POSITION DESCRIPTION
TITLE:
FLSA STATUS:
Financial Aid Specialist - Return to Title IV
Non-Exempt
CATEGORY:
GRADE:
Classified
D
JOB SUMMARY: Provide skills and knowledge of the performance of specialized duties in the
administration of student financial aid services. Responsible for interpreting complex rules, regulations,
procedures and policies to student, parents and outside entities. Responsible for complex decisions
requiring initiative and judgment in responding to individual student needs.
ESSENTIAL FUNCTIONS:
YEARLY
PERCENT OF
TIME
35%
1.
Perform Return of Title IV calculations to determine amount of student financial
aid earned and unearned. Determine the dollar amount of financial aid a student
must return to the College and/or to the Department of Education. Adjust specific
Title IV programs in the College Student Information system to reflect student
debt on the Accounts Receivable module.
2.
Prepare correspondence to student and/or external agencies. Review and post
Return of Title IV information from federal/state databases to ensure compliance
with rules and regulations. Stay up-to-date with federal guidelines relevant to
performance of return calculations.
20%
3.
Validate eligibility of Title IV aid to include verification attendance, verification
for late disbursements and post-withdrawal disbursements.
15%
4.
Advise students and internal departments of issues that may need to be resolved in
order to continue or reinstate financial aid eligibility based on established
processes and policies. Serve as a resource to other staff members.
15%
5.
Assist with special projects to include determining satisfactory academic progress,
workshops and registration.
10%
6.
Perform other duties as assigned.
5%
REPORTING RELATIONSHIP: Manager, Financial Aid Reconciling and Reporting
SUPERVISORY RESPONSIBILITIES: None.
ESSENTIAL QUALIFICATIONS:
EDUCATION: Associate’s degree.
EXPERIENCE: Three (3) years related experience.
Effective: 5/28/14
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SPECIAL SKILLS AND ABILITIES:
1.
Skills/Abilities:
 Knowledge of Federal and/or State Student Financial Aid Program’s policies,
procedures, rules, laws, and regulations;
 Good communications skills, good public relations and a team players attitude;
 Ability to work in a high pressure environment and strong telephone etiquette skills;
 Experience working with a college or university integrated student system;
 Experience working directly with students and parents in a college or university
setting;
 Detail oriented with strong organization, accounting and analytical skills;
 Ability to work in a diverse environment and be sensitive to issues of diversity and
inclusion.
2.
Equipment Used: Personal computer and a variety of equipment associated with a general
office environment.
3.
Software Used: A variety of word processing, spreadsheet database to include Microsoft
word, Microsoft Excel; e-mail, and presentation software
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an employee
to successfully perform the essential functions of this job.
While performing the duties of this Job, the employee is regularly required to sit; use hands to
feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand;
walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to
10 pounds. Specific vision abilities required by this job include close vision, distance vision, color
vision, peripheral vision, depth perception and ability to adjust focus.
INTERPERSONAL SKILLS:
Alternative or combined skills in understanding and/or influencing people are important in
achieving job objectives, causing action, understanding others, or changing behavior; and, skills of
persuasiveness or assertiveness, as well as sensitivity to the point of view of others.
WORKING CONDITIONS:
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. The noise level in the work
environment is usually moderate.
Effective: 5/28/14
Page 2 of 4
POSITION TITLE:
Financial Aid Specialist-Return to Title IV
PHYSICAL REQUIREMENTS & WORKING CONDITIONS: The physical demands and work
environment factors described below are representative of those that must be met by an employee to
successfully perform the essential functions of this job.
PHYSICAL ACTIVITIES:
None
Stand
Walk
Sit
Use hands to finger, handle or feel
Reach with hands and arms
Climb or balance
Stoop, kneel, crouch, or crawl
Talk
Hear
Taste
Smell
WEIGHT and FORCE
DEMANDS:
Up to 10 pounds
Up to 25 pounds
Up to 50 pounds
Up to 100 pounds
More than 100 pounds
WORK ENVIRONMENT:
Wet or humid conditions(non-weather)
Work near moving mechanical parts
Work in high, precarious places
Fumes or airborne particles
Toxic or caustic chemicals
Outdoor weather conditions
Extreme cold(non-weather)
Extreme hot (non-weather)
Risk of electrical shock
Work with explosives
Risk of radiation
Vibration
Over 2/3
X
X
X
X
X
X
X
X
X
None
Amount of Time
Under 1/3
1/3 to 2/3
X
Over 2/3
X
X
X
X
None
X
X
X
X
X
X
X
X
X
X
X
X
VISION DEMANDS:
No special vision requirements
Close vision (clear vision at 20 inches or less)
Distance vision (Clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)
Peripheral vision
Depth perception
Ability to adjust focus
Effective: 5/28/14
Amount of Time
Under 1/3
1/3 to 2/3
X
X
Amount of Time
Under 1/3
1/3 to 2/3
Over 2/3
Required
X
X
X
X
X
X
Page 3 of 4
NOISE LEVEL:
Very quiet
Quiet
Moderate
Loud
Very Loud
Exposure Level
X
The intent of this job description is to provide a representative and level of the types of duties and
responsibilities that will be required of positions given this title and shall not be construed as a declaration
of the total of the specific duties and responsibilities of any particular position. Employee may be directed
to perform job-related tasks other than those specifically present in this description.
I certify that I have received a copy of this job description. I have read and understand the duties and
responsibilities of this position.
X
Employee Signature
Effective: 5/28/14
Date
Page 4 of 4