One Stop Generalist-Financial Aid

Position Overview

Position Summary:

Provide students, visitors, faculty and staff with one-stop service by delivering accurate information on admissions, advising, financial aid, registration, and other Student Services processes, while also handling the back-office functions of the Financial Aid Office. This position reports to the Director of Financial Aid.

Duties and Responsibilities:

* Assist with all operational functions required for the daily activities of the Financial Aid department, as well as supporting tasks related to the One-Stop customer service model.

* This position will serve as the primary backup for processing work-study requests, awards, referrals, and timesheets, ensuring accuracy and timeliness.

* Maintain effective working relationships with Payroll, Human Resources, and Business Office.

* Ensure the accuracy and upkeep of information related to Federal and State Work-Study programs.

* Conduct initial reviews of Financial Aid Appeal Forms to ensure completeness.

* Serve as the liaison between the Special Services department and the Financial Aid Office, collaborating with Special Services staff, students, and, when necessary, parents to ensure clear and accurate communication.

* Support the training of staff and work-study students, while also assisting students and visitors with any inquiries or concerns in the office.

* Help monitor and track students' satisfactory academic progress (SAP).

* Run queries to identify students who have submitted all required initial verification documents.

* Review and compare document information for consistency and accuracy, requesting additional details if anything is incomplete or if discrepancies arise between forms.

* Reach out to students to clarify any questions or request additional information as needed.

* Provide guidance and counsel to students throughout the financial aid process.

* Use the imaging and indexing system in Web Xtender to ensure process accuracy and efficiency, while adhering to federal and state record-keeping compliance standards.

* Respond to phone inquiries, assist with maintaining office files and procedures, and perform general clerical and secretarial tasks.

* Utilize the Banner financial aid database for record-keeping related to the work-study program and for verifying student files.

* Contribute to delivering financial aid workshops for college classes and local high schools.

* Attend workshops and training sessions related to federal, state, and Banner systems.

* Offer support to colleagues while ensuring confidentiality is upheld at all times.

* Perform additional duties as assigned.

Support Responsibilities:

* Create an atmosphere of effective, efficient, friendly and reliable service, offering easy access to credible information.

* Serve as the first point of contact for new students and community members, providing information on academic programs, enrollment processes, and financial services.

* Assist students with registration activities, including understanding course offerings, adding, dropping, wait listing, auditing and withdrawing from courses.

* Provide information regarding residency requirements.

* Assist students with online services.

* Screen and schedule appointments for advisors, financial aid staff, and other division personnel.

* Guide prospective students in determining appropriate entry level, completing admission documents, and meeting college requirements.

* Refer students and visitors to appropriate college personnel per established protocol.

* Assist in developing and updating policies and procedures, ensuring the procedures manual is current.

* Ensure all activities comply with Family Educational Rights and Privacy Act (FERPA).

* Perform duties in accordance with established practices and standards, ensuring safety and efficiency with minimal supervision.

* Support campus events (e.g., orientations; on-campus and off-campus open registration, college fairs, commencement) and assist with special projects, as needed.

Essential Cross Trained Functions :

* Collaborate with students, parents and college staff to explain admissions and registration processes and requirements.

* Provide information to students and parents about admissions and records, including academic standing, transcript requirements, and residency policies.

* Assist students with the admissions process, including applying for admission, requesting transcripts, registering for courses, and updating personal information (e.g., address, phone number, academic major).

* Distribute and assist with the completion of necessary admissions and records forms, either in person, online, or via telephone.

Requirements

Minimum

Job Requirements:

* Associate's degree, or two years of related experience, or an equivalent combination of education and experience.

* Experience working with students or the general public in a customer service setting.

Knowledge, Skills, and Abilities:

* Proficient in operating current technology utilized by the department, including Microsoft Office,…