Financial Aid Counselor, Senior

Position Type:

Purpose of Classification:

Evaluates financial needs of students from a variety of sources including documentation of financial status of students and interviews with students, parent, guardians and awards financial aid.

Distinguishing Characteristics:

This is third in a series of four classifications. Incumbents in this classification perform counseling duties similar to that of lower level counselors. However, the senior level has programmatic responsibilities for particular area of financial aid awarding. Incumbents typically supervise lower level clerical employees.

Example of Duties:

  • Monitors or coordinates activities of subordinates.
  • Coordinates the administration of programs such as student loans/work study employment, scholarships, grants, underrepresented student programs and continuing student eligibility including the planning, processing, awarding and reporting required.
  • Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management and financial planning and individualizes information to the particular needs and situations of the students.
  • Collects and/or analyzes financial data on students to determine aid eligibility and make general awards and awards specific to an area such as scholarship waivers or work study within federal and institutional guidelines.
  • Answers questions, concerns or requests of students, parents or guardians or department staff in person or in writing regarding the specifics of financial aid options.
  • Reviews awards to ensure compliance to government rules and regulations looking for over-awards as well as under-awards.
  • Reviews and evaluates supplemental documentation or information provided in student appeals for adjustment or exception to financial aid awards and decides validity of appeals.
  • Compiles reports concerning activity of financial aid programs and initiates recommendations for policy or procedural changes.
  • Prepares and presents information regarding federal financial aid, scholarship, employment and grants for various campus groups, high school students and parents at meetings and group discussions.
  • Develops materials and provides training in specific program responsibilities for staff, donors, lenders, agencies and employers within guidelines of current requirements.
  • Collects, interprets and disseminates current technical information regarding specific program responsibilities.
  • Interfaces with lenders, employers, donors, guarantee agencies, and/or staff; resolves problems/issues for students with these entities.
  • Provides administrative support for analytical studies in fund utilization, student applicant trends and future computer programming needs.

Knowledge, Skills, and Abilities:

  • Knowledge of and skill in automated processing.
  • Knowledge of government donor and/or institutional rules, regulations, guidelines and procedures for awarding of financial aid.
  • Knowledge of a specialized area of financial aid such as scholarships work study, loans, grants or compliance.
  • Skill in coordinating the work activities of others.
  • Ability to effectively communicate.

Minimum Qualifications:

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