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Financial Aid Counselor

University of Bridgeport
Connecticut, United States
Salary Not Specified
Posted Date
Dec 16, 2021

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Position Type
Administrative, Business & Administrative Affairs, Financial Affairs, Student Affairs, Admissions, Enrollment, Retention & Registrar, Counseling, Financial Aid, Other Student Affairs
Employment Type
Full Time
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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.

Primary responsibilities:
  • Support and maintain daily front desk operations including but not limited to assisting walk-in students with all inquiries.
  • Responsible for organization and restocking of all front desk resources such as forms, financial aid pamphlets and supplies.
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
  • 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=
  • 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
NOTE: The above description is intended to describe the general nature and level of work to be performed by the position. It is not intended to be an exhaustive list of all responsibilities of the position. You will devote your full time and best efforts to the performance of your various job duties and will observe any and all policies, rules and regulations that the University may now have or shall hereafter establish.

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