Financial Services Associate

Meet with applicants and students to determine eligibility for federal financial aid programs, including PELL, SEOG, Stafford/Direct loans, and other Title IV and non-Title IV programs. Package and award all Title IV and non-Title IV aid for each academic year, entering data into Student Information Systems while adhering to governmental regulations and institutional procedures. Maintain a high level of ethics in student counseling.

Responsibilities

• Provide an overview of the Financial Aid process and available programs to qualifying students.
• Perform estimates and calculations related to tuition and financial aid based on student eligibility.
• Counsel students on financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate submitted financial aid documentation and determine additional requirements.
• Deliver high-level service to students and co-workers while maintaining performance metrics.
• Track students’ progress and review changes to financial aid eligibility throughout their program.
• Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
• Enhance financial literacy for students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional compliance.

Competencies

• Adaptability: Responds to change with willingness and ability to learn new ways of working. Adapts approach and demeanor in real time to match shifting demands.
• Communication: Develops and delivers clear communication tailored to different audiences. Listens actively and allows others to express their points.
• Integrity & Ethics: Demonstrates personal integrity; serves as a positive example of organizational trust. Follows through on commitments, treats people with respect, and upholds organizational values.
• Organization Support: Supports organizational goals and values. Prioritizes tasks based on urgency and mirrors the level of urgency required. Fosters collaboration and teamwork.
• Professionalism: Approaches others tactfully; reacts well under pressure; treats others with respect regardless of status; accepts responsibility for actions.
• Content-Specific Knowledge: Understands fundamentals, skills, methods, and procedures within the area of expertise.
• Customer Focus: Prioritizes external and internal customers; identifies and responds to their needs effectively; anticipates and prevents delays.
• Productivity: Meets or exceeds established productivity standards; combines skills and effort to achieve expected results.
• Quality of Work: Produces highly accurate work with attention to detail; committed to high-quality output and encourages others to maintain similar standards.

Qualifications

• Bachelor’s degree preferred; Associate Degree required.
• Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
• Two or more years of related financial advising and/or training experience preferred.
• Proficiency in Microsoft Office, internet applications, and database software.
• Experience with Student Financial Aid software is a plus.
• Excellent oral and written communication skills.
• Self-starter with the ability to multi-task.

Physical Demands

• Regularly required to sit; use hands to finger, handle, or feel; talk and hear.
• Frequently required to reach with hands and arms.
• Occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl.
• Frequently lift and/or move up to 10 pounds; occasionally lift and/or move up to 25 pounds.

Work Environment

The work environment is an office setting with cubicles. The noise level is usually quiet.

Pay

The starting pay range for this position is $20.00 - $28.00 per hour.