Temporary/Permanent: PermanentOther Conditions:One position to be filled; if there are no qualified applicants at the Band B level, applicants for the Band A level will be considered.Duties and Responsibilities (*denotes essential functions):Pay Band AService Administration*Efficiently and accurately executes financial aid processes to provide needy and/or qualified students with financial assistance to attain their educational goals.*Works in collaboration with Enrollment Management staff and others to create, propose, implement, and evaluate strategies, services, programs, and activities aimed to helping students address financial issues that may serve as barriers.*Assists in planning, operating, and evaluating financial aid programs and veterans' benefits ensuring compliance with laws, regulations, policies, and guidelines of the federal government, state government, and University.*Tracks student financial assistance and academic enrollment histories and the impact of past histories on continued eligibility to receive financial aid and veterans' benefits in the future.This includes but is not limited to evaluating student compliance with satisfactory academic progress; and ensuring course relevance to declared program of study as specified by federal, state, and University regulations, rules, policies, and procedures.*Promulgates, implements, and evaluates student enrollment and academic performance against financial assistance criteria and responding with adjusted financial aid awards and veterans' benefits as allowed. This includes, but is not limited to performing verification reviews, award revisions, and loan originations; liaising with Banner Central, General Accounting & Loan Collection, System Financial Aid, and other offices to maintain online financial aid modules and veterans' benefits aid information systems of Banner and STAR.*Provides services to students to better understand financial aid and veterans' benefits and receive advice for appropriate follow up steps by students. This includes, but is not limited to the scheduling and conduct of workshops, informational sessions, etc. for students new to the campus, continuing students, and prospective students; outreach visits to high schools and community locales to increase awareness of financial assistance opportunities, sources, etc.andto encourage completion of FAFSA and other applications for assistance including veterans' benefits; the development and execution of communication plans and promotional materials, including management of the content and formats of web pages and other social media and responding to inquiries in a timely manner face to face, in writing, via email, phone, and other media.Reviews special consideration situations, offering guidance and professional judgment in financial and academic matters as they relate to satisfactory academic progress, complete withdrawals, course enrollment changes, return to Title IV aid (R2T4), default management, budgeting, loan repayment, loan exits, dependency override, etc.Assists Enrollment Management Team with events related to the application, enrollment, and matriculation of prospective, accepted,and enrolled students.Administrative Services*Assists in managing facilities, services and operations related to federal financial aid, state financial aid, institutional financial aid, private scholarships, veterans' benefits, etc. This includes, but is not limited to providing accurate information to inquires regarding financial assistance and enrollment processes in a professional, articulate, and timely manner via face to face, written, email and telephone interactions; exemplifying “service centered on the student” approach when responding to requests and inquiries; serving as school certifying official for veterans’ benefits on behalf of the institution; maintaining student records and files for required transmission to national computer databases for financial aid and veterans’ benefits and creating and up-keeping are source library of current literature, manuals, reference materials, and forms in order to accurately interpret and apply federal, state, and institutional regulations, policies, and procedures.*Assists with recruitment, interviewing, selection, counseling, training, supervision and evaluation of professional, classified, paraprofessional, intern, practicum and student assistant staff or relevant student enrollment programs.*Assists with budgetary direction and accountability for delegated accounts. This includes, but is not limited to verifying recipient disbursements, reconciling Title IV programs on a regular basis including resolving discrepancies among Business Office, COD, and financial aid office; reconciling and reporting Pell disbursements to USDOE; researching and resolving discrepancies to student accounts; and contacting others to resolve potential overpayments; and determining on a timely basis R2T4 calculations, reporting payments repayments, and overpayments to COD and NSLDS, and adjusting for refunds through federal student loan programs.*Assists in preparing and submitting annual fiscal, programmatic, and other reports required by federal, state, institutional, or private agencies, offices, etc.Develops, interprets, implements and revises, as needed, appropriate policies, procedures, and operational manuals governing assigned programs, facilities and services, working with others to review and evaluate such policies and procedures.Collaborates with Communications in the concept development and production of all outreach materials, brochures and literature used for student financial aid.OtherProvides management skills and knowledge to include serving in absence of supervisor as requested.Assumes other related duties as assignedOther duties as assignedPay Band BService Administration*Exercise administrative responsibility for the efficient and accurate execution of financial aid processes to provide needy and/or qualified students with financial assistance to attain their educational goals.*Work in collaboration with others to create, propose, implement, and evaluate a comprehensive variety of strategies, services, programs, and activities directed toward helping students address financial issues and meeting their financial needs.*Plan, administer, and evaluate financial aid programs ensuring compliance withlaws,regulations, policies, and guidelines of the federal government, state government, and University. This includes crafting,implementing,and evaluating processes and procedures to ensure accuracy and efficiency of service as well as submitting annual fiscal and other programmatic reports as required by federal, state, or University requests.*Track student financial assistance and academic enrollment histories and theimpactof past histories on continued eligibilitytoreceive financial aidinthe future, including student compliance with satisfactory academic progress and course relevance to declared program of study as specified by federal, state, and Universityregulations,rules,policies, and procedures.*Retrieve, implement, and evaluate student enrollment and academic performance against financial assistance criteria and respond with adjusted financial aid as allowed.This includes, but is not limited to performing verification reviews, award revisions, and loan originations, liaising with Banner Central, General Accounting & Loan Collection, System Financial Aid, and other offices to maintain online financial aid modules of Banner and STAR.*Provide services to students to better understand financial aid and to receive advice for appropriate follow-up steps by students. Thisincludes butis not limited to the scheduling and conducting of workshops, informational sessions, etc.for students new to the campus, continuing students, and prospective students;outreach visits to high schools and community locales to increase awareness of financial assistance opportunities,sources, etc.and to encourage completion of FAFSA, and other applications for admittance;the development and execution of communication plans and promotional materials, including management of the content and formats of webpages and other social media; responding toinquiriesin a timely manner face to face, in writing, via email, phone, and other media.Review individual situations requiring professional judgment in matters as they relate to satisfactory academic progress, complete withdrawals, enrollment changes, R2T4, default management, loan repayment, loan exits, dependency override, etc.Assist the Enrollment Services Team with events related to the application, enrollment, andmatriculation of prospective, accepted, and enrolled students.Administrative Services*Manage and direct facilities, services, and operations related to federal financial aid, state financial aid, institutional financial aid,private scholarships,etc.*Provide accurate information toinquiriesregarding financial assistance and enrollment processes in a professional, articulate, and timely manner via face to face, written, email, and telephone interactions, exemplifying"servicecentered on the student" approach when responding to requests and inquiries.*Maintain student records and files for required transmission to national databases for financial aid,creating and up keeping a resource library of current literature, manuals, reference materials, and forms to accurately interpret and apply federal, state, and institutional regulations, policies, and procedures.Provide oversight and direction for recruitment, interviewing, selection, counseling, training, supervision and evaluation of professional, classified, paraprofessional, and others for student financial assistance and other enrollment programs.Exercise budgetary direction and accountability for delegated accounts/programs.Assist in preparing and submitting annual fiscal, programmatic, and other reports required by federal, state, institutional, or private agencies, offices, etc.Develop, interpret, implement, and revise, as needed, appropriate policies, procedures, and operational manuals governing assigned programs, facilities and services,working closely with others to review and evaluate such policies and procedures.Collaborate with Communicationsinthe concept, development and production of outreach materials, brochures and literature used for student financial aid.OtherProvide management skills and knowledge to include serving in absence of supervisor.Perform other related duties as assigned.Minimum Qualifications:Pay Band APossession of a baccalaureate degree in business administration,management, social sciences, education, or related field and 0 year(s) of progressively responsible professional experience with responsibilities for providing educational services or assistance to students, including financial aid administration, student affairs administration, or provision of administrative,operational and technical support or related work experience; or equivalent education/training or experience.Functional knowledge of principles, practices and techniques in student financial aid or student affairs administration as demonstrated by knowledge,understanding and ability to apply concepts,terminology.Functional knowledge and understanding of principles,theories, federal and state laws, rules, regulations and systems associated with financial aid or student affairs administration.Demonstrated ability to recognize problems, identify possible causes and resolve the full range problems that may commonly occur in the workplace.Demonstrated ability to understand oral and written documentation, write reports and procedures,and communicate effectively in a variety of situations.Demonstrated ability to establish and maintain effective working relationships with internal and external organizations, groups, team members and individuals.Demonstrated ability to operate a personal computer and apply word processing software.Any equivalent combination of education and/or professional work experience which provides the required education, knowledge, skills and abilities as indicated.Pay Band BPossession of a baccalaureate degree in business administration, management, social sciences, education or related field and three (3) years of progressively responsible professional experience with responsibilities for providing educational services or assistance to students, including student financial aid administration student affairs administration, or provision of administrative, operational and technical support; or any equivalent combination of education and/or professional work experience which provides the required education, knowledge, skills and abilities as indicated.Considerable working knowledge of principles, practices and techniques in the area of student financial aid, student enrollment, student support services, student affairs administration, operational management, or technical support services as demonstrated by the broad knowledge of the full range of pertinent standard and evolving concepts, principles and methodologies.Considerable working knowledge and understanding of applicable federal and state laws, rules, regulations and theories and systems associated with student financial aid, student enrollment, student support services, student affairs administration, operational management, or technical support services.Demonstrated ability to resolve wide ranging complex problems through the use of creative reasoning and logic to accurately determine the cause of the problems and the resolution of the problems in an effective, innovative and timely manner.Demonstrated ability to interpret and present information and ideas clearly and accurately in writing, verbally and by preparation of reports and other materials.Demonstrated ability to establish and maintain effective working relationships with internal and external organizations, groups, team leaders and members, and individuals.Demonstrated ability to operate a personal computer and apply word processing software.For supervisory work, demonstrated ability to lead subordinates, manage work priorities and projects, and manage employee relations.Supplemental Qualifications:Pay Band AFunctional knowledge of organizational processes as applied to the management and analysis of operations, services,facilities, and programs.Ability to interpret and apply legal and policy provisions to situations consistently.Ability to work outside normally scheduled business hours including evenings and/or weekends as necessitated by branch requirements.Ability to design and conduct effective presentations.Demonstrated ability to work effectively with multicultural populations.Pay Band BConsiderable knowledge of organizational processes as applied to the management and analysis of operations, services, facilities, and programs.Demonstrated ability to create a culture of warmth and belonging where all individuals are welcome.Demonstrated ability to"bepresent," connecting with transparency, dignity,andrespect.Demonstrated ability to offer others service so significant and meaningful that they articulate and proclaim it.Ability to interpret and apply legal and policy provisions to situations consistently.Ability to work outside normally scheduled business hours including evenings and/or weekends as necessitated by campus requirements.Ability to design and conduct effectivepresentations.Desirable Qualifications:Pay Band AEquivalent of one year of progressively responsible professional experience with responsibilities for providing financial aid administration,student affairs administration, or provision of administrative,operational and technical support or related work experience, including one-half year of financial aid administration experience;or equivalent education/training or experience.Experience with student information systems in higher education.Pay Band BThe equivalent of four (4) years of progressively responsible professional experience with responsibilities for providingstudentfinancial aid administration, student affairs administration, or provision of administrative, operational or technical support or related work experience, including some supervisory experience; or equivalent education/training or experience.Experience working with non-traditional students andunderserved populations.Experience with student information systems in higher education.Master's degree in business administration,management,social sciences, education,or related field.
Job Title
Financial Aid Specialist (0097120)