Counselor, Financial Aid

Youngstown State University • Youngstown, OH • 3d ago

Summary of Position
Counsels students regarding financial aid matters and conducts outreach services. Provides verification/documentation of Federal Student Aid and utilizes professional judgment to initiate overrides of data used in federal methodology. Assists in the processing of federal financial aid including loan and grant funds.
Position Information
Essential Functions and Responsibilities: Counsels students and parents concerning financial aid, financial aid planning, debt management, federal methodology, and student problem resolution.
Assists students and/or parents in completing federal financial aid application (FAFSA), completing verification, and adjusting income or other pertinent data on the FAFSA.
Evaluates and processes student requests for professional judgment according to established criteria; ensures appropriate documentation is obtained to support professional judgment decisions for audit and regulatory purposes.
Provides financial aid information to students regarding all aspects of financial aid, including Pell Grants, Federal Direct Loans, and special programs.
Provides estimates of financial aid eligibility; collaborates with university constituents to resolve student enrollment/registration issues.
Counsels students regarding federal Title IV refund policy and subsequent financial consequences of doing complete withdrawal from classes.
Conducts outreach activities including off-campus presentations such as high school financial aid nights as well as University programs; represents office as required.
Conducts mandated verifications of Institutional Student Information Records in accordance with US Department of Education guidelines, State guidelines, and University policy. Assesses adequacy of documentation provided by students and resolves conflicting information. Tracks files and follows-up with additional requests or phone calls when necessary.
Assists supervisors, colleagues, and front counter staff when required.
Assists in development of office policy and procedure analysis as needed. Assists in developing office guidelines for professional judgment, satisfactory academic progress, and loans, if needed.
Analyzes students' financial needs to determine eligibility for financial aid.
Other Functions and Responsibilities: Assists with training new hires.
Performs other duties as assigned and/or required that are within the level of responsibility for this classification at the discretion of the supervisor.
Work Schedule: Typically, Monday through Friday.
Supervision Exercised: May exercise supervision over student employees.
Reports To: Associate Director, Technology and Compliance
Qualifications and Competencies
Required Certifications, Training, and/or Licensures: None
Knowledge, Skills, and Abilities:
Knowledge of: University policies and procedures; office practices and procedures; department/division goals and objectives; department/division policies and procedures; workplace safety practices and procedures; English grammar and spelling; records management; office management; project management.
Skill in: Use of office equipment; typing, data entry; computer operation; use of computer software and other programs applicable to the assigned department/division*; excellent communication and customer service skills; effective organizational skills with attention to detail.
Ability to: Maintain an even temperament in stressful situations and communicates effectively on an individual and group basis; deal with problems involving several variables within familiar @context; define problems, collect data, establish facts, and draw valid conclusions; determine material and equipment needs; calcul

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