FINANCIAL AID COUNSELOR

Posting Details

Title Information

Security Sensitive Position?
Yes

Hours of Work
8am - 5pm M-F

Position Details

Position Information

Posting Number
TSU202861

Official TSU Title
FINANCIAL AID COUNSELOR

Grant Title
N/A

Job Description Summary / TWC Summary

Under general supervision performs routine and provides front-line support in the areas of customer service, compliance, complaint resolution, interdepartmental referrals, workshops, and training. Lead with the education of future students during orientation about the process of financial aid. Submit documents in a timely manner for processing. Educate students about SAP on regular bases and the importance to attend classes. Communicate with students, faculty, and staff through email, phone, and ultimately face to face.

Essential Duties Summary

• Front-line customer service: ensuring staff is provided directions for all web-based processes associated with the financial aid process.
• Interpreting and explaining federal and state regulations to students and parents
• Reviews and processes financial aid applications
• Scans documents.
• Packaging/Awarding students for the appropriate school term.
• Processes paperwork
• Assists with FAFSA applications.
• Conducts exit counseling.
• Reviews and explains billing to students, and parents to the best of my knowledge.
• Assists students, and parents with verification of their income, household size, etc.
• Responsible for record maintenance
• · Works with Inceptia verification to insure students get awards in a timely manner.
• Answers telephones from both students and the call center to assist with the financial aid process, from answering questions about inception to logging onto and understanding the myTSUweb portal
• Receives and reviews documents submitted to the office of financial aid to ensure that they are correct.
• Assists at the front counter whenever a student or parent may be on campus with any questions about financial aid or the university.
• Investigates student accounts to resolve financial aid, scholarships, admissions, registration, and records issues.
• Outreach to the various high school, middle schools, and elementary schools in the Houston and Texas area. Where we not only have financial aid discussions but also how Texas Southern is and will always be the number 1 choice of higher education.
• Files paperwork is very important in my line of work. making sure every student’s documents are in the right spot at the right time at all times.
• Participates in outreach events or programs that educate the community on how to apply for financial aid.
• Checks emails on a daily bases to make sure all communication is clear and direct on both the staff and student levels
• Informs students and families of any possible incorrect information submitted to the office of financial aid.
• Uses Banner 9 to process and communicate what is needed to complete the profiles of students year after year.
• Advises students and parents on how to properly apply for loan and repayment plans.
• Assists students, and parents with verification of their income, household size, etc.
• Maintains and ensures the confidentiality of student records and information.
• Assists with the dissemination of updates to policies and procedures, scheduling and resolution of volatile situations. Makes recommendations that affect policies, procedures, and practices.
• Assists with orientations on an annual base to ensure our new and upcoming students are well acclimated with the Texas Southern way and to show them real Tiger Pride.
• Check the federal website to make sure the loan was properly filled out and help resolve the issue if the loan is filled out incorrectly.
• Monitors Financial aid emails to answer and respond to different issues concerning financial aid.
• Creates budget for students based on federal regulations to help determine students’ need for financial aid.
• Trains new Financial Aid Specialist on processes and procedures of the Financial Aid office.
• Explores alternatives and creative solutions to meet the needs of the customer. Help to resolve any complaints or customer concerns.
• Assists in reviewing standardized reports for at-risk populations to assist with student persistence.
• Participates in performance evaluation of personnel performance (does not directly supervise).
• Performs other job-related duties as assigned.

% FTE

1.0

Hiring Range
Commensurate with Experience

Education

Some College or Associate’s degree

Required Licensing/Certification

None required.

Knowledge, Skills, and Abilities

Knowledge of:

• Specialized practices, equipment and procedures.
• Other job-related software and systems.
• Requires seasoned skills in the job function or professional discipline; performs more complex, but expected work for a fully competent incumbent in the function or discipline; demonstrates an understanding of most work routines, rules, procedures and operations; may give advice to other, less experienced positions or provide technical leadership to job classifications performing similar work.
• Microsoft Office Professional or similar application.

Skill in:

• Detail oriented.
• Effective customer service.
• Problem-solving and decision-making.
• Multitasking and time management.
• Strong analytical.
• Both verbal and written communication.

Ability to:

• Use other job-related software and systems.
• Use student database.

Work Experience

Three (3) years, including five (5) years of related experience.

Working/Environmental Conditions

• Routine office environment.
• Sitting or standing in one location much of the time.
• Use of video display terminal.

Desired start date

Position End Date (if temporary)

Posting Detail Information

UA EEO Statement

It is the policy of Texas Southern University to provide a work environment that is free from discrimination for all persons regardless of race, color, religion, sex, age, national origin, individuals with disability, sexual orientation, or protected veteran status in its programs, activities, admissions or employment policies. This policy of equal opportunity is strictly observed in all University employment-related activities such as advertising, recruiting, interviewing, testing, employment training, compensation, promotion, termination, and employment benefits. This policy expressly prohibits harassment and discrimination in employment based on race, color, religion, gender, gender identity, genetic history, national origin, individuals with disability, age, citizenship status, or protected veteran status. This policy shall be adhered to in accordance with the provisions of all applicable federal, state and local laws, including, but not limited to, Title VII of the Civil Rights Act.

Manual of Administrative Policies and Procedures

Close Date

Open Until Filled (overrides close field)
Yes

Special Instructions to Applicants
Open to all applicants.
Posting Supplemental Questions

Required fields are indicated with an asterisk (*).

1. * Do you have three (3) years to five (5) years of related experience?
   • Yes
   • No
2. * Do you have some College or an Associate's degree (A.A.)?
   • Yes
   • No

Applicant Documents
Required Documents

1. Resume
2. Cover Letter/Letter of Application
3. Official Transcripts

Optional Documents

1. Reference Letter 1
2. Reference Letter 2
3. Reference Letter 3