Financial Aid Coordinator

Description

Work from Home (WFH) - Remote work must be performed while residing in California, New Mexico, or Florida

CIAT

Location:

San Diego, CA and Albuquerque, NM

Reports to: Financial Aid Coordinator Manager

Status: Non-exempt

Employment Type: Full-time

Evaluates, review’s unpaid aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines. Helps assist with the collection of documentation as needed. Responsible for overseeing all financial aid reporting, Title IV packaging, VA certifications, unpaid disbursements, NSLDS reporting, and ensuring timely processing of any required financial aid adjustments.

• Analyzes and evaluates financial viability of student’s accounts
• Reviews unpaid aid collects any missing documents and assists in clearance of C-Codes and Verifications
• Complete any necessary training with VA and Department of Education
• Maintains historic documents and data regarding financial aid files according to federal guidelines
• Adheres to and is knowledgeable on appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party
• Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made
• Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents
• Conducts exit interviews, in accordance with school, state, federal, and other agency guidelines
• Monitor, approve, and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional and other policies and procedures
• Provide information on the telephone, and through electronic chat, to students, prospective and current students, and families regarding student financial aid, and account balance
• Utilize the student management system to record all student account information
• Review Finance section in ASER and ensure documentation for all standards is complete, accurate and well written
• Ensure a student’s finance status is up to date by working with Student Services Department on any student status changes
• Place a financial hold/lock when there are outstanding balance and work with the student to collect payment plans and/or missing document to clear the issue
• Identify areas of deficiency and bring creative solutions
• Work to financially clear all student files for repacks by collecting documents to clear verifications/c-codes
• Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed
• Prepare and submit all required reports to FAS in a timely and accurate manner
• Ensure student accounting/ledger information is accurate and up to date in student database
• Adhere to finance policies and procedures to ensure compliance with Title IV and accreditation approval
• Compile documents and files for accreditations and internal/external audits
• Adhere to CIAT’s compliance requirements to ensure all Federal, State, accreditation, and institutional policies and procedures are being met
• Follow communication guidelines to ensure high levels of customer satisfaction and professionalism
• Embody CIAT’s mission, vision, purpose and values

• Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties
• Broad knowledge of federal financial aid programs and recordkeeping requirements
• Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software
• General knowledge of accounting practices, data processing and computer applications
• Detail oriented, outstanding research and analytical skills
• Ability to multitask
• Works with a sense of urgency, while engaging and listening to experts
• Exhibits a high degree of flexibility in adapting to a rapidly changing environment
• Problem solve rapidly and effectively
• Strong organizational skills with the proven ability to prioritize
• Process tasks in a timely manner
• Work…