Financial Aid Officer - Enrollment and Retention | Financial Aid Office

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Financial Aid Officer - Enrollment and Retention | Financial Aid Office

Academic Staff

Regular

Financial Aid Officer

Attention:

The Financial Aid Office at the University of Wisconsin-Whitewater seeks a Financial Aid Officer.

This position provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process; completes review and verification of financial aid applications; determines financial aid eligibility within the parameters of federal, state, and institutional policies; and is responsible for the oversight of oneor more financial aid programs.

• Responsible for advising in person, via phone, and email for an assigned subset of students, equating to approximately 25 percentof financial aid applicants.
• Each work week, serve as the walk-in counselor for a half-dayshift.
• Develop and conduct financial aid presentations for various prospective and current student groups.

• Review verification worksheets, tax documents, and other formsto perform federally-regulated verification.
• Review various documents for student eligibility, including marriage certificates, birth certificates, citizenship documentation, etc.
• Review reports regarding various aspects of student eligibility, including students close to federal loan limits, one semester only students, changes to residency status, andothers.
• Exercise sound professional judgment within federal guidelines when processing extenuating circumstance requests, dependency overrides, and other professional judgment requests.
• Revise financial aid when students receive outside funding.
• Process various reports to monitor financial aid eligibility and make appropriate adjustments to financial aid. These include changes to loan eligibility, enrollment changes, etc.

• Determine student eligibility and award FFWS grants both inPeople
  
  Soft and the FFWS data system.
• Determine student eligibility and award the FFWS stipend inPeople
  
  Soft.
• Report grades, credits, and credentials in the FFWS database for both fall and spring terms.
• Assist UW-Whitewater FFWS Office with student mentorship, when possible.
• Process fund requests and conduct reconciliation of all FFWSfunds received and disbursed.
• Report financial aid pre-award and post-award data and academic information in the FFWS database system.

• Assist with developing policies and procedures manual to ensure compliance of all federal, state, and institutional programs/aidusing the NASFAA Compliance Engine.
• Research federal regulations using U.S. Department of Education websites, handbooks, NASFAA, WASFAA, FSA Knowledge Center, andother Department of Education publications.

• Prepare for and actively participate in staff meetings.
• Participate in professional development opportunities to maintain professional knowledge and share this knowledge with theentire office staff.
• Maintain operational knowledge of financial aid systems,including NSLDS, COD, FAFSA Partner Portal, etc.

University of Wisconsin-Whitewater does not offer H-1B or otherwork authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the timeof hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.
UW-Whitewater is not an e-verify employer, therefore STEM extensions are not options for work authorization.

• Assists in collecting, preparing, and analyzing financial aiddata for stakeholders
• Triages processes…