Financial Services Associate
About The Position
The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.
Requirements
- Bachelor’s degree preferred, Associate Degree required.
- Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
- Two plus years of related financial advising and/or training experience preferred.
- PC skills in Microsoft Office, Internet applications, and database software.
- Experience with Student Financial Aid software applications is a plus.
- Excellent oral and written communication skills.
- Must be a self-starter with the ability to multi-task.
Nice To Haves
- Two plus years of related financial advising and/or training experience preferred.
- Experience with Student Financial Aid software applications is a plus.
Responsibilities
- Provide an overview of the Financial Aid process and programs available to qualifying students.
- Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student’s unique eligibility.
- Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
- Create and schedule funding plans for enrolled students.
- Evaluate all submitted Financial Aid documentation and determine additional requirements.
- Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
- Track students’ progress and review changes to Financial Aid eligibility throughout the program.
- Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
- Enhance the financial literacy of students and graduates to ensure professional success.
- Uphold Title IV, state, military, VA, and institutional knowledge and compliance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
