Student Financial Services Counselor

Wentworth Institute of Technology; Boston (MA); On-site; USD 53,000 - 64,000; Full time

Job summary

Wentworth Institute of Technology seeks a Student Financial Services Counselor to support recruitment, advising, retention, and financial operations. You will provide comprehensive financial aid and student accounts services, guidance on aid eligibility, and student lending options.

The role requires collaboration across departments, experience with SIS and loan portals, and strong communication skills to assist diverse students and families.

Qualifications

• Bachelor’s degree in accounting, finance, business administration, higher education administration, or a related field (Master’s preferred).
• 1–3+ years of experience in student accounts, financial aid, or related financial services in higher education.
• Strong knowledge of federal and state financial aid regulations and student accounts policies.
• Commitment to ongoing professional development and participation in professional organizations.
• Experience with student information systems (e.g., Banner, Flywire, Campus Logic, Slate, Workday) and financial aid/loan portals.
• Excellent, detail-oriented communication, problem-solving, and customer service skills.
• Ability to work collaboratively across departments and handle sensitive financial matters with discretion.

Responsibilities

• Support administration, processing, and assessment of federal, state, and institutionally sponsored aid for assigned student caseload.
• Provide financial assistance and payment counseling to current and prospective students/families; address questions on aid eligibility, loans, and payment options.
• Ensure compliance with federal, state, and institutional regulations; participate in audits.
• Advise and monitor payment plans; coordinate with students on balances; assist in policies for collections, holds, and appeals.
• Oversee student billing, tuition payments, refunds, and account reconciliations; support programing and events.
• Lead designated projects as directed by the Associate VP for Student Financial Services; may include audit prep, compliance, collections, and third-party payments.

Skills

Customer service

Communication

Problem solving

Attention to detail

Education

Bachelor’s degree in accounting/finance/business administration

Master’s degree preferred

Tools

Banner

Flywire

Campus Logic

Slate

Workday

Job description

Job Description

The Student Financial Services Counselor plays a critical role insupporting the recruitment, advising, retention, and financialoperations of the institution. These contributions are achieved byproviding comprehensive financial aid and student accounts serviceto students and families. Professionals occupying this position areexpected to be proficient in the best practices associated with theadministration, reporting, and compliance parameters required bystate, federal, and institutional financial assistanceorganizations. Acting as a comprehensive resource to current andprospective graduate, undergraduate, and professional developmentstudents, Student Financial Services Counselor act as the primaryservice provider for all financial aid and student accountcounseling. The professional scope for this position includes thecapacity to provide guidance on aid eligibility, satisfactoryacademic progress, student lending/repayment options, institutionalpayment plans, aid related tax exposure, student employment andhealth insurance compliance.

Key Responsibilities

• Support the administration, processing, and assessment ofmultiple financial aid vehicles including federal, state, andinstitutionally sponsored aid programs for assigned studentcaseload.
• Provide financial assistance and payment counseling to currentand prospective students/ families. Address questions regarding alldimensions of aid eligibility, professional judgement parameters,aid renewals, appeals, federal/private loans, externalscholarships, student employment and alternative paymentoptions.
• Ensure compliance with institutional, federal and statefinancial aid regulations, including Title IV policies andprocedures. Participate in internal and external auditprocess.
• Advise and monitor payment plans, coordinate with students onoutstanding balances. Assist in the development, implementation andexecution of policies for collections, account holds, and financialappeals. Oversee student billing, tuition payments, refunds, andaccount reconciliations.
• Participate in current and prospective student programing.Represent and promote the full scope of student financial servicesat virtual and in-person events. Programs include financialwellness days, FAFSA completion events, webinars, advising fairs,and open house experiences.
• Assume operational leadership roles over designated projectsand functions. These focus areas are determined by the AssociateVice President for Student Financial Services and may include auditprep, compliance, payment plans, collections, third party payments,outside scholarships, state affiliations, federal compliance,veteran benefits, and graduate programs.

Qualifications

• Bachelor’s degree in accounting, finance, businessadministration, higher education administration, or a related field(Master’s preferred).
• 1-3+ years of experience in student accounts, financial aid, orrelated financial services in higher education.
• Strong knowledge of federal and state financial aidregulations, as well as student accounts policies.
• Commitment to participate and engage in ongoing professionaldevelopment including attendance and presentation opportunitiesavailable within state, regional and national professionalorganizations.
• Experience with student information systems (e.g., Banner,Flywire, Campus Logic, Slate, Workday) and financial aid/loanportals.
• Excellent, detail-oriented communication, problem-solving, andcustomer service skills.
• Ability to work collaboratively across departments and handlesensitive financial matters with discretion.

Position Details

Grade 4.

Expected salary: $53,000.00 to $64,000

At this time, the university is unable to sponsor applicants forH-1B visas.

Compensation and Benefits

Wentworth Institute of Technology is committed to fair,transparent, and legally compliant compensation practices. Webelieve that clarity about pay structures and ranges supportsequity, fosters trust, and ensures a positive workplace for allemployees.

Please visit here to see the comprehensive benefits package offeredto support the best experience for our employees. https://wit.edu/careers/work-wentworth

Inclusive Excellence at Wentworth

Inclusive Excellence is one of the four pillars of the Strategic Plan. Actively and intentionally cultivating adiverse and culturally competent institution where each member hasthe opportunity and support to reach their full potential and makecontributions to our campus community and beyond is InclusiveExcellence at Wentworth.

To find out more about the Wentworth’s commitment to InclusiveExcellence, please visit the website https://wit.edu/about/inclusive-excellence.

All applicants have the right to accessibility support andaccommodations. To request accessibility support or accommodations,contact the Executive Director of Equity and Compliance, CatlinWells, at [e-mail].

E-Verify for Employment Eligibility Verification

Wentworth participates in E-Verify. E-Verify is an internet-basedsystem that compares information from your Form I-9 to recordsavailable to the U.S. Department of Homeland Security (DHS) andSocial Security Administration (SSA) to confirm that you areauthorized to work in the United States.