Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
IO
Institute of Technology - Modesto
Financial Aid Officer
Career Insights for Financial Aid Counselor / Specialist
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on California data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Aid Counselor or Specialist provides information and assistance to students and families, including information on student loans and other sources of financial aid. Leads group presentations or provides individual counseling and assistance with the application process; may also solicit and review applications for specific scholarships.
$81,984 / year median in California
+7% projected growth
Job Description
Job Description
DEFINITION
Under the direction of the Financial Aid Director, the Financial Aid Officer is responsible for administering the financial aid programs in accordance with Federal, State, and Local regulations; and performs other duties as assigned.SAMPLES OF DUTIES
The information listed below is meant to serve as samples of job duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicative of several types of duties performed. Consequently, this information does not reflect Essential Functions for any given position in this classification. Ensure timely collection of documentation, completion, and ensuring accuracy of paperwork and financial aid files to ensure compliance. Ensure necessary packaging documentation is obtained, including ,but not limited to: Verification documentation Valid ISIRS Clearing all "C" codes immediately upon receipt of the ISIR Loan documents and loan reference sheets Establish and maintain an audit ready file including, but not limited to: All financial aid paperwork including satisfactory progress documentation Documentation of check receipt Entrance and Exit interviews Utilize document tracking in Transcripts to identify any missing items in files including documentation of Satisfactory Academic Progress. Review living expense applications and federal work study paperwork for assigned students to ensure accuracy and compliance with Department of Education standards. Update database when changes occur during enrollment, including revisions due to crossover or corrected funding. Package assigned portion of the alphabet and assist with overflow for other sections of the alphabet, returning file to the appropriate party. Present proper documentation to the appropriate party to initiate living expense checks and approving the monthly list for assigned students. Counsel students on loan awareness and explain student's rights and responsibilities for each aid source. Enter Budgets and scan documents into database. Submit file for review. Participate in meetings with the Financial Aid Director to review document tracking issues and outstanding cash. Participate in communication meetings, in-service sessions, student orientation, graduation, and other school events as required by the school. Abide by the policies and procedures as outlined in the standards. Other miscellaneous duties and reports as required by the Director of Financial AidKNOWLEDGE, SKILLS, AND ABILITIES
The Financial Aid Officer shall demonstrate experience and education commensurate with the responsibilities of the position. The Financial Aid Officer shall attend a State approved financial aid workshop and receive certification. The Financial Aid Officer must demonstrate strong analytical skills as wells as professional phone and customer service skills; Must have excellent verbal and written communication skills; and must be organized, detailed, self -motivated, and able to multi-task. Strong knowledge of MS Office, including Word, Excel, PowerPoint, PDF and Outlook Work requires professional written and verbal communication and interpersonal skills Ability to produce quality output within tight timeframes and simultaneously manages several projects Ability to participate in and facilitate group meetings Work requires willingness to work a flexible schedule Strong analytical, organizational, multi-tasking, problem solving, and time management skillsMINIMUM QUALIFICATIONS
High school diploma and one year experience in an office or medical setting; or, any relevant combination of education and experience as determined by the Campus President. Prefer at least one year experience in a financial aid setting or an Associate's degree in Business Administration, Accounting or related field. Other A valid California Class "C" Driver's License may be required. Prefer bi-lingual (Spanish)WORKING CONDITIONS
- Work inside protected from the weather.
- Work effectively in a demanding environment.
- Work collaboratively in a team environment.
- Work with sensitive and confidential information.
- Noise exposure under 65 decibels, roughly that of a normal conversation or a ringing telephone.
- Work with sensitive and confidential information.
- Schedule changes may occur based on business needs.