ESSENTIAL FUNCTIONS

• Interview prospective students to determine needs assessment and financial aid eligibility. Determine financial aid eligibility 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 who have an outstanding balance in an effort to establish a private pay repayment plan.
• Coordinate and arrange for proof of eligible non-citizenship status, paid in full default/Pell overpayment documentation.
• Document data into 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.
• Enter data into computer for date of packaging, releasing of Pell/SEOG funds and 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 submits to the agency.
• Audit each future start packaged file to ensure all awards/financial aid forms are in the file and in proper audit form.
• Notify Admissions staff of no shows for Financial Aid appointments. Reschedule appointments regarding future students.

• Clear C Codes and collect all required documents in accordance with federal regulation

The list of essential functions is not exhaustive and may be supplemented.

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.
• Must be able to maintain access to Department of Education (DOE) systems.
• Computer skills.
• Any equivalent combination of training, education, or experience that meets the minimum qualifications.

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