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Financial Aid Analyst

Irvine, California Job ID: 204308
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**This is a Hybrid role where you will work in the office 3 days/week and from your home office 2 days/week.

Summary:

Ensures timely and accurate awarding and disbursement of student financial aid funds. Performs federal verification of financial aid files for those selected by the Department of Education's processor or the institution, and reviews/evaluates all assigned financial aid files for conflicting or discrepant data. Confirms eligibility for awards by reviewing ISIR, documents scanned in Image Now, cost of attendance, need analysis, enrollment levels, program data, and information available from the Department of Education and other entities involved in the administration of TIV student financial aid. Confirms eligibility for financial aid funds already awarded by others and adds, cancels or adjusts aid funds as appropriate in the CampusVue Student Information System. Review awards flagged as potential variance or discrepancy, and take appropriate steps to resolve or initiate as appropriate. Communicates with campus or other functional teams to resolve same in accordance with departmental policy and procedures.  Monitors personal activity queue in CampusVue and completes required tasks so that activities can be closed in a timely and accurate manner.  Follows-up on self-assigned reminders or activities assigned to other parties to ensure timely resolution, and escalate as appropriate.

Responsibilities:

  • Perform federal verification of financial aid files for students selected by the Department of Education's processor or the institution (not verified by FAME), and reviews/evaluate both selected and non-selected financial aid files for conflicting or discrepant data.  Review “C-Codes” for files assigned and evaluate information available to determine appropriate action and resolve.  Determine/confirm eligibility for federal, state, institutional, or external awards by reviewing ISIR, documents scanned in Image Now, cost of attendance, need analysis, enrollment levels, program data, and information available from the Department of Education (e.g. COD, NSLDS, etc.) and other entities involved in the administration of TIV student financial aid (e.g. loan servicers, other schools, state agencies, etc.).  Typically, should not require more than 25 minutes per student file.
  • Monitor FAME Approved spreadsheets and appropriately update student packaging and document statuses in CampusVue to match FAME Approved spreadsheet, and review specific items required as stated in departmental procedure manual. Determine/confirm eligibility for federal, state, institutional, or external awards by reviewing EFC, cost of attendance, need analysis, enrollment levels, and program data in CampusVue. Typically, should not require more than 10 minutes per student file.
  • Review variance reports (e.g. Pell Variance, Loan Variance, COA Variance, etc.) assigned by supervisors to identify award discrepancies or errors. Evaluate data available (e.g. from CampusVue, Image Now, state or federal agency websites, etc.) to identify root cause of the variance or warning flag, determine appropriate course of action, and resolve. Typically, each flagged award should not require more than 5 minutes to review.  If repackaging is deemed necessary, an additional 5 to 10 minutes is typical.
  • Monitor personal activity queue in CampusVue and completes required tasks so that activities can be closed in a timely and accurate manner. Follows-up on self-assigned reminders or activities assigned to other parties to ensure timely resolution, and escalate as appropriate.
  • Document in CampusVue contact manager all actions taken to resolve activities in a professional and appropriate manner.
  • Assist with testing of new or modified functionality in financial aid software.
  • Assist with updates and maintenance of student cost of attendance budget setup.

Education:

  • HS Diploma or equivalent required.
  • Associate Degree from an accredited college or university preferred.

Licenses/Certifications:

  • May not be in default on a federal student loan or owe repayment on a federal grant.

Knowledge/Experience:

  • 2-3 years of experience (singly or combined) in the following:  bookkeeping, data analysis, or Title IV financial aid administration

Qualifications/Skills (Required):

  • Ability to retain information and apply learned concepts to similar or new situations appropriately.
  • Ability to communicate effectively and professionally with others both verbally and in writing.
  • Ability to demonstrate attention to detail and retention of learned concepts.

Preferred:

  • Familiarity with preparation of U.S. federal tax returns.

#LI-CM1

#HEJ

ABOUT US

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.

Primary Location: Irvine, California Campus: Shared Services Function: Professional CA Salary: $20.2 - $27.29
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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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