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.

• 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.

• 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.

• 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…