Financial Aid Counselor

Position Type:

Purpose of Classification:

Evaluates financial needs of students from a variety of sources including documentation of financial status and personal interviews. Awards financial aid according to government and institutional regulations and guidelines.

Distinguishing Characteristics:

This is second in a series of four classifications and requires general knowledge of financial aid programs and administration and government regulations and guidelines. It is distinguished from Financial Aid Counselor, Senior in that incumbents do not specialize in a particular area of financial aid and do not supervise lower level professionals. Although financial aid awards are made within the guidelines and regulations of government, incumbents in this classification use professional judgment in awarding or adjusting awards.

Example of Duties:

  • Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, money and management and financial planning; individualizes information to the particular needs and situation of the student.
  • Collects and/or analyzes financial data on students to determine aid eligibility and make awards within federal, donor and/or institutional guidelines.
  • Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustment or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process.
  • Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
  • Assists in the preparation of and presents information regarding federal financial aid, scholarships, employment and grants for various campus groups, high school students and parents at meetings, group discussions, workshops and recruitment sessions.
  • Analyzes various system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notifies students of changes in eligibility of awards and alternatives to amend the situation.
  • Interfaces with students and lenders, employers, donors, guarantee agencies and/or staff to resolve issues.
  • Assists with other financial and activities such as outreach, reporting and monitoring.

Knowledge, Skills, and Abilities:

  • Knowledge of government, donor and/or institutional rules, regulations, guidelines, and procedures for awarding of financial aid.
  • Knowledge of and skill in automated processing.
  • Ability to effectively communicate.

Minimum Qualifications:

  • Bachelor's degree in Business or Public Administration, Humanities or other related field AND two years experience in financial aid student counseling; OR,
  • Six years of experience in financial aid, student counseling or directly related experience; OR,
  • Any equivalent combination of experience, training and/or education as approved by Human Resources.
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