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  • 23 Aug 2021 8:15 PM | Mindy Schaffer

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

    Posting Title

    Financial Aid Counselor/Sr. Counselor


    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.


    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.


    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/

  • 5 Aug 2021 12:45 PM | Anonymous

    Position Summary: 

    This position supports the federal Title IV financial aid requirements for administration of financial aid and oversees the awarding of Title IV financial aid. The Assistant Director, Financial Aid Verification and Reporting is responsible for management of reporting requirements to the U.S. Department of Education and for supervision and training of staff completing verification and awarding. This position will work independently to problem-solve, evaluate, and analyze information, apply excellent oral and written communication skills, and demonstrate critical thinking and conflict resolution skills.  This position must use varying styles and approaches that reflect an understanding and acceptance of the role of culture in a diverse, multicultural workplace.

    Essential Duties and Responsibilities:

    The following are the functions essential to performing this job:

    1.       Compute and award financial aid funds to students based on regulatory requirements of verification by the U.S. Department of Education.

    2.       Determine and override complex and unique issues by exercising professional judgement in accordance with the Department of Education regulations.

    3.       Ensure compliance in awarding financial aid funds to students based on regulatory requirements of verification by the U.S. Department of Education.

    4.       Assess federal financial aid eligibility and analyze information within the U.S. Department of Education database.

    5.       Research, review, and determine eligibility as required by law for students with C codes for unusual enrollment history and maximum lifetime Federal Pell Grant eligibility.

    6.       Review documentation and report to the U.S. Department of Education, student information for V4 and V5 verification of high school completion and identity statement of educational purpose.

    7.       Oversee the Federal Work Study program of the College.

    8.       Interpret, articulate, and disseminate financial aid policies, procedures, and regulations to students, parents, and the public.

    9.       Ensures that webpages and information related to financial aid are accurate and updated.

    10.   Meet with students and parents who have special circumstances including, but not limited to unemployment and dependency override.

    11.   Assist the Director of Financial Aid with review of the financial aid procedures manual, ensuring it is accurate and revised as needed.

    12.   Supervision of financial aid counselors including performance management and employee development plans.

    13.   Maintain education and financial aid records in accordance with FERPA, regulatory requirements, and College policies and procedures.

    14.   Maintain knowledge of federal tax return guidelines in order to complete verification of FAFSA data.

    15.   Maintain knowledge of the student information system and all U.S. Department of Education system.

    Required Minimum Qualifications

    1.       Bachelor’s Degree

    2.       Three (3) years of experience in a college environment managing and awarding financial aid funds

    3.       Three (3) years of experience in financial aid verification

    4.       Two (2) years of supervisory experience 

    Apply herehttps://jobs.frederick.edu/postings/3521

  • 7 Jul 2021 12:06 PM | Kristina Dean

    Position Summary

    Maryland University of Integrative Health (MUIH) is one of the nation’s leading academic institutions for natural medicine. For nearly 40 years, MUIH has educated and informed practitioners and leaders in health and wellness through transformative and relationship-centered programs that draw from contemporary science and traditional wisdom. Progressive graduate degrees in a wide range of disciplines are offered both on campus and online. The on-site Natural Care Center offers compassionate and affordable healthcare provided by clinical student interns in University Teaching Clinics and from highly skilled faculty practitioners. For staff and faculty, MUIH offers a collaborative and vibrant work environment that is mission and values-driven.


    The Office of Financial Aid is part of the Enrollment Management division at Maryland University of Integrative Health. The Financial Aid Advisor, under the direction of the Director of Financial Aid, acts as a financial advocate to students by providing guidance related to state, federal and institutional aid programs. The Advisor assists the Director with the daily processing of financial aid, including federal awarding, origination, disbursement, and reconciliation. In addition, the Advisor will interact with specific outside agencies to facilitate the student eligibility process and will be accountable for ensuring compliance with all federal regulations regarding various types of Federal and Institutional Financial Aid available to facilitate the enrollment of students, consistent with the University’s mission, accreditation standards, and applicable regulatory guidelines.


    The Financial Aid Advisor focuses on the core responsibilities associated with screening students for financial aid eligibility and ensuring compliance with federal regulations. The position includes processing of financial aid packages and the dissemination of financial aid information.



    Essential Functions

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    • Advises prospective, admitted, and continuing students about the financial process, as well as the types of aid available.
    • Assists with financial aid correspondence to students via email, mail and phone.
    • Provides informational services including admissions events, exit interviews, financial aid open houses, FAFSA workshops, internal training, default management, and financial literacy activities.
    • Emails Financial Aid Offers to students and manage changes and revisions to all.
    • Sends form letters to applicants requesting missing or incomplete information.
    • Receives, reviews, and inputs data pertaining to student aid information into the SIS database.
    • Reviews student information on the National Student Loan Data NSLDS) and Common Origination and Disbursement (COD) Systems to resolve student eligibility issues.
    • Participates in professional development activities and required employee training; serve on institutional committees as appointed.
    • Maintains working knowledge of federal, state, institutional, and accepted external aid programs and regulations and guidelines.
    • Prepares and/or process student aid disbursement and monthly reconciliations.
    • Processes federal financial aid originations in EDExpress.
    • Works closely in a team environment to provide outstanding customer services.
    • Monitors student Satisfactory Academic Progress
    • Supports recruitment and retention efforts in line with the strategies of the Enrollment Management team.
    • Explains to the student the status of their financial aid application, amount, and sources of aid and expected date of disbursement.
    • Performs standard and customized reports (EDxpress, SIS, Excel)
    • Reviews student information on Common Origination & Disbursement for graduate plus loan and other financial aid documents.
    • Communicates closely with the Registrar and the Finance Departments regarding financial aid processes.
    • With the community culture in mind, employee will serve on committees as needed.
    • Performs other duties as assigned.

    Education and Experience Qualifications  



    • Bachelor’s degree from an accredited institution of higher education
    • Minimum 2 year of experience in an office of financial aid within higher education
    • Working knowledge of NSLDS, COD, and MDCAPS
    • Fundamental knowledge of federal aid programs, federal regulations, and need analysis (federal methodology)
    • Comfortable with numbers
    • Familiarity with the changing restrictions and obligations that face borrowers
    • Current knowledge of FERPA, GDPR compliance, and other privacy-related law in higher education



    • Experience with graduate student financial aid
    • Experience with originating direct student loans in a financial aid office
    • Experience with monthly reconciliation
    • Knowledge of EDExpress and ELMOne


    Skills and Abilities


    • Demonstrated knowledge of financial aid and its administration.
    • Strong customer service aptitude
    • Ability to understand and follow oral and written instructions to interpret, explain and enforce departmental policies and procedures
    • Organizational skills to manage time, prioritize work and handle multiple tasks simultaneously
    • Strong work ethic
    • Work as a team member with minimal supervision
    • Maintain confidentiality of student records in compliance with the federal regulations regarding privacy
    • Good interpersonal skills to work with students and constituencies across the institution and, including staff at all levels, faculty, and committees
    • Ability to adapt and adjust to an evolving and growth-oriented environment
    • Ability for critical and logical thinking, good judgement, and problem solving
    • Strong organizational skills
    • Excellent written and oral communication skills
    • Proficient in Microsoft Excel, PowerPoint, Word, Outlook and familiarity with financial aid systems
    • Ability to learn new software applications as necessary



    Supervisory Responsibility

    • None



    Work Environment/Physical Requirements

    This job operates in a professional office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.



    DISCLAIMER:  This job description indicates in general the nature and levels of work, knowledge, skills, abilities and other essential functions (as covered under the Americans with Disabilities Act) expected of an incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of an incumbent. An incumbent may be asked to perform other duties as required.



  • 2 Jun 2021 11:00 AM | Anonymous

    West Virginia University invites applications for the position of Financial Aid        Manager in the Processing Unit of Student Financial Services.  This is                remote position.

    The manager will have direct supervision of professional staff, assign and monitor work, assist with the development and implementation of policies and procedures for areas of responsibility, initiate the development of updates to processes that will improve efficiency, and the timely review of data, allowing for accurate delivery of aid to students among many other responsibilities.

    The successful candidate will have a minimum of a bachelor’s degree or an equivalent of education and experience, a demonstrated knowledge and understanding of statutes, regulations and general guidance associated with financial aid administration, the ability to work collaboratively in a team as well as independently with little supervision, experience managing, supervising and motivating staff, demonstrated analytical and problem-solving skills necessary to resolve complex situations. This is a remote position.

    You can see details about the position and apply at https://wvu.taleo.net/careersection/staff/jobdetail.ftl?job=16825&tz=GMT-04%3A00&tzname=America%2FNew_York 

  • 27 May 2021 2:29 PM | Shannon Millard

    The University of Maryland, Baltimore County (UMBC) is seeking an Assistant Director for the Office of Financial Aid and Scholarships. As a member of the management team, the Assistant Director provides insight and recommendations based on the needs of our student and parent visitors. This is a high visibility role, providing counseling to visitors and presenting to students and parents at on and off campus events. Further, the incumbent is the office's program manager and our staff's resource for all aid programs offered by the Maryland Higher Education Commission.

    Specific duties include:

    • Oversee all aspects of customer service to students, parents and visitors. Work collaboratively with their staff to monitor trends; offer recommendations for procedural changes or communication enhancements based on trends.
    • Supervise one full-time employee and indirectly supervise approximately 12 student employees who provide direct customer service.
    • Mange the State Aid Programs through Maryland Higher Education Commission, including determining eligibility, reconciling and problem solving.
    • Coordinate all written correspondence and materials including our office website, communications to students and parents. 
    • Counsel students and parents; provide on and off campus financial aid presentations for current and prospective students.
    • Perform other duties as assigned.

    This position requires a Bachelor's Degree (Master’s preferred), two years of experience in higher education and one year of supervisory experience. Preferred qualifications include: two years of experience in federal, state and/or institutional financial aid programs, strong verbal and written communications skills, familiarity with the State Aid Programs offered by the Maryland Higher Education Commission, commitment to customer service and experience with PeopleSoft and document imaging. Note: A background check will be required.

    Starting salary is commensurate with qualifications and experience. This is a full time position and includes full university benefits.

    For best consideration, submit a cover letter, resume and contact information for three professional references by June 14, 2021 (applications will be accepted until the position is filled) to: http://listings.umbc.edu/cw/en-us/job/493370?lApplicationSubSourceID=11275

    UMBC is an Equal Opportunity/Affirmative Action Employer

  • 27 May 2021 2:05 PM | Anonymous

    Capitol College, located in Laurel, Maryland, the only independent college in Maryland dedicated to engineering, computer science, information technology and business, invites applications for an Assistant Director of Financial Aid to join a collaborative and highly engaged Financial Aid Team responsible for stewarding over $10 million of assistance to students, helping them achieve their goal of higher education.  Applicants should possess a strong understanding of the challenges faced by students and their families around the questions of affordability, accessibility and quality education.

    The Assistant Director will play a critical role at the College, working closely in the following areas:  1. Guiding students through the process of applying for financial aid; 2.  Counseling families through the guidelines, decision, and ownership of funding; 3.  Partner with key offices to meet the needs of the individual student and the larger dynamic of a thriving college community; 4.  Assist in the administration of all financial aid programs, federal, state, institutional and private ensuring compliance;  5.  Packaging students, completing verification, COD, NSLDS and R2T4 processing, as well as, monitoring enrollment status;  6.  Design and implement financial literacy programs and information; 7. Conduct information sessions and Financial Aid Presentations during Open Houses and various other campus events.  This position will also provide general support for the Director, assuring the smooth operation and delivery of a cohesive, compliant, customer-centered aid program for our student body.  

    Candidates must have at minimum a Bachelor’s degree and a minimum of three years of relevant experience in a financial aid office.  Strong communication skills are essential.  The position also requires ability to pay attention to subtle details, a lively sense of humor and strong team orientation.  The position requires strong proficiency in COD, NSLDS, Edconnect and previous financial aid software (Powerfaids preferably) and Microsoft Excel, Word and PowerPoint.


    Send resume and cover letter including salary requirements to Kim Wittler at kwittler@captechu.edu or apply online at https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=199260cf-4b15-410c-9970-1d94a408c2d5&ccId=19000101_000001&type=MP&lang=en_US

  • 3 May 2021 8:52 AM | Shannon Millard

    The University of Maryland, Baltimore County (UMBC) is seeking a Financial Aid Counselor for the Office of Financial Aid and Scholarships.  The incumbent is responsible for counseling and advising current and prospective students and their families on the federal, state and institutional financial aid programs and assisting with the removal of barriers to receive educational funding. With a student centered focus, the Counselor provides information on policies, procedures and eligibility of financial aid programs.

    Specific duties include:

    • Analyze and process student financial aid records, including federal verification, certification of loans, awarding grants, evaluating/reviewing student files and reconciling student accounts;
    • Participate in orientation programs, outreach and awareness events on and off campus;
    • Act as the lead for one or more financial aid programs;
    • Perform other duties as assigned.

    This position requires a Bachelor's Degree. Preferred qualifications are strong interpersonal skills and an ability to adapt to a fast paced environment as well as a commitment to customer service.

    Starting salary is commensurate with qualifications and experience. This is a full time position and includes full university benefits.

    For best consideration, submit a cover letter, resume and contact information for three professional references by May 12, 2021 (applications will be accepted until the position is filled) to

    UMBC is EOE/AA. As an institution that receives federal financial assistance, UMBC adheres to Title IX and does not discriminate on the basis of sex. Information about Title IX.  


  • 30 Apr 2021 2:00 PM | Anonymous


    The Director of Student Financial Aid (DSFA) reports to the Assistant Vice President of Enrollment Management and Financial Aid (AVPEMFA).  The DSFA provides leadership and oversight for the development, implementation and management of processes and systems related to the administration of Title IV programs, institutional assistance programs, state programs, veteran’s educational benefits and other assistance programs.  Supervises a team of two full time employees.  The DSFA works collaboratively with the Director of Admissions, Registration and Records, Advising team and Business Office Staff to ensure a positive experience with the university from acceptance to graduation promoting student success.  The department coordinates the awarding and delivery of over $10.5 million in federal, state, institutional, and external financial aid and resources annually.

    Responsibilities include developing and implementing annual plans; coordinating and participating in outreach to external stakeholders; developing procedures; preparing formal reports for external regulatory organizations; preparing weekly packaging reports; determining departmental policy; developing and implementing a comprehensive calling campaign to all prospective students from application to matriculation and recommending and monitoring a budget.

    The successful candidate will have excellent organizational, interpersonal and communication skills, and a demonstrated commitment to student success.   He/she must have knowledge of federal and state financial aid regulations, minimum of five years in related financial aid experience; a minimum of a Bachelor’s degree; and a proven track record of progressive experience at a managerial level in financial aid.  Capitol Technology is seeking an individual with strong managerial skills, experience with financial aid systems such as PowerFaids, COD, NSLDS and EdConnect, and the knowledge to deliver effective financial aid strategies and services in light of changing federal and state rules and regulations and changing expectations of students and families.


    • Responsible for all operations of financial aid and records related to aid from federal, state and other funding sources
    • Comply with all policies pertaining to Student Aid Programs as required by all funding agencies, regulatory agencies and the University
    • Implement aid policies as they pertain to student financial aid regulations
    • Oversee security and accuracy of financial aid record
    • Responsible for annual, quarterly, weekly and special reports
    • Responsible for federal and state audit preparation
    • Responsible for maintaining consumer information in catalog, handbooks, website, portal and other materials as needed in Financial Aid
    • Responsible for maintaining policy and procedures manual for Financial Aid
    • Ensure personnel have appropriate training and updates, especially as it pertains to PowerFaids and federal regulations
    • Chair Committees – Scholarships and Satisfactory Academic Appeals
    • Other duties as assigned


    • 5+ years’ experience with small, not for profit, specialized private institutions of higher education 
    • Bachelor degree required
    • Deep knowledge of technological systems which support financial aid such as PowerFaids, COD, NSLDS and EdConnect
    • Ability to maintain composure and remain tactful in stressful situations 
    • Ability to determine next steps when faced with competing priorities
    • Willingness to absorb and retain details, understand processes, and act to accomplish goals 

    You must include a cover letter with your resume along with salary requirements to Kim Wittler, AVP Enrollment Management and Financial Aid at kwittler@captechu.edu.

    Requires sitting, standing and walking occasionally for extended periods of time, and repetitive motions for operating computer mouse and keyboard.  Requires ability to push, pull, bend, grasp, and occasionally lift up to 20 lbs., with or without accommodation. Requires ability to hear and effectively communicate on the telephone, in the online learning environment, and in person. Visual demands: viewing computer monitor and reading. 

  • 29 Apr 2021 12:05 PM | Anonymous


    Stevenson University


    Owings Mills, MD


    Admin - Financial Aid







    The Financial Aid Counselor is responsible for providing direct service to students and their families in regard to the financial aid process and advises them in all phases of the aid application and delivery system.  This position will evaluate financial aid applications and determine aid packages in accordance with federal, state, and institutional policies governing financial aid.


    Education and Experience

    Bachelor’s Degree plus one year of related experience in higher education, financial aid, or equivalent combination of education and experience.  Ellucian experience preferred.

    Knowledge, Skills, Ability

    • Working knowledge of Title IV programs and federal and state regulations preferred
    • Customer service experience
    • Knowledge of integrated financial aid systems, Ellucian/Colleague preferred 
    • Working knowledge of Microsoft Office
    • Must be organized, detail oriented, able to multi-task and work independently
    • Ability to work well under pressure and in a fast-paced environment

    •     Accuracy and attention to detail are imperative

    •     Ability to collaborate with others and exercise sensitivity to matters of confidentiality

    •     Excellent communication and presentation skills

    •     Commitment to student service

    •     Ability to work evenings and weekends as needed

    Physical Requirements

    Light work:  Exerting up to 20 pounds of force occasionally and/or a negligible amount of force constantly to move objects.  Position requires sitting for long periods of time in front of a computer, and may require additional hours during peak times.  Sedentary work. Keyboarding, talking, hearing, repetitive motions. Close visual acuity. Not substantially exposed to adverse environmental conditions.        


    • Answer general and specific questions concerning financial aid and Stevenson University
    • Evaluate caller needs and provides responses and solutions or determine the call should be researched by other staff members
    • Provide follow-up to all inquiries when needed
    • Assist students and parents in the completion of financial aid forms
    • Counsel and advise students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, and money management.
    • Provide a default management and debt counseling program to students
    • Answer questions, inquiries, or requests from students, parents, or campus constituencies regarding financial aid programs
    • Assist the financial aid staff in returning phone messages
    • Code and scan documents essential to the financial aid processing into our systems (Colleague, Docescan)
    • Collect and track financial aid documents
    • Screen aid applications and supporting documentation submitted by students for accuracy and consistency
    • Assist students with alternative loan processing, certifications, monetary adjustments, disbursements, and any communication. ScholarNet experience preferred.   
    • Serve as the first line of contact for the financial aid office to students, parents, faculty, staff, and members of the community
    • Collect, verify, and/or analyze financial data on students to determine aid eligibility; makes awards with federal, state, and/or institutional guidelines
    • Participate in student recruitment, outreach, and retention programs


    Serve on various committees as assigned

    Perform other duties as assigned




    Reports to the Associate Director.  Works under minimal supervision.  Determines financial aid eligibility and makes awards.


    Assist in the processing of financial aid often looking for solutions to help students. Determine that unusual and extenuating family circumstances may affect the ability to pay for college expenses and look for ways to help students wherever possible.  Make professional judgments to adjust financial aid eligibility due to these extenuating circumstances.   Review student appeals for academic issues and looks for ways to assist them.

    Reports To: Associate Director, Financial Aid

    Work Location: Owings Mills

    Position Category: Staff

    Position Type:

    Months/Year: 12

    Hrs/Week: 40

    FLSA: Non-Exempt

    Close Date:

    Open Until Filled: No

    To be considered for this position please visit our web site and apply on line at the following link: stevenson.peopleadmin.com

  • 30 Mar 2021 4:02 PM | Anonymous


    Financial Aid Counselor at Bowie State University

    Open 3/29/21

    Close 4/13/21

    Duties and Responsibilities-  

    Assesses an individual student’s financial need and ascertains the student’s eligibility to participate in federal, state and/or institutional aid programs; provides counseling to students on the manner of integrating their financial concerns, relative to personal and/or academic problems; analyzes financial information submitted by students; provides counseling to students and assists students or parents in the preparation of pertinent forms; conducts financial aid workshops/conferences and completes all internal and external reports; evaluates the academic status of each applicant; keeps abreast of current Federal regulations and guidelines pertaining to the student Financial Aid Program; and performs other duties as assigned.

    Bachelor's degree required

    Experience Required- Minimum one (1) year experience in financial aid operations required. Experience with financial aid systems, PeopleSoft knowledge preferred.

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