Financial Aid Counselor I - Financial Aid

TITLE

Financial Aid Counselor I

JOB SUMMARY 

Performs operational duties in the Financial Aid Office. Counsels with students, prospective students, and other clients. Verifies applicant information and makes financial aid awards.  Serves as a resource for the department.  Responsible for specialized task / projects based on the needs of the office. 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:      Assistant Director 

Supervises:     May supervise Student Assistants 

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

• Performs verification on selected applicants.
• Counsels’ applicants and families on financial aid information and application directions.
• Trains and supervises student assistants.
• Conducts financial aid information sessions.
• Conducts formal financial aid presentations, both on and off campus.
• Reviews NSLDS student monitoring report.
• Reviews unconverted records report & ISIRs.
• Reviews applications and makes financial aid awards.  
• Assists with the checking of satisfactory academic progress.
• 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 resolving loan errors and reconciliation.
• Processes electronic fund transfers and returns (cancel) funds.
• Assists with the maintenance and coordination of document imaging.

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:

• Ability to use a 10-key calculator by touch are helpful.
• Knowledge and understanding of current financial aid needs analysis methodology.
• Ability to establish and maintain effective work relationships with students, faculty, staff, and the public.
• Skill in dealing with the students and other clients in a friendly, courteous, and professional manner.
• Ability to communicate effectively -orally, by phone, in person, and in writing.
• Ability to travel to other TWU Centers for information presentations.
• Ability to use a personal computer and other office equipment, including related university software and email.

PHYSICAL DEMANDS

The physical demands described in the Essential Duties and below are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

The employee may be required to travel.  The employee must have the ability to occasionally lift and/or move up to 40 pounds. 

WORK ENVIRONMENT

All employees are responsible for maintaining an environment that is free from discrimination, intimidation, harassment, including sexual harassment. Work is normally performed in a typical interior work environment. 

SAFETY

TWU promotes a safe working environment. Employees are responsible for completing assigned tasks safely and efficiently, and supervisors are responsible