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Office Specialist, Financial Aid
Job Description
Office Specialist, Financial Aid
Position Information
Posting Number : 2012294P
Position Number : 2009
Job Type : Regular
Accountability Objective
The Financial Aid Office Specialist serves as a front-line service, providing information and guidance on how to apply for financial assistance and pay for college responsibly. Primary responsibilities include, but are not limited to, assisting stakeholders with the Free Application for Federal Student Aid (FAFSA) process, State funding processes, work-study opportunities, and federal and private student loan programs.
Required Qualifications
- High School Diploma or GED Certificate
- Strong customer service and interpersonal skills (written and speech).
- Ability to work effectively with a diverse student and public population.
- Ability to read and interpret regulations, policies and procedures and advise students accordingly.
- Ability to perform: data entry and document processing, record keeping, basic math, to perform other general office experiences using various software computer applications
Desired Qualifications
- Working knowledge of financial aid processes, both federal and state.
- Associate Degree and/or completion of One Year Office Systems Certificate
Full-Time/ Part-Time : Full Time
Open Date : 08/24/2022
First Consideration By : 09/09/2022
Closing Date
Open Until Filled : Yes
Special Instructions Summary
Essential Job Function
1. Maintain thorough and current knowledge and understanding of Federal and State student aid programs by participating in staff meetings, training, conferences, associations, and professional development.
2. Assist students (by walk-in, phone, email, zoom, and presentation) on how to properly complete a financial aid application, eligibility requirements, verification processes, and other related funding sources that would help them achieve their educational goals. Apply customer service skills, knowledge, advocacy, and professional judgment to address both simple and complex matters to ensure that stakeholder financial aid needs are served in a timely manner and they have a positive experience.
3.Perform student verification procedures to ensure student eligibility for student aid programs and address errors or conflicting information and other items that may affect eligibility. Perform corrections of data elements as deemed appropriate.
4.Perform awarding, distribution, billing, reconciliation and audit tasks for Federal, State, and Institutional and/or outside donor funds as required per program.
5.Act as a liaison for students with various Federal and State agencies.
6. Maintain, in an orderly and confidential fashion, all students’ financial applications, files, and verification documentation.
7. Adhere to the Family Educational Rights and Privacy Act (FERPA) and Gramm-Leach-Bliley Act (GLBA) regulations while managing sensitive confidential information to diagnose and analyze the various facets of each student’s financial situation.
8. As part of student retention efforts and compliance issues provide targeted and personalized services and interventions to selected populations with the goal of increasing student retention and success.
a. Assist in review of student’s progress towards completion. Notify students who are deemed “at risk” with regard to enrollment status and Satisfactory Academic Progress minimum standards.
b. Assist in the DACC Appeals Committee functions.
c. Assist in identifying student financial aid recipients who place into developmental level course work and follow procedures designed to monitor their progress and to identify the possible need for “intervention” services (i.e., tutoring, personal counseling referrals) to help ensure their success and migration into college level coursework.
d. Assist in identifying, through Degree Audits, those students in jeopardy of losing eligibility due to reaching the timeline maximum for awarding student aid but have not yet graduated. Once identified, provide notices to meet with academic advisors in order to get “on target” and graduate.
9.Provide office support for the office. Answer telephone, expedite mail, respond to requests, and/or forward messages as required. Help with the development of student correspondence, and form letter items and other stakeholder correspondence.
10. Use ERP systems (Colleague) and related financial aid systems to effectively process financial aid and assist students.
11. Assist in determining new procedures for the office and the implementation of new procedures. Assist in documentation and revisions of policy and procedure materials.
12 Assist the Director on special projects and other regular financial aid functions as assigned.
13. Efficiently operate the Financial Aid Office in the absence of administrative personnel.
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14.Assume other duties and responsibilities as assigned.
Documents Needed to Apply
- Required Documents
- Resume
- Optional Documents
- Cover Letter
- Transcripts 1
- Letter of Recommendation 1
- Transcripts 2
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