Student Finance Officer

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:

• Critical Thinking
• Communication
• Cultural Competency
• Customer Service
• Ethical Decision-Making

SUPERVISORY DUTIES:

• None

MINIMUM QUALIFICATIONS:

• Verbal and written communication skills.
• Customer-service focus and skill set.
• Three (3) years of financial aid experience, including knowledge of Title IV funding preferred.
• Computer skills.
• Must be able to maintain access to Department of Education (DOE) systems.
• Functional knowledge of Microsoft Office Suite and/or Google Workspace, video-conferencing tools, and computer and internet applications.
• Any equivalent combination of training, education, or experience that meets the minimum qualifications.

PREFERRED QUALIFICATIONS:

• Associate degree preferred accredited by an institution accredited by the U.S. Secretary of Education or the Council for Higher Education Accreditation.
• Three (3) years of financial aid experience, including knowledge of Title IV funding.

REQUIRED LICENSES, CERTIFICATIONS, OR REGISTRATIONS:

• None