Description:
Under the direction of an assigned supervisor, perform specialized clerical duties and provide technical assistance in support of financial aid programs and services.
ESSENTIAL FUNCTIONS:
- Provide technical assistance and information to students regarding financial aid programs and services; instruct students in correct procedures for completion of forms and applications; explain applications, requirements and restrictions; review completed forms for accuracy and completeness.
- Evaluate and compare financial aid application with verification documents submitted by the student; determine if documentation is accurate and substantial for file processing; perform initial review of files and clear income, dependency and citizenship discrepancies prior to advisor review. Request supporting documentation required to determine financial need.
- Provide assistance and information to students regarding financial aid programs and services; instruct students in correct procedures for completion of forms and applications; explain applications, requirements and restrictions; review completed forms for accuracy and completeness.
- Operate and troubleshoot scanner hardware and software. Scan and link financial aid documents to student's identification number for future file review.
- Process financial aid applications and forms; type and mail student loan applications, review records for changes in status; request transcripts, records and other information as needed to assure complete and accurate documentation.
- Operate a personal computer to obtain, verify or update financial aid information and records; input a variety of information and data to maintain records and files; generate letters and reports.
- Develop and maintain the financial aid application database; code and enter data from forms and records; operate back-up systems and generate reports.
- Answer telephones and provide information and assistance; explain departmental policies, procedures and functions according to established guidelines; respond to requests for information from district officials, faculty, students and other institutions.
- Read, interpret, apply and explain a variety of rules, regulations, policies and procedures related to student financial aid programs; evaluate dependency and citizenship status and request appropriate documentation.
- Type and mail student loan applications; dispense loan checks as required.
- Establish and maintain a variety of files and records; maintain confidentiality of information and records.
- Perform a variety of clerical duties in support of assigned functions; receive, sort and route mail; order and maintain supplies and materials; mail applications, forms and letters.
SECONDARY FUNCTIONS:
- Coordinate communication and activities with other district departments and personnel, educational institutions, governmental and private agencies, and the public. Conduct presentations to educate students and parents on financial aid eligibility; participate in college fairs.
- Assist in determining student need and eligibility as assigned.
- Train and provide work direction to hourly and student workers as assigned.
- Maintain departmental area(s) in a safe, clean and orderly condition; assure compliance with established safety procedures and regulations.
- Maintain currency of qualifications for area of assignment.
- Perform related duties as assigned.