Inside Higher Ed · 2 weeks ago
Financial Aid Counselor II
Charlotte, NC
Full-time
Onsite
Mid LevelInside Higher Ed is seeking a Financial Aid Counselor II who will provide direct service to students and their families regarding the financial aid process. The role involves administering financial aid programs, counseling students on their options, and ensuring compliance with federal and state regulations.
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Responsibilities
Administer and regulate federal or state financial aid programs coordinating all activity, reporting and reconciliation of the assigned program (i.e., Federal Work Study, NC State Grants, Federal Direct Loans, Federal Grants, Default Management)
Counsel students and their families on their financial aid options
Package student financial aid awards according to federal, state and institutional guidelines
Create and utilize reports as appropriate to retrieve, compile and analyze student’s financial records to internal and external agencies
Complete required verification process for students who have been selected by the Department of Education
Initiate the professional judgment process for eligible students
Review and evaluate required documentation and package awards in accordance with established guidelines; interpret and apply federal, state and institutional regulations to determine and certify student eligibility
Provide support for institutional reporting needs and help develop database queries
Receives, reviews, prepares and/or submits various records and reports including student aid reports, tax reports, court documents, job applications, promissory notes, payment rosters, award letters, transcripts, financial need assessments, invoices, verification sheets, requisitions, memos, correspondence, etc
Serves as liaison between the University and scholarship / granting agencies
Administers scholarship/grant programs as assigned, including but not limited to making nominations, reviewing applications, checking academic records, determining eligibility, calculating awards, importing and exporting financial aid data electronically to various agencies/departments, processing payment documents, reconciling accounts, etc
Coordinates work-study assignments with students and University supervisors
Evaluates job positions; updates supervisors' guide and student guide; makes recommendations for jobs; coordinates work-study payroll, etc
Operates a variety of equipment such as a computer, printer, fax machine, copier, calculator, telephone required to perform the requirements of the job
Interacts and communicates with various groups and individuals such as the immediate supervisor, coworkers, other department heads and employees, students, prospective students, parents, faculty members, lending institutions, government agencies, other colleges/universities, sales representatives, and the general public
Provide some level of supervision to paraprofessional, part-time and temporary employees
Performs general clerical/administrative duties as required, including but not limited to entering computer data, copying and filing documents, typing reports and correspondence, answering telephone, reviewing mail, ordering office supplies, etc
Qualification
Required
Bachelor's degree or an equivalent combination of education, training and experience that provides the required knowledge, skills and abilities
Provide direct service to students and their families in regard to the financial aid process
Advise students in all phases of the aid application and delivery system
Exercise professional judgment and expertise in processing, awarding and adjusting awards
Represent the Financial Aid Office at a variety of on and off-site events including Open Houses, Orientation, etc
Administer and regulate federal or state financial aid programs coordinating all activity, reporting and reconciliation of the assigned program
Counsel students and their families on their financial aid options
Package student financial aid awards according to federal, state and institutional guidelines
Create and utilize reports as appropriate to retrieve, compile and analyze student's financial records to internal and external agencies
Complete required verification process for students who have been selected by the Department of Education
Initiate the professional judgment process for eligible students
Review and evaluate required documentation and package awards in accordance with established guidelines
Interpret and apply federal, state and institutional regulations to determine and certify student eligibility
Provide support for institutional reporting needs and help develop database queries
Receive, review, prepare and/or submit various records and reports including student aid reports, tax reports, court documents, job applications, promissory notes, payment rosters, award letters, transcripts, financial need assessments, invoices, verification sheets, requisitions, memos, correspondence, etc
Serve as liaison between the University and scholarship/granting agencies
Administer scholarship/grant programs as assigned, including but not limited to making nominations, reviewing applications, checking academic records, determining eligibility, calculating awards, importing and exporting financial aid data electronically to various agencies/departments, processing payment documents, reconciling accounts, etc
Coordinate work-study assignments with students and University supervisors
Evaluate job positions; update supervisors' guide and student guide; make recommendations for jobs; coordinate work-study payroll, etc
Operate a variety of equipment such as a computer, printer, fax machine, copier, calculator, telephone required to perform the requirements of the job
Interact and communicate with various groups and individuals such as the immediate supervisor, coworkers, other department heads and employees, students, prospective students, parents, faculty members, lending institutions, government agencies, other colleges/universities, sales representatives, and the general public
Provide some level of supervision to paraprofessional, part-time and temporary employees
Perform general clerical/administrative duties as required, including but not limited to entering computer data, copying and filing documents, typing reports and correspondence, answering telephone, reviewing mail, ordering office supplies, etc
Finalists for this position are subject to a background check
Employment is contingent upon the successful completion of a background investigation including criminal history and identity check
Company
Inside Higher Ed
Inside Higher Ed is the online source for news, opinion, and jobs related to higher education.
Founded in 2004
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2022-01-10Acquired
2006-08-31Series Unknown
Leadership Team
Stephanie Shweiki
Director, Foundation Partnerships
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