Financial Aid Counselor II – Student Financial Services

first_imgLooking to fill three Financial Aid Counselor IIroles.Position Overview:Receive, review, and process financial aid requests, documents, andnotices from departments, colleges, and students; may includedatabase data entry and verification and mathematical calculations.Provide consultation to internal and external constituentsregarding basic financial aid application completion and awardprocess inquiries. Update, correct, or cancel student financial aidaward accounts; responsible for the creation, tracking andmaintenance of student financial aid files (electronic andhardcopy). Review and assist with the reconciliation of awardaccounts and the dissemination of award notices. Create anddistribute financial aid award reports to various internal andexternal constituents or agencies for reviewDepartment Specific Essential Job Functions:Create spreadsheet of newly awarded Perkins borrowers and send FTPfile to Heartland/ECSI (UCO third party servicer) weekly, or asneeded. Schedule Perkins Loan Counseling/PNote emails to borrowers.Work with Heartland/ECSI (UCO third party servicer) to resolvePerkins Loan issues, and review/process Heartland/ECSI reports.Process accounts receivable spreadsheet of EFT deposits transferfor the Bursar weekly. Work with collection agencies (Williams& Fudge, Windham, and TSI) daily/monthly to resolve problems,and to pay statements. Work closely with Accounts Payable on allbilling statements. Send FTP file to Heartland/ECSI at the end ofeach semester on all Advances, and Graduate borrowers to be loadedon SalNet for ECSI borrower monitoring. Pull borrower files over 15years with no payment activity, and assign to Department ofEducation. Assist Financial Aid Director to complete the FiscalOperations Report, FISAP, Perkins Loan Section and preparation withannual financial aid single audit. Coordinate UCO, and Third PartyServicer Default Management program resources, and activitiesrelated to student financial literacy, and prevention of studentloan defaults. Coordinate Direct Loan Exit Loan Counselinginformation mailing for students no longer halftime, and those whohave withdrawn or graduated from UCO. Track and report borrowerswho were assigned to the treatment group and control group perrequirements as a UCO participant of the Department of EducationLoan Counseling Experiment. Process student aid information andAward Adjustments that require need analysis, verification,repackaging, and loan processing. Reviews and reconciles weeklyexception reports to insure compliance of federal guidelines. Worksdirectly with Data Processing in validating aid applications andresolving loan issues. Responds to student and parent inquiriesregarding technical financial aid information. Participates inFinancial Aid Seminars upon request from high schools, outsideagencies, and campus departments. Performs other related duties asassigned.QualificationsExperience Required:Requires a university degree in field plus 3+ years of relevantexperience in the chosen field or 7+ years of equivalent workexperience that provides knowledge of and exposure to fundamentaltheories, principles, and concepts. Requires the application ofexpertise in a chosen field to achieve results.Experience Preferred:Experience working in Federal Student Financial Aid. Intermediatelevel of experience with computer operations and Microsoft OfficeExcel. Post-secondary Education in Accounting or Business. Workexperience with student accounts and general accounting methods,including account reconciliation.Knowledge/Skills/Abilities:Ability to work independently with minimal supervision and be aself starter with problem-solving skills. Speaking/writing –Ability to effectively express ideas, instructions and concepts;Ability to speak and write effectively and clearly. Excellentinterpersonal relationship skills and the ability to establish andmaintain effective working relationship with staff, students,parents, and loan servicers. Social Perceptiveness: Demonstratesgood human relation skills to establish and foster goodrelationships with university employees, students, parents and loanservicers. Ability to keep a positive attitude during stressfulsituations and keep up with multiple projects.Physical Demands:Reasonable accommodations (in accordance with ADA requirements) maybe made, upon request, to enable individuals with disabilities toperform essential functions .last_img read more

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