Advise on application process and procedures, aid programs, availability of funds, eligibility requirements, student rights and responsibilities in compliance with aid guidelines.
Interpret and answer questions regarding rules, regulations, deadlines, policies and procedures for each financial aid program
Advise students and parents with financial aid and scholarship inquiries; Satisfactory Academic Progress policy, including appeal procedures., and the impact of enrollment activity on financial aid eligibility
Provide referrals to financial aid counselors or other aid administrator, for challenging or complex financial aid student cases, during in-person or telephone advising.
Receive and carefully review financial aid forms and documents submitted by students, including loan requests, and supporting documents. Verify completeness and accuracy, request appropriate follow-up or corrections when necessary.
Conduct application status checks, informing students of their status, explaining follow up required, and projecting award and disbursement amounts.
Ensure accurate and timely data-entry or update of records/materials (including imaged documents) received in the Financial Aid Office.
Prepare and disseminate financial aid information for the general public. May participate in financial aid workshops and open houses for students & parents.
Connect students with other university offices including, but not limited to, Student Accounting & Cashier Services, University Housing, Admissions, Registration & Records, Academic Advising, and the Bronco Advising Center - to provide needed information and/or services.
Requirements :
General knowledge of interviewing techniques; thorough knowledge of the policies and procedures of the various financial aid programs available at the CSU.
Ability to sustain a working knowledge of the changes in financial aid programs; obtain, analyze and evaluate data for specific use; advise and assist students in selecting and processing financial aid contracts; keep records and write clear reports; establish and maintain cooperative working relationships with students, faculty and co-workers; read and write English at a level appropriate to the position; and perform mathematical calculations.
Equivalent to two years of responsible general clerical experience in a college or university financial aid office which has demonstrated acquisition of a practical understanding of the policies and procedures of financial aid programs and possession of the knowledge and abilities listed above.