Financial Aid Specialist

Position Title:

Financial Aid Specialist

Regular

$25.05 - $30.05 per hour;
Compensation will be based on education, experience, skills relevant to the role, and internal equity

Hourly

The Financial Aid Specialist reports to the Associate Director. This is a full-time, full-year position. This position will coordinate the counselors in the Financial Aid Office in their duties; provides process and administrative support to the Financial Aid Office, act in a customer service capacity, and adheres to federal, state and University policies and procedures.

• Advise and communicate with students, parents, campus departments, and other pertinent constituencies about financial aid eligibility, requirements, availability, and individual circumstances, where appropriate.

• Respond to various inquiries from internal/external audiences in person, by telephone, and in writing.

• Counsel high school and community college students, parents, and counselors with regard to the preparation necessary for enrollment to Santa Clara University.

• Conduct needs analysis in compliance with federal criteria to determine the relative eligibility of each financial aid applicant.

• Conduct verification of student and parent application data in compliance with federal criteria.

• Keep senior management informed of issues and concerns raised by inquiries; identify and recommend changes in processes to better expedite financial aid process (both general and student specific).

• Provide counseling services for students, parents, and walk-in visitors on information regarding federal, state, and University financial aid.

• Responsible for telephone calls and other communications such as email, social media, etc.

• Provide back-up support for Direct Loan inquiries and processes.

• Receive phone calls from students, answering their questions regarding their loans and repayment options.

• Conduct verification of student and application data in compliance with federal criteria.

• Understand, interpret, and implement Federal regulations as they pertain to the Financial Aid Office.

• Provide assistance to co-workers when required to support the financial aid process.

• Daily phone contact with other SCU offices regarding general financial aid office statuses.

• Award financial aid to various groups, first- year students, current undergraduate students, transfer students, and graduate students, with a leading role in new student packaging.

• Determine the types and amounts of financial aid to be awarded through the packaging process according to federal, state and institutional requirements.

• Review applications for financial aid, analyze financial situation and needs, determine appropriate packaging of aid and adjust packages to meet changes in student eligibility criteria (federal, state, university and private).

• Monitor individual student awards

• Document aid adjustments.

• Develops and maintains students, campus partners, and other pertinent constituencies’ relationships in their own area in accordance with team objectives.

• Calculate financial need and construct financial aid packages in accordance with federal, state, and institutional aid.

• Understands students, campus partners, and other pertinent constituencies’ viewpoint and actively seeks and acts upon feedback from customers.

• Assist in monitoring and advising students on Satisfactory Academic Progress standards.

• Lead Financial Aid Outreach program and follow-up activities to targeted populations; present financial aid information to students, parents, staff and the general public in a variety of settings, such as high schools, on-campus, businesses and community organizations.

• Develop…