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Independently manage a portfolio of continuing students through the financial process
Answer student questions and anticipate financial concerns in a manner that is customer focused. Where necessary, counsel students to ensure financial obligations are honored
Analyze and evaluate student financial need and review funding sources including Federal Supplemental Educational Opportunity Grant, Pell Grant, Direct Loans, Cal Grant, Private Loans, and other financial aid programs
Inform and advise students and parents regarding eligibility and responsibilities of financial aid programs; interpret and explain policies, application procedures and availability of funding from various sources
Review and evaluate required documentation and package awards in accordance with established guidelines; interpret and apply Federal, State, and Institutional regulations to determine and certify student eligibility
Provides assistance in collections and communications regarding student accounts
Counsels students on resolving debt incurred and answers questions about their account
Track all financial aid documents. such as, FAFSA, Entrance Counseling, Stafford/Plus-Promissory notes, Award Notification, Manifesting Stafford Loans and Parent Plus Loan & Promissory Note and Exit Counseling
Keep students informed of their financial aid file and refund status
Run periodic reports prior to and during the term to determine which students have not completed their financial aid file; contact all students with an incomplete file
Checks NSLDS (National Student Loan Data System) and COD (Common Origination and Disbursement) to determine students who previously attended college
Inform and advice students regarding VA benefit eligibility, explain policies and discuss required documentation for certification
Work with other departments on all continuing students who have not completed their financial aid file; contact all students who have not applied for financial aid, have incomplete files, and or have gaps between financial aid and total costs
