Financial Aid Specialist

Reporting Authority

Assistant Director of Financial Aid-TIV Programs

The Financial Aid Specialist is responsible for providing exceptional customer service to those who make contact with the Office of Financial Aid and Veterans Affairs. This individual is expected to effectively and accurately communicate with students, faculty, staff, parents/families, and other constituents in the community. The Financial Aid Specialist must have solid working knowledge of all major duties and tasks related to financial aid in a higher education setting.

The essential job functions listed are not comprehensive and duties and responsibilities may change without notice.

• Serves students via phone, email, and in-person meetings to address complex financial aid questions or concerns
• Fosters a customer service environment for fellow employees, students, and visitors
• Collaborates with various departments as a reliable financial aid resource
• Utilizes the QLess System to track and notify students that visit the Financial Aid Office
• Processes incoming documents and scans/categorizes appropriately into the Banner Document Management System for required recordkeeping
• Assists with preparing submissions for V4N5 reporting
• Assists students with electronic document submission and processing with the Dynamic Forms software
• Counsels students through the Professional Judgment process, both for unusual and special circumstances
• Maintains up-to-date knowledge of financial aid regulations and applies that knowledge to individual student situations
• Attends community FAFSA events and other College functions as a representative of Bishop State Financial Aid - Day and Evening
• Works with all Microsoft Office products on a near-daily basis
• Maintains eligibility for access to the U.S. Department of Education systems (NSLDS, COD, FPP, etc.)
• Cross trains in all aspects of the Financial Aid Office as needed
• Prepares standard reports as needed for the Director of Financial Aid
• Travels occasionally for off-site training conferences as needed
• Complies with all policies of the U.S. Department of Education, the Alabama Community College System, the College, and the Financial Aid Office
• Performs other related work as assigned

ACCS Salary Schedule E3 :03

• Bachelor's degree in business, accounting, education, or other related field from a regionally accredited institution required
• Three (3) years of postsecondary student financial aid (Title IV) experience required

• Experience with Ellucian Banner in a higher education setting preferred