Edtech.com's Summary

Syracuse University is hiring a Financial Aid Specialist to review prospective and enrolled students' financial aid applications and resolve eligibility issues within the Office of Financial Aid and Scholarship Programs. The specialist performs federal and institutional tax verification, evaluates FAFSA and CSS Profile documentation, and applies professional judgment to determine aid eligibility under shifting federal regulations. The position also represents the office at on-campus and community events for prospective and current students.

Highlights

Verify and adjust parent and student income and asset information for federal and institutional compliance.
Evaluate FAFSA and CSS Profile applications and resolve conflicting documentation.
Review institutional reports to correct student eligibility issues and ensure equitable aid distribution.
Troubleshoot unofficial SAIs and ISIR rejects to keep aid disbursement on schedule.
Apply professional judgment to determine financial aid eligibility in complex cases.
Advise students and families on resolving application and eligibility issues.
Represent the Office of Financial Aid at campus and community events.
Use PeopleSoft, OnBase, and Microsoft software to manage applications and records.
Associate degree required, bachelor's degree preferred, with 2-5 years of financial aid experience.
Hourly pay rate of $22.12, with overtime expected during peak award season.

Financial Aid Specialist Full Description

Job Description

The Financial Aid Services (FAS) team is charged with analyzing prospective and enrolled students’ financial aid applications to resolve student eligibility issues and ensure an equitable distribution of aid. Specialists review applications and a large variety of documents necessary to perform needs analysis to determine federal and institutional eligibility, working in a high-volume, fast-paced environment to apply knowledge of swiftly changing federal regulations and institutional requirements. Specialists also advise applicants and their families on the promptest resolution to application or eligibility issues, and represent the Office of Financial Aid and Scholarship Programs during on-campus and community events.

Education and Experience

Associate degree and/or equivalent combination of education and experience required; Bachelor’s degree preferred.
2-5 years of experience working in Financial Aid (FM & IM needs analysis, CSS Profile review, tax review, Federal Verification & Federal Match).

Skills and Knowledge

In-depth knowledge of federal Title IV, state, and university financial aid program regulations to ensure compliance.
In-depth knowledge of and experience with federal tax forms, requirements, and tax law.
Proven ability to research, interpret, and apply complex rules and laws.
Strong communication skills, including the ability to write and present concise findings with recommended courses of action.
Ability to analyze diverse populations objectively and communicate with professionalism and compassion.
Experience with PeopleSoft or other student information systems, OnBase or other imaging systems, and Microsoft software.
Overtime may be required during peak award season.

Responsibilities

Perform federal and institutional tax verification: adjust and verify parent and student income and assets for compliance.
Identify tax discrepancies and determine appropriate course of action for the family.
Evaluate and verify PROFILE and FAFSA application information and resolve conflicting documentation.
Review institutional reports to resolve student eligibility issues and ensure equitable distribution of aid.
Review all subsequent ISIR transactions and troubleshoot issues such as unofficial SAIs and ISIR rejects.
Apply established needs analysis procedures and professional judgment to determine financial aid eligibility.
Collaborate with colleagues and the Assistant Director to resolve complex circumstances and discrepancies.

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Financial Aid Specialist

Edtech.com's Summary

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