Finance aid officer vs mortgage counselor

Differences between finance aid officer and mortgage counselor duties and responsibilities

Finance aid officer example responsibilities.

• Manage project for the development and implementation of a university-wide scholarship database, STAARS.
• Update CampusVue portal with detail notes concerning briefings, issue students thumb drive and review financial aid documentation in detail.
• Assist students and parents in the financial aid application procedure, process and prepare all student-funding requests using CampusVue software.
• Review and evaluate ISIR information to ensure accurate financial aid processing.
• Coordinate with the appropriate campus personnel to ensure accurate and timely disbursement of scholarship and federal work-study disbursements.
• Verify loan periods, order quarterly loans and check NSLDS on eligibility for students.
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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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