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Inside Higher Ed

Financial Aid Counselor

Inside Higher Ed, Claremont, California, United States, 91711

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Financial Aid Counselor

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Inside Higher Ed Location: Claremont, CA Job Posting Title: Financial Aid Counselor Basic Function The Financial Aid Counselor is responsible for administrative support for a broad range of services in the Office of Financial Aid and assisting in the federal and institutional financial aid programs and processes. This position also provides advising and counseling to prospective and current students and parents on all aspects of the financial aid process and financial literacy. Ideal candidates should be technologically savvy with strong customer service skills and an interest in learning various federal and institutional financial aid programs. The Financial Aid Counselor reports to the Director of Financial Aid and works independently and collaboratively to uphold high levels of customer service for students and families from diverse backgrounds regarding federal and institutional aid processes, timelines, and communications.

Responsibilities

Essential duties and responsibilities include, but are not limited to the following:

Counsel prospective and current students and families in person, virtually, or by telephone on all aspects of financial aid application processing, need analysis, appeal processing, packaging, financing options and financial literacy, including information on institutional, federal, and state financial aid programs.

Provide ongoing customer service to campus community, work-study employers, other College employees, and outside services.

Participate in crafting messages for effective and accurate communication with students and families.

Maintain a positive, customer service-oriented office atmosphere while providing administrative support and oversight of daily operations.

Respond to status check queries via email or phone and escalate calls and emails to the Senior Assistant Director as needed.

Conduct verification of application data in accordance with U.S. Department of Education guidelines, including reviewing federal tax returns and other documentation to determine aid eligibility.

Update financial aid communications (letters, messages, social media) and collaborate with Web Communications to update the financial aid website.

Maintain and control confidential student files and records. Track applications and review related paperwork for completeness and accuracy. Load documents to the OnBase system.

Review applicant documents on College Board’s IDOC and the U.S. Department of Education’s CPS and COD to ensure proper tracking in PowerFAIDS.

Maintain records, remove duplicates, and monitor address changes with the Registrar; update in PowerFAIDS, COD, and NSLDS as needed.

Assist with daily batch processes, ISIR/PROFILE data downloads, and data transfers to/from other campus systems (e.g., Slate, Jenzabar).

Assist with online queries, corrections, and updates to Department of Education systems (COD, NSLDS, CPS).

Qualifications

Education:

Bachelor’s degree required or equivalent combination of education and experience. Experience:

At least six months of general office experience with increasing responsibility; at least one year in related financial aid or student personnel customer service positions with significant computer experience preferred. Knowledge, Skills, and Abilities:

Ability to perform essential functions and demonstrate how they will be performed, with or without reasonable accommodation. Includes:

Commitment to excellent customer service

Professional collaboration to promote the College’s strategic interests

Experience in Windows environment with word processing, spreadsheets, and databases

Detail-oriented and accurate

Excellent written and oral communication skills

Strong interpersonal skills and ability to work independently and in a team

Discretion and tact with confidential information; ability to meet deadlines and manage a demanding schedule

Exceptional prioritization and multi-tasking abilities in line with the College’s goals

Other Details

Hours:

Regular hours are 8:00 a.m. – 5:00 p.m., Monday – Friday. Overtime, holidays, weekends, and evenings may be required. Flexible schedule may be needed. Classification:

Regular, full-time, 12-month, non-exempt, benefits-eligible. Background Check:

Must undergo a full consumer background check. Some positions require a post-offer physical agility test. Employment contingent on satisfactory results and compliance with job description requirements.

Disability Accommodations:

Reasonable accommodations available for qualified applicants. To request accommodations, contact Human Resources at (909) 621-8490 or hr@cmc.edu.

Additional notices: This job description may change; the College conducts regular reviews of job descriptions and may make changes as needed. Equal opportunity employer; employment decisions are based on qualifications and merit without regard to protected characteristics. Applications must be submitted online.

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