Financial Services Associate

Summary

The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.

Essential Duties And Responsibilities

• Provide an overview of the Financial Aid process and programs available to qualifying students.
• Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student’s unique eligibility.
• Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate all submitted Financial Aid documentation and determine additional requirements.
• Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
• Track students’ progress and review changes to Financial Aid eligibility throughout the program.
• Enhance the financial literacy of students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Qualifications

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

Physical Demands

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

Work Environment

• Office environment with cubicles.