Student Financial Planning Counselor

High Point University•High Point, NC

7d•Onsite

About The Position

High Point University’s Student Financial Planning Counselor serves current and prospective students and their families on all financial aid related matters including federal, state, private and institutional loans, grants, and scholarships. This position is to help our students, and their families secure the necessary funding needed to finance their education from acceptance to graduation while adhering to all required federal, state and institutional regulations and policies.

Requirements

Minimum two years of experience involving financial aid processing or Bachelor’s degree in business, human service, or counseling
Experience using Ellucian’s Colleague and/or Oracle preferred
Knowledge of federal and state financial aid regulations and institutional policies
Knowledge of the various types of financial aid available
Ability to analyze and interpret financial information in a wide variety of situations
Ability to exercise independent thought and judgment in difficult and/or complex situations with little to no supervision and under tight deadlines
Knowledge of integrated computer systems and web-based technology
Effective oral and written communication skills
Strong interpersonal skills and the ability to work effectively with internal and external customers
Ability to appropriately handle highly sensitive, confidential family financial information

Responsibilities

Counsels students and parents on all financial aid matters
Completes federal verification and resolve required ISIR comment codes according to federal regulations
Awards federal, state, private and institutional loans, grants, and scholarships according to federal and state regulations and institutional policies
Analyzes each family situation, determine the financial aid options available, and explain options to the family
Manages interactions and the financial aid process for assigned population of prospective and current students and their families
Conducts research as necessary to respond to inquiries and resolve problems that may arise during the financial aid process
Determines award adjustments in appropriate situations and documents all such decisions in students’ files
Processes all Parent PLUS requests and outside scholarships for assigned student population
Determines appropriate award corrective actions independently within established guidelines and implements or refer for action as appropriate
Maintains a positive work atmosphere by acting and communicating effectively with students, families, faculty, SFP team, and managers
Timely completion of awarding, return calls, and email correspondence.
Participates in institutional events as needed, including nights and weekends
Other duties and special projects as assigned by the SFP management team