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Financial Aid Counselor

University of Bridgeport
Bridgeport, Connecticut, United States
Salary Not Specified
Date posted
Feb 2, 2024

The mission of The University of Bridgeport is to promote academic excellence, personal responsibility, and commitment to service. Distinctive curricula in an international, culturally diverse supportive learning environment prepare graduates for life and leadership in an increasingly interconnected world.

Position Description Summary/Purpose :

The Financial Aid Counselor is responsible for counseling and assisting University of Bridgeport prospective, accepted and enrolled students and their parents with applying for and understanding the financial aid process.

Specific Responsibilities:
  • Provide timely, accurate, and comprehensive counseling and advisement to all current and prospective students and families by video, phone, in person, and email with the goal to deliver exceptional service
  • Participates in all Open Houses, Accepted Students Day, Orientations as well as occasional evening and weekend events
  • Works closely with Admissions to ensure all prospective students have completed files and are properly awarded
  • Works as a One-Stop with the University’s Bursar office.
  • Provide advising to students and their family regarding financial aid eligibility, financial aid award packages, balance owed on the student’s account, how to set up payment plans, applying for additional loans and other payment options
  • Responsible for the SFS Email box
  • Responsible for answering all incoming calls to the SFS Office and SFS Voice Mail
  • Provide support with student outreach and projects as needed
  • Responsible for matching documents uploaded to secure cloud to the students file
  • Maintaining Imagenow documentation scanning process
  • Review of student’s account for adjustments to financial aid because of discrepancies with credit load, housing, budget etc.
  • Research pending aid
  • Verify proper documentation is being submitted by students and parents in regards to federal Verification requirements and C Flag issues.
  • Reviewing a variety of the required verification documents, federal tax documents and other documents that may be requested by the SFS office with the student data listed on the FAFSA and making the necessary corrections on CPS
  • Counseling families regarding verification changes, the effects on their financial aid award and the appeals process
  • Promoting an image of efficiency and courtesy throughout the university community and consistent with the departments mission, attending staff meetings and training sessions as requested, communicating effectively with supervisors concerning pertinent departmental and university matters
  • Perform related duties as necessary to support the University of Bridgeport’s mission
The Financial Aid Counselor may be asked to do the following:
  • Support and maintain daily front desk operations including but not limited to assisting walk-in students with all inquiries.
  • Organizing and restocking of all front desk resources such as forms, financial aid pamphlets and supplies.
  • Must be detail-oriented
  • Excellent customer service skills
  • Professional oral and written communication skills
  • Excellent organizational skills
  • Process information quickly and accurately
  • Able to work independently and prioritize multiple tasks in a high-volume environment
  • Bachelors degree required
  • Experience working at a college/university preferably in financial aid and with First Generation population as well as Adult Learners.
  • Understanding of financial aid awarding and title IV eligibility for undergraduate and graduate students, the verification process and Cost of Attendance components.
  • Knowledge of Title IV federal regulations.
  • Intermediate skills in Microsoft Office specifically Access, Excel and Word.
  • Experience with Higher Education software platforms desired; knowledge of DataTel Colleague and ImageNow preferred
Physical and Mental Requirements :

Work Environment None Under 1/3 1/3 to 2/3 Over 2/3
Outdoor Weather Conditions X
Work with fumes or airborne particles X
Work near moving mechanical parts X
Risk of electrical shock X
Vibration X

Physical Activity None Under 1/3 1/3 to 2/3 Over 2/3
Standing X
Walking X
Sitting X
Talking & Hearing X
Using hands/fingers to handle/feel X
Climbing or balancing X
Bending, pulling, pushing X
Driving X

Lifting Requirements None Under 1/3 1/3 to 2/3 Over 2/3
Up to 10 pounds X
Up to 25 pounds X
Up to 50 pounds X
Up to 75 pounds X
Up to 100 pounds X
Over 100 pounds X

Vision Requirements:

Close vision (i.e. clear vision at 20 inches or less)

Distance vision (i.e. clear vision at 20 feet or more)

Color vision (i.e. ability to identify and distinguish colors)

Peripheral vision (i.e. ability to observe an area that can be seen up and down or

left and right while the eyes are fixed on a given point)

Depth perception (i.e. three-dimensional vision, ability to judge distances and

spatial relationships)

X No special vision requirements

Full-Time Employee Benefits:
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Pet Insurance
  • 401k employer match
  • Employee & dependent life insurance
  • Great tuition benefits for employee, spouse & dependents
  • PTO program
  • Flexible work schedules
(This job description does not constitute an employment agreement between the employer and employee. It is used as a guide for personnel actions and is subject to change by the employer as the needs of the employer and requirements of the job change.)

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