Financial Aid Counselor I
Core
Conducts need analysis and verification for student financial aid applications, determines aid packaging options, and assists students with policy interpretation and problem-solving.
Role type
entry-level financial aid counselor (student services)
Builds
student financial aid packages and loan disbursements
Domain
higher education + financial aid administration
Required skills
financial aid policy interpretation, FAFSA/CSS PROFILE processing, federal/state regulation compliance, loan origination, data verification, budget analysis
Preferred skills
knowledge of Tier 1/Tier 2 file processing, experience with Special Circumstances appeals, familiarity with FSA Handbook and NASFAA resources
Technologies
SIS, FAFSA, CSS PROFILE, W2s, USC forms
Responsibilities
Review and verify student financial aid applications for consistency and completeness; Analyze cost of attendance and create financial aid packages; Originate Stafford and PLUS loans; Troubleshoot loan disbursement issues; Process appeals for budget, late submissions, housing, and computer costs; Participate in phone contact shifts and FAO events; Research federal regulations and assist with audits.
Seniority
Entry-level, individual contributor