New York State Financial Aid Administrators Association
Financial Aid Advisor
New York State Financial Aid Administrators Association, New York, New York, us, 10261
Reports To: Associate Director of Operations
SCHEDULE: Full Time, Exempt. M-F; 9 am - 5 pm, Hybrid ***
Position Summary:
Under the supervision of the Associate Director of Operations, the Financial Aid Advisor is responsible for assisting students and parents regarding financial aid. Duties and Responsibilities: Advise students and parents on eligibility requirements for federal, state, and institutional aid Review financial aid applications; perform needs analysis in order to determine need for both undergraduate and graduate students Assist students in estimating their educational expenses, calculating their needs for the year, and preparing a financial aid plan Ensure compliance with all financial aid policies, procedures, and regulations when reviewing financial aid applications Interact with various college offices and outside entities to resolve conflicts, expedite processing, and access information Responsible for processing applications, administering, and managing all financial aid programs, including Federal, State, and Institutional aid programs. This includes but is not limited to:
Loan Entrance and Exit Counseling Federal Pell Grant and SEOG Grant reconciliation Work Study Reconciliation, including processing time sheets New York State TAP Grant Reconciliation Reconcile federal student loan proceeds Certify private education loans
Perform application verification, conflict resolution, and use professional judgment as needed Represent the office during promotional events (Open Houses, Orientation, Workshops, Accepted Students Day, etc.) Assist the director and associate director on special projects Advise and assist support staff and student assistants when necessary Work evening and weekend hours as necessary Travel to meetings, training sessions, and conferences as required Perform other job-related duties as assigned Minimum Qualifications: Preferred Qualifications: Bachelor's degree preferred 3-4 years of financial aid experience strongly preferred Familiarity with Datatel software preferred Knowledge, Skills, and Abilities: Knowledge of Title IV programs and regulations Knowledge of all applicable financial aid regulations Knowledge of Microsoft applications and computer skills Skill in operating a personal computer and related equipment. Skill in effective verbal and written communication Skill in handling multiple tasks, prioritizing, and attention to detail Ability to multitask and work independently Ability to implement quality customer service strategies Ability to provide customer service. Ability to train others. Ability to lead cross-functional and departmental project teams. Ability to develop and maintain knowledge in assigned specialized areas. Ability to conduct research, identifying and analyzing trends, including root cause analysis. Ability to work with frequent interruptions and changes in priorities. Ability to resolve problems or situations requiring the exercise of good judgment. Ability to establish and maintain good working relationships with students, employees, and the public Physical Requirements or Working Conditions: The regular work schedule is 9 am-5 pm EST, Monday through Friday. May be required to work additional hours outside of the regular work schedule. Willingness to work outside designated office hours as needed for events *** Employees must work fully on-site while on a 90-day probationary period upon hiring. After the probationary period, a hybrid (work remotely) schedule may be assigned contingent on business needs. While working remotely, you will be required to maintain the same hours of work as would be performed in the office; follow the department's procedures in completing assigned job tasks; and be available during the employee’s working hours via the department's established communication methods (i.e., Google chat, Slack, phone, etc). Ability to carry and lift objects up to 10-20 lbs., such as files or office equipment Proficiency in typing, using a mouse, and handling office equipment.
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Under the supervision of the Associate Director of Operations, the Financial Aid Advisor is responsible for assisting students and parents regarding financial aid. Duties and Responsibilities: Advise students and parents on eligibility requirements for federal, state, and institutional aid Review financial aid applications; perform needs analysis in order to determine need for both undergraduate and graduate students Assist students in estimating their educational expenses, calculating their needs for the year, and preparing a financial aid plan Ensure compliance with all financial aid policies, procedures, and regulations when reviewing financial aid applications Interact with various college offices and outside entities to resolve conflicts, expedite processing, and access information Responsible for processing applications, administering, and managing all financial aid programs, including Federal, State, and Institutional aid programs. This includes but is not limited to:
Loan Entrance and Exit Counseling Federal Pell Grant and SEOG Grant reconciliation Work Study Reconciliation, including processing time sheets New York State TAP Grant Reconciliation Reconcile federal student loan proceeds Certify private education loans
Perform application verification, conflict resolution, and use professional judgment as needed Represent the office during promotional events (Open Houses, Orientation, Workshops, Accepted Students Day, etc.) Assist the director and associate director on special projects Advise and assist support staff and student assistants when necessary Work evening and weekend hours as necessary Travel to meetings, training sessions, and conferences as required Perform other job-related duties as assigned Minimum Qualifications: Preferred Qualifications: Bachelor's degree preferred 3-4 years of financial aid experience strongly preferred Familiarity with Datatel software preferred Knowledge, Skills, and Abilities: Knowledge of Title IV programs and regulations Knowledge of all applicable financial aid regulations Knowledge of Microsoft applications and computer skills Skill in operating a personal computer and related equipment. Skill in effective verbal and written communication Skill in handling multiple tasks, prioritizing, and attention to detail Ability to multitask and work independently Ability to implement quality customer service strategies Ability to provide customer service. Ability to train others. Ability to lead cross-functional and departmental project teams. Ability to develop and maintain knowledge in assigned specialized areas. Ability to conduct research, identifying and analyzing trends, including root cause analysis. Ability to work with frequent interruptions and changes in priorities. Ability to resolve problems or situations requiring the exercise of good judgment. Ability to establish and maintain good working relationships with students, employees, and the public Physical Requirements or Working Conditions: The regular work schedule is 9 am-5 pm EST, Monday through Friday. May be required to work additional hours outside of the regular work schedule. Willingness to work outside designated office hours as needed for events *** Employees must work fully on-site while on a 90-day probationary period upon hiring. After the probationary period, a hybrid (work remotely) schedule may be assigned contingent on business needs. While working remotely, you will be required to maintain the same hours of work as would be performed in the office; follow the department's procedures in completing assigned job tasks; and be available during the employee’s working hours via the department's established communication methods (i.e., Google chat, Slack, phone, etc). Ability to carry and lift objects up to 10-20 lbs., such as files or office equipment Proficiency in typing, using a mouse, and handling office equipment.
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