General Information

Position Title: Financial Aid Assistant
Control Number: 000285
Reports To: 000282
Position Title Department Name
Assistant Director Student Financial Services
Department Name: Student Financial Services
Location: Student Financial Services
Date Prepared: Jan-06
Exempt: No

Primary Purpose

Counsels financial aid applicants and families on application procedures; collects and assesses information submitted.

Responsibilities

Works cooperatively with others and accepts direction from supervisors.

*Examines financial aid applications, personal, corporate and partnership returns to determine if we have the complete details of each family's financial situation necessary to make an aid decision.  Requests clarification and/or additional information as necessary.


*Responds to inquiries regarding financial aid application procedures.


*Counsels applicants and their families on the process, requirements and deadlines.


Authorizes disbursement of financial aid.


*Verifies selected aid recipients' information for accuracy according to federal regulations.


Assists Loan Coordinator with loan follow-up during heavy processing periods.


*Chooses recipients of, processes information regarding the assignment of named scholarships, then assigns.


*Posts named scholarships to student accounts.


Oversees processing of Financial Aid transcripts; processes transcript requests in the absence of student workers.

Education & Training

Bachelor's degree or equivalent experience required.

Experience

One year of experience in an academic setting with general computer experience preferred.

Knowledge

Knowledge of federal tax systems and forms helpful.

Other

Must handle confidential information in a discreet manner.  Must have ability to manage competing tasks successfully.  Must have ability to maintain customer service orientation in fast-paced, stressful environment.