Financial Aid Advisor

Baldwin Wallace University•Berea, OH

47d

About The Position

The Financial Aid Advisor is tasked with the day-to-day operations associated with frontline student service within the BW Financial Aid Office, which includes: (1) assisting walk-ins, triaging, and responding to FAO emails and phone calls; (2) overseeing the intake and coordination of documents submitted to the FAO, and (3) handling assigned technical processing functions. This individual works with other Financial Aid employees and work-study students and reports directly to the Director of Financial Aid.

Requirements

Bachelor's degree preferred, associate's degree or equivalent required.
Strong analytical and problem-solving skills, including math and logic.
Strong customer service skills and the ability to interact well in understanding questions and concerns that students and families may have about the financial aid process.
A working knowledge of computer and software programs that support the student aid delivery system (Ellucian Colleague experience preferred).
An ability to manage and organize work activities in an effective manner and in compliance with student aid regulations.
An ability to work in a team environment in the recruitment and retention of students.
A commitment to the value and mission of comprehensive education.
Must pass the University's background check and student/employee sensitivity training modules.

Nice To Haves

Preference will be given to applicants with financial aid experience, working knowledge and understanding of federal and state student aid regulations.

Responsibilities

Provides advice and counsel to students regarding financial aid opportunities, eligibility requirements, the application process, and the disbursement of student aid.
Counsels and assists students and families with navigation and completion of tasks found on the portals and websites for BW and the U.S. Department of Education (ED).
Supports the collection, review, and categorization of required documentation submitted to the financial aid office.
Oversees one or more specific program areas in the operation of the financial aid system, as assigned.
Participates in both University recruitment and retention efforts, including high school programs and University admission functions, by providing financial aid information.
Participates in the development and implementation of improved student aid delivery services and in the preparation of materials for dissemination to students.
Works collaboratively with various campus departments involving the coordination of student aid delivery and customer service.
Helps to develop and refine existing financial aid procedures and practices in improving student services and aid awarding efficiencies in the delivery of student aid.
Participates in professional financial aid programs and conferences (professional development);
Performs miscellaneous job-related duties as assigned.
Provides the highest level of customer service.
Adheres to all college and departmental policies.