Financial Aid OfficerDallas, Texas Job ID: 201491
SUMMARY: Meets with students and prospective students to review required forms and applications needed for FA file. Reviews documents for completion and accuracy before accepting from students. Scans and links submitted forms into electronic student file in Image Now. Updates data in Campus Vue and CLA appropriately based on information received. Calculates estimated financial aid offers in accordance with federal, state, and institutional rules and regulations; explains University costs, aid eligibility and gap financing options, and explains the ongoing financial aid process. Assists student and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Provides in-person student loan counseling for those who are unable to complete online counseling.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: (Every effort has been made to identify the essential functions of this position. However, it in no way states or implies that these are the only duties you will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.)
Meets with students and prospective students in person, via Zoom, and/or telephone to provide information regarding costs of attendance, available financial aid options, and student loan counseling. Conducts confidential, student-specific meetings same to ensure that information presented is clearly understood, and respond to questions or concerns. Directs students to appropriate resources for applications, forms, disclosures, and information resources and counsels on proper completion of forms.
Reviews documentation, forms and other information provided by students to ensure accuracy and completeness, updates electronic student file appropriately based on information received, and scans/links documents into Image Now.
Reviews student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same. Review ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions fully in student electronic file.
Calculates students’ estimated financial aid offers in accordance with federal, state, and institutional rules and regulations; explains University costs, aid eligibility and gap financing options, and explains the ongoing financial aid process. Calculates gap not covered by financial aid awards and ensures funding is secured appropriately. Follows-up with applicants to ensure file completion in accordance with established University guidelines. Documents all contacts in student electronic record.
Assists student and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Provides in-person student loan counseling for those who are unable to complete online counseling.
Resolves Campus Vue activities in the FA Officer’s activity queues as assigned by supervisors and documents task progression or resolution appropriately.
Communicate regularly and effectively with supervisors and colleagues regarding student packaging or eligibility statuses or concerns, and escalate complex situations appropriately.
Work collaboratively and professionally with peers and supervisors to facilitate attainment of University and departmental goals, in accordance with University mission and values.
Provide excellent service to students and potential students and their families by presenting a helpful, professional, and positive attitude at all times, and communicating effectively in person, via Zoom, phone email and/or text..
Adheres to College/University policies and procedures and conducts job responsibilities in accordance with the standards set out in the College/University’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and state laws, and applicable professional standards.
Maintains regular and timely attendance, reports to work as scheduled and as required to meet the needs of the College/University and assures time worked and/or time-off is recorded properly.
Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.
Maintains order, cleanliness and safety at work.
Performs other duties as assigned.
EDUCATION: Bachelor’s Degree from an accredited College or University required.
May not be in default on a federal student loan, or owe repayment of a federal grant.
Consent to audio and video record student financial aid appointments and overviews for training and quality assurance purposes required.
Knows principles, theories, and concepts of the profession through practical experience. Generally 2-3 years of relevant experience required.
A minimum of 1 year of experience as a customer service provider in a professional environment.
At least 3 years of experience as a customer service provider in a professional environment.
(Every effort has been made to identify the essential skills/qualifications of this position. However, it in no way states or implies that these are the only skills/qualifications you will be required to perform. The omission of specific statements of skills/qualifications does not exclude them from the position if the work is similar, related, or is an essential skill/qualification of the position.)
Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.
Ability to demonstrate excellent communication skills through active listening, and delivery of information in a clear and effective manner.
Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor.
For over 100 years, West Coast University has been educating and preparing students for professional careers across our six campuses located in Southern California, Dallas, Miami, and Online. As part of our unique student-centric approach to advanced healthcare education you will be empowering future healthcare professionals. At West Coast University our students are Ahead of the Curve. Our Mission is to embrace a student-centric learning partnership that leads to professional success. We deliver transformational education within a culture of integrity and personal accountability.
Our benefited faculty and associates are offered a comprehensive benefit package including:
- Health & Wellness
- Financial & Retirement
- Family & Parenting
- Vacation & Time Off
- Perks & Discount
- Professional Development
West Coast University is proud to be an equal opportunity employer, and we seek candidates who desire to work in and serve an ethnically-diverse population.
“My colleagues and coworkers are sincerely passionate about student success and have a strong team spirit. Our fundamental goal is to improve the quality in our education and service. WCU rewards people with strong team-spirit, a great vision, dedicated commitment, and a high ethical standard.”SOPHIE S.ASSOCIATE PROFESSOR, GEN ED SCI, ORANGE COUNTY
ASSOCIATE SINCE 2017
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