Job Description To perform this job successfully, an individual must be able to satisfactorily perform each essential duty listed below. Reasonable accommodations will be made for disabled persons covered by the Americans with Disabilities Act, in accordance with its requirements. Duties are numbered for convenience and do not indicate order in terms of importance, frequency that the duty is performed, or the amount of time spent on the duty. 1) Counsels students and parents. Provides advice and information about federal, state, institutional and privately funded programs. 2) Informs students and parents of student financial aid policies, procedures and processes. Interprets federal methodology needs analysis formula and financial aid eligibility. Answers questions and addresses concerns. 3) Ensures accuracy of financial aid applications. 4) Reviews information, identifies problems and takes necessary steps for corrections. Verifies income by reviewing and interpreting documents. Reviews dependency override, SAP Appeal and Special Circumstance applications and makes ruling based on professional judgment. 5) Assists students with registration and fee payment problems. 6) Writes and approves promissory notes following institutional and federal guidelines. 7) Advises students regarding standards of satisfactory academic progress and addresses problems and other matters pertaining to continued eligibility. 8) Provides counseling on budgeting, aggregate loan limits, debt management, bankruptcy and default resolution as it applies to financial aid. 9) Offers assistance and provides initial admission, records and registration and academic counseling information and directs students to appropriate department. 10) Responds to telephone calls, correspondence and email messages. Determines ineligible disbursements of financial aid. 11) Reviews withdraw report in compliance with federal laws. 12) Places restrictions on student overpayments in accordance with Return of Title IV overpayment. 13) Notifies withdrawing students of outstanding or overpaid loans. Identifies, develops and implements advising activities in the Financial Aid Department. Monitors trends and patterns relative to student advisees. 14) Assesses needs of students and facilitates student-centered learning under stressful conditions. 15) Administers projects essential to financial aid process including Federal Work Study, Quality Assurance Program, verification, refund and repays, daily drops and consortium agreements. 16) Plans and coordinates special on-campus financial aid activities. Conducts financial aid workshops and presentations on and off campus for traditional and non-traditional students and parents. 17) Ensures compliance of federal and state regulations and reauthorizations. Obtains updates of Congressional rulings, handbooks and publications. Keeps accurate records. Completes and maintains required documentation including analysis of summary report, advising statistics and Quality Assurance Program reports. 18) Maintains confidentiality of student records and other confidential information. 19) Works assigned schedule, exhibits regular and predictable attendance and works overtime as required to meet workload demands. Performs other related duties as required. Required education/experience An appropriate combination of education, training, course work and experience may qualify an applicant to demonstrate required knowledge, skills, and abilities. Minimum qualifications for this position are: Masters Degree in a closely related field, with 1 to 3 years progressively responsible experience in financial aid and student advising. Knowledge, Skills, & Abilities Knowledge of: financial aid federal and state rules and regulations; computer software, programs and applications; administrative and office management; basic mathematics. Skill in: verbal and written communications; customer service; problem solving; application of job software programs; performing mathematical calculations including percentages and fractions; filing documents in alphabetical, numerical, chronological and subject order; operating general office equipment; maintaining work records. Ability to: develop and maintain effective working relationships with associates, supervisors, job contracts and general public; exhibit flexibility in work schedule and job tasks; work independently demonstrating initiative; originate correspondence; collect data, establish facts and draw valid conclusions pertaining to financial aid administration; maintain and promote good public relations; maintain confidential and sensitive information; work with persons from diverse backgrounds; provide accurate financial aid advice to students; speak effectively to large groups. Preferred Qualifications Training/Certifications Required State Motor Vehicle Operator's License or demonstrable ability to gain access to worksite(s).