Financial Aid Counselor

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 financial aid counselor is an entry level staff position with the Office of Financial Aid. This position will provide financial aid counseling to incoming and continuing students and their families. The Financial Aid Counselor will have an essential role in developing an "enrollment team" which will consist of creating Financial Aid (FA) Estimates and working with prospective students throughout the stages of the enrollment cycle to ensure the FA process is completed.


Essential Functions

This position requires regular, predictable, reliable attendance in the office environment.

1. Create and revise accurate Financial Aid (FA) Estimates for prospective, first-time, undergraduate students and their families.
2. 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.
3. Counsel and provide regular outreach to all undergraduate students and families regarding their financial aid and related processes via emails, and phone calls.
4. Work with admissions to follow the enrollment cycle to ensure the financial aid process is completed for fall and spring starts prior to new students sitting in class.
5. Monitor the Accounts Receivables report and help current students with options to cover balances due.
6. Participate in admissions events, such as but not limited to: Preview Days, Scholarship Days, New Student Registration, New Student Orientation etc.
7. 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.
8. Maintain membership in local, regional and national Financial Aid Organizations and keep up to date on all FSA regulations.
9. Perform Federal Verification for selected students.
10. Assist with cost of attendance and professional judgement appeals as assigned by the associate director.
11. Provide support for front desk during peak times and as needed.
12. Fosters and maintains a positive work atmosphere and relationship with team that does not reinforce negative attitudes.
13. Perform all other duties as appropriate for the position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Competencies
1. Strategic Thinking.
2. Problem Solving/Analysis.
3. Financial Management.
4. Project Management.
5. Communication Proficiency.
6. Personal Effectiveness/Credibility.

Supervisory Responsibility
This position does not have any supervisory responsibilities of office staff and students.


Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers.


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.

While performing the duties of this job, the employee is regularly required to talk or hear. 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
No travel is expected for this position.


Required Education and Experience
1. Bachelor's degree.

Preferred Education and Experience
1. Financial aid experience is desirable.

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. Staff applications must include a current Resume or Curriculum Vitae and cover letter 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.