• Serve as the financial aid operations officer, review, analyze and interpret federal, state, and institutional policies and regulations and recommend changes to the Director in order to remain within compliance with federal and state regulations related to regulatory requirements such as R2T4, Verification, Documentation of Attendance, Unofficial withdrawals, etc.
• Participate in the financial aid setup and development in Oracle Solutions (PeopleSoft). 
• Setup includes Disbursement and aid year calendar dates, 3C setup with checklists, comments, and communications, checklist rollover of aid year tables. 
• Assists in the evaluation, testing, and implementation of yearly regulatory updates, patches, fixes, and system modifications to ensure efficiency and compliance.
• Calculate and report any federal (Title IV) and state financial aid refunds and repayments to appropriate outside agencies such as the Department of Education.
• Assist in the interpretation of federal and state regulations, institutional policies, guidelines, and professional literature
• Act as a resource for others when clarification 
• Remain current and abreast of changes to pertinent legislation and regulations, research regulations
• Complete and/or provide support for impact analysis of new regulations
• Disseminate accurate and timely information to the community as it relates to applicable laws and initiatives.
• Use automated Financial Aid systems including PeopleSoft, Common Origination Disbursement (COD), National Student Loan Data Base (NSLDS), OnBase, and connect
• Provide excellent customer service to students, parents, staff, and faculty.
• Acts as a member of the leadership team for financial aid by providing staff training and participating in the development, documentation, implementation, and monitoring of policies and procedures necessary to ensure compliance with federal, state, and institutional regulations.

Skills: Regulatory Analysis, PeopleSoft Development, System Testing, Financial Reporting, Regulation Interpretation, Regulatory Research, System Usage, Leadership Training

• Provides financial aid advice and counsels students on financial aid programs, eligibility requirements and application processes while maintaining a level for individualized counseling to provide students with the most equitable financial aid award package
• Processes R2T4 calculations when students withdraw and have received federal aid.
• Processes financial aid by verifying data and certifying grants, loans and scholarship awards for students through income and budget analysis
• Reviews and processes financial aid applications to determine basic eligibility and obtain additional documentation
• Exercises professional judgment to determine if income adjustments should be made, dependency status should be revised, and reviews recalculations to adjust awards on less complex cases
• Reviews and determines individual loan eligibility based on enrollment, program objective, and calculated financial need.
• Analyzes, creates and maintains complex and technical data records which include electronic data transmission of information to outside agencies and accessing data included in federal systems, including but not limited to the National Student Loan Data System, the Federal Common Origination and Disbursement system, and The federal Central Processing System.
• Assists in the construction and reconciliation of financial aid files for state and federal reporting.
• Resolves discrepancies and manually reconciles files from various reports when system limitations prevent automation.
• Responds to inquiries by researching and resolving problematic transactions, serves as a liaison with other departments in the resolution of day-to-day administrative or operational issues, crisis intervention referrals 

Skills: Financial Counseling, R2T4 Processing, Data Verification, Eligibility Review, Professional Judgment, Loan Determination, Data Management, Problem Resolution

• Acts as an ambassador of the university both on and off campus
• Always speaks positively
• Takes personal ownership of any complaints that are received
• Fosters high morale within the financial aid office to assure staff job satisfaction and cohesiveness of effort in meeting university and office goals
• Attends conferences, seminars, and lectures to keep abreast of current trends and federal regulations of financial aid
• Opens and sorts mail, faxes, scans, links, and tracks documents
• Mails office correspondence including additional document request (ADR) letters and award notices Orders office supplies when needed
• Train and develop the skills of all temporary employees for the financial aid office
• Assists in the creation of set up of data systems and imaging systems
• Participate on a diverse range of university committees in the representation of financial aid policy and procedure

Skills: Ambassadorship, Positive Communication, Complaint Ownership, Team Morale Building, Professional Development, Document Management, Staff Training, Committee Participation

• Check all students' prior financial aid information prior to the start of each semester.
• Accurately input financial aid information in applicable databases.
• Track and monitor students' awards to ensure funds are accurately received on a timely basis.
• Follow-up on all items preventing or delaying the awarding and disbursement of financial aid to ensure that all financial aid is ready to disburse at or before the end of the semester. This includes contact with external and internal departments.
• Report to the Financial Aid Manager any activity or incident which may not be in compliance with all state, federal, and or, corporate guidelines or regulations.
• Responsible for assisting students with financial aid inquiries and questions.
• Adhere to all Federal and State Financial Aid Guidelines.
• Maintain confidential information.
• Conduct all activities in accordance with and in compliance with all rules and regulations contained in the VA School Certifying Official Handbook as well as any other guidance issued from other regulatory bodies.

Skills: Information Verification, Data Entry, Fund Tracking, Follow-up Coordination, Regulatory Reporting, Inquiry Assistance, Compliance Adherence, Confidentiality Maintenance

• Review of financial aid documents that need to be resolved and the updating of the student information system.
• Make changes to student's Free Application for Federal Student Aid (FAFSA) and financial aid awards when applicable.
• Comment student file for discrepant data and seek resolution from the student either through mailings, e-mails, or phone calls.
• Department of Education directive and/or Internal Revenue Service publications for the proper handling and resolution of student files.
• Assist in form creation to collect required information.
• Assist in aid year set-up to interpret Federal Regulations and translate into queries to be utilized in the Student Information System (CU-SIS).
• Handle customer service related to verification questions, this includes: email and phone.
• Collaborate with the Counseling area to ensure a smooth verification process and seek ways to improve the student’s experience while still adhering to federal regulations.
• Counsel students and families through the financial aid and enrollment process by clarifying process steps and executing effective contact strategies.
• Work closely with enrollment and student services to identify and address academic and financial barriers that might hinder student persistence and retention.
• Ensure that all processing related to students’ financial aid is completed both accurately, timely, and in compliance with federal and state regulations and CUNY policy.
• Participate in development and coordination of improved in-person and online financial aid and enrollment services by leveraging technology.
• Work proactively with admissions and enrollment services to support the needs of students and improve operational outcomes such as show rate, persistence, retention and overall student satisfaction.
• Assists the Director, and Associate Directors with special projects.
• Provides office coverage on evening and weekend rotations.

Skills: Document Review, FAFSA Adjustment, Data Resolution, Form Design, Query Development, Customer Service, Process Collaboration, Financial Counseling

• Experience working in financial aid or a related field.
• Experience working in a customer service environment.
• Demonstrated high-level experience with software/database and computerized financial systems.
• Ability to work effectively with students, public, college community and external constituencies, with an appreciation for cultural and group differences.
• Experience working in a higher education setting.
• Experience working with document imaging systems.
• Customer Service experience
• Ability to effectively and professionally communicate with a diverse group of students, staff, faculty, and the community in a service-oriented environment
• Strong organizational skills and an ability to prioritize and complete simultaneous projects while meeting deadlines
• Ability to maintain confidentiality and discretion at all times.
• Working knowledge of Microsoft Office products
• Must be able to secure access to all Department of Education websites, including, but not limited to NSLDS, COD, CPS, etc

Qualifications: BA in Finance with 2 Years of Experience

• Knowledge of word processing and spreadsheet applications
• Oral and written communication skills
• Ability to multitask and work cooperatively with others
• Ability to work individually or as a team
• Ability to organize and make decisions
• Requires some evening and weekend work.
• Some experience in planning, organizing, or in higher education 
• A thorough and working knowledge of federal, state and Texas A&M University-Commerce laws, regulations, practices and procedures pertaining to student financial aid
• A thorough and working knowledge of Banner 
• Attention to detail and the capability to multi-task
• Computer proficiency with Microsoft Word, Excel, and Outlook

Qualifications: BA in Public Administration with 5 Years of Experience

• Independent judgment, analytical and problem-solving skills
• Proficient Computer Skills including Excel, Word and PeopleSoft
• Ability to work independently as well as part of a divers, integrated and dynamic team of professionals
• Excellent oral and written communication organizational and interpersonal skills 
• Ability to speak in front of groups
• Ability to meet deadlines and handle a variety of tasks and sensitive issues while maintaining a professional, collaborative, responsive, cooperative and polite demeanor
• Ability to maintain confidentiality, detail-oriented
• Strong interpersonal skills with an ability to maintain a high level of customer service
• Demonstrated commitment to diversity and inclusion
• Experience working in Higher Education preferably in the areas of financial aid or student accounts
• Effective interpersonal communication and listening skills

Qualifications: BA in Social Work with 2 Years of Experience

• Knowledge of government regulations and guidelines relating to financial aid and Title IV.
• Demonstrated skills in modeling a strong customer service orientation.
• Demonstrated skills in establishing and maintaining effective working relationships with students, staff, faculty, and the public.
• Ability to work effectively with a diverse student population.
• Possesses excellent written and verbal communication skills.
• Ability to manage sensitive, confidential issues.
• Demonstrated strong interpersonal skills.
• Demonstrated Computer literacy skills including working knowledge of Microsoft Office applications: Word, Excel, and Outlook.
• Experience with Student Financial Aid software applications
• Aptitude to think critically and solve problems
• Ability to utilize multiple systems in transition between tasks

Qualifications: BA in Business Administration with 4 Years of Experience

• Fluent in English and Spanish
• Organizational skills in setting priorities to complete a heavy workload within established time frames and deadlines
• Good communication skills and customer oriented
• Experience working in teams
• International exposure will be valued
• Experience with Excel & CRM
• Attention to detail and organizational skills 
• Openet, Powerfaids, NSLDS, and Datatel/Colleague experience 
• Excellent verbal and written communication skills 
• Ability to successfully resolve student issues from request to resolution ensuring a positive student experience.
• Must be able to handle multiple tasks and priorities in a fast-paced environment.

Qualifications: BA in Economics with 3 Years of Experience