Financial Aid Counselor & Compliance Specialist

New York City, New York (Manhattan) County
May 08, 2014
The City University of New York (CUNY) is the nation's leading urban public university serving more than 480,000 students in a wide range of educational programs at 24 colleges and institutions in New York City.
Job ID: 9398

Regular/Temporary: Regular


Administers and supervises financial aid programs and operations.  

- Reviews contracts, disbursements, tuition and fees; validates student eligibility for various programs

- Administers, monitors and troubleshoots CUNY financial aid systems as well as Federal and NY State systems in order to ensure integrity of student databases and timely and accurate delivery of funds

- Assists CUNY staff, applicants, and students/families with advice on financial aid issues and eligibility 

- May review and reconcile student payroll processing

- Represents the Financial Aid function at Admissions events; works with academic departments as well as Bursar, Registrar, Admissions and Computing offices to assure staff understand and implement financial aid processes correctly

- Assists in the development and evaluation of Admissions processes

- Prepares documentation, instructions, and materials in various media to support financial aid activities

- Performs related duties as assigned.

Job Title Name: Financial Aid Specialist


Higher Education Assistant




The Financial Counselor and Compliance Specialist, under the supervision of the Director of Financial Aid, will be responsible for ensuring compliance with Federal and New York State financial aid regulations and CUNY's policies and procedures, and for training the financial aid staff in compliance related issues (students' eligibility, verification, budget/packaging, satisfactory academic progress, record retention, APTS, etc.,).

- Supervise financial aid staff  in implementing financial aid regulations (students' eligibility, verification and documentation requirements, satisfactory academic progress, etc.,)
- Develop and implement policies, procedures for SFA applications and verification.
- Train financial aid staff on financial aid regulations.
- Disseminate financial aid regulations, policies, and procedures to the financial aid staff and the College community.
- Develop and update financial aid forms and information.
- Review documents collected and information collected by the financial aid  staff and resolve discrepancies; ensure compliance and consistency in documents and information collected from students.
- Serve as compliance consultant for the financial aid staff.
- Coordinate the review, analysis, and implementation of documentation procedures relating to compliance issues.
- Develop and distribute procedural manual and information (application, verification, student eligibility).
- Keep abreast of regulations.
- Provide on-going comprehensive overall financial aid counseling to students and their families and oversee "Special Circumstances" (income reduction, dependency reclassification, etc.).
- Review, verify, and correct financial aid information.
- Represent the financial aid office and the College at various meetings both on and off campus 
- Participate in workshops and orientation.


Bachelor's Degree and four years' related experience required.


The position requires an individual who is client (student) centered with a strong commitment to service. The individual must be a team player with excellent interpersonal, customer service, and communication skills (written and oral). The individual must have comprehensive knowledge, experience, and training in administering Federal student aid and New York State aid; be knowledgeable and experienced in analyzing and implementing financial aid regulations; and experienced in developing manuals, instructions, and conducting training for financial aid staff members. Knowledgeable of the financial aid processing systems (UAPC, SFA, and CUNYFIRST) to better serve students preferred.


Salary is commensurate with education and experience.


CUNY offers a comprehensive benefits package to employees and eligible dependents based on job title and classification. Employees are also offered pension and Tax-Deferred Savings Plans.  Part-time employees must meet a weekly or semester work hour criteria to be eligible for health benefits. Health benefits are also extended to retirees who meet the eligibility criteria.


To apply, go to, access the employment page, log in or create a new user account, and search for this vacancy using the Job ID or Title. Select "Apply Now" and provide the requested information.


Applications will be accepted until the position is filled with review of applications to begin 11/15/13. (Search reopened)


CUNY Job Posting: Managerial/Professional


We are committed to enhancing our diverse academic community by actively encouraging people with disabilities, minorities, veterans, and women to apply.  We take pride in our pluralistic community and continue to seek excellence through diversity and inclusion. EO/AA Employer.PI77103323