Financial Services Associate

Summary

The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct, and supplementary loans, as well as other Title IV and non‑Title IV programs. The Associate packages and awards all Title IV and non‑Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures.

A high level of ethics is required in the counseling of students.

Compensation

The starting pay range for this position is $24.00 – $28.00 per hour.

Essential Duties and Responsibilities

• Provide an overview of the financial aid process and programs available to qualifying students.
• Perform estimates and calculations as it relates to tuition and financial aid based on a student’s unique eligibility.
• Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate all submitted financial aid documentation and determine additional requirements.
• Deliver the highest level of service and experience to students and co‑workers while maintaining performance metrics.
• Track students’ progress and review changes to financial aid eligibility throughout the program.
• Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
• Enhance the financial literacy of students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Competency

• Content Specific Knowledge: Understands the fundamentals, skills, methods, and procedures within their area of expertise.
• Customer Focus: Prioritizes internal and external customers, identifies their needs, and responds in a timely manner.
• Productivity: Meets or exceeds established productivity standards.
• Quality of Work: Produces highly accurate work, demonstrates attention to detail, and is personally committed to high-quality work.

Qualifications

• Bachelor’s degree preferred; Associate’s degree required.
• Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
• Preferred experience: two or more years of financial advising and/or training experience.
• PC skills in Microsoft Office, Internet applications, and database software.
• Experience with student financial aid software applications is a plus.
• Excellent oral and written communication skills.
• Self‑starter with the ability to multitask.

Physical Demands

• Regularly required to sit, stand, walk, use hands to finger, handle, or feel, talk, and hear.
• Frequently required to reach with hands and arms.
• Occasionally required to climb, balance, stoop, kneel, crouch, or crawl.
• May occasionally lift or move up to 10‑pound items.

Work Environment

The work environment is an office setting with cubicles; noise level is usually quiet.