POSITION DESCRIPTION
TITLE:
EXTENDED TITLE:
FLSA STATUS:
Coordinator
Financial Aid Coordinator - FA Records
Management, Training & Outreach
Non-exempt
CATEGORY:
Classified
GRADE:
F
JOB SUMMARY: Responsible for assisting the Manager with administration, planning and coordination
of a designated program, department or unit within the Financial Aid Department.
ESSENTIAL FUNCTIONS:
YEARLY
PERCENT OF
TIME
30%
1.
Supervise the Financial Aid records management area ensuring compliance with
federal, state, and institutional requirements. Responsible for overseeing imaging
timelines and workflow processes of financial aid documents, to include training
and resolving any imaging related issues.
2.
Assist manager in providing daily work direction and assignments for Intake staff.
Work closely with Manager to ensure staff is knowledgeable and aware of new
procedures, practices and requirements. Oversee all activity of web room.
20%
3.
Responsible for coordinating all financial aid outreach activities for both on
campus and community events. Maintain outreach schedule; assign staff for
outreach activities, conduct financial aid workshops; update presentation material
and coordinate with other departments for events.
15%
4.
Evaluate training needs for department by monitoring program regulatory changes
to ensure compliance with federal, state and institutional requirements as well as
strengthening customer service techniques. Make training recommendations to
Manager and Director. Assist in developing, scheduling and delivering training to
financial aid staff.
10%
5.
Responsible for maintaining departmental policies and procedures manual;
updating as needed based on changes in federal and state laws, rules, regulations
and internal processes.
10%
6.
Provide information and assistance to students or families in the completion of
financial aid applications or processes. Assist with online processes as well as
ensuring accuracy, completeness of any documentation submitted for processing.
10%
7.
Other duties as assigned.
5%
REPORTING RELATIONSHIP: Manager
Effective: 9/1/02
Updated: 5/07, 04/08 & 6/30/10
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SUPERVISORY RESPONSIBILITIES: Provides work direction of assigned staff.
ESSENTIAL QUALIFICATIONS:
EDUCATION: Associate’s Degree or Equivalent
EXPERIENCE: Five (5) Years
SPECIAL SKILLS AND ABILITIES:
1.
Skills/Abilities:
Comprehensive knowledge of financial aid and processes involved.
Strong oral and written communications skills.
Strong interpersonal skills.
Ability to produce new and innovative ideas to facilitate work flow.
Establish and maintain effective working relationships.
Effective organizational and planning skills with attention to detail and follow
through.
Making group and individual presentations.
Manage multiple projects.
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:
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
finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally
required to stand; walk; climb or balance; stoop, kneel, crouch, or crawl and occasionally lift
and/or move up to 25 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, counseling, 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: 9/1/02
Updated: 5/07, 04/08 & 6/30/10
Page 2 of 4
POSITION TITLE:
Financial Aid Coordinator – Records Management, Training & Outreach
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:
Amount of Time
None
Under 1/3
1/3 to 2/3
Over 2/3
Stand
X
Walk
X
Sit
X
Use hands to finger, handle or feel
X
Reach with hands and arms
X
Climb or balance
X
Stoop, kneel, crouch, or crawl
X
Talk
X
Hear
X
Taste
X
Smell
X
WEIGHT and FORCE
DEMANDS:
None
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
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: 9/1/02
Updated: 5/07, 04/08 & 6/30/10
Amount of Time
Under 1/3
1/3 to 2/3
Amount of Time
Under 1/3
1/3 to 2/3
Over 2/3
Required
X
X
X
X
X
X
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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: 9/1/02
Updated: 5/07, 04/08 & 6/30/10
Date
Page 4 of 4