Financial Aid Advisor II

Essential Duties And Responsibilities

• Award Letter Creation (New Student Focus): Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete documentation to students in a timely manner. Distributes documents to appropriate inter-office staff. Creates an award letter based on accurate information from the ISIR, government websites, and internal information and processes. Notes status accurately in internal tracking CRM systems. Reviews for accuracy award letters created by new members of the team.
• Continuing Student Focus: Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete documentation to students in a timely manner. Distributes documents to appropriate inter-office staff. Notes status accurately in internal tracking CRM systems.
• Packaging: Enters data into Banner. Tracks and monitors student award letter to ensure funds are accurately disbursed and in a timely manner. Follow Up/Next Steps: Monitors student’s progress in terms of submitting required financial documents, and other state and federal forms. Ensures file is accurate and complete according to verification standards. Follows up on all items preventing or delaying the awarding process to ensure student’s financial aid file is complete and ready to be originated and disbursed at or before the end of the semester. Contacts internal and external departments through phone and email as necessary. Proactively contacts students to submit missing documents and advise of deadlines.
• Customer Service: Counsels prospective students and/or parents regarding financial aid, includes review of financial aid package. Assists students in person, through telephone or email, researching answers to questions, or obtaining appropriate solutions to problems or concerns posed by students. Maintains availability to serve students through peak contact times.
• Compliance: Adheres to all Federal and State financial aid guidelines. Must satisfy all federal financial aid requirements so that student aid is accurately disbursed. Maintains confidential information per FERPA regulations. Maintains accuracy of student records and notifies his/her manager of conflicting information, missing documentation, and changes effecting student’s aid eligibility. Participates in external and internal auditing functions when asked.

Key Competencies And Skills

• Verbal and written communication skills
• Listening skills
• Problem analysis and problem solving
• Customer service orientation
• Organizational skills
• Attention to detail
• Judgment
• Adaptability
• Team work
• Stress tolerance
• Resilience