Financial Services Counselor - Confidential Client
The Financial Services Counselor at Confidential Client provides counseling to students and families on financial aid options including FAFSA, scholarships, loans, and payment plans, ensuring compliance with federal, state, and university regulations. This entry-level role requires strong communication and customer service skills to guide students through financial aid processes and manage student accounts effectively within a faith-based educational environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Higher Education (Christian University).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This entry-level Financial Services Counselor role supports students and families by explaining financial aid processes, evaluating eligibility, and helping candidates navigate FAFSA, scholarships, loans, and payment options. You will work directly with current and returning students to ensure clear understanding of costs, available resources, and compliance with federal, state, and institutional regulations.
- Counsel students and families about college costs and available student aid programs.
- Advise applicants on federal, state, and university application procedures and financial aid requirements.
- Explain student loan types, application steps, and repayment basics.
- Verify accuracy and completeness of financial aid applications and determine eligibility for programs.
- Award federal and state aid in accordance with applicable regulations and guidelines.
- Maintain accurate records using the student information system, spreadsheets, and report tools.
- Monitor student accounts receivable, set up payment plans, assess late fees, and contact students about past-due balances.
- Perform other duties as assigned to support the financial aid office.
Qualifications
- Bachelor’s degree required.
- Strong customer service and communication skills; able to explain complex policies and procedures clearly.
- Analytical skills: use logic and reasoning to solve problems and evaluate options.
- Proficiency with personal computers and common office software (Word, Excel, Teams); comfort learning new student information systems.
- Preferred: experience in a college financial aid office or prior student-facing financial aid/customer service experience.
Skills & Tools
- FAFSA and federal aid program knowledge (or strong willingness to learn).
- Ability to interpret and apply federal/state financial aid regulations.
- Strong attention to detail and recordkeeping skills.
- Interpersonal skills for working with diverse students and families.
- Familiarity with report writers, spreadsheets, and standard office equipment.
Compensation & Benefits
- Estimated annual pay shown on the source posting: $36,682 (estimated).
- Full-time employees are typically eligible for health and dental coverages, life insurance, retirement plan contribution matching (403(b)), paid time off, holidays, and other campus benefits. Specific plan details and eligibility will be provided by the hiring organization.
Special Requirements
- This role requires membership in a local evangelical Christian church. The Confidential Client is a religious institution and may apply a religious requirement consistent with applicable federal and state law (religious employer exemption under Title VII).
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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