Financial Aid Counselor

Summary

Position Title

Financial Aid Counselor

Department

Financial Aid

Status

Full Time/Exempt

Position Summary

Reporting to the Director of Financial Aid, the Financial Aid Counselor is responsible for counseling students, families, and prospective students regarding aid availability; how funds are administered; the financial aid application process; programs available; and problem resolution.  The Counselor is expected to oversee the administration of at least one institutional, federal or state program/process.  Program/process administration includes monitoring individual student eligibility, submitting required reports within established formats and deadlines; performing reconciliations in preparation for annual audits; and training themselves on program regulations in concert with provided training from senior staff. 

Essential Job Duties

  • Counsel students and parents throughout the recruitment, application, and enrollment process to include verification, PJ, loan origination, etc. for an assigned group 
  • Exhibit and model exemplary customer service skills; emails, texts, phone calls, in-person visits 
  • Technological skills to use financial aid systems including Colleague, E’trieve document imaging, SoftDocs, COD, Bookings, Zoom, etc. 
  • Responsibility for exit interview counseling and communication to students upon withdrawal and R2T4 
  • Assist associate/assistant director of financial aid with reports 
  • Review weekly potential refund lists 
  • Coordinate continual policy and procedure updates and implementation of new processes 
  • Collaborate with numerous internal and external constituents; attend meetings on behalf of the FA office and present at various recruitment and educational events. 
  • Attend annual training conferences 
  • Represent the office on various departmental and university committees as needed 
  • Assist with special projects and miscellaneous tasks as needed 

Qualifications

Successful candidates should have a Bachelor’s degree from and accredited institution with two or more years in financial assistance including demonstrated leadership, initiative, and professionalism.  Experience within a private, liberal arts university is preferred.  Working knowledge of federal financial aid regulations is required with knowledge of Florida State Scholarship programs preferred.  An understanding of financial aid leveraging, extensive use and knowledge of technology and the ability to collect and analyze data are essential. 

Important Note

This is not an exhaustive list of all responsibilities, duties and/or skills required for this position. The University reserves the right to amend and change responsibilities to meet organizational needs.

To Apply

Interested applicants, send application materials to jmulcah@ju.edu.