Sr. Financial Aid Representative

University of Oklahoma

Oklahoma, OK

ID: 7135917 (Ref.No. ta230710)
Posted: March 23, 2023
Application Deadline: Open Until Filled

Job Description

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This position is responsible for assisting with financial aid counseling, using and maintaining financial aid systems, coordinating scholarship awards and loans when appropriate; processes promissory notes for loans; coordinates entrance and exit interview processes with students and campus colleges; responsible for various office and financial aid tasks. Employees at this level are expected to perform a variety of financial aid job responsibilities to include more complex functions within financial aid independently; may seek guidance from more senior staff for more complex and/or very unusual financial aid issues.

Duties:

Financial Aid Counseling Assistance. Assists with financial aid counseling services to students and families to discuss various financial aid matters, services, and resources available. This includes initial financial aid counseling .
Institutional and Title VII Loan Coordination. Maintains the awarding priorities for institutional loans and Title VII federal loans; coordinates the promissory note requirements for each award type’s unique considerations. Responsible for ascertaining that all loan documentation required for each loan is current with federal regulations.
Financial Aid Systems. Maintains all processing with promissory notes and procedures with ECSI and the financial aid system, which includes award files and advance files transferred securely.
Financial Aid Coordination/Processing. Monitors a variety of daily, weekly, and monthly reports that identify student discrepancies or unresolved issues; responsible for resolving said issues as appropriate. Coordinates and oversees exit loan interviews for colleges.
Office/Administrative Support. May provide general office and administrative support as needed.
As Needed. Performs other duties as assigned to ensure successful operation of the department.

Job Requirements

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Education: High School diploma or GED.

Experience: 48 months financial aid, general office, clerical, or related experience

Skill:

Detail oriented for accuracy of data and information
Highly organized and able to handle multiple projects and deadlines
Ability to communicate verbally and in writing
Ability to build rapport with students, faculty and staff
Ability to produce reports and complete work within deadlines
Strong initiative to solve problems in a timely manner.
Broad knowledge and understanding of federal financial aid, particularly the Free Application for Federal Student Aid (FASFA) and federal verification complexities is expected of the Sr. Financial Aid Representative.
Communicate clearly and concisely, both verbally and in written communication to students and/or families

Preferences:

Prior higher education experience, particularly in the administration of federal financial aid application and eligibility.
Prior experience in an office setting in the coordination of multiple phone lines and walk-in traffic.
Office experience that includes Microsoft Office proficiency, particularly Excel.
24 months experience directly related to financial aid
Punctual, dependable, and consistent in both attendance and performance
Friendly and courteous mannered

Working Conditions:

Physical: Must be able to work in sitting position, use computer and answer telephone
Environmental: Office Work Environment

Diversity Statement: The University of Oklahoma is committed to achieving a diverse, equitable, and inclusive university community by recognizing each person's unique contributions, background, and perspectives. The University of Oklahoma strives to cultivate a sense of belonging and emotional support for all, recognizing that fostering an inclusive environment for all is vital in the pursuit of academic and inclusive excellence in all aspects of our institutional mission.

Equal Employment Opportunity Statement: The University of Oklahoma, in compliance with all applicable federal and state laws and regulations, does not discriminate on the basis of race, color, national origin, sex, sexual orientation, genetic information, gender identity, gender expression, age, religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides.

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