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.

Competency

• Adaptability – Responds to change with a willingness and ability to learn new ways of working.
• Communication – Develops and delivers communication that conveys a clear understanding of the unique needs of different audiences. Listens to others and allows them to make their point.
• Integrity & Ethics – Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values.
• Organization Support – Supports organizations goals and values. Is keenly aware of the time frame in which tasks or projects needs to be done; accepts and mirrors the level of urgency conveyed by the manager or customer being served; puts first priority on the needs of the organization or the needs of its customers.
• Fosters collaboration and teamwork across the Institution.
• Professionalism – Approaches other in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follow through on commitments.

Qualifications

• Education And/or Experience: Bachelor’s degree preferred, Associate Degree required. Must qualify for Professional Access to the National Student Loan Data System (NSLDS). 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. Excellent oral and written communication skills. Must be a self-starter with the ability to multi-task.
• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk and hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.