In a high volume environment, afinancial aid counselor counsels and advises students and their families about thefinancial aid process, eligibility and award programs. Prepares and conductsfinancial aid presentations to groups. Participates in student recruitment andretentionactivities
- Provides comprehensive counseling to students regarding financial aid eligibility through in-person, phone and email conversations.
- Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, money and management and financial planning, individualizes information to the particular needs and situation of the student.
- Determines if students qualify for an unusual/mitigating circumstance; exercises professional judgment by making adjustments or revisions to costs, contribution, need, or dependency status as exceptions to the prescribed process.
- Answers questions and requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
- Conducts regular proactive outreach efforts to impact retention.
- Assists in the preparation of and presents information regarding federal financial aid, scholarships, employment and grants for various campus groups, high school students, and parents at meetings, group discussions, workshops, and recruitment sessions.
- Participates in student recruitment and retention activities including attending orientation, information sessions, and other events to advise prospective students and their families.
- Contacts students and lenders, employers, donors, guarantee agencies and/or staff to resolve issues.
Bachelor'sdegree in Public Administration, Business, Humanities or other related field AND oneyearexperience infinancial aidstudent counseling; OR, fiveyears ofexperience infinancial aid orstudent counseling or directly relatedexperience; OR, any equivalent combination ofexperienceand/or education from which comparable knowledge, skills and abilities have been achieved
- Demonstrated knowledge of government, donor and/or institutional rules, regulations, guidelines, and procedures for awarding of financial aid.
- Demonstrated knowledge of how the Expected Family Contribution (EFC) calculation works and how the EFC impacts the awarding of Title IV funds.
- Demonstrated knowledge of and skill in automated processing.
- Experience in critical thinking and problem-solving.
- Demonstrated knowledge of Family Educational Rights and Privacy Act (FERPA) requirements.
- Evidence of effective written and verbal communication skills.
- Experience in computer software skills, such as Microsoft Office products, specifically Word and Excel.
- Demonstrated knowledge of the principles of effective customer service.
- Experience in stimulating changes in individual, institutional, and corporate behavior to create a more sustainable environment.
- Experience in leading by example in communicating, participating and encouraging support of the institution's sustainability programs.
- Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding, and manipulating a computer mouse
- Required to stand for varying lengths of time and walk moderate distances to perform work
- Occasional bending, reaching, lifting, pushing and pulling up to 25 pounds
- Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts
- Clearly communicate to perform essential functions