Coordinator of Financial Planning

Mercer Medicine; Macon (GA); On-site; USD 42,000 - 52,000; Full time

Job summary

Mercer University seeks a Coordinator of Financial Planning on the Macon, Georgia campus. You will advise students, parents, faculty, and staff on federal, state, and institutional aid and assist with FAFSA processing and required documentation.

Collaborating with多个 university departments, you will support the enrollment experience, coordinate outreach events, and manage document collection and entry into the student information system. Prior admin experience and MS Office skills are essential.

Qualifications

• Two years of college coursework and two years of administrative support experience.
• Working knowledge of Word and Excel.
• Knowledge of or ability to learn Anthology Student or similar student information systems.
• Strong verbal and written communication, with customer-service orientation.

Responsibilities

• Advise students, parents, faculty, staff, and others regarding federal, state, and institutional financial aid programs.
• Assist with FAFSA, and related funding applications and required documentation.
• Collaborate with university departments to support the financial aid process and enrollment experience.
• Coordinate outreach projects, financial aid seminars, student orientations, and workshops.
• Collect, scan, and enter financial aid documents and maintain student records.

Skills

Customer service

Word

Excel

Data entry

Verbal/written communication

Multitasking

Education

Two years of college coursework

Tools

Anthology Student

Job description

## Coordinator of Financial PlanningApplylocations: Macon, GA 31207time type: Full timeposted on: Posted Yesterdayjob requisition id: 27-075# **Application Instructions:****External Applicants:** Please upload your **resume** on the **Apply** screen. Your application will automatically populate your resume details, and you may verify and update data on the **My Information** page. IMPORTANT: Please review the job posting and load **ALL** documents required in the job posting to the Resume/CV document upload section at the bottom of the **My Experience** application page. Use the **Select Files** button to add multiple documents including your Resume/CV, references, cover letter, and any other supporting documents required in the job posting. The "**My Experience"** page is the only opportunity to add your required supporting document attachments. ***You will not be able to modify your application after you submit it*.** **Current Mercer University Employees:** Apply from your existing **Workday** account. **Do not apply from the external careers website**. Log in to **Workday** and type **Jobs Hub** in the search bar. Locate the position and click **Apply**.## **Job Title:**Coordinator of Financial Planning## **Department:**Financial Planning, General University## **College/Division:**General University**Primary Job Posting Location:**Macon, GA 31207**Additional Job Posting Locations:***(Other locations that this position could be based)*## **Job Details:**Mercer University is searching for a Coordinator of Financial Planning on the Macon, Georgia campus.**Responsibilities:**The Coordinator of Financial Planning will advise students, parents, faculty, staff, and others regarding federal, state, and institutional financial aid programs for the purposes of addressing their needs to include, but not be limited to the completion of funding applications such as the FAFSA and GSFAPP and required documentation and tasks to successfully complete financial aid process. Advise students regarding the financial aid process and needs of a moderate complexity via phone, in-person, and email. Collaborates with various university departments to support the financial aid process and the student’s enrollment experience. Coordinates and participates in outreach projects, financial aid seminars, student orientations, and workshops held on and off-site. This position collects, scans and enters financial aid documents, correspondence, and I-9 documentation into the student information system and archive network. This position will assist the Director for Student Services with other projects as assigned.**Qualifications:**Two years of college coursework and two years of administrative support experience are required. In lieu of education, equivalent directly related experience will be considered. Candidates should have general working knowledge of Word and Excel.**Knowledge, Skills, & Abilities:*** Knowledge of customer service principles and practices, with the ability to provide courteous, professional, and responsive service to students, parents, and other stakeholders.* Knowledge of general office procedures and equipment, including copiers, fax machines, and shredders.* Working knowledge of Microsoft Word and Excel.* Knowledge of or ability to learn to use Anthology Student or similar student information systems.* Skill in verbal and written communication, including the ability to clearly explain financial aid information and effectively address questions, concerns, and difficult situations.* Skill in data entry and records management, including accurately processing and maintaining student documentation.* Ability to establish and maintain effective working relationships with students, parents, colleagues, and individuals from diverse backgrounds through in-person, telephone, and written communication.* Ability to manage multiple tasks simultaneously, prioritize workload, adapt to changing priorities, and meet established deadlines in a fast-paced environment.* Ability to remain professional, positive, and customer-focused while assisting students and families with financial aid matters and resolving concerns.* Ability to exercise sound judgment, maintain confidentiality, and perform duties accurately under pressure.* Ability to use office technology and electronic document management systems to process and maintain student records.**Background Check Contingencies:**Criminal History**Document Attachments:**Resume, Cover Letter, List of References.**About Mercer University**Founded in 1833, Mercer University is a distinguished private institution recognized for its commitment to academic excellence, leadership development, and community engagement. With campuses across Georgia, Mercer’s twelve schools and colleges offer a wide range of undergraduate, graduate, and professional programs. The university cultivates a close-knit, student-centered environment where innovation, service, and personal growth are deeply valued. Mercer’s employees are at the heart of its mission, dedicated to advancing innovation, supporting student success, and strengthening both our local and global communities through service. At Mercer, we believe in the power of relationships and the importance of in-person collaboration. Accordingly, our employees are expected to serve in-person as it fosters real-time problem solving, mentoring, and the meaningful connections that strengthen both our work and service to our students and the broader university community.**Why Work at Mercer University**Mercer University offers a variety of benefits for eligible employees including **comprehensive health insurance** (for self and dependents), **generous retirement contributions**, **tuition waivers**, **paid vacation and sick leave**, **technology discounts, schedules that allow for work-life balance,** and so much more!At Mercer University, a Bear is more than a mascot: it's a frame of mind that begins with a strong desire to make the most out of your career. Mercer Bears do not settle for mediocrity or the status quo. If you're seeking an environment where your passion and determination are embraced, then you want to work at Mercer University. For more information, please visit: https://hr.mercer.edu/prospective-employees/## **Scheduled Weekly Hours:**37.5## **Job Family:**Staff Clerical Non-exempt## **EEO Statement:**EEO/Veteran/Disability