Financial Aid Planner Job Locations US-OH-Independence Posted Date 1/12/2014 Category: Financial Aid Campus : Miami-Jacobs Career College - Independence Type : Full-Time Employee/Staff Posting End Date : 2/9/2014 Overview: Summary: The Financial Aid Planner is primarily responsible for packaging all new students in a customer service manner, ensuring consistency with institution, state and federal guidelines, while assisting admissions in closing the sale. The Financial Aid Planner provides support to the Financial Aid Director in meeting the goals of the department. Qualifications: Educational/Experience: • Bachelor’s degree from an accredited institution preferred • Associate degree from an accredited institution required • 2+ years related experience in education, finance, financial aid, or related field required Knowledge, Skills, and Abilities: Desired Competencies: • Superior communication skills, both verbal and written • Number rationale • Excellent problem solving • Attention to detail • Hands-on leadership • Excellent computer skills *CB Responsibilities: Packaging of New Start Students: • Complete student files prior to Financial Aid Director’s review and ensure files contain accurate documentation • Performs the initial 20 minute estimate process for all prospective students which includes a power point presentation, gathering of information from the prospect to calculate an estimate, the presentation of the cost estimate to the prospect and review what is required to enroll • Access NSLDS to review prior loan/grant information. Print copy for file, (in order to perform this essential function of the job, employee cannot have defaulted on a student loan in the past) • Review cost of attendance and tentative financial aid awards with student; this process includes reviewing monthly payment arrangements if applicable • Schedule a follow-up appointment to complete the packaging process • Complete packaging in CampusVue for enrolled students which includes scheduling all available financial aid to meet the student’s needs and completing all necessary documentation New Student Packaging Follow-Up: • Ensure that New Start Report reflects that all new starts have been packaged with federal aid, cash, or alternative funding • Schedule all financial aid awards and cash payments in for first year student in CampusVue. c. Monitor PLUS denials and award unsubsidized loans • Revise award letter, notify student, schedule loan in CampusVue and resubmit file to File Review Team Customer Service: • Ensure 100% student satisfaction; provide timely service during student appointments • Provide counseling to students to ensure an understanding of financial aid basics • Assist Financial Aid Director in Orientation/Registration sessions https://careers-deltaed.icims/jobs/1930/financial-aid-planner/job?mode=job&iis=Indeed&iisn=Indeed&mobile=false&width=1276&height=571&bga=false&needsRedirect=false
Posted on: Fri, 17 Jan 2014 16:13:54 +0000
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