SUMMARY: To support of the tasks and responsibilities of the Financial Aid Director, and Financial Aid Planners, the Financial Aid Coordinator provides high-level customer service at all times to prospective students and students regarding the financial aid process.  Assists with gathering information on potential students to ensure a trouble-free student financial aid and processing system; conducts Financial Aid overview appointments (1st appointments), and performs routine clerical, office and data entry tasks.  Adheres to Associate Expectation Agreement, established department policies and procedures, and provides excellent customer service standards in accordance with the mission and purpose of the organization.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: (Every effort has been made to identify the essential functions of this position.  However, it in no way states or implies that these are the only duties you will be required to perform.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.)

• Adheres to Associate Expectation Agreement, established department policies and procedures, and ensures timely customer service of current and potential students.

• Meets with prospective students to review required forms and applications the student and/or parent will need to complete.  Reviews documents for completion and accuracy before accepting from students.  Scans and links submitted forms into electronic student file in Image Now.  Updates data in Campus Vue and CLA appropriately based on information received.

• Assists students and parents with directions for requesting FSA User IDs.

• Assists student with directions on how to complete the FAFSA/FOTW (Free Application for Federal Student Aid/FAFSA on the Web Worksheet).


• Assists student/parent with directions for completing MPNs (Master Promissory Notes).


• Assists student with directions on completing online student loan entrance counseling; provides in-person student loan counseling for students who are unable to complete online counseling.


• Provides student/parent with other required documents including (but not limited to):
  
  
  
  • Verification Worksheets
  
  
  • Reference Forms
  
  
  • Professional Judgment Appeal Forms
  
  
  • Instructions on requesting tax transcripts/utilizing DRT (Data Retrieval Tool)
  
  
  • Requested documents to clear C Codes (Code alerting students they cannot receive aid until comment is resolved).
  
  
  
  


• Follows up with students regarding incomplete, missing or additional documents needed/requested.


• Follows up with students who need to re-apply for financial aid in subsequent aid years.

• Conducts job responsibilities in accordance with the standards set out in the College’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and states laws, and applicable professional standards.                                      


• Maintains established department policies, procedures and attends in-services and other required meetings.


• Maintains confidentiality of all student, associate, and/or college information as required.

• Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.


• Maintains order, cleanliness and safety at work.

• May perform other duties as assigned.

EDUCATION:

• High School diploma required

KNOWLEDGE/EXPERIENCE:

• At least one year of experience in a customer service required.

• Knowledge and experience with MS Office

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