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Catholic University - Financial Aid Counselor/Senior Counselor

1 Jul 2021 8:15 PM | Mindy Schaffer

Job ID 2021-10080 Category Staff Position type Regular Full-Time

Posting Title

Financial Aid Counselor/Sr. Counselor

Overview

The incumbent is a second tier resource to assist counselors, support staff and student workers in assessing and resolving complex financial aid issues. He/she is responsible for the overall program administration of one or more institutional and or federal aid programs or processes. He or she manages a predefined caseload of undergraduate and graduate financial aid applicants and recipients and ensures that the information provided to students is in compliance with Federal, State and university policies and regulations.

Counsels students/families on the availability and types of financial aid, eligibility, application procedures, the aid delivery process, cost and the requirements necessary to insure that financial aid funds are disbursed.

Works with the Office of Student Financial Assistance team to meet objectives and to achieve long-range goals within the FA budget. Prepare reports as necessary.

Responsibilities

Responsible for the overall program administration of one or more institutional and or federal aid programs or processes.

Reviews existing policies and procedures for area(s) of responsibility to assure compliance with relevant regulations and when appropriate proposes recommendations for policy changes and procedural improvements.

Keep abreast of all financial aid Policies and Procedures.

Work with Senior Associate Director to document and update FA Policies and Procedures and continuously identify process improvement.

Team Leader for counselors within unit and act as lead or senior to other Financial Aid Counselors.

Identify training needs with Senior Management.

Assist with orienting and training of new Counselors

Manage a predefined case load of undergraduate and graduate financial aid applicants and recipients.

Advise and counsel undergraduate and graduate students/families on the availability and types of financial aid, eligibility, application procedures, the aid delivery process, cost and the requirements necessary to insure that financial aid funds are transferred to student accounts.

Provide excellent customer service.

Review student applications and financial documentation and perform verification procedures.

Evaluates unusual/mitigating circumstances documentation or appeal information provided by the student and or parent; exercises professional judgment by making adjustment or revisions to cost, contributions, need or dependency status, SAP status, as exceptions to the prescribed process/policy.

Answers financial aid questions, inquiries or requests from students, parents, or guardians in person or in writing.

Collects and/or analyzes financial data on students to determine aid eligibility and make awards according to federal, state, donor and/or institutional guidelines.

Analyze various system generated reports such as Enrollment Credit Audit, Authorization and Disbursement report, Over-award audit, to verify continued compliance and eligibility of students receiving aid under federal, state and institutional guidelines; notifies students of changes in eligibility of awards and alternatives to amend situation.

Qualifications

Minimum Qualifications of the Counselor:

Bachelor’s degree and a minimum of one (1) year of experience (student work, work study or internship experience included) in a higher education setting, preferably in financial aid or college admissions. In lieu of Bachelor’s degree, a High School diploma/G.E.D. equivalent and four (4) years of experience in a financial aid office will be considered. Experience must include work with a student population. Experience at a selective institution is preferred.

Minimum Qualifications of the Senior Counselor:

Bachelor’s degree and a minimum of one (2) years of experience (student work, work study or internship experience included) in student personnel administration, preferably in financial aid or college admissions. In lieu of Bachelor’s degree, a High School diploma/G.E.D. equivalent and four (5) years of experience in financial aid office in higher ed. will be considered. Experience must include work with a student population.

Working knowledge of Title IV regulations and federal financial aid needs analysis is strongly preferred. Working knowledge of COD and NSLDS is preferred. Experience with public speaking to include presentations is preferred.


Apply online at https://cardinalstation.catholic.edu/cardinalhire/




Comments

  • 7 Apr 2021 8:20 PM | Mindy Schaffer
    Comment deleted
    • 1 Jul 2021 10:20 AM | Mindy Schaffer
      Come work at a great university with 177 acres of green space where you can combine the art of customer service with the science of federal regulations. 1 position available immediately.
      Link  •  Reply
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