Student Financial Services Counselor
The Culinary Institute of America · Hyde Park, NY · 1 mo ago
Finance$62k/yrFull-time
We need to produce HTML fragment with sections: About the role? Actually we have Position Summary, Essential Responsibilities, Other Responsibilities, Education (Required Qualifications, Preferred Qualifications), Required Skills, Working Conditions. Also we have hiring salary and benefits package. So we need sections: Pay (hiring salary), Benefits, About the role (maybe Position Summary), Responsibilities (Essential Responsibilities + Other Responsibilities? Could combine but we can separate? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section ONLY when posting has real, specific content. So we need to decide which sections to include.
We have:
- Pay: hiring salary $62,400 per year. So we can include Pay section with that.
- Benefits: description of benefits package. So Benefits section.
- About the role: Position Summary (maybe also overall description). So we can include About the role.
- Responsibilities: Essential Responsibilities and Other Responsibilities. Could combine into one Responsibilities section with list items. Or separate? Probably one Responsibilities section.
- Requirements: maybe Education (Required Qualifications) and Experience? The instruction includes Requirements as a possible heading. Could include Requirements section covering education and experience.
- Qualifications: maybe Preferred Qualifications? But we could combine Required and Preferred under Requirements? The instruction list includes Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Skills (Required Skills). We have Working Conditions (maybe Schedule? but we have working conditions about hours, evenings weekends). Could map to Schedule? But we have no explicit schedule; we have working conditions. Could include a Working Conditions section but not in list; but we could still include as a heading? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section ONLY when posting has real, specific content. So we need to decide which sections to include.
We have:
- Pay: hiring salary $62,400 per year. So we can include Pay section with that.
- Benefits: description of benefits package. So Benefits section.
- About the role: Position Summary (maybe also overall description). So we can include About the role.
- Responsibilities: Essential Responsibilities and Other Responsibilities. Could combine into one Responsibilities section with list items. Or separate? Probably one Responsibilities section.
- Requirements: maybe Education (Required Qualifications) and Experience? The instruction includes Requirements as a possible heading. Could include Requirements section covering education and experience.
- Qualifications: maybe Preferred Qualifications? But we could combine Required and Preferred under Requirements? The instruction list includes Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Skills (Required Skills). We have Working Conditions (maybe Schedule? but we have working conditions about hours, evenings weekends). Could map to Schedule? But we have no explicit schedule; we have working conditions. Could include a Working Conditions section but not in list; but we could still include as a heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exhaustive; we can use other headings if needed? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should map content to those headings. Working conditions maybe not needed; but we could incorporate into Responsibilities? Or maybe we can omit if not fitting. However we must preserve ALL substantive information; cannot drop details. So we need to include working conditions somewhere. Could put under a heading like "Working Conditions" but that's not in the list; but the instruction says "e.g." meaning examples, not exclusive. So we can add other headings as needed, but better to stick to given ones if possible. However we have no Schedule info; we have working conditions about hours, evenings weekends. Could treat as Schedule? Not exactly. Could add a "Working Conditions" heading; it's okay as it's a subsection. The instruction didn't forbid other headings, just gave examples. So we can include.
Thus sections:
- About the role (Position Summary)
- Responsibilities (Essential Responsibilities + Other Responsibilities)
- Requirements (Education Required Qualifications + Experience)
- Qualifications (Preferred Qualifications)
- Skills (Required Skills)
- Benefits
- Pay
- Working Conditions (or Schedule)
We must not repeat job title as heading. No Job ID.
We must use - for any list of duties/requirements/benefits. So for responsibilities we need list items. For benefits also list. For qualifications maybe list. For skills list.
We must use
for prose.
We must preserve all substantive information; not invent or summarize away detail. So we need to keep details exactly as given, but we can format as list items preserving the text. Must not omit any detail.
We need to be careful not to duplicate lines. The posting has some duplicated lines like "The Student Student Financial Services Counselor". We need to preserve but maybe it's a typo; we should keep as is? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the duplicated phrase as it appears. However we might want to keep exactly the text; but we can format as list items; we need to ensure we don't inadvertently remove words.
We'll need to extract each bullet from the responsibilities sections. The responsibilities are long sentences separated by periods. We need to turn each into a list item? The instruction: Use
- for any list of duties/requirements/benefits. So we should convert each duty into a list item. The responsibilities are given as sentences separated by periods. We'll split at each period that ends a duty. However some sentences have internal periods like "e.g."? Not many. We'll approximate.
Better to keep each sentence as a list item. We'll need to ensure we don't break abbreviations like "e.g." but there is none. There's "VA Benefits", "DOE". No internal periods.
Thus we can split by ". " (period space) and treat each as a duty, ensuring we keep the period at end? Usually list items may not need period. We'll keep the sentence without trailing period maybe. But we must preserve information; removing period is okay as it's punctuation not substantive. Safer to keep the sentence as is, maybe without trailing period.
We'll need to be careful not to create empty items.
Similarly for Other Responsibilities.
For Benefits: list items: medical coverage available at no cost to qualifying employees, dental insurance, vision insurance, life insurance, short and long term disability insurance, retirement savings plan with high employer contributions, a generous paid time off program, and more! We'll split by commas? Better to keep as a single paragraph? But instruction says use
- for any list of benefits. So we need each benefit as list item. We'll separate: medical coverage..., dental insurance, vision insurance, life insurance, short and long term disability insurance, retirement savings plan..., generous paid time off program, and more! The "and more!" is vague; we could keep as list item "and more!" but that's not substantive. Might be okay.
For Education: Required Qualifications: Bachelor’s Degree or equivalent experience in student accounts, financial aid, or other related office. Experience Minimum of one (1) year of customer service/support experience within an office environment. We'll split into two list items.
Preferred Qualifications: Experience working in Higher Education strongly preferred. Experience in multiple areas of student services, such as Registrar, Bursar and Financial Aid, an asset. Experience working in student finance, financial aid or student accounts. We'll split.
Skills: list items: Strong teamwork and interpersonal skills; ability to be adaptable, dependable and handle multiple priorities simultaneously. Demonstrated ability to show a high level of service responsiveness to customers. Ability to use sound judgment and discretion in handling sensitive issues with confidentiality and discretion. Excellent written, verbal communication, and presentation skills required. Must have demonstrated ability in organizational, time management, problem solving and interpersonal skills.
We'll split by periods.
Working Conditions: Regular work requires the use of a computer for extended periods of time, sometimes in excess of eight (8) hours. Must be able to work evenings and weekends as required.
We'll split.
Pay: The hiring salary for this position is $62,400 per year.
Benefits: as above.
About the role: Position Summary paragraph(s). There are two sentences: "The Student Financial Services Counselor is part of a highly motivated one-stop team that provides first class student–focused support who assists and advises students and families through the financial aid, registration and payment processes. The Student Student Financial Services Counselor provides a sophisticated understanding of registration, billing and financial aid policies and procedures, as well as the ability to explain these policies and procedures to student, prospective students and their families. The Counselor uses independent analysis and analytical abilities to administer financial programs within guidelines and regulations."
We'll keep as prose in
. Might be multiple
but we can combine.
Now produce HTML fragment: start with
About the role
then ...
. Then Responsibilities
then - ...
. Then Requirements
then ...
. Then Qualifications
then ...
. Then Skills
then ...
. Then Benefits
then ...
. Then Pay
then ...
. Then Working Conditions
then ...
.
Make sure no extra whitespace? It's fine.
Now craft the list items precisely.
Let's extract responsibilities sentences.
Essential Responsibilities paragraph:
"Utilizing workshops, individual appointments, web tools, email, social media and telephone to disseminate accurate and clear information while counseling, advising and directly supporting students and their families at all CIA campuses with finance and related processes."
"Maintain a current working knowledge of the financial planning processes of financial aid, billing and payment options and VA Benefits, as well as Housing, Admissions, Academic Advising and Registrar processes and how they relate to the students finances in order to fully and accurately advise them."
"Analyze student files to make an independent determination regarding eligibility for financial aid and then reviews, awards, verifies and processes financial aid paperwork, ensuring funds are awarded in accordance with Federal, State and Institutional regulations and policies."
"Independently conducts analysis on students who have had their Free Application for Federal Student Aid selected for verification, determine and request additional information as needed, submits corrections to the Department of Education (DOE), evaluates eligibility and changes awards if needed."
"Support the maintenance of the knowledge management protocols for Student Financial Planning, ensuring that information is efficiently communicated within the department, to all applicable stakeholders and to students / families. Assists with the development of FAQ's and knowledge databases as required. Presents at and participates in team meetings and student forums as required to disseminate information."
"Assist students and families in developing a financial plan to cover any unmet financial need and meet payment deadlines."
"Process, post and reconcile student payments and deposits daily in the college's student administrative software."
"Read, interpret, and apply federal and state regulations and school policies as they relate to student finance, ensures compliance and deadlines are met."
"Collaborate with other offices and departments to provide appropriate resources to students, represents Student Financial Planning at various programs on and off campus, and serves on college committees as appropriate."
"Assist Associate Director and collaborates with other departments in developing strategies that support the goals and objectives of the department, division and college in enrollment, retention, student satisfaction and other related areas."
"Conduct financial aid presentations during freshman/transfer information sessions, Accepted Student Days and other admissions related events."
"Monitor students' satisfactory academic progress and adherence to academic degree programs to maintain eligibility for federal, state and institutional aid programs."
"Any and all other duties as assigned."
Now Other Responsibilities:
"Perform audits and analysis on incoming student accounts to identify students at risk of not entering on time and provide regular reports and analysis for the review of the Associate Director."
"Evaluate students who move entry dates to re-calculate budget and aid packaging in a timely manner."
"Identify students, prior to registrations and graduations, that require account review, perform the analysis of the account, determine if student is cleared or requires action, and follow up with students to ensure clearance, prior to event."
"Responsible to review, advise, monitor and maintain records of students with special schedules and perform enrollment status changes. Work collaboratively with internal resources across departments to resolve scheduling issues for students, counsel students on the reentry and remittance process, as well as work with students looking to transfer to another CIA campus."
"Responsible for pre-collection efforts by proactively performing audits and analysis on student accounts to identify students with debit balances that are at risk. Contacting these students to ensure they are well informed and assist students and families with the necessary financial planning to help them meet their financial responsibilities to the school."
"Identify students who are leaving school, prepare and
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should map content to those headings. Working conditions maybe not needed; but we could incorporate into Responsibilities? Or maybe we can omit if not fitting. However we must preserve ALL substantive information; cannot drop details. So we need to include working conditions somewhere. Could put under a heading like "Working Conditions" but that's not in the list; but the instruction says "e.g." meaning examples, not exclusive. So we can add other headings as needed, but better to stick to given ones if possible. However we have no Schedule info; we have working conditions about hours, evenings weekends. Could treat as Schedule? Not exactly. Could add a "Working Conditions" heading; it's okay as it's a subsection. The instruction didn't forbid other headings, just gave examples. So we can include.
Thus sections:
- About the role (Position Summary)
- Responsibilities (Essential Responsibilities + Other Responsibilities)
- Requirements (Education Required Qualifications + Experience)
- Qualifications (Preferred Qualifications)
- Skills (Required Skills)
- Benefits
- Pay
- Working Conditions (or Schedule)
We must not repeat job title as heading. No Job ID.
We must use - for any list of duties/requirements/benefits. So for responsibilities we need list items. For benefits also list. For qualifications maybe list. For skills list.
We must use
for prose.
We must preserve all substantive information; not invent or summarize away detail. So we need to keep details exactly as given, but we can format as list items preserving the text. Must not omit any detail.
We need to be careful not to duplicate lines. The posting has some duplicated lines like "The Student Student Financial Services Counselor". We need to preserve but maybe it's a typo; we should keep as is? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the duplicated phrase as it appears. However we might want to keep exactly the text; but we can format as list items; we need to ensure we don't inadvertently remove words.
We'll need to extract each bullet from the responsibilities sections. The responsibilities are long sentences separated by periods. We need to turn each into a list item? The instruction: Use
- for any list of duties/requirements/benefits. So we should convert each duty into a list item. The responsibilities are given as sentences separated by periods. We'll split at each period that ends a duty. However some sentences have internal periods like "e.g."? Not many. We'll approximate.
Better to keep each sentence as a list item. We'll need to ensure we don't break abbreviations like "e.g." but there is none. There's "VA Benefits", "DOE". No internal periods.
Thus we can split by ". " (period space) and treat each as a duty, ensuring we keep the period at end? Usually list items may not need period. We'll keep the sentence without trailing period maybe. But we must preserve information; removing period is okay as it's punctuation not substantive. Safer to keep the sentence as is, maybe without trailing period.
We'll need to be careful not to create empty items.
Similarly for Other Responsibilities.
For Benefits: list items: medical coverage available at no cost to qualifying employees, dental insurance, vision insurance, life insurance, short and long term disability insurance, retirement savings plan with high employer contributions, a generous paid time off program, and more! We'll split by commas? Better to keep as a single paragraph? But instruction says use
- for any list of benefits. So we need each benefit as list item. We'll separate: medical coverage..., dental insurance, vision insurance, life insurance, short and long term disability insurance, retirement savings plan..., generous paid time off program, and more! The "and more!" is vague; we could keep as list item "and more!" but that's not substantive. Might be okay.
For Education: Required Qualifications: Bachelor’s Degree or equivalent experience in student accounts, financial aid, or other related office. Experience Minimum of one (1) year of customer service/support experience within an office environment. We'll split into two list items.
Preferred Qualifications: Experience working in Higher Education strongly preferred. Experience in multiple areas of student services, such as Registrar, Bursar and Financial Aid, an asset. Experience working in student finance, financial aid or student accounts. We'll split.
Skills: list items: Strong teamwork and interpersonal skills; ability to be adaptable, dependable and handle multiple priorities simultaneously. Demonstrated ability to show a high level of service responsiveness to customers. Ability to use sound judgment and discretion in handling sensitive issues with confidentiality and discretion. Excellent written, verbal communication, and presentation skills required. Must have demonstrated ability in organizational, time management, problem solving and interpersonal skills.
We'll split by periods.
Working Conditions: Regular work requires the use of a computer for extended periods of time, sometimes in excess of eight (8) hours. Must be able to work evenings and weekends as required.
We'll split.
Pay: The hiring salary for this position is $62,400 per year.
Benefits: as above.
About the role: Position Summary paragraph(s). There are two sentences: "The Student Financial Services Counselor is part of a highly motivated one-stop team that provides first class student–focused support who assists and advises students and families through the financial aid, registration and payment processes. The Student Student Financial Services Counselor provides a sophisticated understanding of registration, billing and financial aid policies and procedures, as well as the ability to explain these policies and procedures to student, prospective students and their families. The Counselor uses independent analysis and analytical abilities to administer financial programs within guidelines and regulations."
We'll keep as prose in
. Might be multiple
but we can combine.
Now produce HTML fragment: start with
About the role
then ...
. Then Responsibilities
then - ...
. Then Requirements
then ...
. Then Qualifications
then ...
. Then Skills
then ...
. Then Benefits
then ...
. Then Pay
then ...
. Then Working Conditions
then ...
.
Make sure no extra whitespace? It's fine.
Now craft the list items precisely.
Let's extract responsibilities sentences.
Essential Responsibilities paragraph:
"Utilizing workshops, individual appointments, web tools, email, social media and telephone to disseminate accurate and clear information while counseling, advising and directly supporting students and their families at all CIA campuses with finance and related processes."
"Maintain a current working knowledge of the financial planning processes of financial aid, billing and payment options and VA Benefits, as well as Housing, Admissions, Academic Advising and Registrar processes and how they relate to the students finances in order to fully and accurately advise them."
"Analyze student files to make an independent determination regarding eligibility for financial aid and then reviews, awards, verifies and processes financial aid paperwork, ensuring funds are awarded in accordance with Federal, State and Institutional regulations and policies."
"Independently conducts analysis on students who have had their Free Application for Federal Student Aid selected for verification, determine and request additional information as needed, submits corrections to the Department of Education (DOE), evaluates eligibility and changes awards if needed."
"Support the maintenance of the knowledge management protocols for Student Financial Planning, ensuring that information is efficiently communicated within the department, to all applicable stakeholders and to students / families. Assists with the development of FAQ's and knowledge databases as required. Presents at and participates in team meetings and student forums as required to disseminate information."
"Assist students and families in developing a financial plan to cover any unmet financial need and meet payment deadlines."
"Process, post and reconcile student payments and deposits daily in the college's student administrative software."
"Read, interpret, and apply federal and state regulations and school policies as they relate to student finance, ensures compliance and deadlines are met."
"Collaborate with other offices and departments to provide appropriate resources to students, represents Student Financial Planning at various programs on and off campus, and serves on college committees as appropriate."
"Assist Associate Director and collaborates with other departments in developing strategies that support the goals and objectives of the department, division and college in enrollment, retention, student satisfaction and other related areas."
"Conduct financial aid presentations during freshman/transfer information sessions, Accepted Student Days and other admissions related events."
"Monitor students' satisfactory academic progress and adherence to academic degree programs to maintain eligibility for federal, state and institutional aid programs."
"Any and all other duties as assigned."
Now Other Responsibilities:
"Perform audits and analysis on incoming student accounts to identify students at risk of not entering on time and provide regular reports and analysis for the review of the Associate Director."
"Evaluate students who move entry dates to re-calculate budget and aid packaging in a timely manner."
"Identify students, prior to registrations and graduations, that require account review, perform the analysis of the account, determine if student is cleared or requires action, and follow up with students to ensure clearance, prior to event."
"Responsible to review, advise, monitor and maintain records of students with special schedules and perform enrollment status changes. Work collaboratively with internal resources across departments to resolve scheduling issues for students, counsel students on the reentry and remittance process, as well as work with students looking to transfer to another CIA campus."
"Responsible for pre-collection efforts by proactively performing audits and analysis on student accounts to identify students with debit balances that are at risk. Contacting these students to ensure they are well informed and assist students and families with the necessary financial planning to help them meet their financial responsibilities to the school."
"Identify students who are leaving school, prepare and
for prose. We must preserve all substantive information; not invent or summarize away detail. So we need to keep details exactly as given, but we can format as list items preserving the text. Must not omit any detail. We need to be careful not to duplicate lines. The posting has some duplicated lines like "The Student Student Financial Services Counselor". We need to preserve but maybe it's a typo; we should keep as is? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the duplicated phrase as it appears. However we might want to keep exactly the text; but we can format as list items; we need to ensure we don't inadvertently remove words. We'll need to extract each bullet from the responsibilities sections. The responsibilities are long sentences separated by periods. We need to turn each into a list item? The instruction: Use
- for any list of duties/requirements/benefits. So we should convert each duty into a list item. The responsibilities are given as sentences separated by periods. We'll split at each period that ends a duty. However some sentences have internal periods like "e.g."? Not many. We'll approximate.
Better to keep each sentence as a list item. We'll need to ensure we don't break abbreviations like "e.g." but there is none. There's "VA Benefits", "DOE". No internal periods.
Thus we can split by ". " (period space) and treat each as a duty, ensuring we keep the period at end? Usually list items may not need period. We'll keep the sentence without trailing period maybe. But we must preserve information; removing period is okay as it's punctuation not substantive. Safer to keep the sentence as is, maybe without trailing period.
We'll need to be careful not to create empty items.
Similarly for Other Responsibilities.
For Benefits: list items: medical coverage available at no cost to qualifying employees, dental insurance, vision insurance, life insurance, short and long term disability insurance, retirement savings plan with high employer contributions, a generous paid time off program, and more! We'll split by commas? Better to keep as a single paragraph? But instruction says use
- for any list of benefits. So we need each benefit as list item. We'll separate: medical coverage..., dental insurance, vision insurance, life insurance, short and long term disability insurance, retirement savings plan..., generous paid time off program, and more! The "and more!" is vague; we could keep as list item "and more!" but that's not substantive. Might be okay.
For Education: Required Qualifications: Bachelor’s Degree or equivalent experience in student accounts, financial aid, or other related office. Experience Minimum of one (1) year of customer service/support experience within an office environment. We'll split into two list items.
Preferred Qualifications: Experience working in Higher Education strongly preferred. Experience in multiple areas of student services, such as Registrar, Bursar and Financial Aid, an asset. Experience working in student finance, financial aid or student accounts. We'll split.
Skills: list items: Strong teamwork and interpersonal skills; ability to be adaptable, dependable and handle multiple priorities simultaneously. Demonstrated ability to show a high level of service responsiveness to customers. Ability to use sound judgment and discretion in handling sensitive issues with confidentiality and discretion. Excellent written, verbal communication, and presentation skills required. Must have demonstrated ability in organizational, time management, problem solving and interpersonal skills.
We'll split by periods.
Working Conditions: Regular work requires the use of a computer for extended periods of time, sometimes in excess of eight (8) hours. Must be able to work evenings and weekends as required.
We'll split.
Pay: The hiring salary for this position is $62,400 per year.
Benefits: as above.
About the role: Position Summary paragraph(s). There are two sentences: "The Student Financial Services Counselor is part of a highly motivated one-stop team that provides first class student–focused support who assists and advises students and families through the financial aid, registration and payment processes. The Student Student Financial Services Counselor provides a sophisticated understanding of registration, billing and financial aid policies and procedures, as well as the ability to explain these policies and procedures to student, prospective students and their families. The Counselor uses independent analysis and analytical abilities to administer financial programs within guidelines and regulations."
We'll keep as prose in
. Might be multiple
but we can combine. Now produce HTML fragment: start with
About the role
then...
. ThenResponsibilities
then- ...
Requirements
then- ...
Qualifications
then- ...
Skills
then- ...
Benefits
then- ...
Pay
then...
. ThenWorking Conditions
then- ...
- for any list of benefits. So we need each benefit as list item. We'll separate: medical coverage..., dental insurance, vision insurance, life insurance, short and long term disability insurance, retirement savings plan..., generous paid time off program, and more! The "and more!" is vague; we could keep as list item "and more!" but that's not substantive. Might be okay.
For Education: Required Qualifications: Bachelor’s Degree or equivalent experience in student accounts, financial aid, or other related office. Experience Minimum of one (1) year of customer service/support experience within an office environment. We'll split into two list items.
Preferred Qualifications: Experience working in Higher Education strongly preferred. Experience in multiple areas of student services, such as Registrar, Bursar and Financial Aid, an asset. Experience working in student finance, financial aid or student accounts. We'll split.
Skills: list items: Strong teamwork and interpersonal skills; ability to be adaptable, dependable and handle multiple priorities simultaneously. Demonstrated ability to show a high level of service responsiveness to customers. Ability to use sound judgment and discretion in handling sensitive issues with confidentiality and discretion. Excellent written, verbal communication, and presentation skills required. Must have demonstrated ability in organizational, time management, problem solving and interpersonal skills.
We'll split by periods.
Working Conditions: Regular work requires the use of a computer for extended periods of time, sometimes in excess of eight (8) hours. Must be able to work evenings and weekends as required.
We'll split.
Pay: The hiring salary for this position is $62,400 per year.
Benefits: as above.
About the role: Position Summary paragraph(s). There are two sentences: "The Student Financial Services Counselor is part of a highly motivated one-stop team that provides first class student–focused support who assists and advises students and families through the financial aid, registration and payment processes. The Student Student Financial Services Counselor provides a sophisticated understanding of registration, billing and financial aid policies and procedures, as well as the ability to explain these policies and procedures to student, prospective students and their families. The Counselor uses independent analysis and analytical abilities to administer financial programs within guidelines and regulations."
We'll keep as prose in