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WV
West Virginia Northern Community College
Student Success Coach-Financial Aid
Career Insights for Financial Aid Counselor / Specialist
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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.
$60,324 / year median in West Virginia
+7% projected growth
Job Description
Performs tasks regarding the financial aid process; assists current students, potential students, and their families in a courteous and professional manner by answering questions, providing information about their financial aid applications, reviews and determines accuracy and final documents to process and complete financial aid files for disbursement. Works with students to improve retention, remove obstacles and barriers, ensure success and completion of their program through extensive work with financial aid standards of progress. Work is performed under immediate supervision working within guidelines or traditional practices. This position exercises some judgment in planning and organizing own work but must adhere to specific time, process, and results standards. Problems faced in this position are varied, requiring analysis or interpretation of the situation. Decisions are limited to the application of standardized or accepted practices and errors could result in some costs and inconveniences within the affected area.
Provide financial aid information according to institutional policy and federal guidelines: Serve as the main point of contact for students and parents with information of the financial aid process including time frame, when, where, and how to apply for federal, state, and institutional aid including providing assistance with completion of the Free Application for Federal Student Aid (FAFSA), state, and institutional forms. Explain the status of student's financial aid file, eligibility, standards of progress, aid awarded including maximum award, cost of attendance, errors on the FAFSA, entrance and exit requirements, in the review process. Serve as the main receptionist for the Financial Aid Office answering phones, taking messages, and responding to general inquiries. Triage all visitors in the Financial Aid Office. Represent the Financial Aid Office at high school, online, and other financial aid workshops as needed assisting students and/or parent with completion of forms and data entry. Provide students and families with accurate information in reference to applications, regulations, policies, and procedures. Examine daily incoming and outgoing mail including analysis and processing of financial aid documents scanned from the WE and NM campuses to the shared drive. Analyze all forms received for completeness and input accurately into Banner for tracking, and entering additional requirements, as needed. Analyze all federal verification documentation to determine completeness and request any additional documentation as needed. Maintain student financial aid files including current, future, and previous students in an organized efficient manner at all times. Scan documents for electronic filing into each student's electronic file within the document storage software system. Accurately complete bottom of loan request forms including verification of eligibility as required. Determine student's eligibility for a book voucher and complete hand-written voucher. Assist with reviewing and processing data on reports to identify errors, missing information, and finishing student files for disbursement.
Provide financial aid information according to institutional policy and federal guidelines: Serve as the main point of contact for students and parents with information of the financial aid process including time frame, when, where, and how to apply for federal, state, and institutional aid including providing assistance with completion of the Free Application for Federal Student Aid (FAFSA), state, and institutional forms. Explain the status of student's financial aid file, eligibility, standards of progress, aid awarded including maximum award, cost of attendance, errors on the FAFSA, entrance and exit requirements, in the review process. Serve as the main receptionist for the Financial Aid Office answering phones, taking messages, and responding to general inquiries. Triage all visitors in the Financial Aid Office. Represent the Financial Aid Office at high school, online, and other financial aid workshops as needed assisting students and/or parent with completion of forms and data entry. Provide students and families with accurate information in reference to applications, regulations, policies, and procedures. Examine daily incoming and outgoing mail including analysis and processing of financial aid documents scanned from the WE and NM campuses to the shared drive. Analyze all forms received for completeness and input accurately into Banner for tracking, and entering additional requirements, as needed. Analyze all federal verification documentation to determine completeness and request any additional documentation as needed. Maintain student financial aid files including current, future, and previous students in an organized efficient manner at all times. Scan documents for electronic filing into each student's electronic file within the document storage software system. Accurately complete bottom of loan request forms including verification of eligibility as required. Determine student's eligibility for a book voucher and complete hand-written voucher. Assist with reviewing and processing data on reports to identify errors, missing information, and finishing student files for disbursement.