Senior Financial Aid Counselor

Description:

Essential Functions
 

• Provides leadership and counseling to students, families, and the University community. Counseling responsibilities include advising on financial literacy, realistic goal setting for borrowing as well as providing individual entrance and exit counseling for students who request this service.
• Serves as a team leader for the Financial Aid Counselors and works with senior management to identify training needs and process improvement.
• Responsible for orienting and training others, and assigning and reviewing their work. May also be responsible for acting in a “lead” or “senior” capacity over other financial aid counselors.
• Assist the leadership team in monitoring and adjusting financial aid in excess of financial need.
• Analyzes workflow and various processes relating to financial aid packaging and awarding.
• Assists in the annual review and revision of departments Policies and Procedures Manual.
• Participates in activities relating to the federal verification process.
• Participates in school orientation programs and outreach events.
• Serves as point person for federal exit counseling and delinquent borrowers follow up.
• Follows established policy and procedures for awarding recouped scholarship funds during the fall and spring term.
• Reviews requests for budget increases and makes recommendations to the management on behalf of the student. Completes processing of financial aid requests from students including but not limited to federal verification and federal loan processing. May assist in federal work study.
• Evaluates financial aid applications and determines amount/configuration of aid packages for students ensuring the University is in compliance with state, federal, and institutional policies governing financial aid.
• Ensures financial aid data is processed accurately and students accept the funds they are eligible to receive.
• Perform other related duties as assigned.