Financial Services Counselor

Missouri Baptist University is seeking applications to fill two Financial Services Counselor positions within the Student Financial Services office. Interested individuals should review the description posted below and then submit application materials as instructed at the bottom of this page. Review of application materials will begin immediately and continue until these positions are filled.

I. Basic Function

Explain financial assistance programs to students/parents and aid them in planning the financial resources necessary to afford their education at MBU. Assess aid eligibility for applicants and process financial aid according to federal, state and institutional guidelines and policies.

II. Responsibilities & Authority

Within the limits of authorized college policies, procedures, programs and budgets, the Financial Services Counselor is responsible for and has authority to accomplish the following duties:

  1. Counsel potential and current students and their families on all aspects of financial assistance.
  2. Effectively manage a portfolio of student financial aid files.
  3. Work with other Financial Services Counselors and organize efforts to maintain consistency of processing.
  4. Determine eligibility for financial aid by reviewing student’s eligibility criteria, verifying of need analysis, and monitoring continued eligibility.
  5. Process and maintain institutional scholarships, outside agency payments and scholarships, and state and federal grants.
  6. Certify and maintain disbursement of student loan funds.
  7. Coordinate and monitor electronic data entry, transmission, and reconciliation for EDExpress, EDconnect, and Pell payment records.
  8. Ensure compliance with federal and state guidelines for student financial aid eligibility.
  9. Maintain current knowledge of federal regulations, state requirements and institutional policies pertaining to eligibility determination.
  10. Generate, verify and analyze reports to ensure accuracy and compliance with established requirements; reconcile financial and statistical data.
  11. Provide support to financial aid workshops and outreach programs with various community organizations and high schools.
  12. Assist with presentations to students and parents.
  13. Perform other duties deemed necessary by the Director of Financial Services.

Variations of the aforementioned responsibilities will be assigned to individual counselors at the discretion of the Director of Financial Services.

III. Relationships

Director of Financial Services
The Financial Services Counselor is directly accountable to the Director of Financial Services for the proper interpretation and fulfillment of his/her function, general responsibilities and related authority, and relationships.

Other Administrators and Departments
The Financial Services Counselor will maintain a professional relationship with each college administrator and department, especially Admissions and Records, providing and receiving complete and accurate information necessary for the accomplishment of the college mission and office responsibilities.

Office Staff
The Financial Services Counselor will maintain a professional relationship with office staff to accomplish the university mission and office responsibilities.

IV. Requirements

  1. Bachelor’s degree required.
  2. Experience in a financial aid office strongly desired.
  3. Familiarity with computers and Microsoft Office Suite required, and adept in an online environment.
  4. Positively motivated, organized, self-starter, goal directed.
  5. Successful candidate will be a committed follower of Jesus Christ.
  6. This position requires a team player with the ability to work well with others to complete tasks.
  7. Commitment to customer service, with a successful track record of working with diverse student populations in a positive manner.
  8. Excellent oral and written communication skills required.
  9. Must be willing to travel for various training events and visits to regional campus locations.
  10. Seasonal needs require overtime when authorized and requested by the Director of Financial Services.

V. Performance Measurement Criteria

The Director of Financial Services shall conduct an annual performance review.  This review will include an assessment of the performance of all tasks related to the position, an analysis of the counselor’s strengths and weaknesses based on a review of the job description and recent performance, and proposed personal and professional development.


To inquire and/or apply for this position, please submit a cover letter, résumé, a statement of Christian Faith, and the contact information for three professional references. These materials should be submitted via e-mail to Mr. Zach Greenlee, Director of Financial Services, at