Financial Aid Counselor
Lawrence University · Appleton, WI · 1 mo ago
EducationFull-time
Duties and Responsibilities
- Provide exceptional customer service.
- Serve as a designated point of contact for student needs regarding financial aid.
- Advise students and their families on all aspects of financial aid, including eligibility, application procedures, costs, processes, resources, etc.
- Review financial aid applications to determine financial need based on federal and institutional methodologies.
- Evaluate financial aid eligibility includes verification of application requirements, reviewing and processing special circumstance requests, and documentation.
- Package financial aid in accordance with federal, state, and institutional policy.
- Perform data import to the Student Information System (Banner).
- Perform key processing functions that pertains to student documents and other financial aid requirements.
- Maintain current knowledge of federal and state financial aid programs, software, and regulations.
- Aid in the evaluation and implementation of department policies and procedures.
- Represent Lawrence University at financial aid conferences, trainings, workshops and meetings as agreed upon with the director.
- Perform other duties as assigned.
Working Relationships
- Collaborate with other offices, specifically: Admissions, Student Accounts, and the Registrar’s Office; and other members of the Lawrence community.
- Network with colleagues from other colleges and other members of the financial aid community.
- Work collaboratively with the Director of Financial Aid.
PREFERRED SKILLS AND KNOWLEDGE
- Commitment to customer service, including ability to maintain a positive attitude and professionalism.
- Ability to effectively and professionally communicate orally and in writing with diverse populations.
- Demonstrated digital literacy and technical expertise.
- Ability to recognize, analyze, and solve problems.
- Ability to organize workflow and handle multiple tasks simultaneously.
- Ability to maintain confidentiality of information with strong integrity and ethics.
- Demonstrated commitment, empathy, and sensitivity to meeting the needs of diverse populations.
- Excellent collaboration skills coupled with the ability to work both autonomously and as part of a team.
REQUIRED MINIMUM QUALIFICATIONS
- Bachelor’s degree required.
- Prior financial aid, admissions, or experience in higher education is preferred.