Financial Aid Customer Service Coordinator, 81002

Hiring Department

Office of Financial Aid

Job Description

The Financial Aid Coordinator advises, and counsels students applying for financial aid and determines initial and continued eligibility for assistance. This position analyzes, processes, awards, and revises financial aid packages for students including all financial aid programs administered by UMKC.

Characteristic Duties
• Awards and administers federal, state, and institutional Financial Aid programs on behalf of a specific group of student applicants through the financial aid packaging process. Determines amount of aid based on eligibility criteria for each award program, need of students, and funds available.
• Requests, collects, and reviews financial aid documents for accuracy, completeness, and compliance with federal and state financial aid policies to determine student’s actual needs and financial aid awards.
• Completes the verification process and compares data on FAFSA applications with federal tax returns, academic transcripts, and eligibility criteria for multiple award programs, making corrections to student applications as needed.
• Provides financial aid counseling to prospective, new and returning students regarding financial aid availability, application process, eligibility, academic progress, degree requirements, deadlines, processing dates, and procedures. Further provides counseling to parents about completion of necessary financial aid forms and understanding financial policies, regulations, and requirements.
• Provides students with counseling on available financial aid based upon changes to their academic program, enrollment, and eligibility criteria.
• Determines which students are eligible for special consideration of awards through professional judgment and override situations, and explains documentation and regulatory requirements to students and parents as needed.
• Conducts presentations to campus and regional community partners at scheduled events, including area high-school Financial Aid Nights. Presentation information includes completing the FAFSA, the financial aid awarding process, financial literacy, and required procedures regarding financial aid eligibility.
• Reviews eligibility for students not meeting Satisfactory Academic Progress (SAP) standards. Counsels students about academic progress and its effect on financial aid eligibility.
• Maintains and reviews student award packages for compliance and prevention of overawards. Revises student financial aid packages as needed when additional aid awards are posted.
• Assists and counsels students with Consortium Agreement, Study Abroad and Alternative Loan processes to ensure compliance with federal, state, and institutional regulations.
• Monitors compliance of regulatory guidelines and new regulations as appropriate.
• Maintain complete and accurate records as required for completion of internal and external reporting requirements.
• Contributes to broad-based management of Financial Aid Office by providing input to office policy and procedure decisions.
• Manages the document intake process and serves as the lead for customer service student support responses, including email and other student interactions
• Works closely with the Financial Aid Federal Work-Study students to provide support and guidance around customer service and document intake process.
• Works with other campus departments to ensure smooth delivery of services.
• Performs other related duties as assigned.
• Possesses both a broad and deep understanding of the job
• Has full proficiency gained through knowledge and/or experience

Minimum Qualifications

A Bachelor's degree or an equivalent combination of education and experience and at least 2 years of experience from which comparable knowledge and skills can be acquired is necessary.

Preferred Qualifications

Demonstrated knowledge of federal financial aid regulations preferred. Experience in handling multiple tasks and a customer service orientation with a commitment to higher education and working with students a plus. NASFAA Credentialing is a plus.

Full Time/Part Time

Full-Time, Benefit Eligible

Salary

• Up to $19.59 commensurate with experience, education, and internal equity.
• Position is eligible for a $1,000.00 hiring incentive (See HR-104 Hiring Incentives for Faculty and Staff)

Application Deadline

Open until filled, review of applications to begin immediately.

Application Instructions

Applicants must combine all application materials (cover letter, resume, and list of five references with contact information) into one PDF or Microsoft Word document and upload as a resume attachment.

Limit document name to 50 characters. Maximum size limit is 11MB. Do not include special characters (e.g., /, &, %, etc.).

If you are experiencing technical problems, please call (800) 488-5288.

Note, you must provide a description of job duties for each Work Experience entry on your application. Please carefully review the application instructions section of our Careers page prior to submitting your materials.

Comments

This is a primarily in-person job, but the combination of a hybrid schedule of in-person and remote work is negotiable after a 6 month training period

Equal Employment Opportunity

Equal Opportunity is and shall be provided for all employees and applicants for employment on the basis of their demonstrated ability and competence without unlawful discrimination on the basis of their race, color, national origin, ancestry, religion, sex, pregnancy, sexual orientation, gender identity, gender expression, age, disability, protected veteran status, or any other status protected by applicable state or federal law. This policy shall not be interpreted in such a manner as to violate the legal rights of religious organizations or the recruiting rights of military organizations associated with the Armed Forces or the Department of Homeland Security of the United States of America. For more information, call the Vice Chancellor - Human Resources at 816-235-1621.

Reasonable accommodations may be made to enable individuals with disabilities to perform the duties and functions of this job. If you believe you may have difficulty performing any of the duties or functions of this job, please contact the Office of Affirmative Action at (816) 235-1323.

EEO IS THE LAW

To read more about Equal Employment Opportunity (EEO) please use the following links:

• EEO is the Law English Version
• EEO is the Law Spanish Version
• EEO is the Law Chinese Version

UMKC Statement on Diversity

Diversity, equity and inclusion are central to the UMKC mission as an urban-serving institution. Kansas City is a particularly diverse city, including African, African American, Asian, German, Irish, Italian, Latino, Mediterranean, Middle Eastern, Native American and Slavic communities. Such ethnic diversity, in addition to our thriving neighborhoods of the Westside, Northeast Kansas City and the Eastside, fosters creativity, connection and innovation, which is showcased across the region. Major attractions such as the Annual Ethnic Enrichment Festival, the Negro Leagues Baseball Museum, the Filipino Cultural Center, the American Jazz Museum, Guadalupe Centers and Mattie Rhodes and Kansas City Irish Fest are a small sample of the many ways our diverse city enriches us.

For the reasons enumerated above, UMKC’s strategic plan prioritizes our commitment to multiculturalism, globalism, diversity and inclusion. The university’s values call upon its faculty, staff, students and community to position themselves as global citizens who seek out, embrace and celebrate the many benefits of diversity. UMKC received the Higher Education Excellence in Diversity (HEED) Award in 2019 in recognition of our continued commitment to equity and inclusion. Such commitment is demonstrated across teaching, service and research. We welcome applicants to share in our commitment to these core values and know that you will quickly understand the beauty of calling Kansas City your home.

Please visit these pages to learn more about UMKC’s engagement in diversity, equity and inclusion .

Roos Advocate for Community Change

The Division of Diversity and Inclusion

Annual Report

Multicultural Student Affairs

Benefit Eligibility

Why UMKC?

We offer full benefits that start day one, generous paid time off, paid winter break, and continuing education benefits. Visit our Total Rewards page to learn more.

Compensation Calculator

This calculator is a decision-making tool for prospective employees considering a career with the University of Missouri (UM) System. Compensation is bigger than just the salary you earn. It includes how much the university subsidizes your insurance, what kinds of retirement plans are available to you, the number of paid leave days you can earn, and more. Use this calculator to help compare your current compensation with what UM can offer.

Also, explore the Total Rewards website to learn more about the rewards package we offer to acknowledge our employees as the university's most important r esource.