Westcliff University
Senior Financial Aid Counselor
Westcliff University, Irvine, California, United States, 92713
The Senior Financial Aid Counselor will coordinate the Federal Direct and Alternative Loan Programs as well as Veteran Benefit Awards and Reconciliations.
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.
Loan Programs
Coordinate the Federal Direct and Alternative Loan Programs
Follow up on missing information when appropriate
Coordinate the processing of the Federal Direct Loan Programs through Common Origination and Disbursement (COD)
Process/package Federal loans including Unsubsidized and Grad PLUS
Process all error queries for Federal loan programs
Reconcile Federal loan disbursements with Student Accounts
Request missing documents, including MPN’s 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 and 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 with students
Respond to telephone calls and email messages from students
Ability to handle large volumes of work and accurately track numerous details
Ability to work with high level of accuracy in a fast-paced environment with numerous interruptions
Review relevant professional publications, and take action as appropriate to remain informed of legislative and other changes affecting financial aid programs and administration
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
Required Knowledge, Skills, and Abilities
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:
A minimum of 4-5 years of financial aid experience required. Experience and proficiency with using PowerFAIDS is a must, plus proficiency with Microsoft Office and Google suite.
Hours:
The regular hours for this position are 9:30 AM to 6:30 PM Monday through Friday. Hours may vary due to needs of the law school. May require periodic evening and weekends.
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 the work assigned.
Moving objects up to 40 pounds.
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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.
Loan Programs
Coordinate the Federal Direct and Alternative Loan Programs
Follow up on missing information when appropriate
Coordinate the processing of the Federal Direct Loan Programs through Common Origination and Disbursement (COD)
Process/package Federal loans including Unsubsidized and Grad PLUS
Process all error queries for Federal loan programs
Reconcile Federal loan disbursements with Student Accounts
Request missing documents, including MPN’s 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 and 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 with students
Respond to telephone calls and email messages from students
Ability to handle large volumes of work and accurately track numerous details
Ability to work with high level of accuracy in a fast-paced environment with numerous interruptions
Review relevant professional publications, and take action as appropriate to remain informed of legislative and other changes affecting financial aid programs and administration
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
Required Knowledge, Skills, and Abilities
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:
A minimum of 4-5 years of financial aid experience required. Experience and proficiency with using PowerFAIDS is a must, plus proficiency with Microsoft Office and Google suite.
Hours:
The regular hours for this position are 9:30 AM to 6:30 PM Monday through Friday. Hours may vary due to needs of the law school. May require periodic evening and weekends.
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 the work assigned.
Moving objects up to 40 pounds.
#J-18808-Ljbffr