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Personal Financial Advisor
Kentwood, MI
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This position is responsible for providing personal and financial aid application counseling to students and families so that students can fully understand their financial aid options and establish a plan for paying for their Davenport education. Counselors assist in the administration of Financial Aid programs in compliance with applicable policies, procedures, and regulations. This position makes decisions to award funds to students eligible for scholarships and grants. This position is responsible for customer service of students' billing questions, payment options, refunds and book vouchers. These responsibilities are performed in an ethical manner consistent with the University's mission, vision, and values which include diversity, equity, and inclusion.
RESPONSIBILITIES
Assist and advise students, parents/families and enrollment staff with questions concerning the financial aid application or process
Assist and advise students, parents/families, and enrollment staff with questions regarding student account charges, billing, payment options, and excess financial aid refunds.
Determine aid application completeness and request additional documentation as required while accounting for variances in the requests vs the requirements
Determine student eligibility for state, federal, and institutional aid
Determine loan eligibility, complete the origination process, perform edit resolutions, and follow up on disbursement dates and amounts with lenders/servicers/direct loan contacts
Ensure the accuracy of financial aid paperwork submitted by students; verify students for eligibility federal, state, and institutional aid; package aid and recalculate financial aid when student situations change.
Responsible for auditing and reconciling financial aid accounts and packaging financial aid awards
Communicate knowledge of federal, state, and institutional programs
Process financial aid forms
Communicate financial aid procedures; communicate and monitor Standards of Academic Progress
Discuss Davenport procedures for refunds and withdrawals, Federal and state work-study and Federal loan programs
Utilize software and other technology necessary to perform responsibilities
Discuss with families and current/prospective students various options to meet educational expenses.
Assist with proper filing procedures and calculate estimated cost of attendance, as needed
Review student requests for special consideration. Gather documentation and advise students regarding revised needs and/or awards
Provide regular counseling to students regarding loan responsibilities and other financial aid program options, which may include entrance and exit counseling, loan aggregate counseling, promissory note completion, etc
Ensure timely communications to students relevant to deadlines and financial aid requirements
Participate in events and outreach activities to the community and other areas of the University (i.e. orientation, etc.)
Attend financial aid meetings and workshops as approved by supervisor
Maintain a current working knowledge of applicable regulations, policies, and procedures as they pertain to student financial aid
Maintain a general knowledge of all of Davenport's programs and operations and be able to direct students to appropriate resources
Understand and abide by all external and internal regulations and policies. This includes NCAA, GLIAC, and national affiliations associated with athletics or other role-specific regulations
Provides GREAT customer service, anticipating and exceeding the needs of our customers
Demonstrate and promote the University's Cultural Values.
Perform other duties as assigned.
QUALIFICATIONS
Bachelor's Degree in a related field required or an equivalent combination of experience and education
Previous financial aid experience preferred
Demonstrated understanding and working knowledge of the financial aid regulations preferred.
Demonstrated positive organizational and technical skills
Demonstrated ability to effectively plan, develop goals, meet deadlines, and accomplish goals
Demonstrated ability to work accurately and effectively with computerized data systems and financial data
Demonstrated ability to work effectively with people of diverse backgrounds and promote a positive working environment, spirit of cooperation, and positive reactions to change and conflict resolution.
Excellent interpersonal, communication, and presentation skills, both written and oral which transcend diverse audiences.
Demonstrated ability to communicate effectively and relate well to students, parents, faculty, staff, and others while maintaining appropriate confidentiality
Demonstrated motivational and problem-solving capabilities with a high degree of integrity, ethics, and dedication to the mission of the University.
Must be able to work an irregular schedule, evenings or Saturdays as needed, additional hours during peak times, or as required
Business office environment. Prolonged sitting and standing. Use of personal computer and telephone (eye and hand strain).
Occasional travel, including overnight stays (own transportation).
No regular lifting requirements, occasional lifting up to 25 pounds.
Davenport University is committed to building and supporting a diverse community of students, faculty and staff. Davenport University provides equal employment opportunities to all employees, applicants and students without unlawful discrimination based on national origin, race, color, religion, age, sex, sexual orientation, disability, gender identity, veteran, or military status, marital status, height, weight, genetic information, or other protected status