Student Finance Officer

Assist students in preparing and packaging their grant and / or loan applications to award funds in accordance with federal guidelines.

Student Finance Officers play a crucial role in making higher education more accessible and affordable, helping students focus on their studies and achieve their educational goals.

ESSENTIAL FUNCTIONS :

• Interview prospective students to determine needs assessment and financial aid eligibility. Determine eligibility for financial assistance for second and third-year students. Assist students with financial aid questions.
• Maintain student files to ensure proper financial aid documentation.
• Assist students in completing financial aid forms as required.
• Counsel veteran students and ensure compliance with the Department of Veterans Affairs and State Approving Agency guidelines.
• Coordinate and arrange for required student signatures.
• Contact former students with an outstanding balance to establish a private pay repayment plan.
• Coordinate and arrange for proof of eligible non-citizenship status, paid in complete default / Pell overpayment documentation.
• Document data into a computer for institutional financials for eligible students. Set up a payment plan for students. Establish payment plans for private pay students for all programs.
• Track ISIRs for all current and future students. Complete verification on all selected ISIRs.
• Enter data into the computer for the date of packaging, release of Pell / SEOG funds, status information of loans, and date loan applications to lenders.
• Ensure student files are complete to include proof of agency funding. Complete any agency needs analysis forms and submit them to the agency.
• Audit each future start packaged file to ensure all awards / financial aid forms and the proper audit form are in the file.
• Notify Admissions staff of no-shows for Financial Aid appointments. Reschedule appointments regarding future students.
• Other duties may be assigned.

CORE COMPETENCIES :

MINIMUM QUALIFICATIONS :

PREFERRED QUALIFICATIONS :

REQUIRED LICENSES, CERTIFICATIONS, OR REGISTRATIONS :