Financial Planning Counselor - High Point, United States - High Point University

High Point University High Point, United States

3 weeks ago

Description

High Point University's Office of Student Financial Planning is seeking a Financial Planning Counselor. This position provides services for current and prospective students and their families on all financial aid related matters including federal, state, private and institutional loans, grants, and scholarships. This position helps our students, and their families secure the necessary funding needed to finance their education from acceptance to graduation while adhering to all necessary federal, state, and institutional regulations and policies.

For more information regarding this position, please contact Sandra Norris, Senior Associate Director of Student Financial Planning at

QUALIFICATIONS

Education, Experience and Training:

Minimum two years of experience involving financial aid awarding or
Bachelor's degree in business, human service, or counseling

Knowledge, Skills, Ability:

Knowledge of federal and state financial aid regulations and institutional policies
Knowledge of the various types of financial aid available
Ability to analyze and interpret financial information in a wide variety of situations
Ability to exercise independent thought and judgment in difficult and/or complex situations with little to no supervision and under tight deadlines
Knowledge of integrated computer systems and web-based technology
Effective oral and written communication skills
Strong interpersonal skills and the ability to work effectively with internal and external customers
Ability to appropriately handle highly sensitive, confidential family financial information

ESSENTIAL FUNCTIONS

Counsels students and parents on all financial aid matters
Award federal, state, private and institutional loans, grants, and scholarships according to federal and state regulations and institutional policies
Analyze each family situation, determine the financial aid options available and explains options to the family
Manages application process from start to finish for his or her assigned group of students
Manages the financial aid process and interactions with designated population of prospective students and families to positively impacts students' decisions to attend the University
Examines all application materials for accuracy and completeness and performs federal verification according to federal regulations
Handles overall financial aid awarding functions including, but not limited to, import and evaluation of FAFSA information, packaging, loan certification and origination, federal verification and refund calculations
Conducts research as necessary to respond to inquiries and resolve problems that may arise during the financial aid process
Determines award adjustments in appropriate situations and documents all such decisions in students' files
Determines appropriate corrective actions independently within established guidelines and implements or refers for action as appropriate
Maintains positive work atmosphere by acting and communicating effectively with students, students' parents, faculty, co-workers and managers
Timely completion of award packages, return calls and email correspondence.

ACCOUNTABILITY

Maximizes student enrollment and retention through effective financial planning and counseling while awarding financial aid in accordance with federal and state regulations and institutional policies
Staying current on federal, state and institutional regulations and policies

TERM

Full Time
Monday - Friday 8:00 AM to 5:00 PM (some weekends for special events)

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