Financial Aid Counselor II - Student Financial Services (Current UCO Employees Only)

Edmond, OK
Jun 12, 2018
Institution Type
Four-Year Institution

Job ID 2018-5093
Posted Date 2018-06-11
Category Professional Staff
Org Number 010162
Department Student Financial Services
Division Vice President for Student Services
Location US-OK
Targeted Job Start Date 7/9/2018
Hours Per Week 40
Weeks Per Year 52

Position Overview

Receive, review, and process financial aid requests, documents, and notices from departments, colleges, and students; may include database data entry and verification and mathematical calculations. Provide consultation to internal and external constituents regarding basic financial aid application completion and award process inquiries. Update, correct, or cancel student financial aid award accounts; responsible for the creation, tracking and maintenance of student financial aid files (electronic and hardcopy). Review and assist with the reconciliation of award accounts and the dissemination of award notices. Create and distribute financial aid award reports to various internal and external constituents or agencies for review.

Department Specific Essential Job Functions

Processes student aid information, needs analysis, packaging, verifications, loan processing, and completion of required reports. Provides person to person and telephone guidance to parents, students, and prospective students in their pursuit of financial assistance. Share in the professional review of over 15,000 financial aid applications relative to state, federal assistance, as well as local and national scholarships, in terms of determining eligibility for aid programs. Assist students, faculty and staff on walk-in basis, providing such assistance as application completion, review of academic progress, overaward resolutions, financial aid holds, withdrawal recalculations of eligibility, loan counseling, and student eligibility determinations. Review and reconcile daily/weekly financial aid reports to insure compliance of federal guidelines. Work directly with the Data Entry & Loan Processors in validating aid applications or resolving loan issues. Respond to student and parent inquiries regarding technical financial aid information. Participate and/or Coordinate Financial Aid Seminars. Act as backup for other Financial Aid Counselors, as needed. Conduct need analysis tests to determine the eligibility and financial need of the student. Work with external agencies providing information concerning eligibility. Performs other duties as assigned by the Director of Student Financial Aid

Qualifications/Experience Required

Requires a university degree in field plus 3+ years of relevant experience in the chosen field or 7+ years of equivalent work experience that provides knowledge of and exposure to fundamental theories, principles, and concepts. Requires the application of expertise in a chosen field to achieve results.

Qualifications/Experience Preferred

1+ year Financial Aid experience


Excellent communications skills. Ability keep up with changing technology. Attention to details is essential.

Physical Demands

Repetitive movement of hands and fingers - typing and/or writing. Frequent standing, and/or sitting. Occasional walking, stooping, kneeling or crouching. Reach with hands and arms. Visually identify, observe and assess. Ability to communicate with supervisor/students/colleagues. Regular physical attendance required. The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations (in accordance with ADA requirements) may be made, upon request, to enable individuals with disabilities to perform essential functions.


Similar jobs

Similar jobs