Student advisor

Position Summary

Provides front line service to university community relating to financial aid, student accounts, registration; conducts presentations regarding financial aid process for prospective students / families.

Required Qualifications Bachelor’s degree or equivalent combination of education and experience that equates to four years.

One year of relevant work experience.

Word processing, spreadsheet and database experience.

Strong public speaking and written communication skills.

Analytical / problem-solving skills.

Ability to deal effectively with the public and project a positive image.

Ability to perform the essential functions of the job. Preferred Qualifications Higher education experience.

Familiarity with accounting, cashiering, and SAP finance system.

Familiarity with federal / state financial aid programs. Duties & Responsibilities Cashiering Services (significant portion of your job responsibilities)

Process cash, check, and (very rarely),departmental credit card payments to student or business accounts

Process departmental deposits for University Departments

Process MasterCard travel cash advances for faculty and staff members

Request Quick Refunds for customers (these are manual refunds)

Balance your daily cashiering session and prepare the deposit for the bank.

Orientation

Presentations to parents of undergraduate students (large audience approx 500) during the summer orientation sessions.

Presentations for graduate and international students at the orientation session at the beginning of the fall / spring semesters.

Presentations to transfer students / family throughout the academic year. Account Information

Provide interpretation of student / business account questions via walk- in, email, and telephone.

Provide explanation of CMU’s financial policies to customers of CMU.

Provide explanation of the Family Education Rights and Privacy Act (FERPA) and provide Authorization to Release Information form to students

Provide payment arrangements to students with extenuating circumstances and an inability to pay.

Account Dispute Resolution

Provide verbal and written explanations of disputed charges

Reconciliation of errors, such as incorrectly applied payments, incorrect payment amounts, etc.

Provide written replies to all correspondence directed to Student Account Services and University Billing (including email)

Research and reconcile departmental deposit problems

Registration Services

Process bump cards, withdrawal cards, and also in person requests for dropping and adding (at your discretion). Collect late registration fee, payment for added course, assess the tuition to the student account (when applicable)

Provide information on class availability

Provide information on registration policy and procedures

Provide and interpret information regarding a student’s academic history at CMU

Provide official and unofficial transcripts to students

Provide students with requested forms, such as change of name form, time conflict exception form, exception to the drop deadline, exception to the withdrawal deadline, exception to the repeat course policy form, exception to the academic load policy form, etc.

Provide information / instructions on the Guest Student Application

Provide / commit to memory all registration / withdrawal deadlines within a semester

Financial Aid Services

Provide interpretation and information regarding financial aid

Provide information regarding student financial aid warning status and suspension

Advise students on loan counseling requirements for first-time borrowers

Make recommendations for possible financial aid resources

Approve and process emergency Cash Advances for students with pending financial aid

Provide students with the forms requested by financial aid-including forms related to verification, special circumstances, loan adjustments, etc.

Collection of Past Due Accounts

Follow department guidelines to actively collect past due accounts through phone, email, mail, and in person contact.

CMU Police Department

Issue temporary parking permits to vendors, temporary employees, and guests

Process payments for parking tickets

Additional Responsibilities

Respond to SASUB and OSFA email correspondence

Update / Complete the Combined Office Calendar (Registrar’s, SASUB, OSFA)

Update / Complete Money Matters publication each year

Update / Complete message boards for the Residence Halls

Train RHDs, RAs, MAs on the services the SSC provides

Ensure the security of the SSC

Activate / deactivate security systems upon arrival and departure

Check that all windows are closed / locked before closing and that blinds are open

Other duties / special projects as assigned by home offices to all SSA’s

Ensure all forms and documents are updated and available for students Supervision Exercised None.

Last updated : 2024-05-17