- Create and revise accurate Financial Aid (FA) Estimates for prospective, first-time, undergraduate students and their families.
- Work with the admissions team to distribute FA Estimates to prospective students and their families and assist those students and their families with finding a way to cover University costs.
- Counsel and provide regular outreach to all undergraduate students and families regarding their financial aid and related processes via emails, phone calls, and Mongoose.
- Work with admissions to follow the enrollment cycle in order to ensure the financial aid process is completed for fall and spring starts prior to new students sitting in class.
- Monitor the Accounts Receivables report and help current students with options to cover balances due.
- Participate in admissions events, such as but not limited to: Preview Days, Scholarship Days, New Student Registration, New Student Orientation etc.
- Provide excellent customer service to the entire UF community on behalf of the Office of Financial Aid, which includes but is not limited to: conveying accurate descriptions of federal, state, and institutional policies; presenting financial aid and financial literacy information in classrooms or workshops; assist with retention of at-risk through counseling and communicating issues to Director.
- Maintain a membership to a local, regional or national Financial Aid Organization and keep up-to-date on all FSA regulations.
- Researches and remains current on the financial aid regulatory environment, assessing their impact, and keeping stakeholders informed
- Routinely review documents and conduct quality checks while verifying compliance and regulatory mandates are met successfully
- Communicate with Institutional Research to assist in the maintenance and compliance of grants awarded in the Office of Financial Aid.
- Assist in the review of UF policies and procedures in regards to processes involving the Office of Financial Aid
- Provide support in federal reconciliation files (PELL, TEACH, Direct Loans, etc.)
- Perform all other duties as appropriate for the position.
- Strategic Thinking.
- Problem Solving/Analysis.
- Financial Management.
- Project Management.
- Communication Proficiency.
- Personal Effectiveness/Credibility.
- Bachelors degree.
- One year of experience in Financial Aid or equivalent.
- Experience in compliance and communications
- Financial aid experience desirable and additional years of related experience.
- Experience and some understanding of grant writing and developing policy and procedures
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Senior Financial Aid Counselor and Compliance Specialist - Findlay, United States - The University of Findlay
Description
If you are a current University employee, please use the internal career site to apply for this position.
Job Description
This posting is for a full-time, 12-month, exempt position.
The Senior Financial Aid Counselor and Compliance Specialist is a full time benefited exempt position with the Office of Financial Aid.
This position will provide excellent financial aid counseling to incoming and continuing students and their families, support the Associate Director of Financial Aid and review policies, procedures ensuring regulatory compliance with all Federal, State and Institutional Student Aid Programs.
Essential Functions
This position requires regular, predictable, reliable attendance.
Competencies
This position does not have any supervisory responsibilities of office staff and students.
Work Environment
This job operates in a professional remote office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Position Type and Expected Hours of Work
This is a full-time 12-month position, and general hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m.
Some occasional night and weekend hours are required to provide support events for prospective students, new student registration, outreach activities, and move-in weekend in August.
Travel
Travel to campus office is required. A valid US Drivers' license with a safe driving record is required.
Required Education and Experience
For optimal consideration of your applicant file, faculty applications must include a cover letter; current Resume or Curriculum Vitae; a statement of teaching philosophy; and the contact information for three professional references with your application.
The University of Findlay is an Affirmative Action/Equal Opportunity Educator and Employer.
It is the university's policy to prohibit discrimination and provide equal opportunity to all employees and applicants for employment, without regard to their race, sex (including gender identity/expression), color, religion, ancestry, national origin, age, disability, veteran status, military or sexual orientation.
