Western Governors University · 6 hours ago
Financial Services Assistant
Tampa, FL
Full-time
Hybrid
New Grad, Entry Level
$18.79/hr - $27.25/hrWestern Governors University is committed to expanding access to higher education through innovative online degree programs. The Financial Services Assistant will act as the primary contact for student inquiries regarding funding options and tuition payment plans, ensuring timely and accurate information is provided to support student retention and graduation goals.
Higher Education
Responsibilities
Act as the primary contact for student inquiries by responding to inbound calls and emails with a focus on resolving questions related to funding options, tuition payment plans, and scheduled payments. Contribute to WGU’s retention and graduation goals by ensuring students receive timely, accurate information and support throughout their education journey
Resolve student inquiries promptly, aiming to provide a comprehensive solution within the first interaction. Access and apply resources such as the Knowledge Base, Student Handbook, and internal systems to effectively address student needs. Document all student interactions and issues accurately in the Customer Relationship Management (CRM) system, following escalation procedures as needed
Identify and escalate priority issues to the appropriate resources as defined by business practices
Respond to standard or broad questions regarding Federal Financial Aid, billing, payments
Communicate and explain frequently seen missing requirements to the student and ensure they have the information needed to complete that requirement
Understand and explain Federal Guidelines and Regulations to students
Possess knowledge of the award policies and procedures and how they impact the student
Understand the University’s billing cycles and financial processes
Research student records and provide detailed information regarding tuition and fees, payment plans, and other financial information
Comply with University, State and Federal Regulations and procedures
Performs related duties as assigned, supporting the evolving needs of the financial services department
Qualification
Required
Strong customer service background
Proficient in use of most types of office software (word, outlook, etc.)
Ability to work in a fast-paced environment and be adaptable to change
Attention to detail, accuracy, and completeness
Ability to work as a contributing member in a team environment
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, and willing to seek out new challenges and information
Must be able to spend most of each workday logged into the 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
Must be able to travel as needed to in-person events and conferences
High School Diploma or GED required
In good standing with the U.S. Department of Education, with no student loans in default
Preferred
Experience with Salesforce, Banner, OnBase, NSLDS, COD
Prior work in a contact or call-center or Similar experience
Benefits
Bonuses
Medical, dental, vision, telehealth and mental healthcare
Health savings account and flexible spending account
Basic and voluntary life insurance
Disability coverage
Accident, critical illness and hospital indemnity supplemental coverages
Legal and identity theft coverage
Retirement savings plan
Wellbeing program
Discounted WGU tuition
Flexible paid time off for rest and relaxation with no need for accrual
Flexible paid sick time with no need for accrual
11 paid holidays
Other paid leaves, including up to 12 weeks of parental leave
Company
Western Governors University
Western Governors University focuses on improving lives by creating pathways to opportunity for its students.
Founded in 1997
5001-10000 employees
H1B Sponsorship
Western Governors University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (4)
2023 (12)
2022 (30)
2021 (17)
2020 (37)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kauffman Foundation
2025-05-08Grant
Leadership Team
Stephen Herzig
Vice President of Enterprise Solutions
Kacey Thorne
Senior Director, Academic Strategic Initiatives
Recent News
2025-12-02
2025-10-29
Long Beach City College
2025-10-03
Company data provided by crunchbase