Sr. Financial Aid Specialist
Sr. Financial Aid Specialist
Company: University of Oklahoma
Job Location: Oklahoma-Oklahoma City-Health Sciences Center
Category: Financial Aid
Type: Full-Time
Job Number: 252209
Organization: Financial Services
Schedule: Work Schedule: Monday - Friday 8:00am - 5:00pm
Work Type: Onsite
Salary Range: Targeted salary of up to $43,700 annually, based on experience
Benefits Provided: Yes
Required Attachments: Resume, Cover Letter
Job Description
This position is responsible for assisting with financial aid counseling, using and maintaining financial aid systems, coordinating scholarship awards and loans when appropriate; processes promissory notes for loans; coordinates entrance and exit interview processes with students and campus colleges; responsible for various office and financial aid tasks. Employees at this level are expected to perform a variety of financial aid job responsibilities to include more complex functions within financial aid independently; may seek guidance from more senior staff for more complex and/or very unusual financial aid issues.
Duties:
- Financial Aid Counseling Assistance. Assists with financial aid counseling services to students and families to discuss various financial aid matters, services, and resources available. This includes initial financial aid counseling.
- Institutional and Title VII Loan Coordination. Maintains the awarding priorities for institutional loans and Title VII federal loans; coordinates the promissory note requirements for each award type's unique considerations. Responsible for ascertaining that all loan documentation required for each loan is current with federal regulations.
- Financial Aid Systems. Maintains all processing with promissory notes and procedures with ECSI and the financial aid system, which includes award files and advance files transferred securely.
- Financial Aid Coordination/Processing. Monitors a variety of daily, weekly, and monthly reports that identify student discrepancies or unresolved issues; responsible for resolving said issues as appropriate. Coordinates and oversees exit loan interviews for colleges. Monitors entrance/exit online counseling.
- Office/Administrative Support. May provide general office and administrative support as needed. Updates forms for use on website and office e-files
- As Needed. Performs other duties as assigned to ensure successful operation of the department.
Job Requirements
Required education: High School diploma or GED, AND: 48 months financial aid, general office, clerical, or related experience
Skills: Detail oriented for accuracy of data and information; Highly organized and able to handle multiple projects and deadlines; Ability to communicate verbally and in writing; Ability to build rapport with students, faculty and staff; Ability to produce reports and complete work within deadlines; Strong initiative to solve problems in a timely manner; Broad knowledge and understanding of federal financial aid, particularly the Free Application for Federal Student Aid (FASFA) and federal verification complexities is expected of the Sr. Financial Aid Representative; Communicate clearly and concisely, both verbally and in written communication to students and/or families
Working Conditions: Physical: Must be able to work in sitting position, use computer and answer telephone; Environmental: Office Work Environment
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