Financial Aid Counselor

Position Information

Position Title Financial Aid Counselor Position Number 500093 Salary Range $37,233.00 Position Type Unclassified Staff

Department Information

Ending Effective Date of Temporary Employment Department Enrollment Services

Job Duties

Responsibility / Duty

Primarily responsible for meeting with students/reviewing student requests for special consideration/exception of the federal rules and regulations due to detrimental family situations or financial difficulty due to loss of income (natural disasters, oil spill, etc.). Establishes excellence in customer service by using appropriate communication skills and by fostering an atmosphere of care and concern. Uses Professional Judgment standards to determine the most beneficial route for students in terms of aid packages, and documents decisions.

Individually counsels prospective and enrolled students about financial aid by personal conference, phone, mail, or email. Oversees the customer service center of the office to ensure quality service is provided in an effective and efficient manner. Provides customer service support for employees staffing the front counter and phone.

Provides support to financial aid staff in all areas of the office to ensure accurate dissemination of information to students and parents. Completes the financial aid application by entering the correct figures through examination of complex and sensitive financial records including, but not limited to, federal tax return transcripts and schedules, income earned from work, pension/annuities, child support, social security benefits and other untaxed income provided by the student and/or parent. Requires knowledge and understanding of the federal government rules and regulations.

Identifies and resolves discrepancies in self-reported information by the student against actual documentation and electronically submitting these corrections to the Department of Education. Prepares the file for review by organizing the documents for accuracy and completeness. Ascertains that all required documentation submitted by the student is sufficient and adequate.

Any discrepant or inconsistent information must be verified. Evaluates college grade transcripts to determine Title IV eligibility based on institutional Satisfactory Academic Progress (SAP) standards. Makes sure that initial and continuation requirements for SAP Standards are met and maintained.

Performs complex calculations manually and independently to originate the financial aid package. These calculations are based on the cost of attendance less other aid received in order to determine the students' remaining need for Title IV funds. Reviews student requests for increases in their financial aid package. Analyzes loan data from the National Student Loan Data System to ensure that the student qualifies for certification of the requested loan amount based on annual and aggregate loan limit eligibility set by the federal government, Pell Grant overpayment or loan default status.

Percentage Of Time 70 Responsibility / Duty

Resolves over award situations, which involve reducing, reallocating, or cancelling one or more aid programs because of receipt of additional resources. Oversees/maintains documentation for special programs (consortium agreements, study abroad, EMBA Program, etc.). Consults with Director to establish special budgets and to determine eligibility for Title IV aid.

Verifies class attendance by contacting instructors, if needed, to determine aid eligibility for students who have resigned or dropped classes. Works closely with the Registrar in monitoring aid packages for financial aid recipients enrolled in previously passed repeated courses and accelerated courses. Accountable for ensuring that affirmative action, equal opportunity, and diversity are integrally tied to all actions and decisions in areas of responsibility.

Percentage Of Time 25 Responsibility / Duty

Conducts financial aid informational walk-in sessions for students when requested. Awards other special need based funding as received from the federal or state agency. Available to handle the main phone line and the window work station, when necessary, and other duties as assigned.

Percentage Of Time 5

Posting Detail Information

Minimum Experience Required Minimum Education Required Minimum Licenses Required Other Minimum Requirements Test(s) Required Preferred Education

Bachelor's degree

Preferred Experience

Working knowledge of the Banner Financial Aid Module

Preferred Licenses Other Preferred Requirements Physical Demands Employment Year Fiscal Year If Grant Period or Specified Period selected, please specify begin date If Grant Period or Specified Period selected, please specify end date Employment Basis Full-time Proposed Ending Date (for faculty and grant funded positions) Posting Date 04/26/2024 Closing Date 05/10/2024 Special Instructions to Applicants Quick Link for Postings <