Edtech.com's Summary

Stevenson University is hiring a Financial Aid Advisor. The role involves providing direct service to students and families regarding financial aid, evaluating applications, determining aid packages, and ensuring compliance with federal, state, and institutional policies. The advisor also conducts presentations, manages documentation, and collaborates across campus departments to support student financial needs.

Highlights

Provide financial aid counseling and front-line customer service via phone, in person, chat, and email.
Advise students and parents about financial aid options, scholarships, Federal Work Study, loan information, and policies.
Evaluate financial aid applications and determine aid packages per federal, state, and institutional regulations.
Conduct verification of application data in compliance with federal criteria and manage professional judgment appeals and petitions.
Maintain student documentation through electronic document imaging systems and correspond with students about application requirements.
Conduct financial aid presentations both on and off campus.
Collaborate actively with multiple campus departments to promote teamwork and collegiality.
Stay current on financial aid rules, recommend process improvements, and attend professional trainings.
Required skills include proficiency with Microsoft Office (Excel, Word, Outlook) and strong communication, research, organizational, and customer service abilities.
Minimum qualifications: Associate's degree or high school diploma with two years full-time service-oriented experience; Bachelor's degree and financial aid experience preferred.
Salary range anticipated between $40,000 and $44,500 annually; full-time, 12 months per year, non-exempt position reporting to the Director of Financial Aid.

Financial Aid Advisor Full Description

Financial Aid Advisor

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Posting Details

Position Description

Posting Number | 201201482P
Position Title | Financial Aid Advisor
Department | Enrollment Management: Financial Aid
Position Summary | The Financial Aid Advisor is responsible for providing direct service to students and their families in regard to the financial aid process and advises them in all phases of the financial aid application and delivery system. This position will evaluate financial aid applications and determine aid packages in accordance with federal, state, and institutional policies governing financial aid.
Education/Experience | Required Qualifications:· Associate’s degree, or a high school diploma plus two years of full-time work experience in a service-oriented position.· Experience with personal computers using Microsoft Office (Excel, Word, Outlook) software.Preferred Qualifications:· Bachelor’s degree from an accredited institution preferred.· One year of professional full-time experience in financial aid, admissions, advising, or other enrollment services functions preferred.
Knowledge/Skills/Ability | · Excellent interpersonal, verbal and written communication skills.· Skilled in researching regulatory information and resolving complex financial questions.· Skilled in organizing resources and establishing priorities.· Ability to understand federal and state financial aid programs.· Ability to prioritize and manage a significant caseload.· Ability to interpret and explain regulatory information related to the financial aid process.· Ability to diffuse and respond professionally to stressful situations and difficult people.· 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 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.
Physical Requirements | Light work: Exerting up to 20 pounds of force occasionally and/or a negligible amount of force constantly to move objects. Position requires sitting for long periods of time in front of a computer and may require additional hours during peak times. Sedentary work. Keyboarding, talking, hearing, repetitive motions. Close visual acuity. Not substantially exposed to adverse environmental conditions.

Essential Functions | · Provide financial aid counseling and front-line customer service to current and prospective students, parents, and staff families by phone, in person, chat, and email with the goal of delivering exceptional service.· Advise students and parents about options and opportunities to pay for college. Answers questions concerning financial aid, scholarships, and Federal Work Study including benefits, eligibility criteria, the application process, policies and procedures, deadlines, loan information and requirements, and the impact of taking out student loans.· Assure compliance with Title IV Federal regulations in addition to state regulations in regards to delivery of funds to students.· Conduct verification of student and parent application data in compliance with federal criteria. Verifies the accuracy of information provided on applications for federal and/or state aid programs.· Guide student through the submission process for professional judgment exceptions, appeals and petitions in accordance with federal statutes. Provides support to students experiencing family, personal or economic crises which may impact academic performance.· Correspond with students in writing, in person or by phone regarding outstanding documents necessary to complete the financial aid application process.· Process and maintains student documentation via the electronic document imaging system.· Conducts financial aid presentations on and off campus.· Work actively across campus departments to ensure a spirit of college wide collaboration, collegiality, civility, and teamwork.· Stay current on financial aid rules and procedures. Recommends changes to processes to create improvements.· Attend professional conferences, trainings, and meetings related to enrollment management, billing, and financial aid
Reports To | Director, Financial Aid
Quick Link for Posting | https://stevenson.peopleadmin.com/postings/10785

Posting Information