Provide financial aid counseling, documentation review, and student loan guidance to students and prospective students.
Responsibilities
Meet with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling.
Review documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now.
Review 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 are fully in the student electronic file.
Assist students 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 exit counseling.
Requirements
Bachelor’s degree from an accredited College or University is preferred. Experienced candidates will be considered without a degree provided they have more than 6 years of financial aid experience.
Responsible for packaging, awarding, troubleshooting, and cleaning up Federal, State grants and private loans on student accounts.
Responsibilities
Carry out processes surrounding packaging, awarding, troubleshooting, and clean-up of Federal and State grants and Federal and Private loans.
Process awards and changes to awards from receipt of application to completion in PeopleSoft and SFA.
Resolve issues with financial aid processes escalated by various constituents through case management in SalesForce or queries/reports from PeopleSoft or SFA.
Attend outreach activities to meet 1:1 with prospective and current students and parents.
Explain financial aid processes and review student accounts for eligibility and award status.
Requirements
Bachelor’s Degree from an accredited college or university
Senior Financial Aid AdvisorWest Coast University, Inc. · Richardson, US