Financial Aid Counselor
Provides professional, timely assistance regarding application completion and processes, general and program eligibility, and financial planning. Evaluates and analyzes information to determine applicants' eligibility for financial assistance and to determine type and amount of aid to be awarded in accordance with established standards and guidelines. Coordinates the awarding of all federal and state student aid funding, and university and / or private scholarships. Ensures compliance with applicable statutes, regulations, and procedures. Remains current regarding regulations, policies, and procedures affecting scholarships and financial aid, and conducts work fairly. Specializes in processing applications, determining eligibility, and analyzing and fielding considerations for special circumstances. Supports effective management of office.
Responsibilities
1. Service, Processing, and Communications
- Effectively advances processing and service workloads including delivery of services and processing; adjusts accordingly to ensure balanced, timely, accurate, well-documented services and processing within benchmarks established by supervisor and / or office management team
- Provides timely, accurate, and complete information to students, parents, and colleagues
- Determines eligibility for scholarships and financial aid and determines types and amounts to be awarded in accordance with established federal and university standards and guidelines
- Professionally addresses and works toward resolution of complex or novel situations encountered in processing and service work of office
- Ensures professional delivery of services, including maintenance of data / information security, privacy, and confidentiality
- Follows appropriate records management procedures and complies with recordkeeping and archival requirements
- Communicates policies and procedures (including rights and responsibilities) to students, families, and colleagues in an accurate, timely, effective, thorough manner
- Completes multiple complex reports used to monitor and assure service and processing benchmarks, as well as accuracy of eligibility and payments
- Serves as subject matter expert and is proactive in advancing processing, service, and eligibility monitoring
2. Determining Student and Program Eligibility
Effectively determines and conveys student and program eligibility requirements, particularly pertaining to resolving student / parent inquiries for assistance; ensures appropriate level of investigation to aid in thorough, accurate, and timely responsesUses appropriate discretion, within regulatory and policy constraints, to carry out and advise on verification, resolution of conflicting information, appeals of student eligibility (e.g., satisfactory academic progress), use of professional judgment / discretion, and appeals for consideration of special circumstances (e.g., change / loss of income, dependency override, one-time non-recurring income, etc.)Applies verification and appeals policies / requirements accurately, consistently and fairlyAssists with development of office-wide policies and procedures and calendars, including ensuring content is current and accurate, and that emerging trends or anomalies are noted appropriatelyMonitors and adjusts, as appropriate, student financial aid awards to ensure timeliness and accuracy3. Regulatory and Policy Adherence
Maintains access to and a working knowledge of relevant internal and external systemsEnsures clear and accurate documentation of transactions, conversations, and interactions affecting student eligibility and / or compliance with applicable policiesAdheres to all statutory, regulatory, and policy guidance, including office policies and proceduresMaintains privacy and confidentiality of student and family data and informationMaintains security of student records and related informationActively participates in and contributes to overall office effectiveness4. Training and Professional Development; Professionalism
Maintains current knowledge of policies, rules, regulations, technical standards, and high-impact practices associated with administering and delivering federal, state, institutional, and private programs, and associated systems and emerging technologiesActively participates in professional meetings, conferences, and workshops; meets and communicates clearly with colleagues in similar positions / roles; researches industry practices; shares resulting knowledge and research with management and staff in order to serve well the students and the institutionEnsures area policies and procedures are current and accurate; Provides clear and accurate documentation of transactions, conversations interactions, and edits to records affecting student eligibility and / or compliance with applicable regulations, statutes, and / or policiesAssists with financial aid outreach events, delivering information and responding to event questions accurately, timely, completely, and professionallyMaintains professional appearance and demeanor, including when engaging students, families, colleagues, and members of the publicAssists in training new employees (permanent and temporary, including interns and graduate assistants), as needed5. Overall Support of Office and Institutional Operations
Partners in monitoring and assurance that overall office operations are functional, accessible, efficient, compliant, and free of conflicts of interestRoutinely and thoroughly reviews output and reports for accuracy and complianceFollows established timelines / calendars for projects / tasksAs needed, serves on and / or oversees various office committees, which may include such functions as communications plan, appeals processes, outreach, personnel, forms and publications, etc.; position may also be asked to serve on Enrollment Management and / or University committeesAdvises management of anomalies, trends, or patterns affecting student and program eligibilityMaintains effective working relationships and serves as a resource regarding scholarship and financial aid issues, policies, and proceduresPerforms other duties as assigned by supervisor and / or Executive DirectorCollaborates with other employees on office committees regarding policy, procedures, and training opportunitiesMinimum Qualifications Bachelor's Degree in Business, Humanities, Social and Behavioral Science, or a related area, or equivalency (one year of education can be substituted for two years of related work experience); a minimum of one year of experience in counseling, budgeting, public relations, or computer technology; and demonstrated human relations and effective communications skills required. The ability to work with a diverse population of students, and learn and understand federal and state regulations and financial aid procedures are critical elements of this position. Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.
Preferences Prefer previous work experience in a higher education setting.