Financial Aid Representative

Financial Aid Representative

Responsible for the day-to-day operations of the Financial Aid office and is a key member of the Enrollment Management team. The person in this position has direct hands-on work with electronic delivery of critical information in the financial aid award process with prospective and continuing students. Reports directly to the Director of Financial Aid.

Essential Duties & Responsibilities :

• Office Management :
• Provide first point of contact customer service and phone support for students and parents through walk-ins, phone calls and emails.
• Make follow-up phone calls to students and parents as needed.
• Manage incoming and outgoing mail, emails and faxes.
• Coordinate mailings for outgoing correspondence.
• Monitor office budget and submit invoices for payment.
• Maintain a calendar of annual processing dates and reporting timelines.
• Manage social media communications and postings for financial aid office communication.
• Assist in updating, creating and maintaining financial aid documents annually.
• Other relevant duties as assigned by the Director of Financial Aid and Vice President for Enrollment Management.
• Admissions Liaison :
• Work with the Admissions Processing Team to coordinate incoming new student information using Slate software.
• Participate in orientation and student move-in day activities.
• Federal Processor :
• Import and process daily Federal ISIR using the electronic data exchange (EDE), ED Connect and the Central Processing System (COD) website.
• Review all ISIR SSNs and cross reference with Banner to ensure correct Social Security numbers. Report all social security number updates to Admissions.
• Update all received ISIRs and process corrections.
• Financial Aid Counseling :
• Answer questions via phone calls and emails.
• Speak with on-campus students on a walk-in basis.
• Attend on-campus functions for various programs to help with Financial Aid-related events.
• Professional Development :
• Participate in appropriate professional development activities which represent both the profession and the University at the most effective level.
• Participate in appropriate University committee and work group activities.

Requirements :

Necessary Knowledge, Skills, and Abilities :

Tools & Equipment Used :

Knowledge of operation and use of various office equipment including, but not limited to : personal computer.