Student Financial Services Counselor II

Job Summary

The Student Financial Services Counselor provides accurate and comprehensive information regarding the availability of federal aid programs, application procedures, financing options, and budget information, as well as general information via email, phone and personal contact.

• Provide all aspects of student financial counseling and administration to assigned group of students.
• Counsel with other students when their aid counselor is not available.
• Communicate student’s consumer information.
• Stay current with federal and state regulations and institutional policies.
• Process institutional refund calculations and other adjustments such as summer drops.
• Process professional judgment as directed.
• Process Title IV File Reviews.
• Process clearing of financial holds.
• Process student request for financial exceptions as directed.
• Process current students’ accounts for payments and aid disbursements.
• Communicate daily with students via appointments, phone calls, emails, mailings, or walk-ins.
• Provide friendly and professional service to students, parents, the community, and other departments on campus.
• Coordinate payment plan arrangements.
• Coordinate all loan activities (to include but not limited to)
  • originate loans
  • provide loan disclosure and fact sheets
  • loan adjustments
  • loan indebtedness (default)
  • entrance and exit interviews
• Coordinate internal and external scholarships and awards (adjustments of Title IV funds).
• Coordinate financial requests of special programs.
  • distance learning
  • tours
  • School of Education
  • consortium agreements
• Attend financial aid workshops as needed.
• Perform other duties as instructed by the Supervisor or Director.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor's degree (B.

A.) from a four‑year college or university; three to five years of related experience and/or training; or an equivalent combination of education and experience.

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Bilingual in Spanish preferred.

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Knowledge of the Windows environment including BANNER computer systems. Ability to operate a computer, typewriter, calculator, facsimile, copier, and other standard office equipment.

No certifications needed.

This job has no supervisory responsibilities.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to work near moving mechanical parts and risk of electrical shock. The noise level in the work environment is usually moderate.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable…