Finance aid counselor vs mortgage counselor

Differences between finance aid counselor and mortgage counselor duties and responsibilities

Finance aid counselor example responsibilities.

• Manage project for the development and implementation of a university-wide scholarship database, STAARS.
• Utilize the PeopleSoft student administration financial aid module to determine loan eligibility.
• Assist patients with Medi-Cal applications as well as facility payment assistance applications.
• Provide assistance to uninsure patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
• Document all enrolling activities in CampusVue.
• Originate loans, create disbursements, and print miscellaneous reports and financial aid information in EdExpress database.

Mortgage counselor example responsibilities.

• Manage internal team SharePoint and document repository.
• Assist customers on various savings and checking account transactions; balance ATM.
• Process negotiable items balance cash vault, teller cash drawer and the automated teller machine (ATM) daily.
• Develop effective partnerships with non-profit organizations and community developments to improve origination of affordable housing loans for first time home buyers.
• Process retirement accounts and IRAS.
• Counsele prospective customers on retirement options and open new IRAs.
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