Financial Aid Counselor II

The Financial Aid Counselor II assists prospective and current students with all matters related to acquiring and maintaining financial aid.

• Completes the verification process for students; verifies that the information provided on FAFSA correctly reflects the information on the IRS Tax Transcript
• Reviews each ISIR file to determine if it needs to be loaded into PeopleSoft for review
• Reviews student Satisfactory Academic Plan appeals
• Determines if progress has been made
• Suspends students and removes aid if no progress is made
• Liaises with students as necessary via email, phone, or in-person to keep them up-to-date with their status
• Runs reports and queries

• Performs all other duties as assigned

Direct Reports:

• None

Delegation of Work:

• N/A

Supervision Given:

• N/A

Required Education:

• Bachelor's degree

Required Experience:

• Minimum of three (3) years of related job experience

License/Certification:

• None required

• None

Knowledge:

• Understanding of federal and state regulations that govern financial aid eligibility in higher education, and the related trends, issues, and accepted practices
• Knowledge of relevant Department of Education websites, including COD, NSLDS. and FAA Access

Skills:

• Good technical skills, including proficiency in MS Office and PeopleSoft; strong analytical and problem
  • solving skills
• Excellent interpersonal and communication skills

Abilities:

• Ability to use independent judgment
• Ability to multitask
• Ability to effectively communicate with a wide range of individuals and constituencies in a diverse community

Primary Work Location:

• Works in an office environment

Physical Demands:

• Work is performed in a typical interior work environment which does not subject the employee to any unpleasant elements
• Individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks
• Must have precise hand-eye coordination and the ability to identify and distinguish colors
• Must have the ability to move items of up to 15lbs