Lead Financial Aid Specialist

ACCSTanner, AL
Onsite

About The Position

This position involves advanced and varied administrative work requiring a high level of skill and increased decision-making responsibilities and knowledge of Student Financial Services. The Lead Financial Aid Specialist prepares a variety of typewritten documents; executes a variety of administrative procedures, files and manages records; receives callers and visitors, and performs related work as assigned. They frequently develop and refine work routines and are expected to carry out the assignments through to completion with a minimum of supervision. Work also includes devising and implementing new work methods, interpreting rules and procedures.

Requirements

  • A minimum of two (2) years (64 semester hours) of postsecondary education from an accredited institution and a minimum of three (3) years of related work experience is required.
  • Ability to utilize Excel or other database software to sort and manage lists and reporting is required.
  • Ability to utilize Word or other word processing tools to prepare and communicate information including mail merge is required.

Nice To Haves

  • Effective oral and written communication skills.
  • Knowledge of community college policies and procedures.
  • Working knowledge of Banner or a related software.
  • Knowledge of the financial aid, including the process for applying (including FAFSA).
  • Knowledge of basic IRS documentation and tax processes related to financial aid such as IRS 1040 form.
  • Knowledge of SAP policies.
  • Knowledge of rules of grammar.
  • Knowledge of generally accepted office practices and procedures.
  • Knowledge of general budgeting and accounting processes and procedures and tracking.
  • Knowledge of FERPA.
  • Skill in operating a mouse to control a computer.
  • Skill in operating a computer including tablets.
  • Skill in utilizing a multi-line phone system.
  • Skill in operating a fax machine, copier, scanner, calculator, printer, and typewriter.
  • Ability to make decisions based on correspondence, data or other information.
  • Ability to utilize and search the internet for information.
  • Ability to multi-task and prioritize issues.
  • Ability to maintain confidential information.
  • Ability to work and communicate with a variety of people from diverse backgrounds.
  • Ability to utilize email systems to communicate information.
  • Ability to work with minimal supervision.
  • Ability to operate in a professional manner at all times.
  • Ability to greet individuals of any background with friendliness, tact and courtesy.
  • Ability to draft letters and other correspondence.
  • Ability to proof and correct materials according to rules of grammar and business etiquette.
  • Ability to operate in high pressure situations and respond to issues in a calm manner.
  • Conscientious- care about how work is done and wanting to do a good job.
  • Initiative- responding to downtime by taking responsibility to do other work.
  • A focus on details.
  • A focus on being friendly and patient in responding to customer need.
  • Willingness and desire to learn new things and apply that learning.
  • Willingness to maintain flexibility in order to meet customer needs.
  • A positive attitude regardless of circumstances at hand.
  • Confidence in decision-making and communication skills.

Responsibilities

  • Oversee the Alabama State Grant Scholarship Program, Pathways to Progress Initiative, and Re(Engage).
  • Oversee the SEOG Program.
  • Manage the Lifetime Eligibility for Pell.
  • Oversee the Financial Aid Calendar.
  • Organize the Director of Student Financial Services’ calendar.
  • Manage ETV/Fostering Hope Scholarships.
  • Assist with R2T4’s.
  • Assist with Professional Judgements.
  • Manage Consortium Agreements & Tuition Waivers
  • Receive, input and process paperwork ensuring items are submitted in a timely manner.
  • Discern when confidentiality in work needs to be maintained and maintain that confidentiality.
  • Alert supervisor of any issues that are in need of upper management attention.
  • Communicate with customers (students, faculty and staff, the public) in person, via email and/or phone to disseminate and explain information and resolve issues.
  • Perform all duties with professionalism.
  • Assist with the Director with special projects.
  • Assist with athletic scholarships.
  • Assists in the preparation and managing of departmental budgets.
  • Proof and edit correspondence and documents.
  • Input and process purchase orders as well as other information into Banner.
  • Create and maintain filing systems.
  • Order supplies.
  • Answer a multi-line phone system and direct calls appropriately.
  • Greet in-person visitors and respond to their needs appropriately.
  • Type and transcribe letters, memos and other correspondence or written documentation.
  • Prepare meeting agendas and take meeting minutes when needed.
  • Operate a computer and other standard office equipment in the performance of duties.
  • Print missing information letters for students.
  • Assist Director and Assistant Director with Pell Grant and Student Loan files.
  • Screen and route incoming mail including email.
  • Submit maintenance work orders.
  • Assist School Certifying Official.
  • Performs related work as assigned.

Benefits

  • Appropriate placement on ACCS Salary Schedule E2, Grade 3: $47,029 - $65,218 (Salary placement within this range is determined by your documented years of full-time related work experience)
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