Assistant Director/Financial Aid Counselor

Position Summary

The Office of Financial Aid invites applications for an exciting opportunity at Holy Family University—Assistant Director and/or Financial Aid Counselor. This position plays an integral role in providing exceptional service to students and families as they navigate the financial aid process

Candidates for this role should possess computer literacy, with an advanced knowledge of MS Word and Excel in a Windows environment and client-server system (Colleague preferred). Strong interpersonal, verbal and written communication skills coupled with attention to detail, planning, multi-tasking skills and self-motivation; proven ability to work independently and as a team player and sensitive to matters of confidentiality.

Responsibilities include, but are not limited to:

·        Evaluates, verifies, packages, revises, and processes financial aid in compliance with all Title IV, state and institutional guidelines for their set population of students.

·        Greets, advises and counsels current and prospective students, families, and others regarding financial aid questions and timelines in person, over the phone, and through email.

·        Responsible for being on-call on their assigned day of the counselor of the day rotation.

·        Develops and maintains strong working knowledge of all aspects of verification, including federal requirements and tax return analysis.

·        Works with University Advancement on maintaining, updating, and processing Excel and SSRS reports utilized during the Holy Family Named Scholarship application process.

·        Processes all late drops, withdrawals and SAP warning letters when applicable.

·        Assists and executes processes used to generate correspondence utilizing Colleague’s communication management.

·        Assists with the data entry of incoming documents, analyzing to ensure accuracy, and maintaining and executing processes used to generate correspondence utilizing Colleague Communication Management and university managed document imaging software.

·        Develops and maintains strong working knowledge of all sources of student financial aid (federal, state, institutional, other).

·        Assists in creating and maintaining all electronic processes used to facilitate financial aid processing.

·        Ability to access and interpret information from financial aid related web sources (COD, NSLDS, FPS, GrantUs).

·        Processes queries and reports from Colleague, SSRS, and ELM.

·        Understands PA State Grant program requirements as well as all other PA program requirements.

·        Participates and facilitates financial aid presentations during Open Houses, orientations, and other University related activities. Presence at a Financial Aid table for various university events.

·        Assists the Director and Associate Directors in establishing clear and efficient time tables and procedures necessary for the office staff to ensure compliance with federal, state and institutional regulations.

·        Utilize Admissions CRM for financial aid specific data and notations.