Financial Aid Technician-Substitute

Definition

Under direction, performs specialized technical and clerical support duties related to the processing and maintenance of financial aid records; provides information to students and others regarding financial aid application procedures; explains and applies federal and state financial aid laws, regulations, eligibility criteria, and satisfactory academic progress guidelines related to financial aid documents; assists students in completing/submitting required forms; gathers, enters, updates and maintains financial aid information in various database, and performs other related duties as assigned.

Supervision 

Works under the direct supervision of the department manager.

Does not directly or indirectly supervise other employees but may provide work direction to lower-level employees, temporary employees, and/or student workers.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The following duties and responsibilities are typical of those in this classification. 

• Performs specialized technical and clerical support duties related to the processing and maintenance of financial aid records; determines work plans and sets priorities to meet deadlines. 

• Greets and assists employees, students and/or the public in person, on the phone, on the computer, or through other means of communication; provides information to students regarding financial aid application procedures; explains federal and state financial aid laws, regulations, eligibility criteria, and satisfactory academic progress guidelines.

• Assists students in completing/submitting required paperwork in accordance with current regulations, requirements, and office policies; refers students to workshops and other sources of financial aid information; informs students of their financial aid application and award status.

• Reviews various applications and forms submitted by students for completion, accuracy, and compliance; notifies students of missing information or additional requirements; assists students in resolving application, award, disbursement, and repayment questions by interpreting and implementing applicable regulations and policies.

• Reviews financial aid files to determine initial eligibility, determines when additional documentation is required by federal or state regulation or District policies/procedures, and identifies issues needing further analysis by other department staff; may process and determine eligibility for routine financial aid programs based on established criteria. 

• Gathers, enters, updates, and maintains financial aid information in various database systems; organizes and maintains student files, file storage and historical records. 

• Maintains confidentiality of records and complies with the Family Educational Rights and Privacy Act (FERPA