as necessary for prospective students, current students, and parents as appropriate.
- Review and process requests for academic information including transcripts, certification of enrollment, letters of academic standing, and insurance third-party enrollment verification.
- Collect financial aid appeals, verification, and other requested documentation, ensuring all documents required are sufficient and complete.
- Review, analyze, and interpret student account activity (Ebills), credits, debits, adjustments, and statements in order to be able to respond to student inquiries.
- Respond to inquiries in person, by phone, and email timely and with accuracy using excellent customer service skills. Enforce Proxy rules in order to stay in compliance with FERPA.
- Provide exceptional customer service; determine student’s needs in a professional, courteous manner, and resolve issues proactively; provide accurate information after careful analysis of the appropriate CASHNet/Banner screens; establish mutually acceptable payment arrangements; calculate deferment options; process all payments on day received with accuracy.
- Determine when an exception is warranted or a late or deferment fee should be waived or the issue should be escalated to the Appeals Committee.
- Advise students and parents regarding charges, financial refunds, set up of direct deposit accounts, and timing of refunds.
- Perform other cashiering transactions; count safe and drawers; operate safe and alarm.
- Perform other related duties as assigned.
- Maintain regular and predictable attendance.
At Ball State University, we recognize inclusive excellence as an integral endeavor to fulfill our University’s mission and our strategic plan. We recruit, support, and retain a diverse population of students, faculty, and staff. We encourage and reward diversity of thought. We promote a work environment that encourages and rewards innovation and creativity. We pledge to keep Inclusive Excellence at the highest level of institutional importance and as a foundation in all that we strive to do. Our over-arching goal for Inclusive Excellence is to adopt a university-wide Inclusive Excellence approach to academic, administrative support, and service functions of the university. We believe Inclusive Excellence must be infused in every step we take.