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Financial Aid Counselor

OSU - Oklahoma City


Location:
Oklahoma City, Oklahoma 73107
Date:
08/26/2017
2017-06-202038-01-18
Job Type:
Employee
Job Status:
Full Time
Categories:
  • Administrative / Office
  • Education / Training / Library
  • Professional (Degree Req)
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Job Details

OSU – Oklahoma City, located in the heart of Oklahoma City, is looking for a Financial Aid Counselor.

 

 

 

Counselor will share in the review and processing of financial aid applications relative to state, federal, private, and institutional assistance.  Responsible for reviewing application data of federal aid applications, selected for verification by the Department of Education or the University, to ensure accuracy of applications and will process corrections to applications as needed.  Counselor will determine eligibility for federal and state aid programs.  In addition, Counselor will counsel parents, students and prospective students relative to cost of attendance and potential award packages.  

  

Essential Job Functions:

 

  1. Share in the professional review of over 6,500 financial aid applications relative to state and federal aid, including local and national scholarships.
  2. Responsible for verifying application data on all federal aid applications selected for verification by the Federal Aid Processor or by OSU-OKC.
  3. Responsible for developing/updating procedures, when necessary, to ensure consistency with changes in federal, state, and institution guidelines.
  4. Assist students and parents on referral basis, providing assistance with overaward resolutions, Return to Title IV calculations, student eligibility determination, and questions regarding Satisfactory Academic Progress review.
  5. Review and reconcile daily/weekly reports to ensure compliance of federal guidelines.
  6. Serves as liaison with the appropriate agencies of all third party payments including: BIA and Oklahoma Housing Finance Agency. Completes agency forms to provide cost of attendance and award information for eligibility determination.
  7. Provides guidance to staff concerning policies and procedures relative to financial aid processing.
  8. Works directly with the Student Loan Representative in resolving loan eligibility issues.
  9. Responsible for making professional judgment decisions relative to dependency status and income criteria of federal aid applicants.
  10. Coordinate and/or participate in financial aid seminars.
  11. Works with external agencies to ensure knowledge/accuracy of external funding in terms of overaward prevention.
  12. Conduct on-campus and off-campus financial aid workshops.
  13. Uses FOCUS to generate timely and accurate reports of financial aid data as well as update and monitor current focus reports.
  14. Recommends and assists in the analysis and development of enhancements to the financial aid data processing systems.
  15. Completes all mandatory training and participates in a minimum of two professional development days each year.


The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.  

 

 

Requirements

 

Education:

Bachelors Degree in Business, Accounting, or Finance

 

Work Experience:

Three years of responsible financial aid processing experience; however, consideration will be given if candidate possesses less than 3 years experience, but is currently functioning in similar position. 

Experience with computerized financial aid management systems.  Experience with Banner preferred. 

 

Knowledge, Skills, and Abilities:

 

    • High degree of integrity; ability to work in a sensitive, highly confidential and professional environment.
    • Must be adaptable to performing under moderate levels of stress, imposed by frequent deadlines, peak workloads and public/student contact.
    • Demonstrated knowledge of office technologies including but not limited to: office computers, fax machines, scanners, internet, Microsoft Office (Word, Excel, Outlook).
    • Ability to communicate diplomatically, clearly and effectively, both verbally and in writing to exchange information, give/receive instructions and respond to inquiries appropriately.
    • Working knowledge of college-level student records procedures, documentation, standards and regulations (including FERPA)
    • Passion for assisting students with educational endeavors and representing the OSU brand with positivity and professionalism
    • Evidences a history of demonstrating ethical and professional behavior
    • Sound knowledge of federal regulations that govern financial aid administration
    • Working knowledge of federal aid verification policies and procedures
    • Ability to develop and conduct financial aid awareness activities
    • Strong knowledge of financial aid systems and application processing
    • Strong technical proficiency, with the ability to analyze and comprehend technical information and produce technical reports
    • Evidences a history of demonstrating ethical and professional behavior.

 

 

Preferred Qualifications:

Familiarity with SCT Plus or Banner processing software

Familiarity with Department of Education Software

 

Working Conditions:

  

  • Must be able to work a flexible schedule to include some evenings and weekends in an often times busy and noisy environment.
  • Work will be performed in an office environment with a significant amount of public contact, in person, by telephone and via email.      

 Physical Requirements:

  •  During peak enrollment and processing periods must be able to handle high volume of phone calls and student inquiries.
  •  Duties require extended periods of sitting, standing, talking, listening and computer usage.

  

The work environment and physical demands described here are representative of those required by an employee to perform the essential functions of this job with or without reasonable accommodations.

 

 

Applications accepted online at http://jobs.okstate.edu. For further assistance or information, call 945-3206.

 

Oklahoma State University is an Affirmative Action/Equal Opportunity/E-verify employer committed to diversity. All qualified applicants will receive consideration for employment and will not be discriminated against based on race, color, religion, sex, national origin, disability or protected veteran status. Oklahoma State University campuses are tobacco and vapor-free.

Oklahoma State University (OSU) strives to provide a safe study, work, and living environment for its faculty, staff, volunteers and students. To support this environment and comply with applicable laws and regulations, OSU conducts pre-employment background checks on final candidates. Offers of employment are contingent upon the successful completion of a background check. The type of background check conducted varies by position and can include, but is not limited to, criminal (felony and misdemeanor) history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will be conducted when required by law or contract and when, in the discretion of the university, it is reasonable and prudent to do so.

 

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