Financial Aid Specialist I

Montana State University Billings-posted about 2 months ago

$15 - $18/Yr

Full-time • Entry Level

Billings, MT

251-500 employees

Educational Services

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This position requires exemplary customer service skills, a willingness to listen carefully, above average written and verbal communication skills, the ability to understand complex financial aid processes, and be able to work well under pressure. Our customers' first impression of the Financial Aid Office will often be based on interaction with this position. The information provided must be accurate and timely. The functions of this position will be performed at McMullen Hall on the senior campus and at Jacket Student Central at City College. Immediate supervision of this position will be performed by the Financial Aid Associate Director. Montana State University Billings is a preferred employer in the region-WE WANT YOU!The following are reasons why you should join our team: Work-life balance Holidays-10 paid holidays per year and 1 Floating Holiday Vacation- 15 days per year (New Employees to 10 years; after 10 years the accrual rate increases) Sick Leave - Earned at an accrual rate of .0416125 for each hour in pay status. Employee and Dependent Tuition Waiver Opportunities to engage in professional development opportunities Committed to employee wellness and access to a robust Employee Assistance Program Medical Benefits that are robust and affordable Visit MUS Benefits to learn more about our benefit package including Medical, Vision, and Dental Life Insurance and Long Term Disability are incorporated into our benefits Learn more about our retirement benefits at MUS Retirement Opportunities for career growth and a variety of career paths Campus vibrancy- coffee shops, FREE attendance to MSUB concerts, athletic events, and lectures, access to recreation center, library, etc. Beautiful campus environment that features our MSUB Mile walking path

Provide front desk support at the Financial Aid Office in McMullen Hall and be available for financial aid assistance for Jacket Student Central at the City College of MSU Billings
Available for University campus and City College events such as orientation, new student registration and occasionally for evening hours
Screen and refer customers to appropriate internal and external resources, departments and offices
Explain clearly a student's financial aid offer
Understand why a student has not yet been packaged
Analyze client requests to determine the appropriate form, application or documentation to be provided based on customers request and circumstances involved
Open, sort, prioritize, distribute and file incoming mail and documents received in compliance with office procedures
Review all applications, forms, and documents received for accuracy, completion, and compliance with federal, state and institutional guidelines
Track customer requests and prepare written correspondence including preparing packets of material based on those requests
Generates email, paper letters, or ROAMESG notifications to students regarding missing information, aid offers, revisions, SAP, etc
Responsible for assisting the Specialist II staff with dedicated outreach to students through letters, email and phone regarding Satisfactory Academic Progress, dependency override decisions, professional judgment decisions, or other requests as needed
Screen, review and process returned mail due to incorrect, insufficient or incomplete addresses
Return voice mail messages and respond to requests from the Financial Aid Office email in a timely manner
Meet with parents and prospective students
Provide financial aid counseling in person, by phone, and email for students, parents, and departments on campus
Inputs documents and forms requested by individual financial aid specialists into Banner on a daily basis
Work closely with all Financial Aid staff
Review student eligibility
Verify financial information
Determine basic student and financial need eligibility
Package and disburse aid
Perform financial aid offer revisions
Ensure compliance with all federal, state, and institutional regulations
Make necessary corrections to data provided
Communicate with students when additional information or clarification is needed
Work collaboratively with other offices in order to meet the needs of individual student
Work Study Program
Scholarship processing and packaging
Office Management
Tuition Waiver processing
Web page updating and design
Participation in professional development campus opportunities and committees
Third party resources
Online student responsibilities Continuous Quality Improvement
Work with the Director of Financial Aid to identify specific goals and expected outcomes, develop and implement an assessment plan to evaluate progress toward the attainment of the goals, and utilize the assessment data to revise procedures and processes to achieve the expected outcomes for the office

High School Diploma
Related office and/or business experience
Exemplary customer service skills
Thorough knowledge of all financial aid forms, applications, and documents
Excellent verbal and written communication skills
Comfortable using personal computer for internet, search engines, Microsoft and Outlook programs
Ability to accurately interpret data in Banner from the Financial Aid, Admissions, Registrar, and Accounts Receivable components
Ability to work well with diverse populations in a sensitive non-threatening manner
Understand federal, state, and institutional policies, procedures, and regulations and the ability to conduct research for specific questions
Thorough knowledge of and compliance with FERPA guidelines
Thorough knowledge of services and offices located on the University campus and City College campus
Thorough knowledge of office procedures and financial aid process when preparing documents for filing or pulling for a file reviewer
Accurate calculator and keyboarding skills
Ability to make decisions, prioritize and efficiently and effectively balance many projects at a time
Willing to speak to audiences
An attention for details
Ability to work independently and in a team oriented environment

Bachelor's degree preferred
Worked in a financial aid office or performed finance-related work
Knowledge of Banner financial aid module
Understand federal, state, and institutional packaging philosophies and rules
Thorough knowledge of financial aid forms required for eligibility and verification purposes
Knowledge of the goals and outcomes of the Office of Financial Aid & Scholarships
Ability to assess and evaluate progress toward attainment of goals and outcomes
Data collection skills
Ability to evaluate assessment data and revise processes and procedures to more effectively attain goals and outcomes

Work-life balance
Holidays-10 paid holidays per year and 1 Floating Holiday
Vacation- 15 days per year (New Employees to 10 years; after 10 years the accrual rate increases)
Sick Leave - Earned at an accrual rate of .0416125 for each hour in pay status.
Employee and Dependent Tuition Waiver
Opportunities to engage in professional development opportunities
Committed to employee wellness and access to a robust Employee Assistance Program
Medical Benefits that are robust and affordable
Medical, Vision, and Dental
Life Insurance and Long Term Disability are incorporated into our benefits
Learn more about our retirement benefits at MUS Retirement
Opportunities for career growth and a variety of career paths
Campus vibrancy- coffee shops, FREE attendance to MSUB concerts, athletic events, and lectures, access to recreation center, library, etc.
Beautiful campus environment that features our MSUB Mile walking path

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