Logo
Westcliff University

Senior Financial Aid Counselor

Westcliff University, Irvine, California, United States, 92713

Save Job

Join to apply for the

Senior Financial Aid Counselor

role at

Westcliff University .

The Senior Financial Aid Counselor will work closely with students, staff, administrators, and faculty across the campus. Under the leadership of the Director of Financial Aid, key relationships include, at a minimum, working with the Registrar, Assistant Director of Student Accounts, Senior Assistant Dean of Student Affairs, and the Admission Team.

Description What if I told you it is possible to find a Company that lives to educate, inspire, and empower others while creating a family atmosphere that truly appreciates and respects their team? Yes, it is. Nationally recognized for innovation and diversity, Westcliff University has a mission to empower students through education and hard work.

Key Responsibilities

Loan Programs:

Coordinate the Federal Direct and Alternative Loan Programs

Follow up on missing information when appropriate

Coordinate the processing of Federal Direct Loan Programs through Common Origination and Disbursement (COD)

Process/package Federal loans (Unsubsidized and Grad PLUS)

Process all error queries for Federal loan programs

Reconcile Federal loan disbursements with Student Accounts

Request missing documents, including MPNs or counseling requirements

Ensure Satisfactory Academic Progress (SAP) requirements have been met

Ensure student loans are within federal loan limits or complete reaffirmation paperwork

Make adjustments on loans as required

Follow up on disbursement errors

Review files for possible budget and award adjustments (over‑awards)

Run and review appropriate reports to ensure all aid is posted to Student Accounts

Process certification requests and disbursements for private loans

Authorize disbursements to Student Accounts for registration

Other duties assigned by supervisor

Scholarships:

Assist with processing new and continuing student scholarships

Revise and adjust scholarships as needed

Seek appropriate approval when needed

Run and review appropriate reports to ensure all aid is posted to Student Accounts

Other duties assigned by supervisor

Veterans Education Benefits:

Act in the capacity of and/or collaborate with the School Certifying Official

Coordinate Veterans awards, including the Yellow Ribbon Program

Certify enrollment

Create College Financing Plan (CFP) and review with each Veteran

Customer Service:

Provide in‑depth financial aid counseling to students as needed

Answer questions about any program in a student's financial aid package (in person, Zoom, or by email)

Respond to telephone calls and email messages from students

Handle large volumes of work and accurately track numerous details

Work with high accuracy in a fast‑paced environment with numerous interruptions

Review relevant professional publications and act upon legislative and other changes affecting financial aid programs

Create and administer oral presentations at student orientations as needed

Represent the Financial Aid Office at the New Student Orientation and prospective student events

Other:

Other duties assigned by supervisor

Requirements

Must have excellent technical skills to work with PowerFAIDS, MS Word, MS Excel spreadsheets, and Google Sheets

Must have excellent organizational and multi‑tasking skills

Must have excellent oral and written communication skills

Must have customer service skills and the ability to work effectively with diverse groups of people while handling high volume and multiple tasks

Must be able to work effectively in a fast‑paced environment

Qualifications

Education:

Bachelor’s degree or any combination of education and experience that provides the required knowledge, skills, and ability

Experience:

Minimum of 4‑5 years of financial aid experience; proficiency with PowerFAIDS is a MUST, plus proficiency with Microsoft Office and Google Suite

Hours:

Regular hours 9:30 AM to 6:30 PM Monday through Friday; may vary, may require periodic evening and weekend work

Reports To:

Director of Financial Aid

Physical Activities/Demands:

Moving self in different positions to accomplish tasks in various environments including tight and confined spaces

Remaining in a stationary position, often standing or sitting for prolonged periods

Sedentary work that primarily involves sitting/standing

Repeating motions that may include the wrists, hands and/or fingers

Communicating with others to exchange information

Self‑assessing the accuracy, neatness and thoroughness of work assigned

Moving objects up to 40 pounds

Seniority Level Mid‑Senior level

Employment Type Full‑time

Job Function Education and Training

Industry Higher Education

Location: Irvine, CA | Salary: $70,304.00 – $72,000.00

Referrals increase your chances of interviewing at Westcliff University by 2×.

#J-18808-Ljbffr