Financial Aid Assistant Job Description

Financial Aid Assistant Job Description

181 votes for Financial Aid Assistant
Financial aid assistant provides detailed information and professional advice to coaches, staff, prospective and current student-athletes, and their families regarding early financial aid reads, annual financial aid eligibility, NCAA regulations, University policies, and federal and state regulations.

Financial Aid Assistant Duties & Responsibilities

To write an effective financial aid assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included financial aid assistant job description templates that you can modify and use.

Sample responsibilities for this position include:

Works with the Director on the development and implementation of financial aid policies and procedures
Identify, clarify, and resolve complex, highly visible issues with university-wide scope and strategic impact and substantial significance which may span multiple areas, using advanced technical and professional knowledge requiring broad discretion and judgment and in-depth knowledge of university policies, governance and priorities
Assists with reconciliation of scheduled reports to ensure timely delivery of financial aid to students and compliance with Federal Title IV regulations
Federal regulations related to refund calculations are followed
Maintains current knowledge of Federal regulations
Analyze complex financial aid applications for approximately 600-800 students using established University guidelines, federal and state regulations and prepare award packages
Evaluates aid applications for prospective and returning undergraduate full and part-time graduate student populations to determine aid eligibility using federal and institutional methodologies, exercising professional judgment when necessary
Management and Oversight of Student/Parent Loan Processing (Federal, Private, & University)
Direct efforts of managers
Provide strategic direction for and manage a school or a major function within an academic area, school, or student and campus life, including responsibility for programs, budget, facilities, and staff

Financial Aid Assistant Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Aid Assistant

List any licenses or certifications required by the position: ELM, NSLDS, NCAA, OSFA, SFS

Education for Financial Aid Assistant

Typically a job would require a certain level of education.

Employers hiring for the financial aid assistant job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Education, Communication, Counseling, Management, Graduate, Business/Administration, Computer, Business, Accounting, Social Science

Skills for Financial Aid Assistant

Desired skills for financial aid assistant include:

Federal and state regulations as they apply to program management and evaluation of financial need
Banner financial aid management system
Federal Educational Rights and Privacy Act rules and regulations
Operational and fiscal analysis techniques
Outside regulations pertaining to the position
Word processing
General office procedures

Desired experience for financial aid assistant includes:

Provide counsel and collaborate with senior leadership, in long range planning, policy development, for a school or major program
Participate in setting the direction of a school’s internal academic and administrative policy development for programs and administrative operations
Serve as senior advisor to dean on programmatic and policy development
Direct complex, high-visibility process redesign and innovation projects
Promotes the financial aid process through presentations, editing of literature, and enrollment management activities
Mentors and assists Financial Aid staff with all aspects of awarding

Financial Aid Assistant Examples


Financial Aid Assistant Job Description

Job Description Example
Our company is looking to fill the role of financial aid assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial aid assistant
  • Counsel’s prospective and continuing students, and their families about available sources of financial assistance, eligibility requirements, and application procedures
  • The Assistant Director assists the Director in identifying key target markets for recruiting and marketing to prospective students including college campuses, industry forums, professional associations and organizations throughout the US and internationally
  • Advising and assisting students and families on the phone re the financial aid process and all financial aid programs available to them at SUNY Oswego
  • Coordinate with outside agencies to resolve all data and application situations
  • Assist with coordination of all external scholarships, fellowships, Resident Advisor awards, grad assistantships and other resources
  • Coordinate the processing and distribution of all incoming documents
  • Assist with processing spring review of transfer students
  • Assist the Assistant Director in the processing of summer financial aid
  • Assist the Assistant Director with Direct Loan processing
  • Assist Director and other staff members with other duties as assigned
Qualifications for financial aid assistant
  • Must be able to prioritize work and work independently
  • Global knowledge of financial aid and the PeopleSoft Student Administration module
  • Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in Business Administration, Accounting, Finance
  • Copy/fax/scan/file documents
  • Process large mailings
  • Work with detail specific information

Financial Aid Assistant Job Description

Job Description Example
Our growing company is looking for a financial aid assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial aid assistant
  • Assist with federal loan and grant importing, processing and reporting
  • Analyze financial aid applications along with other confidential financial data to determine eligibility for financial assistance from institutional, federal, state and other programs
  • Answer general business and financial aid questions
  • Take payments
  • Work with business office to answer questions about student accounts/ financial plans
  • Gather and organize verification documents for the financial aid counselor to ensure accuracy and completion
  • Manage front desk operations
  • Greet students and parents
  • Work closely with other Student Financial Services units to resolve problems as needed (e.g., resolve financial holds, on student registration, loan changes, refund and repayment of awarded funds)
  • In coordination with the University Undergraduate Admissions and Financial Aid office and faculty, manage the undergraduate recruitment and admission processes in the Bienen School of Music, including merit aid
Qualifications for financial aid assistant
  • Knowledge of all Enrollment Services documents from Admissions, Records, Registration and Financial Aid
  • Proficiency in Microsoft Office Suite including Word, Excel, and Power Point software
  • Proficiency in social media tools such as Facebook and Twitter
  • Experience in managing complex projects familiarity with maintaining complex technical rules in support of business process
  • Excellent customer service skills excellent oral and written communication skills
  • Three (3) to five (5) years related work experience, particularly in a higher education environment, preferred

Financial Aid Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial aid assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial aid assistant
  • Assists in the development and implementation of policies and procedures for the financial aid award process
  • Is well-informed of University policies and procedures
  • Responsible for reconciliation and certification all Scholarship rosters federal and state
  • Responds to inquiries in order to provide information concerning programs, policies, routines, deadlines
  • Evaluates financial aid applications to determine eligibility using federal and institutional methodologies
  • Works on federal websites including CPS, NSLDS and the Selective Service Administration
  • In consultation with the Dean, faculty and The Graduate School (for PhD applicants), manage the review of all graduate applicants to the Bienen School of Music (MM and DMA)
  • Plan, supervise, and represent the University at national recruiting fairs
  • Oversee Bienen School Graduate Services, along with the Coordinator of Graduate Services and Financial Aid and faculty graduate directors
  • Performs day to day supervision of staff
Qualifications for financial aid assistant
  • Ability to interpret and apply FERPA regulations
  • Possess strong interpersonal customer service skills, ability to negotiate and resolve financial aid issues with students, parents and staff, ability to interpret student questions accurately and communicate answers to questions in an understandable format
  • Must be able to multi-task, prioritize, and work independently and as a member of a team in a fast-paced environment – Excellent time management skills
  • Ability to complete work successfully with many interruptions
  • Strong ability to maintain accuracy and integrity of records
  • Proficient in using Microsoft Office programs including Excel, Word, and PowerPoint

Financial Aid Assistant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial aid assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial aid assistant
  • Counseling students and parents on financial aid
  • Posting/awarding of internal and external scholarships
  • Posting and awarding of state grants CAP, KEES and reconciliation on both grants and the end of each semester
  • Serve as backup for Blackboard to Tier II position- for escalated tickets, calls, emails
  • Process No-Show process for students
  • Monitor flags raised in starfish- monitor awarding on these students and adjust accordingly
  • Default management Plan- monitoring early and late state delinquency
  • Helps maintain office budget and process any office supply orders
  • Quality Assurance of Documents
  • Helping collect Financial Aid specific data
Qualifications for financial aid assistant
  • Regularly monitors customer satisfaction
  • Identifies and analyzes significant problems and opportunities
  • Successfully uses multiple software programs independently
  • Experience in financial database creation or management and working with complex enterprise data systems
  • Basic computer skills, Excel experience a plus
  • Need a reliable, punctual, well organized individual with a positive attitude

Financial Aid Assistant Job Description

Job Description Example
Our innovative and growing company is hiring for a financial aid assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial aid assistant
  • Perform need analysis to determine students’ eligibility for federal, state and institutional need-based aid, Federal Work Study and/or loans
  • Provide information pertaining to financial aid application procedures and opportunities to prospective/admitted/deposited students, one-on-one counseling of students regarding financial aid procedures and opportunities
  • Report program data to appropriate federal and state organizations
  • Evaluates and analyzes financial information submitted by applicants to determine eligibility for financial assistance and determines type and amount of aid to be awarded in accordance with federal and state regulations institutional standards
  • Notifies students of federal and state awards and incomplete disbursement requirements
  • Processes aid for effective allocation of federal, state, and institutional resources in financial aid packages by verifying, completing needs analysis, and packaging undergraduate and graduate students
  • Remains current on federal, state, and institutional regulations
  • Look up information for data and reports
  • Potentially make charts and graphs
  • Skip Tracing (confirming certain information in student records for lenders/ loan servicers)
Qualifications for financial aid assistant
  • Detail focus critical
  • Sort lists (through Excel and Banner)
  • Maintain Office Calendar(s)
  • Acumen and strong interpersonal skills
  • Associate's degree (business, communications, education, or other related field) and three years of related experience, or equivalent
  • Microsoft Office skills-specifically Excel, and WORD

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