Senior Financial Aid Counselor

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The Senior Financial Aid Counselor will work closely with students, staff, administrators, and faculty across the campus. Under the leadership of the Director of Financial Aid, key relationships include, at a minimum, working with the Registrar, Assistant Director of Student Accounts, Senior Assistant Dean of Student Affairs, and the Admission Team.

What if I told you it is possible to find a Company that lives to educate, inspire, and empower others while creating a family atmosphere that truly appreciates and respects their team? Yes, it is. Nationally recognized for innovation and diversity, Westcliff University has a mission to empower students through education and hard work.

• Loan Programs:
  • Coordinate the Federal Direct and Alternative Loan Programs
  • Follow up on missing information when appropriate
  • Coordinate the processing of Federal Direct Loan Programs through Common Origination and Disbursement (COD)
  • Process/package Federal loans (Unsubsidized and Grad PLUS)
  • Process all error queries for Federal loan programs
  • Reconcile Federal loan disbursements with Student Accounts
  • Request missing documents, including MPNs or counseling requirements
  • Ensure Satisfactory Academic Progress (SAP) requirements have been met
  • Ensure student loans are within federal loan limits or complete reaffirmation paperwork
  • Make adjustments on loans as required
  • Follow up on disbursement errors
  • Review files for possible budget and award adjustments (over‑awards)
  • Run and review appropriate reports to ensure all aid is posted to Student Accounts
  • Process certification requests and disbursements for private loans
  • Authorize disbursements to Student Accounts for registration
  • Other duties assigned by supervisor
• Scholarships:
  • Assist with processing new and continuing student scholarships
  • Revise and adjust scholarships as needed
  • Seek appropriate approval when needed
  • Run and review appropriate reports to ensure all aid is posted to Student Accounts
  • Other duties assigned by supervisor
• Veterans Education Benefits:
  • Act in the capacity of and/or collaborate with the School Certifying Official
  • Coordinate Veterans awards, including the Yellow Ribbon Program
  • Certify enrollment
  • Create College Financing Plan (CFP) and review with each Veteran
• Customer Service:
  • Provide in‑depth financial aid counseling to students as needed
  • Answer questions about any program in a student's financial aid package (in person, Zoom, or by email)
  • Respond to telephone calls and email messages from students
  • Handle large volumes of work and accurately track numerous details
  • Work with high accuracy in a fast‑paced environment with numerous interruptions
  • Review relevant professional publications and act upon legislative and other changes affecting financial aid programs
  • Create and administer oral presentations at student orientations as needed
  • Represent the Financial Aid Office at the New Student Orientation and prospective student events
• Other:
  • Other duties assigned by supervisor

• Must have excellent technical skills to work with Power
  
  FAIDS, MS Word, MS Excel spreadsheets, and Google Sheets
• Must have excellent organizational and multi‑tasking skills
• Must have excellent oral and written communication skills
• Must have customer service skills and the ability to work effectively with diverse groups of people while handling high volume and multiple tasks
• Must be able to work effectively in a fast‑paced environment

• Education: Bachelor’s degree or any combination of education and experience that provides the required knowledge, skills, and ability
• Experience: Minimum of 4‑5 years of financial aid experience; proficiency with Power
  
  FAIDS is a MUST, plus proficiency with Microsoft Office and Google Suite
• Hours: Regular hours 9:30 AM to 6:30 PM Monday through Friday; may vary, may require periodic evening and weekend work
• Reports To: Director of Financial Aid
• Physical Activities/Demands:
  • Moving self in different positions to accomplish tasks in various environments including tight and confined spaces
  • Remaining in a stationary position, often standing or sitting for prolonged periods
  • Sedentary work that primarily involves sitting/standing
  • Repeating motions that may include the wrists, hands and/or fingers
  • Communicating with others to exchange information
  • Self‑assessing the accuracy, neatness and thoroughness of work assigned
  • Moving objects up to 40 pounds

Mid‑Senior level

Full‑time

Education and Training

Higher Education

Location:

Irvine, CA | Salary: $70,304.00 – $72,000.00

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