Financial Aid Assistant

University of Charleston • Charleston, WV

237d

About The Position

The Financial Aid Assistant is responsible for assisting in the overall operations of the Financial Aid Office. The Assistant is responsible for processing student financial aid applications, answering concerns of parents and students, and performing other duties in support of the operation of Financial Aid function for the University. Responsibilities also include receptionist, office and file organization for the Financial Aid Office. The position reports to the Director of Financial Aid.

Requirements

• Associate degree recommended
• 2 years of direct Financial Aid experience or 4 or more years of Accounting or other relevant experience
• Ability to maintain confidentiality of information
• Ability to prioritize and organize effectively
• Ability to communicate effectively with the various customer bases, e.g., students, staff, faculty, and external contacts
• Ability to utilize a personal computer and familiarity with Microsoft Office Suite applications
• Ability to work independently with little supervision
• Results-oriented interpersonal and organizational skills
• Knowledge of general office procedures
• Ability to handle multiple projects simultaneously
• Flexible, resourceful, willing to learn/cross-train
• Must be a team player

Nice To Haves

• Applicable experience and assistant competencies will be considered
• Other duties assigned

Responsibilities

• Provide direct, quick, accurate, and convenient service to parents and students by addressing a range of student financial aid needs that require immediate attention.
• Assist students with completing the Free Application for Federal Student Aid (FAFSA).
• Assist students with accessing their tax transcripts and verification documents.
• Counsel prospective and current students concerning their eligibility for federal, state, and institutional financial aid.
• Counsel students in completing Entrance Loan Counseling and Master Promissory Note (MPN).
• Maintain accurate student records in the computer and in the files.
• Answer incoming calls.
• Track all incoming and outgoing documents by mail, fax, or email.
• Maintain the Financial Aid general email account.
• Process Financial Aid Award Offer packets for prospective students.
• Monitor Exit Loan Counseling notices.
• Ensure all forms are updated annually.
• Work cooperatively with other offices on campus, particularly Admissions and the Athletic Department.
• Participate in University activities, e.g., Experience UC Day, Maroon & Gold Day, and other financial aid events.
• Review and monitor the Transfer Monitoring List and alerts for all transfer students.
• Assist in monitoring Federal Work Study program.
• Assist in the monitoring of satisfactory academic progress for financial aid recipients.
• Assist in the annual University audit as needed.
• Assist students in accessing data in the Colleague System.
• Perform related duties as necessary and as assigned.

What This Job Offers

• Job Type: Full-time
• Industry: Educational Services
• Education Level: Associate degree