Financial Aid Counselor I
Core
Performs need assessments for students requesting financial aid, provides counseling on aid packaging, and verifies application accuracy.
Role type
entry-level financial aid counselor
Builds
student financial aid packages
Domain
higher education + financial aid administration
Required skills
FAFSA processing, CSS PROFILE analysis, federal tax return interpretation, W2 analysis, loan origination, budget analysis, policy interpretation, audit support
Preferred skills
knowledge of state and federal regulations, experience with special circumstances appeals, proficiency in student information systems (SIS)
Responsibilities
Review student applications for consistency and completeness; verify accuracy of student and family reported information; originate Stafford and PLUS loans; troubleshoot loan disbursement issues; process Tier 1 and Tier 2 files; analyze cost of attendance and budget for students; participate in phone contact shifts; assist with audits and self-assessments.
Seniority
Entry-level, 0-6 months experience