Financial Aid Counselor I - Financial Aid

TITLE

Financial Aid Counselor I

JOB SUMMARY 

The Financial Aid Counselor I is responsible for assisting with the administration of the financial aid programs at Texas Woman’s University, including the Denton, Dallas and Houston campuses. This position is responsible for effectively managing student inquiries and providing exceptional customer service concerning applying for and availability of financial assistance opportunities.  This position is responsible for explaining federal, state and university policies, procedures and regulations pertaining to financial aid. This position verifies applicant data and awards financial aid to eligible students while ensuring eligibility, renewal and funding program requirements are met. Work is performed under general supervision and performance is based upon completion of assignments and results obtained. The performance evaluation is conducted through the performance evaluation system and in accordance with the University Policies & Procedures.

ORGANIZATIONAL RELATIONSHIPS

Reports to:      Financial Aid Assistant Director 

Supervises:     May supervise Student Assistants 

ESSENTIAL DUTIES - May include, but not limited to the following:

• Provides comprehensive financial aid counseling to students and their families.
• Ensures university compliance with applicable policies, procedures and regulations through continuous change when awarding and reprocessing aid.
• Evaluates and processes financial aid applications, reviews financial aid documentation and determines eligibility, including determining awards, auditing student awards and making necessary revisions.
• Assists in evaluating and processing of dependency change requests.
• Assists in cases where the use of professional judgment in special circumstance situations is required to revise student financial aid eligibility and cost of attendance.
• Assists in the development of departmental policies and procedures.
• Assists in the development and revision of departmental forms.
• Assists with the maintenance and coordination of document imaging.
• Processes financial aid requests, determines student eligibility, and verifies, packages and adjusts awards.
• Performs verification on selected applicants.
• Checks satisfactory academic progress.
• Reviews NSLDS student monitoring report.
• Responsible for and assists with specific special projects, as assigned.
• Communicates with students concerning identified issues.
• Trains and supervises student assistants.
• Conducts financial aid presentations and information sessions, both on and off campus.

ADDITIONAL DUTIES

• Performs other duties as requested. 

EDUCATION 

High school diploma or equivalent required.  Bachelor's degree preferred.

EXPERIENCE

One year of general financial aid experience required.

 REQUIREMENT

Regular and reliable attendance at the University during regular scheduled days and work hours is an essential function of this position.  

 All employees share the responsibility of maintaining information security and privacy requirements within the university by adhering to Federal and State regulations, and TWU Policies & Procedures.

KNOWLEDGE, SKILLS, AND ABILITIES - The following are essential:

• Knowledge of, or the ability to learn, university policies and procedures.
• Knowledge of, or the ability to learn, federal, state and university policies, procedures and regulations related to the areas of responsibility.
• Skill in using computer applications including spreadsheets, databases and word processing software.
• Skill in effectively working with students and their families in a friendly, courteous and professional manner.
• Ability to identify problems, evaluate options and recommend solutions.
• Ability to communicate effectively in both oral, in person or by phone, and in written form.
• Ability to establish and maintain effective working relationships with studen