Financial Aid Representative

Responsible for the day-to-day operations of the Financial Aid office and is a key member of the Enrollment Management team. The person in this position has direct hands-on work with electronic delivery of critical information in the financial aid award process with prospective and continuing students.

Supervision Received:  Reports directly to the Director of Financial Aid.

Essential Duties & Responsibilities:

Office Management:

• Provide first point of contact customer service and phone support for students and parents through walk-ins, phone calls and emails.
• Make follow-up phone calls to students and parents as needed.
• Manage incoming and outgoing mail, emails and faxes.
• Coordinate mailings for outgoing correspondence.
• Monitor office budget and submit invoices for payment.
• Maintain a calendar of annual processing dates and reporting timelines.
• Manage social media communications and postings for financial aid office communication.
• Assist in updating, creating and maintaining financial aid documents annually.
• Other relevant duties as assigned by the Director of Financial Aid and Vice President for Enrollment Management.

Admissions Liaison:

• Work with the Admissions Processing Team to coordinate incoming new student information using Slate software.
• Participate in orientation and student move-in day activities.

Federal processor:

• Import and process daily Federal ISIR using the electronic data exchange (EDE), ED Connect and the Central Processing System (COD) website.
• Review all ISIR SSNs and cross reference with Banner to ensure correct Social Security numbers. Report all social security number updates to Admissions.
• Update all received ISIRs and process corrections.

Financial Aid Counseling:

• Answer questions via phone calls and emails.
• Speak with on-campus students on a walk-in basis.
• Attend on-campus functions for various programs to help with Financial Aid-related events.

Professional Development:

• Participate in appropriate professional development activities which represent both the profession and the University at the most effective level.
• Participate in appropriate University committee and work group activities.

• High School Diploma or equivalent
• 1-3 years of experience in an office environment
• Strong customer service skills

Preferred Experience:

• Associate or Bachelor’s degree
• 3-5 years of experience in an office environment
• Knowledge of financial aid processes and procedures, and/or Banner

Necessary Knowledge, Skills, and Abilities:

• Must demonstrate analytical and strategic thinking abilities.
• Outstanding oral and written communication skills.
• Strong interpersonal skills.
• Ability to manage several projects simultaneously.
• Ability to relate to diverse cross-sections of individuals.
• Ability to work independently and with a team.
• Ability to travel as needed or required, work evenings and/or weekends as needed.

Tools & Equipment Used:  Knowledge of operation and use of various office equipment including, but not limited to: personal computer, including spreadsheet and word processing software, integrated database software, fax machine, copier, telephone, scanner, and printers.

Physical Demands:  While performing the essential functions of this job, the employee is frequently required to use arms, hands and fingers to operate and manipulate equipment generally found in an office setting. May be frequently required to be mobile, communicate, and hear. The employee may occasionally be subject to a variety of outdoor environmental conditions including heat, cold, and precipitation. The employee must frequently lift and/or move up to ten (10) pounds and occasionally lift and/or move more than fifty (50) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Mental demands include varied degrees of occasional stress while performing job duties. 

Work Environment:  While performing the essential functions of this job, the employee frequently works in an office setting, educational facilities including sports and entertainment venues all of which may be indoor or outdoor. The noise level in the work environment is representative of an office setting and will range from moderately quiet to occasionally loud.