Financial Aid Counselor

The Financial Aid Counselor is responsible for counseling students and educating parents regarding federal, institutional and state financial aid opportunities and advising them on financial aid options and resources. The position advises on financial aid eligibility, application procedures, aid programs, costs, indebtedness, money and management and financial planning while supporting the mission of the University by creating a superior student experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Evaluates and analyzes information to determine and convey program eligibility requirements, resolves student / parent inquiries for assistance; ensures appropriate level of investigation to aid in thorough, accurate, and timely responses.
• Coordinates the awarding of all federal and state student aid funding, and university and / or private scholarships.
• Researches and compiles information from numerous institutional and federal databases to determine eligibility. Retrieves and review financial aid information via the US Department of Education's various systems.
• Manages student engagement through various means of communication such as email, telephone, chats, and virtual meetings.
• Exercises professional judgment by making adjustments or revisions to costs, contribution, need, or dependency status as exceptions to the prescribed process.
• Imports student records and maintains detailed records that support actions and aid in annual audits and other reviews.
• Answers questions and requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Exercises professional judgment by making adjustments or revisions to costs, contribution, need, or dependency status.
• Assists in the preparation of and presents information regarding federal financial aid, scholarships, employment and grants for various campus groups discussions, workshops, and recruitment sessions.
• Conducts regular proactive outreach efforts to impact retention.
• Contacts students and lenders, employers, donors, guarantee agencies and / or staff to resolve issues.
• Maintains clear and accurate documentation of transactions, conversations, and interactions affecting student eligibility according to all statutory, regulatory, and policy guidance, including office policies and procedures.
• Completes multiple complex reports used to monitor and assure service and processing benchmarks, as well as accuracy of eligibility and payments. Analyze various system-generated reports and reconciles designated accounts.
• Runs daily and weekly reports and automated processes required to remain compliant in regard to state, federal, and institutional funds. Resolves conflicting data as identified by the US Department of Education.
• Interacts with other University departments, state and federal agencies, and industry partners. Serves as liaison for department to other parts of the university; exchanges information and coordinates activities.
• Maintains the security, privacy and confidentiality of student and family data and information and records.
• Participates as an effective member of team by completing assigned duties, accepting additional assignments, cross-training, or reassignments and assisting with seasonal peaks.
• Collaborates with faculty, administration and staff to enhance the counseling and advising of students.
• Participates in student recruitment and retention activities including attending orientation, information sessions, and other events to advise prospective students and their families.
• Performs other duties as assigned.

QUALIFICATIONS :

PHYSICAL DEMANDS :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

St. Mary's University is a Hispanic-Serving Institution and an Equal Opportunity Employer.

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