Position Information: The Financial Aid Representative acts as the front line of the Office of Student Financial Aid. Answers the phone and office email. Processes promissory notes for loans. Coordinates entrance and exit interview processes with students and campus colleges. Coordinates scholarship information. Coordinates documents received from students. Responsible for maintaining student files.
Essential Duties:
Responsible for various office and financial aid tasks.
Performs routine to moderately complex job responsibilities.
Generates and processes promissory notes.
Updates system checklists to reflect receipt of documents.
Coordinates dates with colleges and prepares exit packets for exit loan interviews conducted for students within the colleges. Monitors entrance/exit online counseling.
Updates forms for use on website and office e-files. Sends electronic files to ECSI for reporting loan disbursements and exit information.
Communicates with students concerning additional documentation needed to continue financial aid processing and inquiries regarding load.
Prints and mails award letters to students daily.
Responsible for reviewing financial aid e-mails and responding to questions. Sends out global e-mail messages to students and groups of students concerning various issues at Director's request.
Initiates verification process and subsequently reviews verification documentation submitted by student.
Completes system updates with information submitted for verification and troubleshoots any discrepancies.
Prepares or coordinates OU Foundation scholarship requests from the various colleges. Notifies counselors of these awards so student records can be updated. Verifies students' enrollment and accuracy of award.
Initial contact for students and parents. Provides answers for basic application and processing questions to students and parents.
Provides general office and administrative support by performing various data maintenance, reception, records activities, information distribution, correspondence, and other related support duties.
Performs other duties as assigned to ensure the overall successful operation of the department.
Education: High School diploma or GED
Experience: 24 months financial aid, general office, clerical, or related experience
Knowledge, Skills & Abilities:
Knowledge of financial aid regulations and processes
Ability to communicate verbally and in writing
Ability to solve problems in a timely manner
Customer Service
Ability to be patient and handle issues in a professional manner
Proficient with Microsoft Office Suite (Word, Excel, and Outlook)
Preferred:
Prior higher education experience, particularly in the administration of federal financial aid application and eligibility
Prior experience in an office setting in the coordination of multiple phone lines and walk-in traffic
Office experience that includes Microsoft Office proficiency, particularly Excel
The University of Oklahoma complies with the Federal COVID-19 vaccine requirement for all employees. All current and future employees must provide proof of full vaccination or request an accommodation for exemption from the Federal requirement. For detailed information regarding this requirement, visit https://hr.ou.edu/News/Coronavirus-COVID-19-Information.
