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Financial Aid Counselor II

Basic Position Information

Job Code: 5077

Title: Financial Aid Counselor II

Department: Financial Aid

Essential Personnel: N/A

Job Family: Student Operations

Job Sub-Family: Financial Aid

FLSA Classification: NE

Job Grade: 12

Grade Min: $43,001

Grade Mid: $51,601

UHD Succession Plan: N/A

Criticality of Position: N/A

Career Ladder: Pre-Defined

Campus Security Authority: Y

Screening Committee: N

Motor Vehicle Record Check: N

Job Summary

The Financial Aid Counselor II assists prospective and current students with all matters related to acquiring and maintaining financial aid.

Duties

  • Completes the verification process for students; verifies that the information provided on FAFSA correctly reflects the information on the IRS Tax Transcript
  • Reviews each ISIR file to determine if it needs to be loaded into PeopleSoft for review
  • Reviews student Satisfactory Academic Plan appeals; determines if progress has been made; suspends students and removes aid if no progress is made
  • Liaises with students as necessary via email, phone, or in-person to keep them up-to-date with their status
  • Runs reports and queries

Marginal Duties

  • Performs all other duties as assigned

Supervisory Responsibilities

Direct Reports:

  • None

Delegation of Work:

  • N/A

Supervision Given:

  • N/A

Qualifications

Required Education:

  • Bachelor's degree

Required Experience:

  • Minimum of three (3) years of related job experience

License/Certification:

  • None required

Preferred Qualifications

  • None

Knowledge, Skills and Abilities

Knowledge:

  • Understanding of federal and state regulations that govern financial aid eligibility in higher education, and the related trends, issues, and accepted practices;
  • Knowledge of relevant Department of Education websites, including COD, NSLDS. and FAA Access

Skills:

  • Good technical skills, including proficiency in MS Office and PeopleSoft; strong analytical and problem-solving skills;
  • Excellent interpersonal and communication skills

Abilities:

  • Ability to use independent judgment;
  • Ability to multitask;
  • Ability to effectively communicate with a wide range of individuals and constituencies in a diverse community

Work Location and Physical Demands

Primary Work Location:

  • Works in an office environment

Physical Demands:

  • Work is performed in a typical interior work environment which does not subject the employee to any unpleasant elements;
  • Individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks
  • Must have precise hand-eye coordination and the ability to identify and distinguish colors
  • Must have the ability to move items of up to 15lbs

Position Specific Competencies

Commitment to Excellence - UHD

  • Demonstrates a commitment to competently perform his/her job duties and responsibilities within established time frames.
  • Continuously strives to improve work performance.
  • Accepts responsibility for his/her commitments to the university.
  • Contributes to the success of the university by consistently providing quality results in the performance of his/her job duties and responsibilities.

Integrity

  • Demonstrates high ethical standards of conduct in the performance of his/her job duties and responsibilities.
  • Accepts responsibility for his/her actions.
  • Respects and complies with department and university policies, procedures, and work rules.

Respect and Cooperation

  • Treats others with courtesy, respect, and dignity in the workplace.
  • Promotes cooperation through open and honest communications and consideration of others ideas, thoughts, and opinions.

Proficiency

  • Possesses required job skills and knowledge.
  • Demonstrates the ability to apply those skills and knowledge to competently perform his/her job duties and assignments.

Dependability

  • Takes responsibility to accomplish job assignments within reasonable deadlines.
  • Willing to accept new projects and/or commitments.
  • Does due diligence to complete projects within specified timeframes and/or fulfill commitments.
  • Arrives to work on time prepared and ready to contribute.

Flexibility

  • Willingly adjusts to changing work assignments or conditions.
  • Open to changes in operational procedures, technology, and/or organizational structure.
  • Views changes as opportunities for learning and professional development.
  • Displays a positive attitude to encourage others.
  • Promptly responds to changes in work priorities and/or unexpected circumstances or situations.

Computer/Automated System Proficiency

  • Proficient in the use of university applications or automated systems to perform job duties.
  • Complies with related policies, procedures, and work rules to maintain system security and data integrity.

Student Advising/Assistance

  • Demonstrates the ability to advise and assist university students and/or prospective students with academic plans and course selection, financial options, career plans, and/or student opportunities.
  • Shares relevant knowledge and insight to apprise students of the university's programs and services.
  • Provides encouragement and guidance to foster student success.
  • Listens and responds to student requests and concerns with patience and understanding.
  • Treats students with respect.

This job description may not encompass all duties and responsibilities associated with the position.

Last updated 4/27/2022 6:10 AM