Student Financial Planning Counselor

QUALIFICATIONS:

Education Experience and Training:

• Minimum two years of experience involving financial aid processing or
• Bachelors degree in business human service or counseling
• Experience using Ellucians Colleague and/or Oracle preferred

Knowledge Skills Ability:

• Knowledge of federal and state financial aid regulations and institutional policies
• Knowledge of the various types of financial aid available
• Ability to analyze and interpret financial information in a wide variety of situations
• Ability to exercise independent thought and judgment in difficult and/or complex situations with little to no supervision and under tight deadlines
• Knowledge of integrated computer systems and web-based technology
• Effective oral and written communication skills
• Strong interpersonal skills and the ability to work effectively with internal and external customers
• Ability to appropriately handle highly sensitive confidential family financial information

ESSENTIAL FUNCTIONS:

• Counsels students and parents on all financial aid matters
• Completes federal verification and resolve required ISIR comment codes according to federal regulations
• Awards federal state private and institutional loans grants and scholarships according to federal and state regulations and institutional policies
• Analyzes each family situation determine the financial aid options available and explain options to the family
• Manages interactions and the financial aid process for assigned population of prospective and current students and their families
• Conducts research as necessary to respond to inquiries and resolve problems that may arise during the financial aid process
• Determines award adjustments in appropriate situations and documents all such decisions in students files
• Processes all Parent PLUS requests and outside scholarships for assigned student population
• Determines appropriate award corrective actions independently within established guidelines and implements or refer for action as appropriate
• Maintains a positive work atmosphere by acting and communicating effectively with students families faculty SFP team and managers
• Timely completion of awarding return calls and email correspondence.
• Participates in institutional events as needed including nights and weekends
• Other duties and special projects as assigned by the SFP management team

ACCOUNTABILITY:

• Maximizes student enrollment and retention through effective financial planning and counseling while processing financial aid in accordance with federal and state regulations and institutional policies
• Stays current on federal state and institutional regulations and policies

TERM:

• Full Time
• Monday Friday 8:00 AM to 5:00 PM (some evenings & weekends for special events)

For more information about this position please contact Megan Inch Associate Vice President for Student Accounts and Financial Planning at or Katrenna Redd Associate Director for Student Financial Planning at