Financial Aid Counselor III- Student Financial Services (27380)
- Employer
- University of Central Oklahoma
- Location
- Main Campus - Edmond, OK, 73034
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- Administrative Jobs
- Institutional & Business Affairs, Financial Aid, Student Affairs, Student Activities & Services
- Employment Type
- Full Time
- Institution Type
- Four-Year Institution
Job Details
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:
Create spreadsheet of newly awarded Perkins borrowers and send FTP file to Heartland/ECSI (UCO third party servicer) weekly, or as needed. Schedule Perkins Loan Counseling/PNote emails to borrowers. Work with Heartland/ECSI (UCO third party servicer) to resolve Perkins Loan issues, and review/process Heartland/ECSI reports. Process accounts receivable spreadsheet of EFT deposits transfer for the Bursar weekly. Work with collection agencies (Williams & Fudge, Windham, and TSI) daily/monthly to resolve problems, and to pay statements. Work closely with Accounts Payable on all billing statements. Send FTP file to Heartland/ECSI at the end of each semester on all Advances, and Graduate borrowers to be loaded on SalNet for ECSI borrower monitoring. Pull borrower files over 15 years with no payment activity, and assign to Department of Education. Assist Financial Aid Director to complete the Fiscal Operations Report, FISAP, Perkins Loan Section and preparation with annual financial aid single audit. Coordinate UCO, and Third Party Servicer Default Management program resources, and activities related to student financial literacy, and prevention of student loan defaults. Coordinate Direct Loan Exit Loan Counseling information mailing for students no longer halftime, and those who have withdrawn or graduated from UCO. Track and report borrowers who were assigned to the treatment group and control group per requirements as a UCO participant of the Department of Education Loan Counseling Experiment. Process student aid information and Award Adjustments that require need analysis, verification, repackaging, and loan processing. Reviews and reconciles weekly exception reports to insure compliance of federal guidelines. Works directly with Data Processing in validating aid applications and resolving loan issues. Responds to student and parent inquiries regarding technical financial aid information. Participates in Financial Aid Seminars upon request from high schools, outside agencies, and campus departments. Performs other related duties as assigned.
QualificationsExperience 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.
Experience Preferred:
Experience working in Federal Student Financial Aid. Intermediate level of experience with computer operations and Microsoft Office Excel. Post-secondary Education in Accounting or Business. Work experience with student accounts and general accounting methods, including account reconciliation.
Knowledge/Skills/Abilities:
Ability to work independently with minimal supervision and be a self starter with problem-solving skills. Speaking/writing – Ability to effectively express ideas, instructions and concepts; Ability to speak and write effectively and clearly. Excellent interpersonal relationship skills and the ability to establish and maintain effective working relationship with staff, students, parents, and loan servicers. Social Perceptiveness: Demonstrates good human relation skills to establish and foster good relationships with university employees, students, parents and loan servicers. Ability to keep a positive attitude during stressful situations and keep up with multiple projects.
Physical Demands:
Reasonable accommodations (in accordance with ADA requirements) may be made, upon request, to enable individuals with disabilities to perform essential functions.
Organization
The University of Central Oklahoma prepares future leaders in an opportunity-rich environment, ideally located in the Oklahoma City metropolitan area. Central offers an innovative learning community to its more than 17,000 students, where teaching comes first, a commitment seeded in the university's roots as a teaching college. Students at Central develop personal relationships with more than 450 full-time faculty, 450 adjunct faculty and over 850 staff, like 2008 U.S. Professor of the Year, Dr. Wei Chen, who are committed to transforming lives.
With 117 undergraduate majors and 59 graduate programs, Central is a smart investment for students dedicated to their future success. Notable academic programs include Forensic Science, Music Theatre, Mass Communications, Accounting, the region's only accredited Professional Golf Management program, Jazz Studies and the Academy of Contemporary Music at UCO, located in downtown Oklahoma City's Bricktown district.
Central's appealing 210-acre campus is on track to become a certified botanical garden, offering both a pleasing learning and living environment and a source of pride for students, employees and alumni. In fact, Central is ranked among the top universities nationally in residence life and as one of the top universities to work for by the "Chronicle of Higher Education." Central is also an official U.S. Olympic and Paralympic Training Site, and hosted the 2010 World Sitting Volleyball Championships on campus. Founded in 1890, Central is the state's first public institution of higher learning, and continues to cultivate creativity and innovation in every corner of campus, bringing to life its core values of Character, Community and Civility each day.
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MISSION
The University of Central Oklahoma (UCO) exists to help students learn by providing transformative education experiences to students so that they may become productive, creative, ethical and engaged citizens and leaders serving our global community. UCO contributes to the intellectual, cultural, economic and social advancement of the communities and individuals it serves.
VISION
UCO will become one of the Top 10 metropolitan universities of our kind in the United States by providing a transformative education as well as development experiences that help learners achieve their highest level of leadership potential.
CALL TO ACTION
The University of Central Oklahoma transforms each student by focusing our resources on the Central Six tenets of transformative learning.
All students will be transformed with:
- Discipline Knowledge
- Leadership
- Research, Scholarly and Creative Activities
- Service Learning and Civic Engagement
- Global and Cultural Competencies
- Health and Wellness
Transformative learning is a holistic process that places students at the center of their own active and reflective learning experience.
About Edmond/Oklahoma City Metro
The University of Central Oklahoma is located in Edmond, a part of the growing, thriving Oklahoma City metropolitan area. At Central, our students, faculty and staff get the best of both worlds - the "small town" feel of Edmond, with the big city excitement of the Oklahoma City metro. Both the Edmond and the Oklahoma City metro consistently rank nationally among the safest, most affordable and most exciting places to live. In fact, Edmond recently ranked among the best places to live in the nation by Money Magazine and Family Circle magazine, and Oklahoma City ranked sixth in the nation for the "Best Places for Young Adults" by Portfolio.com. From year-round arts, music and theater offering, to exciting sporting events like the NBA's Oklahoma City Thunder, to first class shopping, dining and more, Edmond and the Oklahoma City metro offer a diverse, active, culturally enriched lifestyle that's on the move to even bigger and better opportunities.
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