Assist students in preparing and packaging their grant and / or loan applications to award funds in accordance with federal guidelines.
ESSENTIAL FUNCTIONS :
Interview prospective students to determine needs assessment and financial aid eligibility. Determine eligibility for financial assistance for second and third-year students.
Assist students with financial aid questions.
- Maintain student files to ensure proper financial aid documentation.
- Assist students in completing financial aid forms as required.
- Counsel veteran students and ensure compliance with the Department of Veterans Affairs and State Approving Agency guidelines.
- Coordinate and arrange for required student signatures.
- Contact former students with an outstanding balance to establish a private pay repayment plan.
- Coordinate and arrange for proof of eligible non-citizenship status, paid in complete default / Pell overpayment documentation.
- Document data into a computer for institutional financials for eligible students. Set up a payment plan for students. Establish payment plans for private pay students for all programs.
- Track ISIRs for all current and future students. Complete verification on all selected ISIRs.
- Enter data into the computer for the date of packaging, release of Pell / SEOG funds, status information of loans, and date loan applications to lenders.
- Ensure student files are complete to include proof of agency funding. Complete any agency needs analysis forms and submit them to the agency.
- Audit each future start packaged file to ensure all awards / financial aid forms and the proper audit form are in the file.
- Notify Admissions staff of no-shows for Financial Aid appointments. Reschedule appointments regarding future students.
- Other duties may be assigned.
CORE COMPETENCIES :
- Critical Thinking
- Communication
- Cultural Competency
- Customer Service
- Ethical Decision-Making SUPERVISORY DUTIES :
- None
- None
MINIMUM QUALIFICATIONS :
- Verbal and written communication skills.
- Customer-service focus and skill set.
- Three (3) years of financial aid experience, including knowledge of Title IV funding preferred.
- Computer skills.
- Must be able to maintain access to Department of Education (DOE) systems.
- Functional knowledge of Microsoft Office Suite and / or Google Workspace, video-conferencing tools, and computer and internet applications.
- Any equivalent combination of training, education, or experience that meets the minimum qualifications.
PREFERRED QUALIFICATIONS :
- Associate degree preferred accredited by an institution accredited by the U.S. Secretary of Education or the Council for Higher Education Accreditation.
- Three (3) years of financial aid experience, including knowledge of Title IV funding.
REQUIRED LICENSES, CERTIFICATIONS, OR REGISTRATIONS :
- None
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