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Student Loans Assistant

Basic Position Information

Job Code: 5024

Title: Student Loans Assistant

Department: Financial Aid

Essential Personnel: N

Job Family: Student Operations

Job Sub-Family: Financial Aid

FLSA Classification: NE

Job Grade: 10

Grade Min: $36,294

Grade Mid: $42,645

UHD Succession Plan: N/A

Criticality of Position: N/A

Career Ladder: In-Range

Campus Security Authority: Y

Screening Committee: N

Motor Vehicle Record Check: N

Job Summary

The Student Loans Assistant assists in the administration of federal, state, and private loans to students.

Duties

  • Administers loan funds of students including adjusting, awarding, and reversing loans
  • Determines student loan eligibility based on budgets and aggregate loan limits; resolves over-awarding issues
  • Performs all necessary checks to ensure the validity of the loan
  • Reconciles and corrects discrepancies found in comparison reports
  • Investigates holds on loans that prevent disbursement
  • Communicates with students as necessary to respond to their questions and queries relating to loan guidelines; informs students of missing loan requirements
  • Provides loan information to lenders as required
  • Reviews and processes student loan forms
  • Uses all software and performs data entry tasks as required

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:

  • Minimum of 60 hours of completed college course work

Required Experience:

  • Minimum of one (1) year of related job experience

License/Certification:

  • None required

Preferred Qualifications

  • Bachelor's degree preferred

Knowledge, Skills and Abilities

Knowledge:

  • Basic understanding of student loan process and procedures, and the related trends, issues, and accepted practices.

Skills:

  • Good technical skills, including proficiency in MS Office and the Department of Education website;
  • Strong analytical and problem solving skills; excellent interpersonal and communication skills

Abilities:

  • Ability to create and analyze reports; ability to understand and apply loan guidelines;
  • 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

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.

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.

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.

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.

Focus on Customer Service

  • Focuses on customer's needs and expectations. (Customers can be students, external constituents, employees, or university guests.)
  • Respectfully ascertains customer's needs and determines appropriate response.
  • Promptly responds by providing requested information, takes appropriate action, or refers customer to appropriate individual or department.
  • If further actions need to be taken, advises customers of realistic timeframes for a response to their request.
  • Follows up with customers on outstanding requests in a timely manner.
  • Tactfully explains to customers why their needs and/or expectations cannot be met if the university does not provide the requested information or services.

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.

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

Last updated 4/27/2022 6:12 AM