Financial Services Assistant (Customer Service) in Western Governors University at Indianapolis, IN

Website Western Governors University

This listing is about Western Governors University in Indianapolis, IN
in 2022

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About the job

If you’re passionate about building a better future for individuals, communities, and our country—and you’re committed to working hard to play your part in building that future—consider WGU as the next step in your career.

Driven by a mission to expand access to higher education through online, competency-based degree programs, WGU is also committed to being a great place to work for a diverse workforce of student-focused professionals. The university has pioneered a new way to learn in the 21st century, one that has received praise from academic, industry, government, and media leaders. Whatever your role, working for WGU gives you a part to play in helping students graduate, creating a better tomorrow for themselves and their families.

Position Summary

This role is an entry-level position within the Financial Aid department. The Financial Support

Specialist is responsible for responding to all general student inquiries regarding Financial Aid and

Student Accounts functions. The Financial Services Specialists are responsible for providing clear

communication and support to students, while ensuring the student has a satisfied

experience. The Financial Services Specialist I will also provide support to, enrollment/admissions

representatives, mentors and other WGU staff to serve our students. Individuals in this position

must stay abreast on Federal and State Regulatory changes to ensure that WGU operates in

compliance with all applicable regulations.

Essential Functions and Responsibilities:

  • Support WGU retention and graduation goals
  • Serve as the first point of contact for students answering inbound calls and responding to emails from

students with general inquiries about funding and/or tuition payment plans and scheduled.

  • Respond to student inquiries in a timely manner with the objective of providing student resolution

during their first call or interaction

  • Utilize available resources (Knowledge Base, Student Handbook, internal systems, etc.)
  • Accurately track all interactions with students within our Customer Relationship Management (CRM)

system, including any issues which require escalation

  • Identify and escalate priority issues to the appropriate resources as defined by business practices
  • Respond to standard/general questions regarding Federal Financial Aid, billing, payments
  • Communicate and explain any general and frequently seen missing requirements to the student and

ensure they have the information needed to complete that requirement

  • Able to understand and explain Federal Guidelines and Regulations to students
  • Foundational knowledge of the award policies and procedures and how they affect the student
  • Understanding of math, finance, computers and WGU’s billing cycles
  • Research student records and provide detailed information regarding tuition and fees, payment plans,


  • Comply with WGU, State and Federal Regulations and procedures

Knowledge, Skill And Abilities

  • Strong customer service background
  • Skilled in use of most types of office software (word, outlook, etc)
  • Ability to work in a fast-paced environment and adaptable to change
  • Attention to detail, accuracy and completeness
  • Ability to work as a contributing member in a team environment
  • Able to communicate effectively and professionally verbally and in writing
  • Some evening hours may be required
  • Must be comfortable working with others over the telephone, have a clear speaking voice and a personable demeanor
  • Perform daily responsibilities in a professional, friendly and efficient manner
  • Must be self-motivated, willing to seek out new challenges and information
  • Must be able to spend the majority of each work day logged into our phone system and available to take calls from staff and students
  • Able to work closely as a team, communicating concerns and bringing resolution to issues
  • Must possess excellent written and verbal communication skills

Minimum Qualifications:

  • High School Diploma or GED required
  • Be in good standing with the Department of Education; No loans in default

Preferred Qualifications:

  • Prior work call-center work experience
  • Experience with Salesforce, Banner, Onbase, NSLDS, COD
  • Knowledge of general accounting, Banner tuition billing procedures, CashNet

As an equal opportunity employer, WGU recognizes that our strength lies in our people. We are committed to diversity.

Company: Western Governors University

Vacancy Type:  

Job Location: Indianapolis, IN

Application Deadline: N/A

Apply Here