Financial Aid Specialist I

ESSENTIAL DUTIES and RESPONSIBILITIES : Include, but are not limited to, the following :

• Reviews and verifies information on undergraduate student applications for completeness, accuracy and eligibility for financial aid.
• Audits required financial aid documents including Master Promissory notes, Entrance Counseling, etc. to confirm compliance with local, state and federal regulations and policies.
• Accurately inputs data, information, changes, corrections and new awards into database(s).
• Reviews / evaluates student appeals of financial aid award determinations and intercedes for students with participating departments.
• Processes disbursements for financial aid funds accurately and efficiently.
• Maintains current knowledge of state grants and scholarships, federal programs, veterans' programs, scholarships and federal, state and University regulations related to financial aid.
• Participates in ongoing trainings to develop and maintain multiple skill sets.
• Maintains confidentiality of students' and / or parents / guardians' personal, private and financial information.
• Will need to be able to understand all loan types for movement to different classification.
• May perform one or more of the following duties : reviewing accuracy of documents, determining eligibility and packaging federal funds, calculating funds earned and return of funds, and / or reconciliation of large accounts.

SUPERVISORY RESPONSIBILITIES : N / A

QUALIFICATIONS : The requirements listed below are representative of the knowledge, skills, and / or abilities required to successfully perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge, Skills and Abilities :

Education and / or Experience :

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.

The following physical demands are estimated by the amount of time spent. Usually, the amount of time spent will be estimated on a daily basis, but depending on the position could be estimated on a weekly basis or a monthly basis.

Constantly : 60%+ or 5-8 hrs / shift Occasionally : 10%-25% or 1-2 hrs / shift

Frequently : 25%-60% or 4-5 hrs / shift Rarely : less than 10% or less than 2 hrs / shift