Financial Assistance Advisor and Analyst
for each heading. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: location, category, job type, posted on, equal opportunity employer, etc. Also remove navigation/legal/EEO etc. Preserve all substantive information.
We need to decide which sections have real content.
From posting:
- Basic Function and Responsibility: description. Could be "About the role" or "Responsibilities". We'll need to split.
We have many duties: "Characteristic Duties and Responsibilities:" long list. That's responsibilities.
We have "Job Requirements: Qualifications and Working Conditions:" includes qualifications: Bachelor's degree required, two years experience, functional experience with integrated SIS, expertise with Banner preferred, intermediate knowledge of Microsoft products, written and computer skills, high level interpersonal communication, strong organizational skills, flexibility, ability to interact professionally, etc. Also physical demands.
We have "Additional Information:" includes HOURS (schedule) and SALARY (pay). Also mention hybrid schedule after 30 days.
We have no explicit Benefits section. There's no benefits listed. So we should not create Benefits section unless posting actually states them. It does not list benefits (like health insurance, retirement). So omit Benefits.
We have Pay: salary/hourly given. So we can create Pay section.
Schedule: hours given Monday-Friday 8:15 am -5:00 pm, ability to work flexible hours, some evening/weekend, hybrid schedule after 30 days. So we can create Schedule section.
We need sections: About the role (maybe summary), Responsibilities, Requirements (maybe combine qualifications and experience?), Qualifications (maybe separate), Skills (maybe separate). But we should avoid thin sections. The instruction: Prefer a few substantive sections over many thin ones. So we need to decide which sections to include based on content.
We have:
- About the role: could be the Basic Function and Responsibility paragraph.
- Responsibilities: the long list of characteristic duties.
- Requirements: maybe combine qualifications (education, experience) and working conditions? But we also have Skills: interpersonal, communication, organizational, etc. Could be separate.
But we need to avoid many thin sections. Perhaps we can have:
- About the role (summary)
- Responsibilities (duties)
- Qualifications (education, experience, technical skills)
- Skills (interpersonal, communication, organizational)
- Pay
- Schedule
That's 6 sections. Could be okay.
But we need to ensure each section has substantive content, not filler.
Let's extract content.
About the role: "Basic Function and Responsibility: Determine financial aid eligibility including general eligibility, verification, awarding, and disbursement in accordance with federal, state, and institutional regulations and guidelines. This position advises prospective students, current students, family members, and community members and analyzes data and documents to supply financial resources that support student success. Actions and decisions must be performed with a high level of integrity, compliance with law, and protection of student data."
We can put that as
.
Responsibilities: The long list under "Characteristic Duties and Responsibilities:" We need to convert each bullet into
- . The paragraph is a long sentence with many clauses separated by periods? Actually it's a paragraph with many sentences. We'll need to split into list items. We should preserve all substantive information; we can break into logical items.
Let's parse:
"Inform students and others on the federal, state, and institutional financial aid and scholarship processes, educational costs, and funding options including veterans' benefits."
"Counsel families with complex, extenuating, or unusual circumstances."
"Advise on eligibility requirements, special circumstances, timelines, academic requirements, and rules for financial aid programs with professionalism and compassion."
"Create a welcoming environment for families from diverse backgrounds."
"As needed, deescalate financial concerns and anxiety to support enrollment and student success."
"Evaluate financial aid applications for accuracy and eligibility including financial needs analysis."
"Make independent decisions that align with regulations and guidance to ensure applications meet general eligibility, academic progress, residency, and verification rules."
"Employ professional judgment when making decisions regarding special circumstance and dependency override appeals."
"Interpret foreign income taxes and determine equivalencies in U.S. dollars."
"Ensure all conflicting data is identified, resolved, and documented."
"Identify, inform and support students and families who have not complied with IRS tax filing requirements or Homeland Security status requirements."
"Determine financial aid awards and make adjustments in alignment with federal, state, and institutional regulations."
"Update cost of attendance."
"Resolve awarding errors and rejections."
"Monitor and resolve issues of overpayments, defaults, unusual enrollment and Pell and MAP grant limitations."
"Ensure applicants are evaluated objectively and consistently."
"Manage weekly processes to ensure accurate and timely awarding of financial aid funds by established deadlines."
"For students using veteran benefits, confirm, report, and monitor progress and enrollment, and ensure courses are necessary for Oakton degree program."
"Calculate educational costs based on state or federal veteran program rules."
"Monitor enrollment within established reporting deadlines and submit updates."
"Collaborate with academic advising on courses eligible for payment."
"Prepare college financing plan documents."
"Partner with the Bursar on application of payment and return of overpayments."
"Inform and communicate decisions to students."
"Offer in-person and virtual appointments."
"Respond to telephone calls."
"Maintain a student caseload and regularly provide updates that support financial and enrollment decisions."
"Utilize various forms of communication methods including electronic methods such as texting and email."
"Maintain accurate communication records in the student information system."
"Support general office email communication by regularly responding to emails sent to the departmental email address."
"Perform Title IV Return of Funds calculations for students who withdraw."
"Examine student course schedules for the percentage of aid earned."
"Determine post withdrawal disbursements."
"Advise students on reductions in financial aid."
"Return funds in accordance with the order and timeframe dictated by the federal government."
"Prepare student data for transmission to various federal or state agencies, and access various databases to report and/or review student information including but not limited to FAA Access to CPS online, Common Origination and Disbursement (COD), National Student Loan Database System (NSLDS), VA Once, and ISAC Gift Assistance Program (GAP)."
"Determine compliance with and advise students on the academic progress requirements for the financial aid programs."
"Direct students who do not meet requirements to academic advising for assistance with educational planning for appeals."
"Review and interpret student coursework in relation to academic program requirements and federal regulations."
"Review student academic appeals and recommend approval of financial aid for students who have mitigating circumstances and arrangements for academic success."
"Serve as a liaison to special support programs such as TRIO Student Support Services, the Emory Williams Academy, STEM scholars, and Athletics in order to coordinate support and services for students."
"Collaborate and inform Academic Affairs and the Oakton Educational Foundation on scholarships and grants to comply with unique federal, state and institutional requirements."
"As directed, determine student loan eligibility for federal direct loans and private alternative loans."
"Certify amounts based on eligibility requirements and aggregate loan limits."
"Ensure student loan entrance and exit counseling requirements, and debt management communications are conducted."
"Reassess loan eligibility prior to disbursing loan funds."
"Monitor eligibility and notify changes in enrollment status to appropriate agencies."
"As directed, determine and monitor eligibility for Federal Work Study."
"Conduct financial aid informational activities and presentations at on and off campus programs. This may include special admission events, high school programs, and new student/parent orientation."
"As directed, create content that supports students and families seeking financial support to attend Oakton."
"Participate in college meetings, financial aid workshops, webinars and conferences to develop and remain current with state, regional and federal financial aid regulations and best practices."
"Utilize online resources (NASFAA, ISAC, and federal knowledge center) to remain current on financial aid trends and industry standards."
"Provide peer training and assist with training new employees."
"Participate in departmental policy decisions related to implementation of federal, state and institutional regulations, policies and procedures."
"As directed, assist other financial aid office staff in various tasks, such as overflow assistance including the administration of the foundation scholarship program."
"Assist in audits, program review, assessment activities, and reconciliation."
"As directed, provide financial assistance services in the Enrollment Center."
"Participate in Enrollment Center cross training activities."
"Develop a sufficient level of knowledge in at least one other student affairs functional area in order to provide more integrated and comprehensive information to students, staff, and community."
"Provide excellent customer service."
"Participation on college committees as directed including search committees, foundation scholarship, and OPAL."
"Serve on the administrative withdrawal committee and financial aid academic progress appeal review as assigned."
"Maintain the highest level of ethical behavior and refrain from conflicts of interest or the perception thereof."
"Protect the privacy of financial aid applicants and data in accordance with all state and federal status and regulations including FERPA and the Higher Education Act."
"Facilitate a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds."
"Perform other job-related duties as assigned."
That's a lot. We'll need to output as
- items.
Now Qualifications: "Bachelor's degree required or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired is required. Two years of experience in financial aid operations is required. Functional experience with an integrated Student Information Systems required; expertise with Banner preferred. Intermediate knowledge of Microsoft products. Written and computer skills necessary to prepare required reports, analysis, and documentation of outcomes."
We could put that as
- .
Skills: "A high level of interpersonal and communication skills are required. Incumbent must be able to give and receive advice and opinions and interact with individuals in situations requiring sensitivity and tact. Strong organizational skills and flexibility to adjust to changing priorities. Ability to interact professionally and tactfully with people of different levels of education, cultural backgrounds, and life experiences, and to exhibit an adequate level of respect to fellow employees and the College community at large."
We could also include physical demands? That's under Physical Demands: Light lifting up to 10 lbs..., etc. Could be part of Qualifications or separate? But we have no section for Physical Demands in allowed headings; we could put under Qualifications or maybe under Requirements? The instruction says we can use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put physical demands under Qualifications or Requirements. Probably Qualifications includes education, experience, technical skills; Skills includes interpersonal etc. Physical demands could be under Qualifications as well.
Pay: "The hourly salary of this position is $28.25 which equates to $56,921 annualized based on Oakton's summer hours schedule."
Schedule: "HOURS: Monday - Friday 8:15 am - 5:00 pm (Ability to work flexible hours at both the Skokie and Des Plaines campuses including some evening and/or weekend hours consistent with student needs) Based on the needs of the college and with Administrator approval, some positions at the college may have a hybrid schedule option available after 30 working days."
We'll output as
maybe.
Now we need to omit boilerplate: Location, Category, Job Type, Posted On, Equal Opportunity Employer, etc. Also remove "Additional Information:" heading? We'll incorporate its content into Pay and Schedule.
We must not repeat job title as heading. No job title given in snippet; we ignore.
We must not include navigation/legal/EEO etc.
Now produce HTML fragment: start with maybe but not required. Just output headings and content.
We'll do:
About the role
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: location, category, job type, posted on, equal opportunity employer, etc. Also remove navigation/legal/EEO etc. Preserve all substantive information. We need to decide which sections have real content. From posting: - Basic Function and Responsibility: description. Could be "About the role" or "Responsibilities". We'll need to split. We have many duties: "Characteristic Duties and Responsibilities:" long list. That's responsibilities. We have "Job Requirements: Qualifications and Working Conditions:" includes qualifications: Bachelor's degree required, two years experience, functional experience with integrated SIS, expertise with Banner preferred, intermediate knowledge of Microsoft products, written and computer skills, high level interpersonal communication, strong organizational skills, flexibility, ability to interact professionally, etc. Also physical demands. We have "Additional Information:" includes HOURS (schedule) and SALARY (pay). Also mention hybrid schedule after 30 days. We have no explicit Benefits section. There's no benefits listed. So we should not create Benefits section unless posting actually states them. It does not list benefits (like health insurance, retirement). So omit Benefits. We have Pay: salary/hourly given. So we can create Pay section. Schedule: hours given Monday-Friday 8:15 am -5:00 pm, ability to work flexible hours, some evening/weekend, hybrid schedule after 30 days. So we can create Schedule section. We need sections: About the role (maybe summary), Responsibilities, Requirements (maybe combine qualifications and experience?), Qualifications (maybe separate), Skills (maybe separate). But we should avoid thin sections. The instruction: Prefer a few substantive sections over many thin ones. So we need to decide which sections to include based on content. We have: - About the role: could be the Basic Function and Responsibility paragraph. - Responsibilities: the long list of characteristic duties. - Requirements: maybe combine qualifications (education, experience) and working conditions? But we also have Skills: interpersonal, communication, organizational, etc. Could be separate. But we need to avoid many thin sections. Perhaps we can have: - About the role (summary) - Responsibilities (duties) - Qualifications (education, experience, technical skills) - Skills (interpersonal, communication, organizational) - Pay - Schedule That's 6 sections. Could be okay. But we need to ensure each section has substantive content, not filler. Let's extract content. About the role: "Basic Function and Responsibility: Determine financial aid eligibility including general eligibility, verification, awarding, and disbursement in accordance with federal, state, and institutional regulations and guidelines. This position advises prospective students, current students, family members, and community members and analyzes data and documents to supply financial resources that support student success. Actions and decisions must be performed with a high level of integrity, compliance with law, and protection of student data." We can put that as
. Responsibilities: The long list under "Characteristic Duties and Responsibilities:" We need to convert each bullet into
- items.
Now Qualifications: "Bachelor's degree required or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired is required. Two years of experience in financial aid operations is required. Functional experience with an integrated Student Information Systems required; expertise with Banner preferred. Intermediate knowledge of Microsoft products. Written and computer skills necessary to prepare required reports, analysis, and documentation of outcomes."
We could put that as
- .
Skills: "A high level of interpersonal and communication skills are required. Incumbent must be able to give and receive advice and opinions and interact with individuals in situations requiring sensitivity and tact. Strong organizational skills and flexibility to adjust to changing priorities. Ability to interact professionally and tactfully with people of different levels of education, cultural backgrounds, and life experiences, and to exhibit an adequate level of respect to fellow employees and the College community at large."
We could also include physical demands? That's under Physical Demands: Light lifting up to 10 lbs..., etc. Could be part of Qualifications or separate? But we have no section for Physical Demands in allowed headings; we could put under Qualifications or maybe under Requirements? The instruction says we can use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put physical demands under Qualifications or Requirements. Probably Qualifications includes education, experience, technical skills; Skills includes interpersonal etc. Physical demands could be under Qualifications as well.
Pay: "The hourly salary of this position is $28.25 which equates to $56,921 annualized based on Oakton's summer hours schedule."
Schedule: "HOURS: Monday - Friday 8:15 am - 5:00 pm (Ability to work flexible hours at both the Skokie and Des Plaines campuses including some evening and/or weekend hours consistent with student needs) Based on the needs of the college and with Administrator approval, some positions at the college may have a hybrid schedule option available after 30 working days."
We'll output as
maybe. Now we need to omit boilerplate: Location, Category, Job Type, Posted On, Equal Opportunity Employer, etc. Also remove "Additional Information:" heading? We'll incorporate its content into Pay and Schedule. We must not repeat job title as heading. No job title given in snippet; we ignore. We must not include navigation/legal/EEO etc. Now produce HTML fragment: start with maybe but not required. Just output headings and content. We'll do:
About the role
- .
Skills: "A high level of interpersonal and communication skills are required. Incumbent must be able to give and receive advice and opinions and interact with individuals in situations requiring sensitivity and tact. Strong organizational skills and flexibility to adjust to changing priorities. Ability to interact professionally and tactfully with people of different levels of education, cultural backgrounds, and life experiences, and to exhibit an adequate level of respect to fellow employees and the College community at large."
We could also include physical demands? That's under Physical Demands: Light lifting up to 10 lbs..., etc. Could be part of Qualifications or separate? But we have no section for Physical Demands in allowed headings; we could put under Qualifications or maybe under Requirements? The instruction says we can use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put physical demands under Qualifications or Requirements. Probably Qualifications includes education, experience, technical skills; Skills includes interpersonal etc. Physical demands could be under Qualifications as well.
Pay: "The hourly salary of this position is $28.25 which equates to $56,921 annualized based on Oakton's summer hours schedule."
Schedule: "HOURS: Monday - Friday 8:15 am - 5:00 pm (Ability to work flexible hours at both the Skokie and Des Plaines campuses including some evening and/or weekend hours consistent with student needs) Based on the needs of the college and with Administrator approval, some positions at the college may have a hybrid schedule option available after 30 working days."
We'll output as