Student Financial Aid Counselor II (Evergreen)

The salary is determined in accordance with the University’s compensation structure and will be commensurate with the candidates’ education and experience, within the assigned salary range for this position.

This Evergreen position will be used to hire multiple candidates for this role.

Responsibilities:

• Provides day-to-day case management, advisement, and counseling to students and parents about financial aid programs.  Provide holistic approach to counseling and case management for students (and parents) which includes: affordability, costs of education, financial awareness, campus resources, and payment options.   Provides clear, accurate, and personalized support to help students and families navigate the complex financial aid application processes. Coordinate application follow-up activities for new students, including FAFSA completion, application document completion and verification completion with the intent to assist student with early as possible completion of their financial aid application. 

• Have direct contact with students and parents on an appointment, walk-in basis, and over the phone and other communication platforms.  Performs outreach (phone calls, e-mails, text messaging campaigns, events, etc.) to current and prospective students who need assistance navigating their bills, financial aid renewal, refunds, etc. 

• Conducts events and outreach/retention programming to engage with students, and to help ensure the on-time renewal of financial aid.  Work closely with the leaders of the other areas of the CARE team members and CARE leadership (Academic Advising and Career Services) to ensure that programming and outreach conducted is uniform, cohesive, integrated, personalized to target audiences, and aligned with institutional objectives. Partner with an academic advisor to suggest various academic strategies to help a student meet the financial aid satisfactory academic progress requirements for the retention of aid. 

• Works with leadership and colleagues to determine the needs for outreach programs, projects, activities, and in-person/virtual services and identifies and advocates for best practices that enhance students' experiences. Conducts Financial Aid 101 workshops, Financial Literacy trainings, High School Financial Aid Nights, and other events throughout the year. Facilitate a non-credit financial literacy course available to students in both a synchronous and asynchronous format.  Collaborate with campus partners, such as the Center for Student Success and Career Services, to extend the reach, impact, and network of support for students and families. 

• ​​Performs other duties as assigned.

Required Education & Experience:

• Bachelor’s degree.

• One year of related experience working in higher education, including exposure to admissions and financial aid or case management in a related field.

Required Knowledge, Skills and Abilities:

• Knowledge of word processing and spreadsheet applications.

• Knowledge of financial aid counseling, verification, rules, and regulations

• Ability to multitask and work cooperatively with others.

• Ability to work individually or as a team.

• Ability to organize and make decisions.

• Knowledge of the customer service and outreach processes as they pertain to the financial aid department in a higher education environment, and of the related trends, issues, and accepted practices. 

• Ability to write precise, well-org