Financial Aid Planner

Job Responsibilities

• Advises applicants and students on eligibility for financial aid programs, assisting them in the financial aid (FAFSA) application process.
• Create payment plans for students when necessary.
• Advise students about all available funding sources.
• Maintain contact with State Workforce Agencies.
• Monitor timely payment of payment plans set up with students.
• Initiate appropriate administrative actions for students in default of payment plans.
• Verify eligibility for Federal aid programs including Pell grants and guaranteed student loans.
• Performs application intake, evaluation, processing, and awarding.
• Ensures that the student provides all necessary documentation in order to conduct required needs analysis and packaging.
• Conduct entrance and exit interviews as required by Title IV regulations.
• Provide assistance to students with financial aid concerns throughout their tenure at the school.
• Learn, follow and refer to federal statutes and regulations as they pertain to Title IV.
• Use Title IV management information system in order to track applications and draw down federal student funds.
• Perform other related duties as assigned by the Director of Financial Aid.
• Participate in weekly admissions update meetings.

Qualifications

• Minimum 1 year of financial aid experience.
• Basic knowledge of federal and state financial aid regulations with specific knowledge of Federal Direct Loans, Pell Grants, and Title IV.
• Knowledge and comfort with Microsoft Word and Excel.
• Strong Customer Service Skills and Organizational Skills.
• Associates Degree or higher preferred.
• Being bilingual is a plus.