Financial Aid Counselor

Purpose :

The position is meant to help counsel students in completing their financial aid, translate the complexities of how financial aid and billing work, and ensure students are set up to succeed in their program.

Essential Duties & Responsibilities   (those that must be performed with or without an ADA Accommodation) :

• Guide students and parents throughout the financial aid process in pursuit of first and subsequent degrees.
• Exercise independent professional judgement with minimal supervision to counsel students on optimal financial package based on individual circumstances.
• Represent the financial aid department at monthly Open House events and convey advice on how to secure tuition and living expenses to students and parents.
• Work closely with the Management to research, analyze, implement, and update the Financial Aid Strategies for students based on specific socioeconomic background.
• Serve as a financial aid content expert for the school, working with all departments to ensure accurate understanding of issues, handling of questions and review of documents.
• Ensure compliance with laws, regulations, accreditation standards and professional guidelines regarding student enrollment and financial aid.
• Contact students to secure documents necessary to complete files and verification prior to the student’s start date.
• Coordinate efforts with students and lenders in relation to private loans.
• Counsel students and parents on PLUS applications, including denial options.
• Enter all correspondence and communication with students into systems.
• Ensure students do not exceed the cost of education limits.
• Comply with federal regulations as outlined in the Department of Education handbook.
• Offsite training is necessary to stay current on all Financial Aid Issues.
• Maintain touch point process with each student for regular contact prior to start.
• Once hired you must pass provided with FA essentials training with 75% or better.
• Applicants must not currently be or have been in default on student loans.
• Able to communicate student academic progress as it pertains to financial aid.
• Assist in calculating the revised billing for students’ new enrollment.
• Explain the financial aid and tuition charges as outlined in the students’ financial plans.
• Coordinate with the Admissions Specialist in ensuring all students’ questions are answered and ensure they are prepared for their new enrollment.
• Coordinate with the Financial Aid Processor to ensure all financial aid is appropriately packaged.
• Coordinate with other departments to ensure the billing is correct.
• Meet monthly completion metrics as outlined by management.

Non-Essential Duties & Responsibilities   (those that must be performed with or without an ADA Accommodation) :

Other Responsibilities :

Supervisory Responsibilities

Competencies | Knowledge | Skills | Abilities :

Education | Experience :

Certificates | Licenses | Registrations :

Computer Skills :

Environmental Factors  (are those that are required and performed with or without an accommodation) :

Physical Demands  (are those that are required and performed with or without an accommodation) :

Emotional & Mental Demands  (are those that are required and performed with or without an accommodation) :

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.