- Provide advice and counsel about available financial aid opportunities, eligibility requirements, the application process and college resources in person, over the telephone and through email.- Carefully adhere to all institutional, state and federal guidelines and regulations, including FERPA and participate in professional development on a continual basis to stay compliant.- Follow department office procedures and processes to address inquiries while thoroughly documenting, both electronically and manually, details for each file.- Assess unusual circumstances; review and analyze incomplete or conflicting data to appropriately communicate information related to financial aid.- Verify that information provided on various financial aid forms and legal documents is accurate, current and consistent with applicable supporting documentation.- Create and supply forms as needed for various financial aid purposes.- Receive, log and file documents, which may include appeals packages, records, applications, eligibility, marital status and tax information.- Track and report daily activity of office statistics both electronically and manually.- Utilize complex computer programs, both internal and external, for reporting, tracking and monitoring and to process, record, retrieve and verify statistical data.- Conduct outreach, utilizing events to promote school by marketing financial aid services to the community.- Communicate tactfully while exercising extreme diplomacy, empathy and compassion when dealing with: sensitive information, challenging situations, difficult and sometimes disgruntled individuals.- Use appropriate strategies to diffuse tense situations and recognize when to make referrals to avoid escalation.- Provide service excellence through courteous, informed, accessible and professional engagement.- Perform other duties as assigned.
1-4 years
- Compliance & Audit: Ability to review policies, procedures, and files to ensure compliance with federal, state, and institutional guidelines.- Counseling & Interpersonal Skills: Exceptional communication skills to advise on complex, sensitive, and emotional financial situations.- Problem-Solving: Strong analytical abilities to resolve complex eligibility issues, professional judgment cases, and data conflicts.- Detail-Oriented: High level of accuracy in data entry and reviewing documents.- Independence: Ability to work independently, manage heavy workloads, and meet strict deadlines.
- Customer Service - the ability to respond promptly and courteously to all questions while demonstrating patience and persistence when helping with little or no computer skills.- High school degree, Associate of Arts degree is a plus.- Experience in financial aid administration services, enrollment management, or comparable operational environment- Experience with Information Systems (SIS) and financial aid management software is a plus.- Ethics - able to demonstrate integrity, professionalism, civility, and a high degree of ethics in all job-related actions.- Able to effectively communicate in a professional, diplomatic, and empathetic manner is a must.- Experience in higher education and a Financial Aid office is a plus.
Bachelors
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