Financial Services Associate

Summary

The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs, calculating anticipated awards in PELL, SEOG, Stafford/Direct, and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and records it in the Student Information Systems as required. All work is performed within established governmental regulations and institutional procedures, requiring a high level of ethics in counseling students.

Compensation

The starting pay range for this position is $20.00 - $28.00 per hour.

Essential Duties and Responsibilities

• Provide an overview of the Financial Aid process and programs available to qualifying students.
• Perform estimates and calculations related to tuition and financial aid based on a student’s unique eligibility.
• Offer counseling to students about financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate all submitted financial aid documentation and determine additional requirements.
• Deliver the highest level of service and experience to students and co‑workers while maintaining performance metrics.
• Track students’ progress and review changes to financial aid eligibility throughout the program.
• Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
• Enhance the financial literacy of students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Core Competencies

Adaptability: Responds to change with a willingness and ability to learn new ways of working and adapts approach and demeanor in real time to match shifting demands.

Communication: Develops and delivers communication that conveys a clear understanding of the unique needs of different audiences, listens to others, and allows them to make their points.

Integrity & Ethics: Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following commitments and accepting ownership of mistakes; treats people with respect; inspires trust and upholds organizational values.

Organization Support: Supports organizational goals and values, is keenly aware of time frames for tasks, and fosters collaboration and teamwork across the institution.

Professionalism: Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of status or position; accepts responsibility for own actions and follows through on commitments.

Job Competencies

Content Specific Knowledge: Understands fundamentals, skills, methods, and procedures within the area of financial aid.

Customer Focus: Demonstrates that external or internal customers are a high priority; identifies needs and responds timely; anticipates and prevents delays; keeps customers informed.

Productivity: Meets or exceeds productivity standards established for the position.

Quality of Work: Has a track record of producing highly accurate work and encourages similar standards.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following are minimum requirements:

• Bachelor’s degree preferred; Associate Degree required.
• Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
• Two or more years of related financial advising and/or training experience preferred.
• PC skills in Microsoft Office, Internet applications, and database software.
• Experience with student financial aid software applications is a plus.
• Excellent oral and written communication skills.
• Self‑starter with the ability to multi‑task.

Physical Demands

Employee is regularly required to sit, use hands, talk and hear, reach with hands and arms, occasionally stand, walk, climb, balance, stoop, kneel, crouch, or crawl. Must frequently lift up to 10 pounds and occasionally up to 25 pounds.

Work Environment

Office environment with cubicles; noise level usually quiet.

All qualified applications with arrest or conviction records will be considered for employment.