Financial Aid Services Advisor

JOB SUMMARY AND OBJECTIVE

The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The advisor advises prospective and current students and their families about the financial aid process and provides information on available programs and procedures. He or she follows up in support of the completion of financial aid applications. The advisor also determines eligibility within the parameters of institutional, state, and federal requirements.

ESSENTIAL FUNCTIONS

• Provide advising throughout the financial aid process to prospective and current students and their families
• Complete financial aid processing, including Title IV
• Keep adequate and timely records
• Ensure the processing of financial aid records are in accordance with federal and state regulations and prepare departmental reports
• Follow up on all prospective and current students in a timely manner
• Keep up to date with compliance requirements, including and not limited to federal and state regulations, deadlines, and school policies as they apply to federal, state, and institutional student aid and cash management
• Attend and actively participate in school functions and professional financial aid training sessions
• Achieve the goal of timely turnaround for all financial aid applications
• Maintain student confidentiality in accordance with FERPA regulations
• Any other duties or special projects as assigned

BEHAVIORS AND COMPETENCIES

• Maintains current knowledge of changes and updates to financial aid rules and regulations, including Title IV
• Has strong interpersonal skills
• Ability to interpret and effectively communicate complex financial aid regulations and apply them appropriately in different situations
• Proficiently uses Microsoft Word, PowerPoint, and Excel
• Ability to perform simple accounting procedures
• Ability to communicate effectively, both orally and in writing
• Possesses record-keeping and maintenance skills
• Ability to process computer data and can format and generate reports
• Knowledge of customer service standards and procedures
• Ability to make administrative/procedural decisions and judgments
• Ability to complete moderately complex administrative paperwork
• Is a self-starter and can work independently

COMPANY INFORMATION

Paul Mitchell The School Columbus is an equal opportunity employer.

A background check is performed for this position.