Financial Aid Specialist
The Financial Aid Specialist is responsible for coordinating Financial Aid operations and providing quality customer service to students.
Essential Duties and Responsibilities:
- Provides counseling to students regarding financial aid opportunities, both federal and institutional, and the status of their individual file; assist students with the financial aid application and award process.
- Maintains current knowledge and understanding of all Title IV Federal Financial Aid programs and compliance regulations for those programs administered at the College.
- Maintains current knowledge and understanding of institutional scholarship opportunities and requirements.
- Uses professional judgment within provided guidelines to evaluate file status and authorize use of financial aid for payment of tuition and fees.
- Contributes to continuous improvement of processes and procedures.
- Provides necessary updates and communication to both internal and external stakeholders regarding financial aid and scholarship processes and procedures.
- Responsible for accurate and timely processing of financial aid information submitted by students.
- Maintains knowledge of all College programs and resources; maintains academic records and information in the ERP system.
- At all times, engages in and promote teamwork, courtesy, legal compliance, policy compliance, and safety in the WSU Tech workplace.
- Attend meetings and training sessions.
- Projects an image of professionalism, including in conduct, communication, and dress.
- Assists in other student service areas as needed.
- Assumes all other responsibilities as assigned by supervisor.
Education, Experience, Knowledge & Skills Needed:
- Experience in financial aid and scholarship counseling preferred.
- Associates degree required, Bachelor’s Degree preferred.
- Ability to organize, prioritize and work effectively in a customer service intensive environment under pressure and subject to frequently changing priorities while maintaining confidentiality with all student information.
- Basic understanding of computer applications.
- Excellent interpersonal skills – must be able to work with students and peers in a pleasant, professional and efficient manner.
- Accomplished oral and written communication skills.
- Must be punctual and timely in meeting all requirements of performance, including standards for attendance, work deadlines, and scheduled work breaks, where applicable.
- Must maintain courteous, professional and effective working relationships with employees, vendors and any other representative of an external organization.
- Must be able to multi-task, be self-motivated, and use professional judgment when necessary to provide the best customer service possible to all customers.
Working Conditions:
Must be able to work in a multi-tasked, high-volume environment, completing multiple and competing priorities. Daily attendance is required to meet the needs of students and prospective students. Attendance is required at meetings and in-services some of which may be out of the area. Schedules may fluctuate to accommodate student or College needs, deadlines and delivery of services. Long periods of sitting and/or standing will be required. Extensive data entry/typing. Independent travel by car or public carrier is required to enable flexibility to work at alternate campuses/locations when needed. Evening and weekend work may be required. Work schedule will be as needed and required by administration to accomplish assigned duties.
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