- 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 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.
- Education: Bachelor's degree in Business Administration, Finance, Accounting, Education, or a related field.- Direct Financial Aid Experience: 3-5 years of direct financial aid experience may substitute for a degree, DOE.- Knowledge: U.S. Department of Education rules, state regulations, and tax forms.- Systems Proficiency: Experience with Information Systems (SIS) and financial aid management software.
Bachelors
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