Temporary Financial Aid Analyst

Position Summary & Essential Duties

The following duties and responsibilities, Knowledge, Skills and Abilities (KSA’s), and physical requirements are intended to describe the general nature and level of work being performed. The information listed below is not intended to be construed as a complete listing of all duties and responsibilities, KSA’s, and physical requirements required of this position since changes to the position may occur at any time or additional requirements may be added over the course of time.

SUMMARY:
Under general supervision of the Director of Financial Aid, the incumbent will assist with the overall operation of the Office of Student Financial Aid which includes monitoring compliance issues as they pertain to the Federal Student Aid Program, Work Study and scholarship programs, assisting with the implementation of policies and procedures for areas of responsibility, and reconciling financial assistance programs. Incumbent must have knowledge of, or learn, laws and regulations regarding student Financial Aid information, including FERPA. Performs related duties as required.

Qualifications (Required and Preferred)

MINIMUM EDUCATIONAL AND WORK REQUIREMENTS (MINIMUM QUALIFICATIONS):
Associate’s Degree and four (4) years of directly related work experience specific to the duties and responsibilities described, or HS Diploma or equivalent and six (6) or more years of Higher Education, clerical or customer service experience.

PREFERRED:
Bachelor degree and two (2) years of directly related work experience specific to the duties and responsibilities described.

CERTIFICATION OR LICENSES:
None

Job Duties and Responsibilities

The incumbent will:

• Assist in awarding and approving all Financial Aid awarded to students
• Manage collection, retention, and storage of Financial Aid applicant data
• Compare data on student's applications, such as proposed budget, family income, etc. to determine the amount of aid and need of students. Research student files in the National Student Loan Data Systems history
• Review/correct financial applications and disclosure statements for completeness and accuracy.
• Create, maintain, process, and update files, records, and other documents
• Oversee receipt, disbursement and transmittal of returned loan funds
• Responsible for reconciliation of the loan fund pass-through account
• Responsible for determining eligibility for and processing of student loan applications
• Recommend and participate in the development and implementation of College policies and procedures regarding student financial aid
• Generate reports as needed
• Manage all activities related to the operation of the Federal Pell Grant program to include keeping up to date with changing regulations, and interfacing with COD
• Reconcile PELL and Loans to ensure Colleague and COD are in agreement
• Generate Multiple Reporting Record reports to review and resolve possible potential Pell grant over awards or concurrent enrollment situations
• Pay close attention to detail assuring students complete the proper applications, documents, forms, and reading materials for the specific award year
• Resolve SAR C-Codes
• Inform students of missing or conflicting verification information
• Compare and evaluate data including student’s and parent’s income and assets, household size, number in college, untaxed income, investments and business assets and debts listed on student’s verification documents to the Student Aid Report for accuracy and conflicting information
• Manually enter the Texas Application for State Financial Aid (TAFSA) data into Colleague in order to calculate financial aid eligibility for categories of foreign-born and immigrant students who qualify for residency under Texas Education Code Chapter 54, Section 54.052(a)(3). Set up awards for students eligible under this program
• Provide as back-up for Enrollment Advisors’ caseload
• Maintain, update, and upgrade the College's Financial Aid information infrastructures including records archives, on-line student database, voice response system, College catalog, website and other electronic databases and information systems
• Utilize professional judgment to adjust a student’s eligibility and cost of attendance based on documented mitigating circumstances in accordance with federal statutes; may refer complex eligibility situations to the Director
• Maintain and update knowledge with regard to FERPA and other laws, regulations, and resolutions
• Effect changes required for improvement, upgrade professional knowledge, serve on college committees, and comply with all College safety policies, procedures and practices
• Demonstrate commitment to ethics and integrity as it pertains to Financial Aid
• Provide excellent customer service to students, faculty, staff, parents and the community, and be able to model this behavior for department employees.
• Perform miscellaneous job-related duties as assigned

• Display empathy and positive regard for others in written, verbal and non-verbal communications.
• Work with colleagues and students by practicing punctuality, respect for deadlines, collaborative problem solving, and honest communication.
• Be friendly and collegial with co-workers, faculty, students, staff, and visitors to the campus.
• Build trusting relationships by acting with integrity, courtesy, and responsibility, even in the face of stress or demanding workplace conditions.
• Maintain proficiency as needed and approved by attending trainings, reading job-related materials, and meeting with others in area of responsibility
• Dress appropriately for a workplace.
• Meet all required standards of confidentiality.
• As a Temple College Employee, actively engage in the Temple College mission of creating a culture of caring by providing excellent customer service to all internal and external customers and embracing the core values of Temple College: Excellence, Integrity, Community, and Respect.

Knowledge Skills and Abilities & Physical Demands

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

KNOWLEDGE:

• Knowledge of planning and scheduling techniques.
• Comprehensive knowledge of federal and state regulations including FERPA.
• Basic knowledge of student registration, academic, and residency requirements.
• Knowledge of how to navigate the Student Information System.
• Knowledge of organizational structure, workflow, and operating procedures.
• Knowledge of records retention and/or destruction policies and procedures.
• Knowledge of laws, regulations, methods, and techniques in area of specialty.
• Knowledge of equal opportunity and affirmative action programs.

• Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Skill in budget preparation and fiscal management.
• Skill in the configuration and use of computerized database programs.

• Ability to perform complex tasks and to prioritize multiple projects.
• Ability to simultaneously maintain current systems and, as necessary, effectively manage change both individually and within a leadership capacity.
• Ability to function as an effective advocate for multiple constituencies including learners, faculty, staff, and administration.
• Ability to implement, promote, and manage learner-oriented customer service standards and procedures.
• Ability to supervise and train employees, to include organizing, prioritizing, negotiating conflict, and scheduling work assignments.
• Ability to investigate and analyze information.
• Ability to foster a cooperative work environment.
• Ability to create, evaluate, and edit the content, structure, and format of a range of written material.
• Ability to develop, plan, and implement short- and long-range goals, including annual institutional effectiveness goals.
• Ability to maintain confidentiality of records and information.
• Ability to make administrative/procedural decisions and judgments.