Financial Aid Counselor
Reports to: Director of Student Financial Services
The Financial Aid Counselor performs various duties necessary to support the delivery of financial aid to students in a diverse campus environment. The Financial Aid Counselor is responsible for counseling a caseload of students and parents on the financial aid process and can communicate complex financial aid information clearly and concisely. Program responsibilities include day-to-day processing of Federal Direct Loans, Federal Pell grants, and Georgia Grant. The Financial Aid Counselor will assist with coordination of internal procedures and efforts to ensure timely delivery of financial aid funds to students and exercise professional judgment under the supervision of the director to determine treatment of exceptional circumstances.
· Provide timely, accurate, and comprehensive counseling and advisement to all current and prospective students and families by video, phone, in person, text, and email to deliver exceptional service
· Works closely with Admissions to ensure all prospective students have completed files and are properly awarded
· Provide advice to students and their family regarding the financial aid process, including financial aid eligibility, award of financial aid packages, balance owed on the student’s account, how to set up payment plans, applying for additional loans, and other payment options
· Responsible for timely responses and process of the Student Financial Aid(SFS) Email box
· Responsible for answering all incoming calls to the SFS Office and timely response to SFS Voice Mail
· Review of student’s account for adjustments to financial aid because of discrepancies with credit load, housing, budget, etc.
· Research pending aid
· Reviewing a variety of the required verification documents, federal tax documents, and other documents that the SFS office may request with the student data listed on the FAFSA and making the necessary corrections on CPS
· Follow up with students to complete financial aid files.
· Work with students who are at or near aid limits regarding options to complete their education.
· Counseling families students regarding verification changes, the effects on their financial aid award, and the appeals process
· Promoting an image of efficiency and courtesy throughout the university community and consistent with the department’s mission, attending staff meetings and training sessions as requested, communicating effectively with supervisors concerning pertinent departmental and university matters
· Perform related duties as necessary to support the Thomas University mission
· Bachelor’s degree
· Experience working at a college/university, preferably in financial aid and with Adult Learners.
· Understanding financial aid awarding and Title IV eligibility for undergraduate and graduate students, the verification process, and Cost of Attendance components.
· Knowledge of Title IV federal regulations.
· Intermediate skills in Microsoft Office, specifically Access, Excel, and Word.
· Experience with Higher Education software platforms desired; knowledge of CAMS and CampusLogic preferred
· A “collegial” environment not only includes the physical campus but also extends to working effectively in like manner from any off-campus location, including working from home. That is, this individual must be able to perform equally while working at a distance location, at home, or on-campus in every venue of duty and responsibility.
· Must be detail-oriented
· Excellent customer service skills
· Professional oral and written communication skills
· Excellent organizational skills
· Process information quickly and accurately
· Able to work independently and prioritize multiple tasks in a high-volume environment