Financial Aid Counselor I
Core
Performs need assessments and provides counseling for students requesting financial aid, determining packaging options based on individual circumstances.
Role type
Entry-level Financial Aid Counselor
Builds
Student financial aid packages and loan disbursements
Domain
Higher Education / Student Financial Services
Deliverable
client delivery
Required skills
FAFSA processing, CSS PROFILE analysis, federal tax return interpretation, W2 verification, loan origination, budget analysis, policy compliance research, audit assistance
Preferred skills
Experience with Tier 1 and Tier 2 file processing, handling special circumstances appeals, SAP/R2T4 troubleshooting
Technologies
SIS, FSA Handbook, NASFAA resources
Responsibilities
Review and certify student applications for consistency and completeness; Analyze cost of attendance and differentiate aid types to create packages; Originate Stafford and PLUS loans; Troubleshoot loan fund disbursement issues; Participate in phone contact shifts and FAO events; Research federal regulations and assist with audits.
Seniority
Entry-level, 0-6 months experience