Financial Aid Counselor II
Core
Lead counselor for financial aid policies, complex case resolution, and student outreach/educational programming at a university.
Role type
Senior IC financial aid counselor (outreach focus)
Builds
Financial aid packages, student support strategies, and educational programming for diverse student populations
Domain
Higher Education / Student Financial Services
Deliverable
client delivery
Required skills
Financial aid policy interpretation, complex case resolution, financial need analysis, financial aid packaging, public speaking, counseling, conflict resolution, regulatory compliance
Preferred skills
Higher education financial aid knowledge, student services experience, public speaking, diverse population engagement
Technologies
University student information systems, financial aid management systems, office productivity software
Responsibilities
Conduct in-person and virtual financial aid presentations and workshops; conduct financial need analyses; review applications for completeness; assist with federal, state, and institutional aid packaging; process loan certifications; resolve complex student aid matters; counsel students on budgeting and debt management; collaborate with campus partners.
Seniority
Senior, hands-on IC with potential supervision of temporary staff