Financial Aid Officer

We are committed to helping students achieve their educational goals by making higher education accessible and affordable. Join a dedicated team that supports students throughout their academic journey.

The Financial Aid Representative is primarily responsible for "packaging" all new students in a customer service manner, ensuring consistency with institution, state and federal guidelines.

The duties of a Financial Aid Officer:

• Complete student files and ensure files contain accurate documentation.
• Performs the initial 20 minute estimate process for all prospective students which includes gathering of information from the prospect to calculate an estimate, the presentation of the cost estimate to the prospect and review what is required to enroll.
• Access NSLDS to review prior loan/grant information. Print copy for file, (in order to perform this essential function of the job, employee cannot have defaulted on a student loan in the past).
• Review cost of attendance and tentative financial aid awards with student; this process includes reviewing monthly payment arrangements if applicable. Schedule a follow-up appointment to complete the packaging process.
• Complete all additional paperwork prior to follow-up appointment. Review FA funds awarded, a review of non-Title IV payment arrangements, and answer any questions the student may have. Provide the student with copies of all paperwork completed.
• Review FAFSA process with student – answer all questions that arise while the student is completing the FAFSA via “FAFSA on the Web” (http://www.fafsa.ed.gov/).
• Complete packaging in student information system for enrolled students which includes scheduling all available financial aid to meet the student’s needs and completing all necessary documentation.
• Generate a Direct Loan application (Master Promissory Note) on the Department of Education’s website; ensure that student e-signs promissory; provide copy of promissory note to student and ensure that a copy is kept in the file.
• For dependent students, have parent complete a PLUS credit check form to allow us to run the credit check and have parent apply for a PLUS via Department of Educations’ website
• Review all ISIRs for enrollments for accuracy and resolve any issues (verification, c-code).
• If student was selected for verification, all required documents need to be collected, the verification process must be completed and corrections made to the ISIR if necessary.
• Contact student to complete revised award letter and revised payment arrangements, if applicable.
• Final packaging (have a valid ISIR on file, all documentation has been received and scanned into Image Now, package is accurate and complete) must be submitted to File Review Team to be approved.