Financial Aid Counselor

Lewis and Clark College
Oregon, United States
Salary Not Specified
Posted Date
Jun 27, 2022

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Position Type
Administrative, Business & Administrative Affairs, Financial Affairs, Community Relations & Institutional Outreach, Chief Business Officers & Vice Presidents, Affirmative Action & Equal Opportunity, Student Affairs, Financial Aid
Employment Type
Full Time
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Working at Lewis & Clark College

The campus is located on 137 acres of beautifully landscaped grounds in Portland’s southwest hills. Our strong commitment to sustainability is reinforced through recycling programs, energy conservation, alternative transportation options, and farm to fork initiatives. For benefit-eligible positions, we offer a competitive benefits package that includes options for health, dental, vision, tuition, life insurance, retirement and more.

Lewis & Clark College is committed to achieving a diverse workforce. Candidates from diverse backgrounds are encouraged to apply. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, gender identity, sexual orientation, marital status or age.

About the Position:

The Financial Aid Counselor reviews financial aid applications; uses independent judgement to determine whether or not to request additional information from families to resolve conflicting information as required by federal regulations; assures the accuracy of information about income and assets reported on the aid application; performs needs analysis using the corrected information on the aid application; on the basis of the needs analysis, determines eligibility for federal, state and institutional financial aid sources; uses independent judgement to counsel families and students in person, by phone, e-mail, and at CAS Admissions events about the financial aid process in general as well as potentially complex and confidential family-specific situations; performs federally regulated application verification, including using judgement and interpretation of federal guidance to determine if the documents submitted by the student and family satisfy the needs of the verification process; and manages a portfolio of federal, state and/or institutional funding sources.

The financial aid counselor is responsible for understanding and interpreting policies and regulations related to federal, state, and institutional financial aid funding sources. The financial aid counselor also assumes other duties and projects in the office based on office needs and the skills and experiences of the incumbent.

Description of Duties:

Duty #1 Application Review/Analysis: (25% of the time) Reviews submitted aid application data and materials and performs needs analysis for prospective and continuing undergraduate students. Interprets institutional and federal policy to determine if application materials contain conflicting information as determined by federal and institutional policies. Using independent judgement, knowledge of federal and institutional needs analysis rules and formulas, and institutional policies, determines if additional information should be requested before proceeding with financial aid award. Resolves conflicting information when requested material is submitted by family. Corrects aid application data appropriately, performs needs analysis on updated information, and recalculates aid eligibility.

Duty #2 Issue Awards: (25%) Prepares awards for a caseload of undergraduate, graduate and/or law students. Using independent judgement and interpretation of federal and institutional policies, and knowledge of state and federal eligibility rules for financial aid programs, determines eligibility for federal and state funded financial aid programs. Using knowledge of College policies for awarding institutional funds, determines eligibility for Lewis & Clark funded aid sources. Based on independent judgement and institutional policies, refers students with extenuating situations to a senior staff member for further review. Revises awards for incoming and continuing students based on receipt of additional information and/or changes in student eligibility. Ensures revised awards comply with applicable federal, state, and institutional policies and regulations.

Duty #3 Communication with Stakeholders: (20%) Uses independent judgement to counsel a caseload of undergraduate students and their parents in person, by phone, and by email. Counsel families to help them understand the aid application process, requests for additional information, and how their eligibility for aid was determined. Uses independent judgement and knowledge of funding programs to help families explore additional funding strategies appropriate to the family's situation. At all points in a student's lifecycle at Lewis & Clark, talk with students and families so they appreciate the value of a Lewis & Clark education as well as the cost. Uses independent judgement to assess if a family’s circumstances are unusually complicated and should be referred to a senior staff member.

Duty #4 Verification: (15%) Performs federally required verification of financial aid applications by reviewing federal tax documentation and other information. Uses independent judgement to request additional information as needed to clarify or further document the required elements of the verification process. Makes corrections to need analysis information based on documentation and recalculates eligibility for aid. Communicates with students and families as needed to ensure verification is completed properly with the proper documents. Based on the completed verification, revises aid as needed to comply with federal and institutional awarding guidelines.

Duty #5 Program Management: (10%) Manages multiple federal, state, and/or institutional programs and is the office expert in those areas. The financial aid counselor is responsible for independently ensuring they keep abreast of any regulatory changes in their programmatic areas to ensure that the College remains in compliance. The financial aid counselor is responsible for any tracking, reporting, and coordination with colleagues across campus for program areas.

Programs to be managed in this position include Endowed Scholarship Matching and Mary Stuart Rogers Scholarship program

Duty #6 Outreach: (5%) Participates in College outreach efforts. Presents at CAS Admissions and other Lewis & Clark events and programs. Speaks to large groups, small gatherings, and individuals about financial aid at Lewis & Clark, the aid application process, and offers tips and advice on completing the financial aid applications and paying for college. Participates in other community outreach efforts, including outreach to high schools, community groups, and underserved community members, as needed.

Minimum Qualifications:
  • Bachelor's degree, or an equivalent combination of education and relevant training/experience.
  • Ability to learn complex information quickly.
  • Ability to thrive in a high volume, fast-paced work environment
  • Ability to manage multiple tasks with different deadlines
  • Public speaking skills and the ability to speak clearly about complex matters
  • Ability to clearly explain complicated information both verbally and in writing
  • Familiarity and comfort with technology (e.g., use of integrated student information system, file imaging system, MS Office including Word and Excel, Google docs)
  • Ability to work independently following established guidelines
  • Ability to effectively organize and prioritize multiple tasks and meet deadlines
  • Mathematical and analytical skills
  • Ability to document work clearly
  • Ability to work accurately and quickly with attention to detail
  • Strong service orientation.
  • Ability to work effectively and compassionately with students and families from diverse backgrounds
  • Ability to work cooperatively and effectively within a team environment
Preferred Qualifications:
  • Experience working in a financial aid office with responsibility for managing a caseload of students, managing programmatic responsibilities, and/or coordinating an aspect of the financial aid process.
  • Experience with Ellucian Colleague and/or Perceptive Content (Image Now)
  • Spanish language reading, writing, and speaking skills
Work Schedule:
  • Full time

  • 37.5 hours per week

  • Benefits eligible: Yes

Pay Rate:
  • $44,000-$47,000 annually

Directions for Cover Letter

Please upload your cover letter on the My Experience screen in the resume section.

Lewis & Clark College adheres to a nondiscriminatory policy with respect to educational programs, activities, employment, and admission. We do not discriminate on the basis of actual or perceived race, color, sex, religion, age, marital status, national origin, the presence of any physical or sensory disability, veteran status, sexual orientation, gender identity, gender expression, or any other basis prohibited by applicable federal, state, and local laws. The Associate Vice President of Human Resources has been designated to handle inquiries regarding employment- and disability-related non-discrimination policies. Title IX inquiries may be directed to the Title IX coordinator or deputy Title IX coordinators

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Reasonable Accommodation

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

Background Check

Lewis & Clark College will conduct a background check on the finalist, which will include a criminal record check. If a conviction is discovered, a determination will be made whether the conviction is related to the position for which the individual is applying or would present safety or security risks before an employment decision is made. A criminal conviction does not necessarily automatically bar an applicant from employment.

Eligibility to Work

In order to comply with US Homeland Security Department regulations, all employees must complete an I-9 form in Workday prior to or no later than the first day of work and bring originals (no photocopies) of their supporting documentation to Human Resources no later than the 3rd business day of employment. Failure to have a completed I-9 form on file with the College will result in immediate termination of employment.

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