Financial Aid Counselor

Summary:

The Financial Aid Counselor provides and supports the vision and mission of the university and Student Financial Services (SFS) Department by establishing and maintaining the highest level of customer service to Lynn students and parents. The Financial Aid Counselor awards students financial aid, processes the awards and advises the students on all aspects of financial aid and their student account. They will apply and be knowledgeable on all institutional, state and federal regulations.

They ensure that they meet the mission and goal of the university. The counselor will participate in special projects and communication/outreach activities. The Financial Aid Counselor will provide accurate information to students and parents in-person or via e-mail, virtual platform and phone. The Financial Aid Counselor will provide high-quality, cross-functional administrative services that supports all SFS team members by promoting and coordinating student-oriented training sessions that focus on retention, recruitment, and are conducive to an overall campus team building environment.

The counselor will work closely with the Specialists to ensure the highest quality customer service for students, parents and the Lynn community.

Job Description:

Essential duties and responsibilities

Package and process financial aid for students

Advise students and/or parents on financial aid package and SFS-related processes

Counselor assists Student Accounts in the management of the accounts receivable with the primary goal of decreasing delinquent accounts and encouraging timely payments

Call students that are missing information or documents to expedite processing of their financial aid Assist in special projects as requested by SFS leadership

Assist in completion of other counselors’ work during paid time-off or unplanned absences

Daily Functions Perform verification

Package financial aid Update status of financial aid as needed

Update all pertinent loan data prior to origination

Review and approve student Refund Request Forms Contact students for missing financial aid forms as needed

Contact students that have paid a deposit but have not sent in their ISIRCounsel students and/or parents about financial aid and financing options

Answer phone calls concerning financial aid and account balances

Consult with Admission, Registrar, Advising and other departments to help resolve student issues and concerns

Weekly Functions Recalculate financial aid as needed

Review assigned student population to ensure timely disbursement of aid Assist the Financial Aid Committee in reviewing financial aid appeals, Satisfactory Academic Progress (SAP), Professional Judgment (PJ) and endowed scholarship applications

Semester Functions:

Graduated/withdrawal worksheets

Assist with the student check-in process (new and continuing students)
Adjust loan amounts and dates when returns are required

Review pre-disbursement reports and revise award amounts if needed due to a change in the number of credit hours

Conduct financial aid informational meetings as requested

Participate in graduation send-off events

Conduct New Student Financial Planning meetings via Zoom Yearly Functions Assist in yearly audit

Assist in outreach communication events geared towards their specific student population

Assist in SAP process, to include canceling aid and notifying students

Functions as Needed Assist the SFS Leadership Team Veterans Affairs (VA) certifications

Attend seminars, conferences, webinars and other training opportunities

Work flex-hours or extra hours during peak periods

Assist in completion of other counselors’ work during paid time-off or unplanned absences

Assist at SFS front counter

Assist in any function in relation to the operation of the SFS Department…