Financial Aid Advisor I - (STA007503)
Provides individual advising to current and prospective students and parents regarding financial aid eligibility, the various programs available, and reviews submitted documents to enable award delivery.
- Advises students about financial aid eligibility, aid programs, application procedures, and financial need in accordance with federal, state, university, and private foundation rules and regulations.
- Assists in conducting financial need analyses and determines eligibility for federal, state, university, and other aid programs.
- Ensures that awarded financial aid is appropriately disbursed and credited to the students' account; identifies problems related to award delivery and communicates with the appropriate individual or department for resolution.
- Assists in the preparation, review, and timely submission of required forms and reports.
- Provides direction to students on how to resolve data conflicts which result from application misinformation; may use complex computer programs to retrieve and analyze financial aid data.
- Reviews appeal documents for accuracy and completeness prior to submission.
- Evaluates financial aid programs to determine which meet the student's demonstrated needs.
- Coordinates with Admissions counselors to provide an effective and seamless student recruitment, entry, and enrollment process.
- May assist with financial aid workshops or outreach programs for students, parents, faculty, and staff.
- May assist students in developing and implementing realistic financial budgets; may intervene in emergency financial situations and determine available options.
- Develops and maintains current knowledge of financial aid programs and eligibility requirements by attending trainings, workshops, and conferences; may participate in and assist with Financial Aid cross-functional training.
- Performs other job-related duties as assigned.
Bachelor's Degree and 1 year experience.
Requires a thorough understanding of both theoretical and practical aspects of an analytical, technical or professional discipline; or the basic knowledge of more than one professional discipline. Knowledge of the discipline is normally obtained through a formal, directly job-related 4 year degree from a college or university or an equivalent in-depth specialized training program that is directly related to the type of work being performed.
Requires a minimum of one (1) year of direct job-related experience.