Financial Aid Advisor II

Locations

SYRACUSE, 953 James Street, Syracuse, NY 13203, USA

• On-site
• Business Office/FA
• Full-Time
• Requisition #: FINAN
  007080

Essential Duties and Responsibilities

• Award Letter Creation (New Student Focus): Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete documentation to students in a timely manner. Distributes documents to appropriate inter-office staff. Creates an award letter based on accurate information from the ISIR, government websites, and internal information and processes.
  
  Notes status accurately in internal tracking CRM systems. Reviews for accuracy award letters created by new members of the team.
• Continuing Student Focus: Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete documentation to students in a timely manner. Distributes documents to appropriate inter-office staff. Notes status accurately in internal tracking CRM systems.
• Packaging: Enters data into Banner. Tracks and monitors student award letter to ensure funds are accurately disbursed and in a timely manner.
• Follow Up/Next Steps: Monitors student’s progress in terms of submitting required financial documents and other state and federal forms. Ensures file is accurate and complete according to verification standards. Follows up on all items preventing or delaying the awarding process to ensure student’s financial aid file is complete and ready to be originated and disbursed at or before the end of the semester.
  
  Contacts internal and external departments through phone and email as necessary. Proactively contacts students to submit missing documents and advise of deadlines.
• Customer Service: Counsels prospective students and/or parents regarding financial aid, includes review of financial aid package. Assists students in person, through telephone or email, researching answers to questions, or obtaining appropriate solutions to problems or concerns posed by students. Maintains availability to serve students through peak contact times.
• Compliance: Adheres to all Federal and State financial aid guidelines. Must satisfy all federal financial aid requirements so that student aid is accurately disbursed. Maintains confidential information per FERPA regulations. Maintains accuracy of student records and notifies manager of conflicting information, missing documentation, and changes effecting student’s aid eligibility. Participates in external and internal auditing functions when asked.

Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

• Accountability—Takes ownership
• Brand Ambassadorship—Understands our brand and messages it to the students
• Embracing Change—Adapts to changing circumstances by accepting and responding positively to different ideas and approaches.
• Values—Recognizes the impact of the position on others and acts consistent with BSC core values to ensure positive outcomes
• Accuracy and Timeliness—Shows careful attention to detail and uses processes to check and readjust for accuracy. (FA)
• Communication—Describes thoughts clearly, explains perspectives on issues, and identifies expectations. (FA)
• Perception and Judgement—Conducts proper and effective analysis and compares data and information from different sources. (FA)
• Profession-related Acumen—Formulates, analyzes and processes transactions according to professional standards and internal control procedures. (FA)

• Verbal and written communication skills
• Problem analysis and problem solving
• Organizational skills
• Judgment
• Stress tolerance
• Resilience

• Bachelor’s degree required, and must not be in default of a federal student loan
• Experience in a fast-paced customer service environment, discussing complex financial situations
• Phone
  
  Skills:
  
  Demonstrated customer service over the phone

• Position requires standing or sitting in a stationary position as well as the occasional need to lift,…