Financial Aid Counselor (79399)
Reporting to the Director of Financial Aid, the Financial Aid Counselor is responsible for communication sent from the Office of Financial Aid. This position also provides support to the Center of Student Services (CSS) that includes representation from the Financial Aid, Student Accounts, and Registrar's offices.
- Manage a caseload of undergraduate and graduate/doctoral students.
- Process Return of Title IV funds for students who withdraw.
- Import FAFSAs and export ISIR corrections.
- Resolve ISIR duplicates by merging/locking active records with ISIR file.
- Create and manage all communication to current and prospective students for the Office of Financial Aid, including the daily management of the Communications Management process using Ellucian Colleague.
- Review outside scholarship opportunities and notify students of the application process.
- Manage the Financial Aid component of the tuition remission process for all eligible employees partnering with Student Accounts and Human Resources.
- Complete financial aid verification for students who are selected and have submitted verification documents.
- Create informer reports for counselors to follow up on students with missing items.
- Participate in the Center of Student Services functions and represent the Office of Financial Aid at certain on- and off-campus events.
- Present job-related workshops and give presentations at team meetings and to student and staff audiences.
- Remain current on all federal and state regulations and best practices for college financial aid.
- Certify alternative loans, and conduct lender research to stay up to date on program rates and terms.
- Assist Financial Aid team and Center for Student Services colleagues with high volume processing as requested.
- Systematically monitor the departmental web page to ensure accuracy.
- Gathering content for Regis newsletters and social media posts for timely dissemination.
- Attend professional meetings and seminars as assigned, to remain abreast of current regulations.
- Perform other related duties as assigned.
- A bachelor's degree and one to two years of related experience is preferred.
- Ability to uphold the University's commitment to inclusive excellence in a diverse educational community.
- Strong technology skills including mastery of MS Word and Excel; database systems experience (experience with Ellucian Colleague a plus); One Drive, Zoom, etc.
- Zoom capability for remote student meetings.
- Strong customer service orientation and commitment.
- Entry-level knowledge of financial aid regulations, policies, and procedures.
- Strong organizational skills with the ability to prioritize and complete multiple tasks while working independently or as part of a team.
- Ability to develop relevant and realistic plans and recommendations for process improvements.
- Excellent written and oral communication skills.
- Ability to establish positive relations for the University and to interact effectively with a wide variety of people.
Working Conditions/Physical Demands
- May require an alternate schedule and occasional nights and weekends.
- Normal office environment, not subject to extremes in temperature, noise, odors, etc.
- Regularly uses computer keyboard, requiring eye-hand coordination and finger dexterity.
- More than half of time spent in normal office setting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required.
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans With Disabilities Act, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
In employment, as in education, Regis College is committed to equal opportunity and affirmative action. Regis does not discriminate on the basis of race, color, age, religion, creed, sex, gender identity or expression, sexual orientation, ethnic or national origin, ancestry, citizenship, marital or parental status, physical or mental disability, genetic information, pregnancy, veteran's status, membership in uniformed services or any other protected status.