Financial Aid Counselor Senior Duties and Responsibilities
Purpose of Classification:
Evaluates financial needs of students from a variety of sources
including documentation of financial status of students and
interviews with students, parent, guardians, and awards financial
third in a series of four classifications. Incumbents in this
classification perform counseling duties similar to that of lower
level counselors. However, the senior level has programmatic
responsibilities for particular area of financial aid awarding.
Incumbents typically supervise lower level clerical employees.
Examples of Duties:
- Hires, coaches, reviews, supervises, and terminates assigned
employees, or makes effective suggestions and recommendations
that are given particular weight regarding the employment status
of assigned employees.
- Coordinates the administration of programs including the
planning, processing, awarding and reporting required. Such
programs include student loans/work study employment,
scholarships, grants, underrepresented student programs, and
continuing student eligibility.
- Counsels and advises students about financial aid
eligibility, application procedures, aid programs, costs,
indebtedness, money management and financial planning and
individualizes information to the particular needs and
situations of the students.
- Collects and/or analyzes financial data on students to
determine aid eligibility and make general awards and awards
specific to an area such as scholarship waivers or work study
within federal and institutional guidelines.
- Answers questions, concerns or requests of students, parents
or guardians, or department staff in person or in writing
regarding the specifics of financial aid options.
- Reviews awards to ensure compliance to government rules and
regulations looking for over-awards as well as under-awards.
- Reviews and evaluates supplemental documentation or
information provided in student appeals for adjustment or
exception to financial aid awards and decides validity of
- Compiles reports concerning activity of financial aid
programs and initiates recommendations for policy or procedural
- Prepares and presents information regarding federal
financial aid, scholarship, employment, and grants for various
campus groups, high school students and parents at meetings and
- Develops materials and provides training in specific program
responsibilities for staff, donors, lenders, agencies, and
employers within guidelines of current requirements.
- Collects, interprets and disseminates current technical
information regarding specific program responsibilities.
- Interfaces with lenders, employers, donors, guarantee
agencies, and/or staff; resolves problems/ issues for students
with these entities.
- Provides administrative support for analytical studies in
fund utilization, student applicant trends and future computer
Knowledge, Skills and Abilities:
- Knowledge of and skill in automated processing.
- Knowledge of government donor and/or institutional rules,
regulations, guidelines and procedures for awarding of financial
- Knowledge of a specialized area of financial aid such as
scholarships, work study, loans, grants or compliance.
- Skill in coordinating the work activities of others.
- Skill in both verbal and written communication.
Bachelor's degree in Public Administration, Business, Humanities or
related field AND four years' experience in student counseling,
financial aid; OR, Eight years of experience in student counseling,
financial aid or related experience; OR, Any equivalent combination
of experience and/or education from which comparable knowledge,
skills and abilities have been achieved.
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