Financial Aid Counselor

Colorado Springs, CO
Jul 15, 2017
Institution Type
Four-Year Institution

The Financial Aid Advisor position for the Office of Financial Aid, Student Employment & Scholarships is a 100% time professional exempt position that provides professional services and expertise to the Office of Financial Aid and reports to the Assistant Director of Counseling. This position supports the delivery and accountability for more than $98 million dollars of federal, state, institutional and private financial aid funds to over 7,000 undergraduate and graduate students. The primary responsibility of this position is to assist students and families in receiving financial aid and assuring proper coverage and quality service in our front lobby.

Job Duties:
  • Collaborate and confer with other campus offices and individuals on how changes in our or their policies will affect each other, the students and other offices. These offices include Admission and Records, University Connection, University Learning Center, Student Success Center, Bursars and Academic Advising.
  • Trouble-shoot why a student's aid was not paid and determine path to rectify the situation. (e.g. packaging problem, disbursement error, SAP issue, residency issue, etc.).
  • A student or their parents' financial situation has had a negative change since applying for financial aid. This could be from loss of job, divorce, death or other changes in the student's of family's situation. Federal, state and institutional guidelines are applied and an appraisal is made to adjust the student's eligibility. The student's file is updated and annotated to justify the decision. Increase the student budgets and, therefore, increase the eligibility for federal, state and institutional aid because of extraordinary expenses. Review the students' documentation and request for the increase and approve or disapprove the adjustment. Adjust financial aid awards to student (increase/decrease) after new information is received. This could be from a change in enrollment status, family income, housing status, third party payments, assets, size of family or number enrolled in college. Adjustments to aid could include grants, loans, and/or work study. Determine eligibility and award students' appropriate aid. Counsels students on additional resource possibilities.
  • Audit and verify application materials for completeness and accuracy. Contact students and parents by mail, email or phone to clear up any inconsistencies. Make final award decisions for the University, which include appeals to general rules and regulations by interpreting federal, state and institutional guidelines. Adjust students' budgets and/or need using "professional judgment." Update and annotate the student's file justifying decision.
  • Help the University's recruiting effort by participating in Mountain Lion Experience orientations by providing general financial aid information to prospective students.
  • Determine if a student's financial stop can be lifted in order for a student to register by analyzing their financial aid for the academic year. Approve short term loans from institutional funds for books and emergencies for students. Counsel and advise students regarding satisfactory progress requirements to receive and retain their financial aid. Refer students who are having academic and/or personal problems to the Student Success Center, Counseling Center, or the Excel Centers.
  • Conduct workshops and presentations in high schools, community colleges and other community forums to educate and inform the public about the process and application for state, federal, and institutional aid, as well as the availability of private funding. Also, to provide other information about the University. Written and telephone contact with students and parents in a recruiting effort based on referrals from the Admission Office, the athletic department, the University connection office, student success center, and other campus offices
  • Be a resource for the customer service assistants and be available for specific student requests to see a counselor in a more private setting.
  • Other duties as assigned

Job Competencies:
  • Outstanding knowledge of financial aid programs, eligibility requirements, needs analysis, and delivery of financial aid to students and families.
  • Excellent interpersonal communication skills.
  • Excellent written communication ability.
  • Leadership and supervisor abilities.

For the purposes of FLSA this position has been determined to be exempt from (not eligible for) overtime under FLSA.

Salary Range: The salary range for this position is $39,000 - $44,000.

The University of Colorado, Colorado Springs offers a full benefits package. Information on University benefits, including eligibility, is located at

The University of Colorado is committed to providing a safe and productive learning, living and working community. To assist in achieving this goal, we conduct background investigations for all prospective applicants being considered for employment. Background investigations include a criminal history record check, and when appropriate, a financial and/or motor vehicle history check.


Minimum Requirements:
  • Bachelor's degree with at least one year of financial aid experience to be eligible as a financial aid advisor.
  • This position requires a strong working knowledge of federal financial aid rules and regulations and full knowledge of financial aid programs, eligibility requirements, needs analysis, and delivery of financial aid to students and families.
  • This position also requires strong customer service skills and experience working with diverse populations and excellent oral and written communication skills.

Preferred Qualifications:

  • Preferred qualifications include some supervisory experience, CUSIS (PeopleSoft Campus Solutions) experience and a Master's degree in a related field. If the successful candidate has at least three years of financial aid experience, they will be considered as a financial aid counselor in a higher education setting or similar position.

Special Instructions to Applicants:• Applications submitted by May 30, 2017 will receive full consideration. • Applications submitted through email or surface mail will not be considered. Please apply at • Upon request, please be prepared to provide five professional references (at least two previous/current supervisors), including their email contact information. • Official Transcripts will be required upon hire.

Application Materials Required:Cover Letter, Resume/CV

Job Category: Academic Services

Primary Location: Colorado Springs

Department: C0001 -- Colorado Springs Campus - 40126 - Financial Aid / Std Emplmnt

Schedule: Full-time

Posting Date: May 16, 2017

Closing Date: Ongoing

Posting Contact Name: Danni Sparks

Posting Contact Email:

Position Number: 00413303