Financial Aid Assistant Job Description
Financial Aid Assistant Duties & Responsibilities
To write an effective financial aid assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included financial aid assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Aid Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Aid Assistant
List any licenses or certifications required by the position: ELM, NSLDS, NCAA, OSFA, SFS
Education for Financial Aid Assistant
Typically a job would require a certain level of education.
Employers hiring for the financial aid assistant job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Education, Communication, Counseling, Management, Graduate, Business/Administration, Computer, Business, Accounting, Social Science
Skills for Financial Aid Assistant
Desired skills for financial aid assistant include:
Desired experience for financial aid assistant includes:
Financial Aid Assistant Examples
Financial Aid Assistant Job Description
- Counsel’s prospective and continuing students, and their families about available sources of financial assistance, eligibility requirements, and application procedures
- The Assistant Director assists the Director in identifying key target markets for recruiting and marketing to prospective students including college campuses, industry forums, professional associations and organizations throughout the US and internationally
- Advising and assisting students and families on the phone re the financial aid process and all financial aid programs available to them at SUNY Oswego
- Coordinate with outside agencies to resolve all data and application situations
- Assist with coordination of all external scholarships, fellowships, Resident Advisor awards, grad assistantships and other resources
- Coordinate the processing and distribution of all incoming documents
- Assist with processing spring review of transfer students
- Assist the Assistant Director in the processing of summer financial aid
- Assist the Assistant Director with Direct Loan processing
- Assist Director and other staff members with other duties as assigned
- Must be able to prioritize work and work independently
- Global knowledge of financial aid and the PeopleSoft Student Administration module
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in Business Administration, Accounting, Finance
- Copy/fax/scan/file documents
- Process large mailings
- Work with detail specific information
Financial Aid Assistant Job Description
- Assist with federal loan and grant importing, processing and reporting
- Analyze financial aid applications along with other confidential financial data to determine eligibility for financial assistance from institutional, federal, state and other programs
- Answer general business and financial aid questions
- Take payments
- Work with business office to answer questions about student accounts/ financial plans
- Gather and organize verification documents for the financial aid counselor to ensure accuracy and completion
- Manage front desk operations
- Greet students and parents
- Work closely with other Student Financial Services units to resolve problems as needed (e.g., resolve financial holds, on student registration, loan changes, refund and repayment of awarded funds)
- In coordination with the University Undergraduate Admissions and Financial Aid office and faculty, manage the undergraduate recruitment and admission processes in the Bienen School of Music, including merit aid
- Knowledge of all Enrollment Services documents from Admissions, Records, Registration and Financial Aid
- Proficiency in Microsoft Office Suite including Word, Excel, and Power Point software
- Proficiency in social media tools such as Facebook and Twitter
- Experience in managing complex projects familiarity with maintaining complex technical rules in support of business process
- Excellent customer service skills excellent oral and written communication skills
- Three (3) to five (5) years related work experience, particularly in a higher education environment, preferred
Financial Aid Assistant Job Description
- Assists in the development and implementation of policies and procedures for the financial aid award process
- Is well-informed of University policies and procedures
- Responsible for reconciliation and certification all Scholarship rosters federal and state
- Responds to inquiries in order to provide information concerning programs, policies, routines, deadlines
- Evaluates financial aid applications to determine eligibility using federal and institutional methodologies
- Works on federal websites including CPS, NSLDS and the Selective Service Administration
- In consultation with the Dean, faculty and The Graduate School (for PhD applicants), manage the review of all graduate applicants to the Bienen School of Music (MM and DMA)
- Plan, supervise, and represent the University at national recruiting fairs
- Oversee Bienen School Graduate Services, along with the Coordinator of Graduate Services and Financial Aid and faculty graduate directors
- Performs day to day supervision of staff
- Ability to interpret and apply FERPA regulations
- Possess strong interpersonal customer service skills, ability to negotiate and resolve financial aid issues with students, parents and staff, ability to interpret student questions accurately and communicate answers to questions in an understandable format
- Must be able to multi-task, prioritize, and work independently and as a member of a team in a fast-paced environment – Excellent time management skills
- Ability to complete work successfully with many interruptions
- Strong ability to maintain accuracy and integrity of records
- Proficient in using Microsoft Office programs including Excel, Word, and PowerPoint
Financial Aid Assistant Job Description
- Counseling students and parents on financial aid
- Posting/awarding of internal and external scholarships
- Posting and awarding of state grants CAP, KEES and reconciliation on both grants and the end of each semester
- Serve as backup for Blackboard to Tier II position- for escalated tickets, calls, emails
- Process No-Show process for students
- Monitor flags raised in starfish- monitor awarding on these students and adjust accordingly
- Default management Plan- monitoring early and late state delinquency
- Helps maintain office budget and process any office supply orders
- Quality Assurance of Documents
- Helping collect Financial Aid specific data
- Regularly monitors customer satisfaction
- Identifies and analyzes significant problems and opportunities
- Successfully uses multiple software programs independently
- Experience in financial database creation or management and working with complex enterprise data systems
- Basic computer skills, Excel experience a plus
- Need a reliable, punctual, well organized individual with a positive attitude
Financial Aid Assistant Job Description
- Perform need analysis to determine students’ eligibility for federal, state and institutional need-based aid, Federal Work Study and/or loans
- Provide information pertaining to financial aid application procedures and opportunities to prospective/admitted/deposited students, one-on-one counseling of students regarding financial aid procedures and opportunities
- Report program data to appropriate federal and state organizations
- Evaluates and analyzes financial information submitted by applicants to determine eligibility for financial assistance and determines type and amount of aid to be awarded in accordance with federal and state regulations institutional standards
- Notifies students of federal and state awards and incomplete disbursement requirements
- Processes aid for effective allocation of federal, state, and institutional resources in financial aid packages by verifying, completing needs analysis, and packaging undergraduate and graduate students
- Remains current on federal, state, and institutional regulations
- Look up information for data and reports
- Potentially make charts and graphs
- Skip Tracing (confirming certain information in student records for lenders/ loan servicers)
- Detail focus critical
- Sort lists (through Excel and Banner)
- Maintain Office Calendar(s)
- Acumen and strong interpersonal skills
- Associate's degree (business, communications, education, or other related field) and three years of related experience, or equivalent
- Microsoft Office skills-specifically Excel, and WORD