Position Summary

The Financial Aid Counselor is responsible for supporting the administration of federal, state, and institutional financial aid programs while delivering high-quality service to students and families. This role manages a caseload of students and ensures compliance with all applicable regulations while contributing to a student-centered, efficient financial aid operation.

Key Responsibilities

Counsel students and families on financial aid eligibility, application requirements, cost of attendance, and funding options
Review and process financial aid applications (FAFSA/ISIR) and resolve conflicting information
Determine student eligibility, including review of C-Flags, C-Codes, and database matches
Perform federal verification and ensure compliance with Title IV regulations
Package and adjust financial aid awards, including monitoring for over awards
Manage Satisfactory Academic Progress (SAP) evaluations and appeals
Review and process special circumstance requests using professional judgment
Assist with loan processing, including Direct Loans and Parent PLUS Loans
Support reconciliation, reporting, and compliance activities as needed
Participate in recruitment, outreach, and financial literacy initiatives
Provide front-line customer service and support to students, families, and campus partners
Collaborate with Admissions, Student Accounts, and other campus departments to support student success
Perform other duties as assigned

Minimum Qualifications

Bachelor’s degree in Business, Finance, Accounting, Education, or related field
2+ years of experience in financial aid, student accounts, or a related field OR transferable experience (see below)
Equivalent combination of education and experience may be considered

Transferable Experience & Skills (Financial Aid Experience Not Required)

Candidates do not need direct financial aid experience to be successful in this role. We strongly encourage applicants with transferable experience in compliance-based, detail-oriented, and student/client-facing roles to apply.

Relevant backgrounds may include:

Banking, lending, or loan processing
Accounting, payroll, or finance
Admissions, registrar, or enrollment services
Social services or case management
Insurance, claims, or benefits administration
Government or compliance-focused roles

Preferred Qualifications

Experience working in a higher education financial aid office
Knowledge of Title IV regulations and federal need analysis
Experience with financial aid systems (PowerFAIDS, Jenzabar, Banner, or similar)
Strong understanding of SAP, verification, and professional judgment

Key Transferable Skills

Candidates should demonstrate the ability to:

Interpret and apply policies, rules, or regulations
Review and verify documentation for accuracy and completeness
Manage a caseload or high volume of work with competing deadlines
Communicate complex information clearly and effectively
Maintain confidentiality and handle sensitive information
Analyze information and make sound, independent decisions
Provide strong customer service in a fast-paced environment

Training Commitment

We are willing to train the right candidate who demonstrates strong analytical ability, attention to detail, and a commitment to student service.

Knowledge, Skills & Abilities

Strong analytical and problem-solving skills
Ability to interpret and apply complex federal and state regulations
Excellent communication and customer service skills
Strong organizational skills with the ability to manage multiple priorities
High level of accuracy and attention to detail
Ability to work both independently and collaboratively
Commitment to supporting a diverse student population

Work Environment

Full-time, on-campus position
Fast-paced, service-oriented office environment
Regular interaction with students, families, and campus stakeholders

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