Student Finance Counselor

This position will support the Verification process and provide individualized outreach and follow-up to students federally andinstitutionally selected for Verification. This position will workin conjunction with the Verification team and support V1 (standardverification) and V5 (identity verification) reviews and processupdates. Additionally, this position will support the Student Aid Index(SAI) Change review process and apply professional judgment whenreviewing financial aid appeals to determine financial aid eligibility.

This position will provide excellent customer service and substantial support/counseling via email and Zoom appointments tothe general population of students, parents, and the University community on various financial aid issues. An extensive knowledge of Salesforce and financial aid is required to respond to inquiries from students, parents, and One Stop related to additional information requests.

• Quickly and accurately review incoming verification documents in Perceptive Content.
• Effectively use People Soft and Perceptive Content to complete checklists and leave comments on student records.
• Accurately compare FAFSA data with submitted forms and taxdocuments, and make required corrections in FAFSA Partner Portal(FPP) in accordance with OSF Verification procedures.
• Run weekly queries to monitor Verification information and todetect anomalies or situations that require a resolution.
• Remain current on federal and institutional Verification policies and procedures, as well as updates to tax return data and requirements.
• Support annual review and update of Verification forms in Jadu,as well as periodic revisions to forms or process changes.
• Regularly assess Verification procedures and identify opportunities to improve efficiency, equity, and consistency in processing.

• Use professional judgment to adjust FAFSA data and repackagestudents for financial aid appeals to include but not limited to Special Circumstances.
• Provide start-to-finish service using professional judgment and individual discretion in both simple and complex issues involvingminimal supervisory guidance.
• Accurately counsel students on impact to their record based onthe type of appeal submitted.
• Thoroughly investigate appeals as well as supporting documentation to make decisions; contact appropriate parties for further information when needed.
• Understand and utilize financial aid professional judgmentguidelines to recalculate student eligibility for financial aid;award additional aid according to all state, federal, and University regulations.
• Analyze and manage a large volume of records quickly and accurately.
• Communicate results of appeal to students and parents in aprofessional manner.

• Manage the review and processing of Unaccompanied/Homeless Youth(UHY) and Unusual Circumstances (UC) appeals in Perceptive Content.
• Conduct individual appointments with students to assess theircircumstances and make UHY and UC determinations in accordance with federal regulations and institutional policies.
• Remain current on relevant federal policies and implementation guidance, including the McKinney-Vento Act, and apply changes to processes as appropriate
• Serve as primary contact for student and staff questions regarding the UHY and UC appeals process.

• Run queries to identify FAFSA transactions that have beencorrected and resulted in a change to the student’s SAI.
• Review SAI changes to determine whether they impact the student’sfinancial aid eligibility and as needed, conduct outreach toresolve incomplete or conflicting information.
• Regularl…