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Financial Aid Specialist

Alfred University
United States, New York, Alfred
1 Saxon Drive (Show on map)
March 21, 2023

The Financial Aid Specialist will advise and counsel students and parents on financial aid, coordinatenew student aid applications and documents, and provideback up and assistance to two other Senior Secretary positions. They will maintainseveral office data bases, and be theprimary support secretary for the director, along with havinggeneral secretarial functions. This position has been evaluated for compliance with the Fair Labor Standards Act and is subject to premium pay for all hours worked in excess of 40 in a payroll week.

Requirements:

  • H.S. Diploma and some formal post high school education experience. Applicable Associate Degree or Secretarial Certificate preferred or an appropriate combination of college courses.
  • Minimum two years work experience in an appropriate setting.
  • Above average verbal and written communication skills.
  • Working knowledge of Microsoft Office Suite, Excel, and Access.
  • Must demonstrate and have good analytical and decision-making skills.
  • Ability to work in high volume technical setting with constant interruption.

Responsibilities:

  • Counseling Students and Parents
    • Position has significant telephone and in person contact with students, parents, and other University departments.
  • Generates and prepares daily new and transfer financial aid award letters for mailing.
    • Performs final review for quality control for award letters.
    • Prepares any necessary, special, or specific correspondence to be involved with the financial aid evaluation.
  • New Student Application Activity
    • Coordinate all incoming financial aid applications and documents for freshman, transfer, and new graduate students.
    • Initiates appropriate follow-up requests to students and parents for information needed to complete the financial aid application process.
    • Identifies accepted students with complete applications and prepares file for professional review.
    • Research and resolve applicant information problems among the financial aid system, admissions system, and the U.S. Department of Education's system.
  • Office Forms, Information Pieces, Loan Documents, and Award Letter Stuffers
    • Responsible for updating documents, email text for use in award letter notifications, Alumni Loan processing, and associated functions.
  • Office Email, and Student Document Log File
    • Recording the receipt of all student aid applications and related documents on the financial aid system's document tracking file.
    • Classifying mail according to student status and office function and routing to the appropriate person.
    • Responding to email requests and forward to other office personnel for assistance as appropriate.
  • Alumni Program Promissory Notes and Loan Documents
    • Responsible for coordinating all activity to secure valid promissory notes and related loan documents for the Alumni Loan Programs.
    • Includes: preparing the notes and loan documents; organizing and supervising mailing, tracking students, follow-up with students for missing and incomplete forms, authorizing disbursement of funds, and reconciles loan accounts and problem resolution with the AU Loan Servicing office.
  • Knowledge of Other Offices and Their Functions
    • Registrar's Office
      • Student status types; matric, non-matric, Leave of Absences, etc.
      • Academic regulations
      • Academic Programs
      • Registration and pre-registration
    • Student Service Center
      • University charges and billing practices
      • Student accounts receivables
      • Payment plans
    • Admissions Office
      • Application procedures, graduate and undergraduate
      • Student admit types and their relationships to aid; i.e. graduate, undergraduate, special, exchange, international, etc.
      • A general knowledge of most Admissions' practices and policies
      • A general knowledge of the position responsibilities for Admissions' personnel
    • Payroll
      • Relating to required paperwork for employment; i.e. Form I-9, W-4 form, timesheet procedures, etc.

Alfred University actively subscribes to a policy of equal employment opportunity, and will not discriminate against any employee, student or applicant because of race, age, sex, color, sexual orientation, gender identification or expression, physical or mental disability, religion, ancestry or national origin, marital status, genetic information, military or veteran status, domestic violence victim status, criminal conviction status, political affiliation or any other characteristic protected by applicable law. Protected veterans, minorities and women are encouraged to apply.

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