POSITION DESCRIPTION
TITLE:
EXTENDED TITLE:
FLSA STATUS:
Specialist
Financial Aid Specialist –
Processing/Intake
Non-Exempt
CATEGORY:
Classified
GRADE:
D
JOB SUMMARY: Perform specialized duties in the administration of student financial aid services and
serve as an advisor to student aid recipients; responsible for interpreting complex rules, regulations,
procedures and policies and explaining them to students, parents, and outside entities; responsible for
complex decisions requiring initiative and judgment in responding to individual student needs.
YEARLY
ESSENTIAL FUNCTIONS:
PERCENT OF
TIME
1. Review results of financial aid applications and accompanying documentation
50%
to ensure accuracy, completeness, and where inaccuracies are found make
corrections before processing; enter new/revised data into computer system,
maintain files, and review reports for completion. Review information from
federal databases (NSLDS, INS, and Selective Service) to comply with
federal rules and regulations.
2.
Interview students to determine financial aid needs and make
recommendations based on those needs; assist students with completion of
applications; process Special Circumstances and Dependency Overrides for
students eligible for special consideration.
20%
3.
Advise students of issues that may need to be resolved in order to continue or
reinstate eligibility; assist in the registration process as it relates to financial
aid eligibility and other special programs.
20%
4.
Assist with workshops and presentations.
5%
5.
Other duties as assigned.
5%
REPORTING RELATIONSHIP: Manager
SUPERVISORY RESPONSIBILITIES: May provide work direction to work-studies.
ESSENTIAL QUALIFICATIONS:
EDUCATION: Associate’s degree.
EXPERIENCE: Three (3) years experience.
Revised: 6/26/08
Updated: 5/07
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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.
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:
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, 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:
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.
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: 6/26/08
Updated: 5/07
Date
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