Under the supervision of the Director of Financial Aid, the Financial Aid Counselor will play a crucial role in helping students and their families understand and access financial aid resources. This position requires strong interpersonal skills, knowledge of financial aid programs, and the ability to provide personalized assistance to students.
Primary roles and responsibilities:
- Provide excellent customer service to students, parents, and colleagues.
- Provide one-on-one financial aid counseling to students and families.
- Evaluate and verify financial aid documents, including income tax returns and verification worksheets.
- Determine eligibility for federal, state, and institutional aid programs.
- Package financial aid awards for eligible students based on established guidelines and available funding.
- Complete verification and process professional judgement requests.
- Process withdrawals and R2T4 calculations.
- Maintain accurate and confidential student financial aid records.
- Enter financial aid data accurately into the student information system.
- Respond to inquiries via phone, email, and in-person visits promptly and professionally. Resolve student financial aid issues and concerns.
- Generate reports and analyze data to assist in decision-making processes.
- Stay informed about changes in financial aid regulations and policies.
- Ensure compliance with federal, state, and institutional rules and regulations.
- Conduct financial aid workshops and presentations for prospective and current students.
- Serve as a resource for students, parents, and school counselors on financial aid matters.
- Assist with the development and distribution of financial aid-related materials.
Qualifications:
- Bachelor's degree or related experience/training.
- Knowledge of federal and state financial aid programs.
- Strong interpersonal and communication skills.
- Ability to explain complex financial aid concepts in a clear and understandable manner.
- Attention to detail and ability to manage multiple tasks.
- Excellent customer service orientation and a commitment to helping students succeed.
- Proficiency in computer applications and data entry.
- Positive work ethic and ability to work both independently and as part of a team.
Capital University is committed to increasing the diversity of the Capital community and curriculum. This commitment includes Capital's dedication to the development of faculty and staff who are committed to inclusive practices in teaching, learning, working and all other campus and community interactions. Candidates who can contribute to that goal are particularly encouraged to apply.
Capital University offers a rich benefits package that includes medical, dental, vision, retirement, family education benefits, short-term and long-term disability, life insurance and free parking.
