Financial Aid Counselor

Findlay•Lexington, MA

7d•Onsite

About The Position

This posting is for a full-time, 12-month, exempt position. The financial aid counselor is an entry level staff position with the Office of Financial Aid. This position will provide financial aid counseling to incoming and continuing students and their families. The Financial Aid Counselor will have an essential role in developing an “enrollment team” which will consist of creating Financial Aid (FA) Estimates and working with prospective students throughout the stages of the enrollment cycle to ensure the FA process is completed. Essential Functions This position requires regular, predictable, reliable attendance in the office environment.

Requirements

Bachelor’s degree.

Nice To Haves

Financial aid experience is desirable.

Responsibilities

Create and revise accurate Financial Aid (FA) Estimates for prospective, first-time, undergraduate students and their families.
Work with the admissions team to distribute FA Estimates to prospective students and their families and assist those students and their families with finding a way to cover University costs.
Counsel and provide regular outreach to all undergraduate students and families regarding their financial aid and related processes via emails, and phone calls.
Work with admissions to follow the enrollment cycle to ensure the financial aid process is completed for fall and spring starts prior to new students sitting in class.
Monitor the Accounts Receivables report and help current students with options to cover balances due.
Participate in admissions events, such as but not limited to: Preview Days, Scholarship Days, New Student Registration, New Student Orientation etc.
Provide excellent customer service to the entire UF community on behalf of the Office of Financial Aid, which includes but is not limited to: conveying accurate descriptions of federal, state, and institutional policies; presenting financial aid and financial literacy information in classrooms or workshops; assist with retention of at-risk through counseling and communicating issues to Director.
Maintain membership in local, regional and national Financial Aid Organizations and keep up to date on all FSA regulations.
Perform Federal Verification for selected students.
Assist with cost of attendance and professional judgement appeals as assigned by the associate director.
Provide support for front desk during peak times and as needed.
Fosters and maintains a positive work atmosphere and relationship with team that does not reinforce negative attitudes.
Perform all other duties as appropriate for the position.