Financial Aid Advisor

Job Description

Job Description

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The Financial Aid Advisor performs professional-level duties in the Student Financial Services office, requiring thorough knowledge of financial aid programs and regulations and University student accounting practices; counsels and advises students and parents on the various financial aid programs and evaluates financial aid applications in order to determine student eligibility for various aid programs.

 

Qualifications:

· Bachelor’s degree preferred.

· A minimum of one year of experience with financial aid programs or two years of successful professional work experience is required.

· Excellent phone, verbal and written communication skills, including the ability to exercise tact and discretion when dealing with students, families and staff.

· Demonstrated ability to set priorities, manage time and workflow and to manage multiple, concurrent high priority projects in a time-pressured environment 

General Expectations:

· Personal relationship with Jesus, a vibrant Christian faith, and a commitment to Christian community; capable of sharing faith and engaging in conversations about Christ

· Demonstrate Simpson University Values in the performance of all duties.

· Maintain lifestyle in accordance with Simpson University Lifestyle Policy in Staff Handbook

· Maintain the confidentiality of information, data and records

· Properly exercise tact, diplomacy, discretion, and professional judgment

· Demonstrate strong customer service skills in the performance of job duties

· Demonstrate good organizational and communication skills in the performance of job duties

· Supervises employees in accordance with Simpson University policies and procedures

· Support the overflow needs of other departments within the respective university area

· Perform other duties in accordance with this position as deemed necessary by the President

 

Essential Functions:

· Advises students and parents regarding the availability of various funding sources, application processes and procedures, and rights and responsibilities related to student financial assistance

· Assists with the collection, reviewing and monitoring of student data and supporting documentation to confirm accuracy of data and determines eligibility for federal, state and institutional aid and other financial aid programs

· Analyzes and interprets federal, state and institutional policies as related to student eligibility for aid

· Assists with awarding of federal, state and institutional financial aid programs to eligible students in accordance with federal and state regulations by university mandated deadlines

· Assists with reviewing financial aid packages based on changes in enrollment level, budget adjustments, additional aid and communicates changes in eligibility with students

· Works with Director on individual appeals concerning eligibility; collects documentation for professional judgement to adjust student’s eligibility based on mitigating circumstances in accordance with federal regulations

· Assists with financial aid workshops, training sessions, presentations and other activities such as Open House and New Student Orientation

· Performs other duties as assigned

 

Physical Requirements:

 

Job Title :

 

Financial Aid Advisor

Typical Working Conditions:
(Describe environment including exposure to heat, cold, fumes, chemicals, allergens, mold, etc.)

Indoors in controlled environment

Equipment Used:
(List all manual and automated equipment used in the course of performing essential functions.)

Computer, scanner, copier, mouse, keyboard, stapler, 3-hole punch, letter opener

Essential Physical Tasks:
(List all physical tasks encountered in performing essential functions - i.e. sitting for long periods of time using a computer, standing, climbing ladders, etc.)

Sitting for long periods of time using a computer

 

 

 

 

Analysis of Physical Demands to Perform Essential Functions:

 

Key (Based on typical week):

N=Never
R=Rarely (Less than 1 hour per week)
O=Occasional (1%-33% of time)

F=Frequent (34%-66% of time)
C=Constant (over 66% of time)

 

Activity

Frequency

Activity

Frequency

 

N

R

O

F

C

 

N

R

O

F

C

Lifting/Carrying

 

 

 

 

 

Twisting/Turning

 

 

 

 

 

Under 10 lbs

 

 

X

 

 

Reach over shoulder

 

 

X

 

 

11-20 lbs

 

 

X

 

 

Reach over head

 

 

X

 

 

21-50 lbs

 

X

 

 

 

Reach outward

 

 

 

X

 

51-100 lbs

 

X