Financial Aid Associate jobs in United States
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Universities of Wisconsin · 3 weeks ago

Financial Aid Associate

The Universities of Wisconsin are seeking a Financial Aid Associate to join their team. This role involves advising students and parents on financial aid processes, coordinating administrative functions, and managing outreach efforts to enhance student support. The position requires effective communication and organizational skills to ensure efficient office operations and assist students in navigating financial aid options.

Higher Education
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Responsibilities

Manage Financial Aid Office Student Employees
Maintain Financial Aid Office TV, brochure racks, front desk area
Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations
Other duties as assigned
Coordinate administrative functions related to the Off Campus Part Time Job Board
Assist with all administrative functions related to the (electronic) campus part time job board Handshake
Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board
Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website
Maintain records on a monthly and yearly basis by completing necessary forms and end of year report
Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment statusand send out listings, as requested, to potential employers
Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students
Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office
Serve in a ‘triage’ role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor
Explain options and alternatives and answer both general and detailed questions
Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases
Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant
Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier’s, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate
Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.)
Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff
Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy
Perform student outreach
Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances
Provide other outreach using the office outreach calendar
Assist with loan default prevention efforts for former students
Assist with management and updating of office website

Qualification

PeopleSoft Student InformationFinancial Aid knowledgeEmail proficiencyOrganizational skillsProject coordinationSupervision skillsCommunication skillsAttention to detail

Required

High school diploma or equivalent
Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring
Effective oral and written communication skills
Excellent organizational and time management skills
Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position
Possess an attention to details and timelines/due dates despite frequent interruptions
Ability to meet and work effectively with students, parents, and people across multiple levels of the organization
Ability to use discretion and good judgment regarding confidential information

Preferred

Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions
Ability to plan, assign, and supervise the work of others (student supervision)
Functional expertise with PeopleSoft Student Information
Knowledge of the Financial Aid programs, processes, regulations, etc
Experience working in a highly regulated environment

Benefits

Paid vacation for 12-month positions.
Excellent flexible health insurance with low co-pays and good coverage.
Paid holidays and paid sick days.
After 5 years of employment, you become vested in our retirement system which ensures income post-career.
Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation.

Company

Universities of Wisconsin

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13 universities. 1 mission. To make Wisconsin...Future Ready. For All.

Funding

Current Stage
Late Stage
Total Funding
$7M
Key Investors
Alfred P. Sloan Foundation
2019-01-01Grant· $7M
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