Financial Aid Advisor
Summary:
The Financial Aid Advisor shall have responsibility for meeting with prospective students, creating a positive and friendly environment, facilitating participation in the Financial Aid eligibility process, assisting in determining eligibility for Financial Aid, for Financial Aid record-keeping (hard copy and electronic), and assisting in default prevention.
Essential Duties and Responsibilities:
- Informally meets with prospective students on initial visit to:
- Ensure all prospective students are given all the necessary resources available to pay for tuition.
- Give guidance to prospective students on completing their FAFSA,
- Interviews prospective students and assist them in securing and/or completing the proper paperwork requirements
- Package students financial aid in Anthology.
- Communicates with other departments on prospective students pending documents for follow up.
- Generates reports to identify starts for the month and ensure starts are fully packaged.
- Follows up with pending students to ensure file completion.
- Completes new starts files and submits them to immediate supervisor for review, originations and disbursements.
- Meets one-on-one to counsel loan borrowers within one week of first disbursement
- Manages Default management activities weekly
- Coordinates assigned student financial aid programs
- Monitors standards of quality control for financial aid programs
- Communicates with Federal and State agencies, as well as current and potential students regarding financial aid related issues
- Identifies program issues and works with management to resolve them
- Attends meetings, seminars and or/conferences and performs frequent liaison activity with external agencies
- The Financial Aid Advisor is required to adhere to all applicable State, Federal and accrediting agency regulations
- The Financial Aid Advisor is required to adhere to all company policies and reports directly to the Assistant Director of Financial Aid.
- Counsels financial aid students and makes decisions regarding awards
- Interprets and implements regulations set forth by Federal and State agencies
- Serves as liaison between the Office of Student Financial Aid and Federal and State agencies
- Performs other duties as assigned
Qualifications:
- Three years of work experience in a closely related field to the duties being performed. Work experience in Financial Aid preferred
- Proficiency in MS Microsoft Office products and ability to learn other software programs
- Must have strong interpersonal and communications skills as well as excellent organizational skills and be detail oriented
- Ability to multi-task, demonstrate computational ability, respond effectively in a variety of situations, and work effectively in team situations
- Dependable; possess excellent analytical, organizational and time management skills; detail oriented and take pride in quality of work
- Superior verbal and written communication skills
- Strong sense of ethics and ability to maintain confidentiality of private personal and business information
Essential Skills and Experience
- Ability to work comfortably with people.
- Self-starter.
- Able to work on their own with little director.
Equipment Used
- Computers, phone, fax machine, copy machine.
Physical and Mental Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Working Conditions
School environment. Most of the work requires routine walking, standing, bending, and lifting.