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Financial Services Specialist
Career Insights for Financial Operations Specialist
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Based on Michigan data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$58,937 / year median in Michigan
-7% projected decline
Job Description
Financial Services Specialist
| Please see Special Instructions for more details.
External applicants should use the WMU - Application.
Internal applicants should use the WMU - Internal Application.
Position Details
Posting Summary
College Assoc Provost Enrollment Mgmt
Executive Area Provost & VP Academic Affairs
Department Student Financial Aid
Posting Detail Information
Posting Number S1719P
Job Type Full Time, Regular
Pay Type ExemptSalaried
Pay Grade D
Campus Location WMU-Kalamazoo - Main Campus
Salary Range Pay ismensurate with qualifications and experience,bined with an excellent benefits package.
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. s 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 equivalentbination of education and experience.
One year's relevant experience.
Strong interpersonal, written and verbalmunication skills.
Familiarity of federal, state and institutional financial aid regulations and guidelines.
Desired Qualifications Special Instructions to Applicants External applicants should use the WMU - Application.
Internal applicants should use the WMU - Internal Application.
Additional Position Information Staff Compensation System pay grades and rates are available at: wmichhrstafpensation.
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: wmichhrenrollment-staff.
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.