Financial Aid Counselor Trad

California Baptist University

Job Description

Under general supervision, advises and counsels students and parents regarding the financial aid process and provides information on available programs, procedures, and eligibility in a professional and timely manner. Evaluates students’ financial aid requests and make award adjustments and recalculations to financial aid packages. Monitors students’ academic progress and contributes to Financial
Aid Committee decisions regarding appeals and special circumstances are made by performing the following duties:

Essential Duties and Responsibilities

Other duties may be assigned.
  • Provides advice and counsel about available financial aid opportunities, eligibility requirements, and the application process to students and parents; analyzes and evaluates financial aid eligibility for students.
  • Performs data verification of student/parent information in accordance with federal and institutional policies.
  • Compares data on students’ applications, such as proposed budget, family income, and transcript of grades, with eligibility requirements of the assistance program.
  • Determines the amount of aid, considering such factors as funds available, the extent of demand, and the needs of students.
  • Authorizes release of funds to students and prepares required records and reports.
  • Conducts student orientations, entrance and exit counseling sessions, and financial aid information sessions in accordance with federal and institutional policies.
  • Responds to inquiries by researching and resolving issues related to transactions handled by the department; serves as liaison with other university departments in the resolution of day-to-day administrative or operational issues.
  • Coordinates one or more specific administrative programs as assigned.
  • Participates in the development and implementation of departmental procedures, as appropriate.
  • Exercises professional judgment in determining necessary adjustments and making the appropriate adjustments to students’ financial aid packages.
  • Monitors students’ satisfactory academic progress in accordance with federal and institutional policies.
  • Participates in committee decisions regarding SAP termination appeals and Special Circumstance Petitions.
  • Participates in outreach projects, financial aid seminars, student orientations, and workshops held on campus and at off-site locations.
  • Advises and counsels students at off-site locations as necessary.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Other Knowledge Skills and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
  • Demonstrated ability and willingness to live and uphold the University’s Christ-centered mission and values.
  • Skill in the use of personal computers and related software applications.
  • Thorough knowledge of Business English and arithmetic; general office methods, procedures, and practices.
  • Ability to read and write at a level appropriate to the duties of the position.
  • Ability to gather data, compile information, and prepare reports.
  • Strong organizational skills and detailed oriented.
  • Excellent telephone courtesy knowledge and experience.
  • Ability to relate positively and effectively with a diverse faculty, staff, and student body.

Education and/or Experience

Bachelors degree from an accredited four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Posting Detail Information

 

Open Date
11/08/2024
 
 

 
Open Until Filled
Yes

Special Instructions to Applicants

 
Nondiscrimination Statement

State and Federal law permit California Baptist University to discriminate on the basis of religion in order to fulfill its purpose. The University does not discriminate contrary to either State or Federal law.

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