This position will serve the lead role within Verifications as a liaison to Pell-eligible students. This position will provide one-on-one support and follow-up to Pell-eligible students who have outstanding Verification documents and will work in conjunction with the Verification lead. Serve as the main contact for Verification inquiries from students, parents, and One Stop related to additional information requests. Provide back-up support to the Verification front-end process.
This position will be expected to exercise professional judgment when reviewing and analyzing Verification documents and as a member of the Satisfactory Academic Appeal (SAP) Committee. A significant amount of packaging and aid adjustments are required of this position, which involves professional judgment as records are evaluated and eligibility is determined. This position will provide substantial support and counseling via email and telephone to the general population of students, parents, and the University community on various financial aid issues.
FAFSA Data Verification: (50%)
Serve as the primary contact for inquiries from students, parents, and One Stop related to requests for additional information.
Serve as the liaison to Pell-eligible students. Provide personal support and follow-up with this population to ensure the correct documents are submitted accurately.
Compare and correct application data based on submitted tax documents and asset information as outlined in the OSF Verification procedures.
Correspond with students/parents regarding missing documents or additional information as needed.
Remain current on verification policies and procedures.
Perform expert use of PeopleSoft process for making corrections.
Maintain comprehensive knowledge of tax return information as related to verification requirements.
Manage a large volume of records quickly and accurately as a back-up to the front end process.
Packaging and award adjustments: (30%)
Award and adjust financial aid packages, including one-term awarding and one-time exceptions.
Provide assistance during peak awarding periods.
Remain current on packaging policies and procedures.
Use, understand, and apply PeopleSoft process for awarding and adjusting awards.
Use, understand, and apply financial aid funds and related regulations.
Employ budget adjustment policies and procedures as it applies to aid revisions.
Analyze and manage a large volume of records quickly and accurately.
Satisfactory Academic Appeals: (10%)
Evaluate appeals and invoke professional judgment to determine if an institutional exception can be made for students who have failed to maintain the required academic standards for State and Federal aid.
Counsel students accurately regarding the impact on their record based on the appeal submitted.
Investigate appeals thoroughly and provide supporting documentation needed to make decisions.
Contact appropriate parties for further information when needed.
Exercise financial aid professional judgment to recalculate student eligibility for financial aid based on current enrollment.
Award aid according to all state, federal, and University regulations.
Make recommendations for policies related to professional judgment
Communicate results of appeals to students in a professional manner.
Administer Minnesota GI Bill: (5%)
Provide back-up support to Minnesota GI Bill Coordinator.
Ddetermine and award Minnesota GI Bill funds accurately and adjust other aid accordingly.
Coordinate awarding with One Stop Veterans' Service unit.
Remain current on regulations that govern Minnesota GI Bill.
Meet timeline requirements
Maintain in-depth knowledge pertaining to MOHE web-based calculator.
Attend and Participate in Meetings and OSF Committee Work as Assigned: (5%)
Attend scheduled meetings regularly.
Participate in unit and OSF committee activities.
Update unit colleagues with regard to new knowledge; initiate and distribute information to colleagues that may affect and enhance their work.
Implement new information into job functions where appropriate.
Identifiy and attend training sessions needed to ensure knowledgeable and accurate job performance.
Provide input in a positive manner.
Actively listen to others.
Be prompt and attentive.
Work effectively as a team member.
**This position offers the following benefits:
MN State Retirement System (MSRS) pension plan - tax deferred.
13 paid vacation days per year (starting accrual rate), in addition to 13 paid sick days and 11 paid holidays.
Reduced tuition opportunities covering 75% - 100% of eligible tuition.
Excellent and affordable health care benefits.
Wellness program with opportunity to earn lower health care rates.
Free basic life insurance benefit (115% base salary, $200,000 maximum).
REQUIRED QUALIFICATIONS: ? Bachelor’s degree in a related field with at least two years of related professional experience in counseling, financial aid, or student services. An equivalent combination of relevant education and experience totaling six years may be substituted. ? Orientation to detail, and the ability to handle high volume processing and adapt to changing priorities. ? Must have effective communication, customer service, and time management skills. ? Working knowledge of spreadsheets (MS Excel), word processing (MS Word), and the web (Internet Explorer, Firefox, etc.).
PREFERRED QUALIFICATIONS: ? Knowledge of University, State, and federal financial aid regulations and familiarity with University of Minnesota policies and procedures. ? Understanding and experience with PeopleSoft Student Financial processing and the Federal Needs Analysis formula. ? Working experience in a higher education setting; bachelor’s degree and additional experience preferred.
Internal Number: 329067
About University of Minnesota, Twin Cities
The University of Minnesota, founded in the belief that all people are enriched by understanding, is dedicated to the advancement of learning and the search for truth; to the sharing of this knowledge through education for a diverse community; and to the application of this knowledge to benefit the people of the state, the nation, and the world.