Financial Aid Professional II

Outstanding UA benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; UA/ASU/NAU tuition reduction for the employee and qualified family members; retirement plans; access to UA recreation and cultural activities; and more!

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Duties & Responsibilities:

• Answers questions, inquiries or requests from students, parents/ guardians, other adult supporters via multiple methods of virtual and in-person contact including phone, chat, emails, office visit, appointments, and virtual meetings, regarding financial aid programs and eligibility.
  
• Communicate clearly in both written and verbal form while providing service in a fast-paced environment.
  
• Collect and confirm completion of all documentation necessary for financial aid processing while serving students by informing them of what documentation is needed and how to submit.
  
• Responsible for reading processing notes left by other areas within OSFA and reviewing the student's financial aid record to provide guidance on next steps and action needing to be taken by the student to continue processing their financial aid.
  
• Counsel and advise students about financial aid eligibility, payment options, application procedures, aid programs, costs, indebtedness, money and management and financial planning; individualize information to the unique needs and situation of the student/family.
  
• Represent OSFA in a professional, knowledgeable, and welcoming manner at various financial aid outreach events and present financial aid information to prospective students and families. Event modality, days and times vary but can include virtual, in-person, evening, weekend and during standard business hours. This may include events such as new student orientation, high school FAFSA / Financial Aid 101 nights, etc.
  
• Assist in the preparation and maintenance of outreach event materials including power point presentation slides and flyers/resources shared with students.
  
• Interact with Federal Systems (i.e., COD, CPS, NSLDS, and FAA) and must possess working knowledge of these systems.
  
• Ensure students complete all requirements for disbursements in coordination with the college/department and other external entities.
  
• Read, comprehend, and comply with federal, state, and institutional regulations and policies pertaining to the provision of student financial aid.
  
• Interact effectively as a member of a team and working collaboratively with others.
  
• Evaluate unusual/mitigating circumstances to determine situations that call for professional judgement to be considered.
  
• Meet customer needs, offer options, resolve problems, and follow up with customers; ensure full customer satisfaction without unnecessarily referring customer to other staff members/departments.
  
• Identify and prioritize problems; perform research, offer solutions, options, and strategies. Refer to appropriate person or department as needed, and/or arrange for required support for student. Use information systems to input data, maintain databases, perform research for projects or issues and generate reports.
  
• Assist area manager with student hiring and training; and [may] supervise student workers.
  
• Participate in all meetings & committees assigned, provide new ideas and support.
  
• Assist with staff training as requested.
  
• Assist other areas of the office as requested.
  
• Other job duties as assigned.

Knowledge, Skills, and Abilities:

• Ability to effectively communicate.
  
• Strong ability to show empathy, patience, and effective listening skills.
  
• Demonstrated skills in critical thinking, problem solving, and time management.
  
• Ability to maintain both a customer-centric and goal-oriented focus.
  
• Ability to transition between tasks quickly.
  
• Ability to work with highly sensitive and protected data.

• Bachelor's degree in Business or Public Administration, Humanities or other related field
• Minimum of 3 years of financial aid student counseling or relevant work experience, or equivalent combination of education and work experience