POSITION DESCRIPTION
TITLE:
FLSA STATUS:
Financial Aid Clerk I
Non-Exempt
CATEGORY:
GRADE:
Classified
B
JOB SUMMARY: Provides routine general clerical support and input services.
ESSENTIAL FUNCTIONS:
1. Receive and review financial aid applications; ascertains eligibility status,
computes financial aid data and inputs data into computer system;
processes and reviews student aid reports; prepares correspondence,
degree plans, etc.
YEARLY
PERCENT OF
TIME
40%
2. Review financial aid/eligibility documentation; ensures proper completion;
sets up and maintains files.
30%
3. Provide financial aid applications and related information to students via
phone/person; refers or answers questions related to filing process; assists
students with completion of application, as needed; may assist with
workshop presentations.
25%
4. Assist with the annual registration process.
5%
REPORTING RELATIONSHIP: Coordinator, Customer Service
ESSENTIAL QUALIFICATIONS:
EDUCATION: One (1) year of college and/or equivalent
EXPERIENCE: One (1) year
SPECIAL SKILLS AND ABILITIES:
1. Skills/Abilities: Good organizational and communication skills.
2. Equipment Used: Personal Computer, fax, telephone, copier, and other equipment
associated with an office environment.
3. Software Used: A variety of word-processing, spreadsheet, database, e-mail, and
presentation software.
PHYSICAL REQUIREMENTS:
Effective: 9/1/01
Duties require little physical effort in work with light (up to 10lbs), easy to handle
materials.
Duties performed causes light fatigue of eyes, fingers, or other
faculties due to long periods of standing, sitting, and/or repetitive motion.
INTERPERSONAL SKILLS:
Alternative or combined skills in understanding, directing, 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:
Job is performed in general office or comparable working area with many and frequent
distractions such as noise, interruptions, or congested work areas with exposure to some
disagreeable elements.
Effective: 9/1/01