Description
Summary:
Within a centralized financial aid services environment, evaluates, approves, and awards financial aid to students in accordance with federal, state, and university regulations, policies, and operating guidelines.
Assesses financial needs of students, and advises students and parents regarding financial aid options, processes, and requirements.
Evaluates student academic progress, and adjudicates academic progress appeals.
Participates as appropriate in systems/procedures planning and management; implements and coordinates specific individual programs and/or assignments, in accordance with the overall objectives of the department.
Examples of Duties
Duties and Responsibilities:
Analyzes and evaluates financial viability of students and families, and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process.
Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made.
Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents.
Conducts orientations, and entrance and exit interviews, in accordance with university, state, federal, and other agency guidelines.
Responds to inquiries and researches and resolves problems related to transactions handled by the unit; serves as liaison with other constituencies in the resolution of day-to-day administrative and operational issues.
Serves as liaison with state, federal, tribal, and other agencies; keeps abreast of student assistance opportunities and program regulations.
Oversees the collection, management, and reporting of data in accordance with the objectives of the position; participates in the development and implementation of data management systems and procedures, as appropriate.
Greeting and welcoming guest, students and parent into the office by offering customer service support.
Handle outgoing mail: sort and distribute incoming mail.
Answer and direct telephone calls, messages and inquires for office.
Keep the front office clean and organized.
Maintain, respond and update the financial aid email.
Performs miscellaneous job-related duties as assigned.
Typical Qualifications
Minimum Position Requirements (including certifications, licenses, etc.
):
Bachelor's degree
Supplemental Information
Knowledge, Skills, and Abilities:
Knowledge of financial aid policies, procedures, and eligibility requirements
Knowledge of data management systems and processes
Knowledge of federal and state laws, regulations, and policies concerning the provision of financial aid to students
Knowledge of the policies and eligibility requirements of a range of federal, state, and agency scholarship programs for tertiary students
Skill in the use of personal computers and related software applications
Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community
Interviewing skills
Organizing and coordinating skills
Ability to communicate effectively, both orally and in writing
Ability to verify and assess student eligibility for financial aid
Ability to analyze and solve problems
Ability to make evaluative judgments
Ability to investigate and analyze information and draw conclusions
Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments
Ability to develop and present educational programs and/or workshops
Ability to communicate effectively verbally, in writing, and over the telephone
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