This description is intended to indicate the kinds of duties and level of difficulty required of this position; it is not intended to limit the right of any supervisor to assign, direct, and control the work of an employee under his/her supervision.
To conduct financial aid interviews with newly applied and/or continuing students and process all materials required for financial aid packaging.
PRIMARY DUTIES AND RESPONSIBILITIES:
1.Present a warm, friendly, and professional appearance when greeting and assisting clients, students, and visitors; follow proper procedures for receiving telephone calls and provide appropriate information when possible.
2.Acquire, maintain, and demonstrate strong knowledge of all appropriate state, federal, and institutional financial aid policies, procedures, and regulations.
3.Conduct appropriate and accurate financial aid appointments; assist all students (including VA students) with student financial applications, and counsel and advise students and parents regarding available financial assistance programs.
4.Conduct re-application process for all continuing students for the new Financial Aid Year by March 1st to ensure all students meet the deadline for State Grant assistance.
5.Process and complete student files to include all required forms and materials necessary for completion of financial aid packaging.
6.Complete weekly report on outstanding and incomplete files for all students as required; assist with monthly accounts receivable reports and submit as required.
7.Process and maintaining documentation for VA students as required by state regulations and the Veterans Administration.
8.Process all stipends for current students (when eligible) and forward to Executive Directors office for authorization.
9.Prepare list of End of Loan Period (EOLP) students for Corporate Refund Specialist.
10.Communicate with Admissions department weekly regarding current status of new students.
11.Participate in graduation preview, student registration, and quarterly re-entry campaigns as necessary responding to financial aid inquiries.
12.Attend financial aid training seminars and workshops as required.
13.Perform other related duties as assigned by supervisor.
To perform the job successfully, an individual should demonstrate the following competencies: Synthesizes complex or diverse information, uses reason even when dealing with emotional topics, manages difficult or emotional customer situations, responds promptly to customer needs, listens to others without interrupting, speaks clearly and persuasively in positive or negative situations, responds well to questions, balances team and individual responsibilities, presents numerical data effectively, demonstrates accuracy and thoroughness, works with integrity and ethically, adapts to changes in the work environment, manages competing demands, is consistently at work and on time, follows instructions, responds to management direction, prioritizes and plans work activities, treats others with respect and consideration regardless of their status or position, accepts responsibility for own actions, demonstrates accuracy and thoroughness, monitors own work to ensure quality, completes work in timely manner, and upholds organizational values.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Associate's degree (A. A.) or equivalent or 3-5 years of previous student financial aid experience, or an equivalent combination of education and experience. Previous work experience in financial industry preferred.
Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have demonstrated knowledge of Microsoft Word, Excel, and Outlook in addition to familiarity performing research on the Internet.
Physical Demands and Work Environment:
Specific vision abilities required by this job include Close vision. While performing the duties of this job, the employee is regularly required to stand; walk; sit; reach with hands and arms and talk or hear. The noise level in the work environment is usually quiet.