Financial Services Associate

Summary:
The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.

Compensation: The starting pay range for this position is $20.00 - $28.00 per hour.

Essential Duties and Responsibilities:

• Provide an overview of the Financial Aid process and programs available to qualifying students.
• Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student’s unique eligibility.
• Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate all submitted Financial Aid documentation and determine additional requirements.
• Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
• Track students’ progress and review changes to Financial Aid eligibility throughout the program.
• Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
• Enhance the financial literacy of students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Supervisory Responsibilities:
This job has no supervisory responsibilities.

Competency:
To perform the job successfully, an individual should demonstrate the following competencies:

Core Competencies: 

Adaptability – Responds to change with a willingness and ability to learn new ways of working. Adapts approach and demeanor in real time to match the shifting demands of different situations.

Communication – Develops and delivers communication that conveys a clear understanding of the unique needs of different audiences. Listens to others and allows them to make their point. 

Integrity & Ethics – Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values.  

Organization Support – Supports organizations goals and values. Is keenly aware of the time frame in which tasks or projects needs to be done; accepts and mirrors the level of urgency conveyed by the manager or customer being served; puts first priority on the needs of the organization or the needs of its customers.  Fosters collaboration and teamwork across the Institution. 

Professionalism – Approaches other in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follow through on commitments. 

Job Competencies: 

Content Specific Knowledge: Understands the fundamentals, skills, methods, and procedures within their area of expertise and instructional practice.

Customer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services.

Productivity: Meets or exceeds productivity standards that have been established for organizational level or position; has successfully combined skills, ability, and effort level to ensure that expectations related to results/output are achieved.

Quality of Work: Has established a track record of producing wo