Financial Aid Assistant

EducationFull-time

Oversees and assists with the day-to-day operation of a financial aid computer lab or front desk
Answers questions and concerns from students, parents and the public regarding financial aid, grants and scholarship programs and services
Screens student needs for counseling and schedules student counseling appointments or refers to other campus or community resources
Assists students with understanding and completing financial aid applications and forms
Verifies student status; explains deadlines and disbursement dates; refers students to other agencies as necessary to obtain required documentation
Develops, coordinates and participates in financial aid in reach and outreach activities, presentations and workshops
Maintains or prepares informational materials including brochures, flyers, pamphlets and website content
Affords assistance in the implementation of scholarship awards ceremonies and other special events
Runs queries and reports to track, determine and notify students of financial aid eligibility
Affords assistance in data entry of student records and access to reports and data

Knowledge of financial aid department services, goals, objectives, policies, procedures and practices
Customer service practices and telephone etiquette
District student recordkeeping practices and procedures for processing student information and interpreting input and output data
The Family Educational Rights and Privacy Act, Title IV and other state and federal laws and regulations and District rules, policies and procedures governing financial aid and applicable eligibility criteria
District financial aid software applications
P principles and practices of sound business communication including English usage, spelling and punctuation
Standard business software including word processing, spreadsheet and database programs such as Access

To communicate complex guidelines, policies and procedures accurately and effectively
To understand requests for information or assistance
To maintain a courteous and tactful manner when under pressure or in an antagonistic situation
To implement financial aid outreach activities
To analyze problems, evaluate alternatives and recommend or adopt effective courses of action in accordance with established policies and procedures
To set priorities and exercise sound judgment within areas of responsibility
To track and report statistical information utilizing complex spreadsheets and databases
To understand, interpret, explain and apply applicable aws, codes, regulations, policies and procedures
To maintain confidentiality of District and student files and records
To effectively engage and support historically minoritized groups by addressing issues of equity and improving culturally responsive service-oriented practices
To communicate effectively, both orally and in writing
To understand and follow written and oral instructions
To operate a computer and use standard business software
To represent the District effectively one on one and in a variety of group settings
To exercise tact and diplomacy in dealing with sensitive, complex and confidential student issues and situations
To establish and maintain effective working relationships with all those encountered in the course of work

An associate degree in accounting, finance, business, social work, counseling, psychology, communications, sociology, mathematics, education or a related field and one year of closely related work experience in student support services, preferably in financial aid, or experience in programs involving determination of eligibility
Or an equivalent combination of training and experience

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