Financial Aid Counselor I
Core
Conducts need analysis and verification for student financial aid applications, determines aid packaging options, and manages loan origination and compliance.
Role type
Financial Aid Counselor I
Builds
Student financial aid packages and loan disbursements
Domain
Higher Education / Student Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
FAFSA processing, CSS PROFILE analysis, tax return verification (W2s, USC forms), federal/state financial aid regulations, loan origination (Stafford/PLUS), audit support, policy interpretation
Preferred skills
Tier 1/Tier 2 file processing, special circumstances appeals, cost of attendance budgeting, SAP/R2T4 troubleshooting
Technologies
SIS, FSA Handbook, NASFAA resources
Responsibilities
Review and verify student/family financial information, process federal and state aid applications, originate student loans, troubleshoot loan disbursement issues, participate in compliance audits, draft knowledgebase policies
Seniority
Entry-level, individual contributor