OFFICIAL TITLE: Staff Assistant, Financial Aid Counselor
SUPERVISION RECEIVED: Associate Director of Financial Aid
SUPERVISION EXERCISED: May supervise student employees
General Statement of Duties: The Staff Assistant, Financial Aid Counselor is responsible for all aspects of the Federal Pell Grant program from drawing down ISIRs to the year-end reconciliation. The Staff Assistant has a case load of approximately one fourth of the financial aid applicants at Worcester State University. The incumbent is required to participate in various on-campus student and parent events including FAFSA Day, Congratulations Day, Open Houses, Parent Orientation, First Year Student Orientation, Transfer Orientation, and Transfer Information Sessions. Excellent customer service skills are required.
Responsibilities: (E) = Essential
1. (E) Provides counseling and advice to parents and students regarding the complete financial aid process. 2. (E) Reviews Free Application for Federal Student Aid (FAFSA) applications for accuracy and verification status. Requests required documentation to complete the verification process. Completes financial aid file review, calculates financial need, determines aid eligibility, and awards financial aid based on the Institution's financial aid packaging policy and federal and state regulations. 3. (E) Reviews and processes appeals for dependency overrides, special circumstances, and unsatisfactory academic progress. 4. (E) Assists the Director and Associate Director in the preparation of office forms and publications, the development of policies and procedures as well as planning, organizing and participating in financial aid activities on campus. 5. (E) Engages in extensive in-person, telephone, and email communication with students, parents and cross-divisional departments. 6. (E) Represents the Financial Aid Office at various student and parent information and orientation sessions on campus. 7. (E) Manages the Common Origination and Disbursement System (COD) and Financial Aid Administrator (FAA) Access specifically related to the Federal Pell Grant Program as the Destination Point Administrator. 8. (E) Completes drawdown of financial aid applications from the Central Processing System (CPS) into Colleague, including original student ISIRs, school and student corrections, system generated and Batch Link ISIRs. 9. (E) Manages the Federal Pell Grant program including weekly transmittal of payments to COD, monitoring, identifying, and adjusting inconsistencies (over-awards and under-awards) during processing. 10. (E) Performs monthly reconciliation and final year end reconciliation of the Federal Pell Grant program. 11. (E) Monitors Federal Pell Grant program Lifetime Eligibility Used (LEU) to comply with lifetime limits and determine remaining eligibility. 12. (E) Implements the year-round Federal Pell Grant program rules including identifying eligible students in summer who have not applied for summer aid and calculates Federal Pell Grants for summer applicants. 13. (E) Reports Educational Purpose results via FAA Access. 14. (E) Advises and awards students seeking aid for The Washington Center Program for internships in Washington, D.C. 15. (E) Manages Graduate Record Exam (GRE) fee reduction program for financial assistance to eligible students taking the GRE exams. 16. (E) Demonstrates civility and professional, customer-service oriented behavior, worthy of emulation by other staff and students. 17. (E) Responsible for contributing to the WSU Strategic Plan. 18. (E) Responsible for contributing to Equal Opportunity/Affirmative Action objectives. 19. Performs other duties as assigned.
Required Qualifications: 1. Minimum of three to five years work experience in financial aid. 2. Direct applied experience with the Common Origination and Disbursement system 3. Understanding of federal and state regulations, principles, practices, and procedures governing administration of financial aid with an emphasis on verification. 4. Knowledge of the use of IFAP, the Federal Student Aid Handbook, and various financial aid resources. 5. Ability to think analytically and to interpret complex regulations. 6. Computer aptitude using integrated student information systems software (such as Ellucian's Colleague). 7. Proficient in Microsoft Office and Gmail. 8. Ability to work evening and weekend hours when necessary. 9. Detail-oriented with excellent organizational skills. 10. Excellent communication skills, both oral and written. 11. Outstanding interactive skills; ability to work well with administrative staff and student personnel, as well as external community groups and organizations. 12. High energy and enthusiasm and excellent customer service skills. 13. Ability to work independently and as a member of a team.
1. Bachelor's degree
Worcester State University is an Affirmative Action/Equal Opportunity Employer which seeks to reflect the diversity of its community.
The firm annual salary for this APA position is: $45,000-$50,000.
Shift: Monday, Tuesday, and Wednesday 9:45am to 6:00pm, Thursday and Friday 8:45am to 5:00pm
All applicants must apply online at worcester.interviewexchange.com
Expected documents for submission include a cover letter, resume, and a list of three professional references with contact information. Applicants must complete the National Student Clearinghouse Authorization form or submit the official transcript of highest degree.
All information that can be uploaded to one's e-account should be done so by the applicant; information which cannot may be faxed to 508-929-8169 or mailed to:
Director of Human Resources
Worcester State University
486 Chandler Street
Worcester, MA 01602-2597
Internal Number: 101335
About Worcester State University
WORCESTER STATE UNIVERSITY is a vibrant public university located in the residential west side of Worcester, Massachusetts, the second largest city in New England and home to 38,000 college students at more than a dozen colleges and universities. Situated on a compact 58-acre campus, the University offers 50 undergraduate and graduate academic programs to more than 6,400 students annually. The Princeton Review ranks us as one of the 75 "Best Value" public colleges in the country, as well as a "Best in the Northeast" college.