Financial Aid Advisor

Job Description

REQUIREMENTS

• High School Diploma or equivalent
• Minimum of 2 years responsible general clerical experience in a college or university financial aid office; or an equivalent combination of education, training, and experience
• Functional knowledge of Microsoft Office systems

RESPONSIBILITIES

• Conduct preliminary financial aid interviews with potential students
• Deliver positive customer service-based presentations and responses to student financial aid inquiries
• Provide potential students and continuing students with accurate information regarding the application process and their eligibility for state and federal assistance or alternative financing
• Collect information and determine a student’s eligibility through an approved needs analysis
• Advise students of their obligations to provide information and the resulting consequences when verification or documentation of status is required
• Review student financial aid applications/student loans for completeness and accuracy. Initiate appropriate tracking system for applications and missing documentation, which the student must complete
• Attend relevant workshops to remain current with regulatory changes and to earn Continuing Education Units as required for State certification

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