Financial Aid Counselor, Financial Aid
Core
Provides counseling, needs analysis, and packaging of federal, state, and institutional aid for a designated caseload of students while ensuring compliance with regulations.
Role type
Financial Aid Counselor
Builds
Student financial aid packages and compliance reporting
Domain
Higher Education / Student Financial Services
Deliverable
client delivery
Required skills
Financial aid methodology, federal and institutional policy interpretation, data analysis, Excel proficiency, Microsoft Office, critical thinking, project management
Preferred skills
Higher education administration experience, loan default prevention knowledge
Responsibilities
Perform need analysis and verification of student aid files, resolve complex student files involving unusual circumstances, analyze system-generated reports for awarding and disbursement, counsel students and families regarding eligibility and awards, collaborate with Registrar and Academic Advising offices, maintain confidential student records, assist with loan default prevention efforts
Seniority
Entry-level to Mid-level, individual contributor