Financial Aid Counselor II
Core
Evaluate prospective and current student eligibility for financial aid, review applications, and determine aid packaging options based on individual circumstances.
Role type
Financial Aid Counselor
Builds
Financial aid packages and verified student applications
Domain
Higher Education / Student Financial Aid
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Federal and state financial aid regulations, critical thinking, complex verification analysis, data accuracy, file documentation, system change identification, testing procedure development, Salesforce case management, professional judgement adjustments
Preferred skills
None stated
Technologies
Salesforce, Student Information System (SIS), ISIR
Responsibilities
Maintain policies and procedures for need analysis and verification; Manage training and evaluation for staff; Identify and test changes to the Student Information System; Serve as a resource for staff on complex student files and verification; Conduct need analysis to determine financial aid packaging; Maintain quality control on the review of nearly 20,000 applications; Develop guidelines for professional judgement adjustments
Seniority
Mid-level, hands-on IC