Financial Aid Officer

JOB DESCRIPTION

Job Title: Financial Aid Officer Reports To:                  Financial Aid Director FLSA: Non-Exempt

DEFINITION:

Under the direction of the Financial Aid Director, the Financial Aid Officer is responsible for administering the financial aid programs in accordance with Federal, State, and Local regulations; and performs other duties as assigned.

SAMPLES OF DUTIES:

The information listed below is meant to serve as samples of job duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicative of several types of duties performed. Consequently, this information does not reflect Essential Functions for any given position in this classification.

• Ensure timely collection of documentation, completion, and ensuring accuracy of paperwork and financial aid files to ensure compliance.
• Ensure necessary packaging documentation is obtained, including, but not limited to
  1. verification documentation
  2. valid ISIRS
  3. clearing all “C” codes immediately upon receipt of the ISIR
  4. loan documents and loan reference sheets
• Establish and maintain an audit ready file including, but not limited to:
  1. All financial aid paperwork including satisfactory progress documentation
  2. Documentation of check receipt
  3. Entrance and Exit interviews
• Utilize document tracking in Transcripts to identify any missing items in files including documentation of Satisfactory Academic Progress.
• Update database when changes occur during enrollment, including revisions due to crossover or corrected funding.
• Counsel students on loan awareness and explain student’s rights and responsibilities for each aid source.
• Enter Budgets and scan documents into database. Submit file for review.
• Participate in meetings with the Financial Aid Director to review document tracking issues and outstanding cash.
• Participate in communication meetings, in-service sessions, student orientation, graduation, and other school events as required by the school.
• Abide by the policies and procedures as outlined in the standards.
• Other miscellaneous duties and reports as required by the Director of Financial Aid

KNOWLEDGE, SKILLS, AND ABILITIES

The Financial Aid Officer shall demonstrate experience and education commensurate with the responsibilities of the position. The Financial Aid Officer shall attend a State approved financial aid workshop and receive certification. The Financial Aid Officer must demonstrate strong analytical skills as wells as professional phone and customer service skills; Must have excellent verbal and written communication skills; and must be organized, detailed, self –motivated, and able to multi-task.

• Strong knowledge of MS Office, including Word, Excel, Adobe, TEAMS and Outlook
• Strong knowledge with Title IV Federal Funding, FAFSA Application, COD and NSLDS systems
• Work requires professional written and verbal communication and interpersonal skills
• Ability to produce quality output within tight timeframes and simultaneously manages several projects
• Ability to participate in and facilitate group meetings
• Strong analytical, organizational, multi-tasking, problem solving, and time management skills

MINIMUM QUALIFICATIONS

• A college degree is preferred, along with at least one year of office experience. A combination of relevant education and experience may be considered, as determined by the Financial Aid Director. Preference will be given to candidates with a minimum of one year of experience in a financial aid environment or an Associate’s degree in Business Administration, Accounting, or a related field. 

Other

• A valid Oregon Driver's License may be required.

WORKING CONDITIONS

• Work inside protected from the weather.
• Work effectively in a demanding environment.
• Work collaboratively in a team environment.
• Work with sensitive and confidential information.
• Noise exposure under 65 decibels, roughly that of a normal conversation or a ringing telephone.
• Work with sensitive and confidential information.
• Schedule changes may occur based on business needs.

I understand the scope of the responsibilities and expectations of the position for which I have been hired.

Employee Name - Printed Date

Employee Signature