CGU-Senior Financial Aid Counselor

CGU-Senior Financial Aid Counselor

Claremont Graduate University is seeking a financial aid professional with a demonstrated record of depth and breadth of knowledge and ability to navigate the changing landscape of federal aid and DOE compliance. The Sr. Financial Aid Counselor is responsible for providing accurate, consistent, and timely financial aid information. The Senior Financial Aid Counselor will have a strong understanding of federal and state regulations, ensure that the office complies with all applicable regulations, and demonstrate a strong student-centered philosophy. He / she will also have a strong understanding of university policy and procedures related to the Financial Aid Office and essential job functions.

The Senior Financial Aid Counselor will coordinate the Federal Direct and Alternative Loan Programs, TEACH Grant, and Veteran Benefit Awards and Reconciliations.

The Senior Financial Aid Counselor will work closely with students, staff, administrators, and faculty across the campus.

Description Of Duties And Responsibilities :

Essential Functions :

• Coordinate the Federal Direct and Alternative Loan Programs
• Coordinate the processing of the Federal Direct Loan Programs through Common Origination and Disbursement (COD)
• Process / package Federal loans including Unsubsidized and Grad PLUS
• Process all error queries for Federal loan programs
• Reconcile Federal loan disbursements with Student Accounts
• Request missing documents including MPN's or counseling requirements
• Ensure Satisfactory Academic Progress (SAP) requirements have been met
• Ensure student loans are within federal loan limits or complete reaffirmation paperwork
• Make adjustments on loans as required
• Follow up on disbursement errors
• Review files for possible budget and award adjustments (over-awards)
• Review appropriate PeopleSoft reports to ensure all aid is posted to Student Accounts
• Process certification requests and disbursements for private loans
• Process disbursements and drawdown reports to Student Accounts

Fellowships :

Awarding :

Customer Service :

Required Knowledge, Skills, and Abilities :

Qualifications :

Education : Bachelor's degree or any combination of education and experience that provides the required knowledge, skills, and ability.

Experience : A minimum of seven years of financial aid experience required. Experience using PeopleSoft and proficiency with Microsoft Office.

Hours : The regular hours for this position are 8 : 30 AM to 5 : 00 PM Monday through Friday. Hours may vary due to needs of the university. This position is on site with the flexibility to work remotely up to 2 days per week with supervisor approval.

Classification And Status : Non-Exempt (Hourly)

Supervisory Responsibility : Work-study students

Reports To : Director of Financial Aid

Physical Activities :

Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like. Never Occasionally Constantly

Moving self in different positions to accomplish tasks in various environments including tight and confined spaces. Never Occasionally Constantly

Remaining in a stationary position, often standing or sitting for prolonged periods. Never Occasionally Constantly

Moving about to accomplish tasks or moving from one worksite to another. Never Occasionally Constantly

Adjusting or moving objects up to __ pounds in all directions. Never Occasionally Constantly

Communicating with others to exchange information. Never Occasionally Constantly

Repeating motions that may include the wrists, hands and / or fingers. Never Occasionally Constantly

Operating machinery and / or power tools. Never Occasionally Constantly

Operating motor vehicles or heavy equipment. Never Occasionally Constantly

Assessing the accuracy, neatness and thoroughness of the work assigned. Never Occasionally Constantly

Environmental Conditions :

Low temperatures. Never Occasionally Constantly

High temperatures. Never Occasionally Constantly

Outdoor elements such as precipitation and wind. Never Occasionally Constantly

Noisy environments. Never Occasionally Constantly

Hazardous conditions. Never Occasionally Constantly

Poor ventilation. Never Occasionally Constantly

Small and / or enclosed spaces. Never Occasionally Constantly

No adverse environmental conditions expected. Never Occasionally Constantly

Physical Demands :

Sedentary work that primarily involves sitting / standing. Never Occasionally Constantly

Light work that includes moving objects up to 20 pounds. Never Occasionally Constantly

Medium work that includes moving objects up to 50 pounds. Never Occasionally Constantly

Heavy work that includes moving objects up to 100 pounds or more. Never Occasionally Constantly

EEO Statement :

Claremont Graduate University is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, religion, gender and / or gender identity or expression, marital or parental status, national origin, ethnicity, citizenship status, veteran or military status, sex, age, sexual orientation, or physical disability or any other legally protected basis in its employment practice and in admission of students to educational programs and activities in accordance with the requirement of Title IX of the Education Amendments of 1972, Title I of the American Disabilities Act of 1990 and other applicable laws. CGU is committed to affirmative action in employment practices regarding ethnic minorities, the physically challenged, Vietnam-era veterans, and women. This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. Qualified candidates of diverse ethnic and racial backgrounds are encouraged to apply for vacant positions at all levels.

This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others.

It may also include marginal functions, generally defined within Title I of the Americans with Disabilities Act.

Successful completion of criminal background and DMV checks required for final candidate.