POSITION DESCRIPTION
TITLE:
FLSA STATUS:
Financial Aid Specialist – Academic Progress
Non-Exempt
CATEGORY:
GRADE:
Classified
D
JOB SUMMARY: Provide skills and knowledge for the performance of specialized duties in the
administration of student financial aid services and to serve as an advisor to student aid recipients.
Responsible for interpreting complex rules, regulations, procedures and policies to students, parents and
outside entities. Responsible for complex decisions requiring initiative and judgment in responding to
individual student needs.
ESSENTIAL FUNCTIONS:
YEARLY
PERCENT OF
TIME
20%
1.
Act as a liaison between the Financial Aid Office and the Information Technology
Department to generate Banner reports concerning student’s Satisfactory
Academic Progress (SAP) status.
2.
Ensure processes are in place to monitor, review, and notify students of continued
program eligibility based on their academic performance.
20%
3.
Determine eligibility for special programs, request and prepare necessary reports,
award on the Student Information System, track and verify continued eligibility.
Ensure all EPCC (SAP) policies and procedures are in compliance with all federal
and state requirements.
20%
4.
Assist Manager and Coordinator for Technical Services; add, update, manipulate
and extract information from the Financial Aid module in the Banner system in
order to run reports.
15%
5.
Oversee the Financial Aid Suspension Appeals process; collect appeal requests
from students suspended from financial aid, contact members of the review
committee, post appeal results, and notify students.
10%
6.
Responsible for processing and collecting Change of Major requests from students
suspended from financial aid, review and determine eligibility. Post request
results and notify students. Assist in special projects to include outreach efforts.
10%
7.
Other duties as assigned.
5%
REPORTING RELATIONSHIP: Manager
SUPERVISORY RESPONSIBILITIES: May provide work direction to work-studies.
Revised: 5/25/12
Effective: 12/10/07
Page 1 of 4
ESSENTIAL QUALIFICATIONS:
EDUCATION: Associate’s degree or equivalent.
EXPERIENCE: Three (3) years related experience.
SPECIAL SKILLS AND ABILITIES:
1.
Skills/Abilities:
Good communications skills, good public relations and a team players attitude.
Ability to work independently in a high pressure environment and strong telephone
etiquette skills.
Knowledge of Federal and/or State student Financial Aid Program’s policies,
procedures, rules, laws, and regulations.
Experience working with a College’s or University’s integrated student system.
Experience compiling data and preparing reports.
Experience working directly with students and parents in a college or university
setting.
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. Experience with software applications such as MS Word, Excel, and
PowerPoint.
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
handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required
to stand; walk or 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, 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.
Revised: 5/25/12
Effective: 12/10/07
Page 2 of 4
POSITION TITLE:
Financial Aid Specialist – Academic Progress
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:
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
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
Revised: 5/25/12
Effective: 12/10/07
Over 2/3
X
X
X
Up to 10 pounds
Up to 25 pounds
Up to 50 pounds
Up to 100 pounds
More than 100 pounds
WORK ENVIRONMENT:
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
Revised: 5/25/12
Effective: 12/10/07
Date
Page 4 of 4