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Financial Assistance Specialist

Official Job Description

Financial Assistance Specialist

Supervised by: Director of Financial Assistance

Department: Financial Assistance

Grade: G

Category: Full-time Support

Status: Non-Exempt

Function of the Job

Advise students and perform general office activities related to student financial assistance.

Duties and Responsibilities

  1. Responsible for daily contact with parents, students, and community residents regarding federal, state, and institutional financial assistance questions, eligibility, and procedures.
  2. Review and complete financial aid applications, determine student eligibility, collect/enter data, and package award funds for payment of tuition, fees, books, and supplies based on federal, state, and institutional regulations.
  3. Maintain confidentiality of all student records/files and comply with FERPA/GLB regulations.
  4. Apply Federal PELL Grant, Supplemental Educational Opportunities Grant, and work-study funds to student accounts.
  5. Assist applicants in completing free application for Federal student aid, all applicable scholarship applications, Federal and State veteran benefit applications, and required Federal verification materials.
  6. Assist with monitoring and updating the financial assistance portion of the SVCC website.
  7. Assist with completion of entrance and exit loan counseling, including budget process and financial literacy, DAAR reports, etc.
  8. Compose correspondence and complete other College and government agencies financial aid related forms (e.g., Public Aid, Dislocated Workers, and BEST).
  9. Assist with the maintenance of student files for the Student Services Center.
  10. Assist with the timely completion of files; printing award and documentation tracking letters.
  11. Assist with maintaining the Financial Assistance email and the social media presence for Financial Assistance.
  12. Assist with the completion of non-verification files and the monitoring of student life-time eligibility for PELL awards.
  13. Assist with the monitoring of student life-time eligibility for PELL awards.
  14. Act as department liaison regarding Filebound and other SVCC based software and hardware issues.
  15. Assist supervisor with monitoring standards of academic progress for award recipients.
  16. Assist in maintaining and updating private scholarship postings on the website and in handbooks
  17. Assist supervisor in identifying and improving electronic processes for Federal and State programs.
  18. Assist supervisor with ensuring accuracy of return calculations for students who are subject to the Federal return of TITLE IV fund policy using web software.
  19. Act as an alternate certifying official for Veteran benefit information and certifications using VAONCE software.
  20. Assume all other reasonable professional duties and responsibilities as assigned by the supervisor.

Essential Functions

  1. Must understand and support the mission of the community college.
  2. Must be able to operate office equipment proficiently.
  3. Must be able to communicate effectively by phone and email and on a daily basis.
  4. Must be able to provide and understand verbal/visual orders and presentations from supervisors and to subordinates and the general public.
  5. Must be able to work in a team environment.
  6. Must be able to interpret rules, regulations, policies, and procedures.
  7. Must be able to work flexible hours including some evenings and weekends.
  8. Must have strong communication (written and oral) and interpersonal skills.
  9. Must be able to work with Microsoft Office products.

Personal Interaction

Daily contact with College personnel, faculty, students, and the general public in the routine performance of duties and departmental services. Occasional contact with government organizations, lending agencies, and other colleges.

Supervision Excercised

Functional supervision is exercised over designated College work-study students.

Requirements

Associate's degree and two (2) years of responsible office experience or equivalent education and experience required. Strong communication skills; ability to work in a fast-paced environment; ability to learn federal, state and institutional regulations; computer word processing, spreadsheet and data entry skills required.

Revised: 7/10/2024

Tort Liability Statement:

Coordinates the College Risk Management Program in a capacity appropriate to this position. This includes, but is not limited to, monitoring conditions, events and circumstances present through daily College operations, and communicating observations to the appropriate supervisor or taking necessary actions to correct, prevent or limit safety problems. May serve as a member of a committee that supports the health, safety and/or legal rights of visitors, students and staff. Such committees may include the AA/EEO, Sexual Harassment, and Safety/Loss Control committees. (Risk Management Categories I, III, IV. See Tort file.)

This description is intended to indicate the kinds and levels of work difficulty that will be required of the position that will be given the title and shall not be construed as declaring what specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of the supervisor to assign, direct, and control the work of employees under supervision. The use of a particular expression or illustration describing duties shall not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.

 

Employee Signature Supervisor Signature

 
Date Signed by Employee Date Signed by Supervisor