Financial Aid Counselor

Primary Function

The Financial Aid Counselor is directly responsible for financial aid packaging and processing, prospective and current student advising, and customer service for assigned populations; all efforts are focused on helping students understand options and secure funding in support of their education while maintaining compliance with state, federal, NCAA, and institutional aid regulations.

Essential Functions

•        Financial Aid Counseling: ensure that all prospective and current students in assigned population(s) understand application procedures and eligibility requirements; work with students to ensure that they exhaust all options for funding their education; provide clear communication on all aspects of the aid process including at new student recruitment events.

•        Financial Aid Packaging/Processing: ensure that each individual aid applicant receives a financial aid package that is timely, accurate, and clear; ensure that each individual aid applicant receives expected disbursements of aid.

•        Financial Aid Record Maintenance: ensure that each individual’s aid record is updated to reflect the most current information/status of the student.

•        Workstudy Program Administration: perform duties associated with the administration of the University’s work study program.

•        Regulatory Compliance: ensure work is compliant with all state, federal, NCAA, and institutional regulations as directed by supervisor.

•        Key Collaborations: collaborate extensively with academic and administrative colleagues in the aiding of new and continuing students.

•        Financial Aid Team Responsibilities: as a member of the Financial Aid team, contribute to efforts related to planning, policy & procedure development, and quality assurance & effectiveness.

•        Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson.

•        Some evening and weekend work may be required