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Financial Aid Counselor

Concordia University Wisconsin/Ann Arbor
Mequon, WI Full Time
POSTED ON 4/3/2024 CLOSED ON 4/26/2024

What are the responsibilities and job description for the Financial Aid Counselor position at Concordia University Wisconsin/Ann Arbor?

Concordia is a Lutheran higher education community committed to helping students develop in mind, body and spirit for service to Christ in the Church and in the world.


Position Summary

This full-time, non-exempt (hourly) position is directly responsible for the organization, coordination, supervision, and implementation of the financial aid program of the university. This position reports to the Director of Financial Aid and is located on the Mequon, Wisconsin Campus.


Job Duties & Responsibilities

  • Packages financial aid for students, verifies need, assesses changes, and compliance testing
  • Run daily MS access reports and packaging worksheets
  • Uses critical thinking skills to perform independent judgment when packaging students
  • Maintains knowledgeable of all federal title IV and state aid programs
  • Processes scholarship checks on the student financial awards
  • Prepares and conducts presentations on financial aid for perspective students as needed
  • Travels to various training as needed
  • Ensures customer service by answering telephones, emails, and consulting with walk-ins in a professional manner
  • May perform other related duties as assigned

Knowledge, Skills, & Abilities

  • Ability to maintain a high level of confidentiality
  • Ability to communicate in a professional manner. Knowledge and skill in performing basic office procedures and practices
  • Knowledge and skill in the use of a computer and Microsoft Office including Excel, Outlook and SCT Banner Financial Aid and imaging software or the ability and willingness to learn
  • Ability to effectively communicate with all levels of the University and maintain a positive, can-do, service-oriented attitude
  • Ability to effectively and professionally communicate with students and their families when appropriate
  • Ability to work independently, prioritize tasks, organize work and meet deadlines in a busy office setting
  • Ability to demonstrate ingenuity and prompt action in resolving problems
  • Ability to work evenings and weekends as needed

Education & Experience

  • Bachelor's degree required
  • Three to five years of relevant work experience that includes an advanced level of computer skills, a strong windows base, and the ability to learn an integrated computer system
  • Previous work in an academic setting, customer service setting, and/or experience with financial transactions and reconciliation are a plus

Physical Demands/Equipment


Compensation and Benefits

This is a full-time, non-exempt (hourly) position. The starting wage may be determined upon education and/or experience. Concordia University benefit options include, but are not limited to the following:

  • Health, Dental and Vision Insurance
  • Personal Spending Account, Flexible Spending Account, and/or Health Savings Account
  • Disability and Survivor Plan
  • Retirement Pension Plan
  • Retirement 403(b) Savings Plan
  • Basic Life and Supplemental Life Insurance
  • Accidental Death and Dismemberment Coverage
  • Critical Illness and Accident Insurance
  • Tuition waiver benefits (available for employees and their qualified dependents)

Compensation and Benefit Details


Application Instructions

To receive full consideration, all applicants are asked to complete and submit an online employment application through the Concordia University Employment page. To begin, please click the Apply Now section on the job page and then click the Apply For This Position button to begin the application process.


Equal Opportunity Employer

It is the policy of CU to provide equal opportunity to all employees and applicants for employment in accordance with all applicable federal, state, and local laws.

The University will not discriminate against or harass any employee or applicant for employment because of race, color, sex, pregnancy, national origin (including ancestry), citizenship status, physical or mental disability, age, marital status, gender, veteran or military status, predisposing genetic characteristics, domestic violence victim status, or any other characteristic protected by federal, state or local laws.

However, CU is an institution of the LCMS and, to the extent allowed by law, CU reserves the right to give preference in employment based on religion. In addition, preference in holding certain employment positions is given to ordained or rostered ministers of the LCMS. Based on a religious tenet, CU recognizes only male, LCMS ordained Ministers of the Gospel, but recognizes both male and female LCMS Rostered Ministers of the Gospel.

The Human Resources Department has been appointed to manage the equal employment opportunity program, including all equal employment opportunity activities, as required by federal, state and local agencies. If any employee or applicant for employment believes this policy has been violated, he/she must contact the Director of Human Resources.

Concordia University is a HLC accredited, co-educational, liberal arts school offering more than 70 undergraduate majors, over 40 master's degree programs, and 4 doctoral programs. There are also a variety of accelerated evening and e-learning programs.

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