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Financial Aid Advisor II

Florida Gulf Coast University
Florida, United States
Salary Not Specified
Posted Date
May 11, 2023

Job Summary

The Financial Aid Advisor II conducts student need analysis, performs federal verifications and packaging of student aid, certifies federal loan eligibility, provides financial aid counseling, makes complex professional judgment decisions regarding student aid eligibility and facilitates problem solving with students and parents.

Florida Gulf Coast University is committed to establishing and maintaining an inclusive working and learning environment in which students, faculty, administrators, staff, curriculum, social activities, governance, and all other aspects of the campus life reflect a diverse, multi-cultural, and international worldview.

At FGCU, we collectively stand against any individual or group that practices any form of racism, discrimination, intolerance, hate expressions, or disrespect. We are committed to preparing students to understand, live among, appreciate, and work in an inherently diverse country and world made up of people with different ethnic and racial backgrounds, religious beliefs, abilities, ages, gender identities, sexual orientations, socio-economic status, cultural traditions, family statuses, and military backgrounds. FGCU strives to hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our University stronger. The University community recognizes the importance of a diverse and inclusive institution and holds these ideals as paramount for the current and future success of the institution.

We seek colleagues who promote and embrace diversity, equity, and inclusion. We encourage individuals from diverse backgrounds to apply for this position as we believe that our University will grow and move forward through a commitment of equality for all.

Job Description

Typical duties may include but are not limited to:
  • Conducts needs analysis, interprets, applies, and explains complex regulations in compliance with federal criteria to determine the relative eligibility of each financial aid applicant to award federal student aid.
  • Guides students through the submission process for professional judgement exceptions, appeals, and petitions in accordance with federal statutes. Collaborates with supervisor on unique cases.
  • Conducts verification of student and parent application data in compliance with federal criteria.
  • Assures compliance with Title IV Federal regulations in addition to state regulations in regards to delivery of funds to students
  • Verifies the accuracy of information provided on applications for federal and/or state aid programs.
  • Determines the types and amounts of financial aid to be awarded through the packaging process according to federal, state and institutional requirements.
  • Monitors individual student awards. Resolves data conflicts and over awards.
  • Guides student through the submission process for professional judgment exceptions, appeals and petitions in accordance with federal statutes. Collaborates with Team Manager and Assistant Director on complex cases.
  • Provides financial aid counseling to students and their families. Makes necessary referrals to other student service offices.
  • Provides support to students experiencing family, personal or economic crises which may impact academic performance.
  • Interacts with appropriate outside entities in order to facilitate the student eligibility process.
  • Processes and maintains student documentation via the electronic document imaging system.
  • Participates in the development of institutional financial aid policies and procedures that will positively impact efficiency and quality of service provided.
  • Assists with recruitment, including but not limited to Eagle Expo, Eagle View Orientation and high school night presentations.
Other Duties
  • Other job-related duties as assigned.
  • Serves as back up to all other financial aid areas and programs.
  • Required to work the Financial Aid front desk as necessary.
Additional Job Description

Required Qualifications
  • Bachelor’s degree from an accredited institution in an appropriate area of specialization.
  • Four years of professional full-time experience in financial aid, admissions, advising, or other enrollment services functions.
  • Any appropriate combination of relevant education, experience, and/or certifications may be considered.
  • Experience with personal computers using Microsoft Office (Excel, Word, Outlook) software.
Preferred Qualifications
  • Experience processing financial aid files in a State University System.
  • Experience with Student Information Systems and Document Imaging Software.
Knowledge, Skills & Abilities
  • Knowledge of federal and state financial aid programs and supporting regulations.
  • Knowledge of Title IV program fund regulations.
  • Knowledge of U.S. Department of Education rules and regulations.
  • Knowledge of state college and high school curriculum requirements.
  • Knowledge of current tax forms, regulations and the implications of such regulations on financial aid.
  • Knowledge of Federal tax return guidelines in order to accurately evaluate verification documents.
  • Excellent interpersonal, verbal and written communication skills.
  • Skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Skill in researching regulatory information and resolving complex financial questions.
  • Skill in organizing resources and establishing priorities.
  • Ability to prioritize and manage a significant caseload.
  • Ability to interpret and explain regulatory information related to the financial aid process.
  • Ability to understand, interpret, apply, and explain complex rules, regulations, requirements, and restrictions.
  • Ability to diffuse and respond professionally to stressful situations and difficult people.
  • Ability to set priorities and complete assignments on time.
  • Ability to provide professional customer service.
  • Adheres to the highest professional and ethical standards to maintain data confidentiality and integrity.
  • Ability to work independently to complete assignments.
  • Ability to present effectively to small and large groups.
  • Ability to interact in a professional manner with a diverse group of staff, faculty, students, and the community in a service-oriented environment.
  • Ability to think critically and creatively, have a high standard of integrity, and be motivated to incorporate best practices into the organizational structure.
  • Ability to thrive in an organization that values the diversity of its student body and workforce and actively promotes equity and inclusion.
Pay Grade: 15

FGCU is an EOE AA /F/Vet/Disability Employer.

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