Youngstown
Youngstown, Ohio
Posted: 25-May-23
Location: Youngstown
Salary: Open
Internal Number: 4055194
Essential Functions and Responsibilities: Counsels students and parents concerning financial aid, financial aid planning, debt management, federal methodology, and student problem resolution.
Assists students and/or parents in completing federal financial aid application (FAFSA), completing verification, and adjusting income or other pertinent data on the FAFSA.
Evaluates and processes student requests for professional judgment according to established criteria; ensures appropriate documentation is obtained to support professional judgment decisions for audit and regulatory purposes.
Provides financial aid information to students in person, by e-mail and via telephone regarding all aspects of financial aid, including Veteran Programs, Pell Grants, Ohio Grants, Federal Family Education Loan Programs, scholarships, and special programs.
Provides estimate of financial aid eligibility when outstanding balances are owed, in writing, to Office of University Bursar and to student in order to permit registration of classes.
Counsel students regarding federal Title IV refund policy and subsequent financial consequences of doing complete withdrawal from classes.
Conducts Outreach activities including off-campus presentations (e.g., high school financial aid nights) as well as University programs; represents office as required at these events.
Conducts mandated verifications of Institutional Student Information Records in accordance with US Department of Education guidelines, State guidelines, and University policy. Assesses adequacy of documentation provided by students (e.g., tax forms, legal documents, etc.) and resolves conflicting information. Tracks files and follows-up with additional requests or phone calls when necessary.
Assists other Financial Aid counselors, Assistant Directors, Associate Directors, Director and front counter staff when required.
Assists in development of office policy and procedure analysis, when needed.
Analyzes students' financial needs to determine eligibility for financial aid.
Assists in developing office guidelines for professional judgment, satisfactory academic progress, and loans, if needed.
Other Functions and Responsibilities: Performs other related duties as assigned.
Equipment Operated: Computer and all other standard office equipment.
Work Schedule: Typically, M-T-W-Th-F 8:00 a.m. to 5:00 p.m.
Supervision Exercised: May exercise supervision over student employees.
Reports to: Associate Director, Customer Services & Special Programs
Knowledge of: University policies and procedures*; office practices and procedures; department/division goals and objectives*; department/division policies and procedures*; workplace safety practices and procedures*; English grammar and spelling; records management; office management; project management.
Skill in: Use of office equipment; typing, data entry; computer operation; use of computer software and other programs applicable to the assigned department/division*; excellent communication and customer service skills; effective organizational skills with attention to detail.
Ability to: deal with problems involving several variables within familiar context; define problems, collect data, establish facts, and draw valid conclusions; determine material and equipment needs; calculate fractions, decimals, and percentages; compile and prepare reports; use proper research methods to gather data; understand a variety of written and/or verbal communications; prepare accurate documentation; maintain records according to established procedures; travel to and gain access to work site; effectively interact with personnel and public to answer routine questions; train or instruct others; move quickly and effectively from one tasks to another; work independently and in a team environment; develop and maintain effective working relationships.; must be able to maintain even temperament in stressful situations and have ability to communicate on individual and group basis.
(*) Developed after employment.
Minimum Qualifications: Bachelor's degree in Business, Student Personnel, or related field; minimum of six months experience in an office environment providing financial assistance, counseling, aid assessment, or related experience (college internship or co-op experiences included); demonstrated proficient in Microsoft Office (Word, Excel, PowerPoint) and internet navigation and research.
Preferred Qualifications: Master's degree in Business, Student Personnel, or related field; minimum of one year of financial aid experience, and knowledge of personal income tax and counseling experience; knowledge of federal financial aid programs and supporting regulations; experience in preparing and conducting presentations.