The Financial Aid Associate I provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process; determines eligibility within the parameters of institutional, state and federal requirements.

REPORTS TO:
Financial Aid Officer II

• Provide advising on the financial aid process to prospective, new, and current students and their families, with thorough knowledge of available financial aid types, scholarships, and eligibility criteria.
• Review financial aid applications and supporting documentation to verify the accuracy of information reported on the FAFSA, requiring knowledge of federal regulations and IRS tax laws.
• Verify and process FAFSA files.
• Maintain awareness of interdepartmental policies affecting student financial aid eligibility.
• Participate in professional development activities at state, regional, and national levels to stay updated on federal and state regulations and changes in aid programs.
• Use conflict resolution skills to assist disgruntled students and parents, helping them understand their situations and identify potential solutions.
• Ensure student confidentiality in accordance with FERPA regulations.
• Provide Exit Counseling information to students upon withdrawal, graduation, or dropping below half-time status.
• Work assigned schedule and comply with timekeeping policies.

EDUCATION REQUIRED:

Associate degree

PREFERRED:

Bachelor’s Degree

EXPERIENCE REQUIRED:

Two (2) years’ experience in Financial Aid or related field.

• Typing/Data Entry
• Computer software proficiency – Microsoft Office
• Operating equipment – office or otherwise
• Written and oral communication
• Interpersonal and/or customer service skills
• Public Speaking/Presenting
• Basic Math
• Analyze situations and problems
• Critical Thinking
• Attention to detail
• Time management
• Federal regulations and directives
• Operational systems and procedures
• Compliance law
• Organization
• Typing/Data Entry
• Computer software proficiency – Microsoft Office
• Operating equipment – office or otherwise
• Written and oral communication
• Interpersonal and/or customer service skills
• Public Speaking/Presenting
• Basic Math
• Analyze situations and problems
• Critical Thinking
• Attention to detail
• Time management
• Federal regulations and directives
• Operational systems and procedures
• Compliance law
• Organization