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Finance aid officer job description

Updated March 14, 2024
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Example finance aid officer requirements on a job description

Finance aid officer requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in finance aid officer job postings.
Sample finance aid officer requirements
  • Bachelor's degree in finance, accounting, business, or related field.
  • Minimum of two years of experience as a finance aid officer.
  • Working knowledge of federal and state financial aid programs.
  • Strong understanding of financial aid regulations.
  • Proficiency with financial aid software systems.
Sample required finance aid officer soft skills
  • Excellent customer service and communication skills.
  • Ability to work effectively in a team environment.
  • Highly organized with attention to detail.
  • Ability to multitask and prioritize workload.

Finance aid officer job description example 1

Sinclair Community College finance aid officer job description

The Financial Aid Officer position is responsible for providing a wide range of counseling and processing services to students requesting financial assistance at Sinclair Community College. In addition this position participates in recruitment and outreach activities, as well as collaborates with other departments and offices to support activities in student retention and goal attainment. This position also interprets and enforces institutional, state, and federal policies and regulations.
Principal Accountabilities

Provide individual counseling services to current and prospective students and their parents, resolve concerns of both a personal and financial nature, and exercise professional judgment authority granted by the US Department of Education
Collaborate with faculty, staff, enrollment services, and external agencies to conduct outreach activities such as workshops, presentations, and high school and college days/nights.
Coordinate, monitor, and carry out all activities related to a special program within the office, as well as serve as a resource and back up to critical office processes
Manually package federal and institutional aid as needed, including the review of NSLDS and COD, and calculating student loan eligibility
Interpret and administer federal mandates
Communicate with other departments and staff throughout the college to resolve financial aid issues, such as the Welcome Center staff and Academic Advisors
Strong customer service and/or student advocacy as demonstrated through a positive attitude of approachability, ability, strong problem-solving and desire to identify and support student success. Engage in behaviors that create an inclusive environment in which all people are valued and supported
Does not stop with the first or easiest answer to a customer but gets to the root of the cause of the problem, question, or issue to solve it as quickly and professionally as possible
Other duties as assigned

Requirements

Minimum of a Bachelor's level degree required; Master's degree preferred
Minimum of 3 years work experience in a Financial Aid Office or similar/related office required
Current working knowledge of federal, state and institutional aid programs required
Professional oral and written communication skills required
Previous work experience to include counseling responsibilities required
Previous work experience in researching federal and state regulations preferred
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Finance aid officer job description example 2

West Coast University finance aid officer job description

SUMMARY: Meets with students and prospective students to review required forms and applications needed for FA file. Reviews documents for completion and accuracy before accepting from students. Scans and links submitted forms into electronic student file in Image Now. Updates data in Campus Vue and CLA appropriately based on information received. Calculates estimated financial aid offers in accordance with federal, state, and institutional rules and regulations; explains University costs, aid eligibility and gap financing options, and explains the ongoing financial aid process. Assists student and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Provides in-person student loan counseling for those who are unable to complete online counseling.
qualifications/Skills:

(Every effort has been made to identify the essential skills/qualifications of this position. However, it in no way states or implies that these are the only skills/qualifications you will be required to perform. The omission of specific statements of skills/qualifications does not exclude them from the position if the work is similar, related, or is an essential skill/qualification of the position.)

Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.

Ability to demonstrate excellent communication skills through active listening, and delivery of information in a clear and effective manner.

Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor.

KNOWLEDGE/EXPERIENCE:

Knows principles, theories, and concepts of the profession through practical experience. Generally 2-3 years of relevant experience required.

A minimum of 1 year of experience as a customer service provider in a professional environment.

Preferred:

At least 3 years of experience as a customer service provider in a professional environment.

KNOWLEDGE/EXPERIENCE:

Knows principles, theories, and concepts of the profession through practical experience. Generally 2-3 years of relevant experience required.

A minimum of 1 year of experience as a customer service provider in a professional environment.

Preferred:

At least 3 years of experience as a customer service provider in a professional environment.

EDUCATION: Bachelor's Degree from an accredited College or University required.

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Finance aid officer job description example 3

Arizona College finance aid officer job description


Arizona College of Nursing is a rapidly growing, nursing school that transforms people's lives by preparing them for careers in nursing and improving communities through the care its graduates provide. As a leading nurse educator, Arizona College of Nursing offers students the opportunity to earn a bachelor's in nursing in 3 years or less with qualified transfer credits. Our quality nursing curriculum prepares students for an in-demand career to help communities overcome the chronic, well-known, and increasing nursing shortage. Through the execution of a targeted growth strategy, the college plans to meet the growing demand for nurses by launching campuses in markets where bachelor's prepared nurses are needed.


Putting students first, we are dedicated to providing students with an exceptional education in growing healthcare fields; teaching them relevant, required skills for today and the future. Our culture is positive, supportive, and collaborative. As a team, we continually embrace our core values:


Passion: We love helping others succeed.

Excellence: We strive to be the best.

Adaptability: We learn, in part by trying new ideas.

Accountability: We own our results.

Integrity: We do the right thing.


Reporting to the National Director, Financial Aid, the main responsibility of this role is assisting Eduvision, Inc. dba Arizona College of Nursing ("College") continuing students in all aspects of the Financial Aid ("FA") process and to ensure those students receive the best counseling regarding their ongoing funding available to them and that all funding is processing accurately and timely to allow for their matriculation into subsequent terms/award years.

What You'll Do:

  • Provide excellent customer service to students, internal customers, and external customers.
  • Determine continuing students' eligibility for Title IV funding, institutional loans, agency assistance, scholarships, and Federal Work Study for all terms within their program.
  • Engage with each student to understand their individual situation and ensure that each student's funding is appropriate and properly packaged. This includes initial subsequent year repacks and any adjustments required to aid as students matriculate through their program.
  • Ensure all required documentation is on file and that files are complete before submitting them to quality assurance.
  • Resolve financial aid exceptions within five (5) business days.
  • Respond to all student inquiries within 48 hours.
  • Support students as needed throughout the financial aid process.
  • Partner with other departments to ensure students receive support needed beyond Financial Aid.
  • Assist the student in understanding the impact of leaves of absences and other schedule changes on their Financial Aid.
  • Collaborate with the Bursars office and National Director of Financial aid on past due accounts or students with incomplete aid to determine when students can continue or must be held from class.
  • Meet weekly productivity goals.

Other duties as assigned.

What We Need From You:

  • Bachelor's degree in related field or equivalent work experience preferred.
  • Minimum of three years' financial aid experience or equivalent skills and experience required.
  • A professional demeanor and a customer service mindset.
  • A high degree of professionalism and discretion when dealing with confidential information.
  • Exceptional ability to organize, prioritize, and multi-task in an extremely dynamic environment.
  • Excellent verbal and written communication skills.
  • Proficient computer skills to include knowledge of MS Office (Word, Excel, Outlook, and SharePoint).
  • Proficiency in the Spanish language is preferable, but not required

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Light to Moderate Work: Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently to move objects.

Visual Acuity: Position requires close visual acuity to perform activities (i.e., preparing/analyzing data and figures; transcribing; viewing a computer monitor; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines; using measurement devices; and/or assembly or fabrication parts at distances close to the eyes).

Work Environment: Moderate noise.



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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.