Financial Services Associate

Description

Summary: The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required.

All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.

Compensation: The starting pay range for this position is $20.00 - $28.00 per hour.

Essential Duties and Responsibilities:

• Provide an overview of the Financial Aid process and programs available to qualifying students.
• Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student’s unique eligibility.
• Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate all submitted Financial Aid documentation and determine additional requirements.
• Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
• Track students’ progress and review changes to Financial Aid eligibility throughout the program.
• Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
• Enhance the financial literacy of students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Supervisory Responsibilities: This job has no supervisory responsibilities.

Competency:

Core Competencies:

• Adaptability – responds to change with willingness and ability to learn new ways of working.
• Communication – develops and delivers communication that conveys a clear understanding of the unique needs of different audiences.
• Integrity & Ethics – demonstrates personal integrity and serves as a positive example.
• Organization Support – supports organizational goals and values.
• Professionalism – approaches others in a tactful manner and treats others with respect.
• Content Specific Knowledge – understands the fundamentals, skills, methods, and procedures within their area of expertise.
• Customer Focus – demonstrates that external or internal customers are a high priority.
• Productivity – meets or exceeds productivity standards.
• Quality of Work – establishes a track record of producing highly accurate work.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Below are the minimum requirements of the education, experience, knowledge, and skills required to competently perform in this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or

Experience:

• Associate degree required; bachelor’s degree preferred.
• Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
• Two or more years of related financial advising and/or training experience preferred.
• PC skills in Microsoft Office, Internet applications, and database software.
• Experience with Student Financial Aid software applications is a plus.
• Excellent oral and written communication skills.
• Must be a self‑starter with the ability to multi‑task.

Physical Demands: The physical demands described are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities.

The employee is regularly required to sit; use hands to finger, handle, or feel; talk and hear. The employee frequently required to reach with hands and arms. The employee is occasionally required to stand, walk, climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Work Environment: The work environment characteristics described are representative of an office environment with cubicles. The noise level is usually quiet.

Equal Opportunity

Employer:

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.