Financial Aid Counselor

University of Utah, United States

Updated: 15 days ago
Location: Salt Lake City, UTAH
Job Type: FullTime

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Financial Aid Counselor
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Announcement
Details


Open Date 04/02/2024
Requisition Number PRN38120B
Job Title Financial Aid Counselor
Working Title Scholarships & Financial Aid Counselor for Training
Job Grade C
FLSA Code Administrative
Patient Sensitive Job Code? No
Standard Hours per Week 40
Full Time or Part Time? Full Time
Shift Day
Work Schedule Summary
Monday thru Friday; 8:00 – 5:00 with some weekend and evening work as necessary
VP Area Academic Affairs
Department 00294 - Financial Aid
Location Campus
City Salt Lake City, UT
Type of Recruitment External Posting
Pay Rate Range $39,999 - $41,999
Close Date
Open Until Filled Yes
Job Summary
Provides professional, timely assistance regarding application completion and processes, general and program eligibility, and financial planning. Evaluates and analyzes information to determine applicants’ eligibility for financial assistance and to determine the type and amount of aid to be awarded in accordance with established standards and guidelines. Participates in the awarding of all federal and state student aid funding, and university and/or private scholarships. Ensures compliance with applicable statutes, regulations, and procedures. Remains current regarding regulations, policies, and procedures affecting scholarships and financial aid, and conducts work fairly, equitably, and inclusively. Assists with developing, managing, and updating documentation, procedures, and calendars for office training. Supports effective management of office.
Responsibilities
1. SERVICE, PROCESSING, AND COMMUNICATIONS
  • Effectively advances processing and service workloads including delivery of services and processing; adjusts accordingly to ensure balanced, timely, accurate, well-documented, equitable, and inclusive services and processing within benchmarks established by supervisor and/or office management team
  • Provides timely, accurate, and complete information to students, parents, and colleagues
  • Determines eligibility for scholarships and financial aid and determines types and amounts to be awarded in accordance with established federal and university standards and guidelines.
  • Professionally addresses and works toward resolution of complex or novel situations encountered in processing and service work of office
  • Ensures professional delivery of services, including maintenance of data/information security, privacy, and confidentiality
  • Follows appropriate records management procedures and complies with recordkeeping and archival requirements 
  • Communicates policies and procedures (including rights and responsibilities) to students, families, and colleagues in an accurate, timely, effective, thorough, equitable, and inclusive manner
  • Completes multiple complex reports used to monitor and assure service and processing benchmarks, as well as accuracy of eligibility and payments
  • Serves as subject matter expert and is proactive in advancing processing, service, and eligibility monitoring


2. DETERMINING STUDENT AND PROGRAM ELIGIBILITY
  • Effectively determines and conveys student and program eligibility requirements, particularly pertaining to resolving student/parent inquiries for assistance; ensures appropriate level of investigation to aid in thorough, accurate, and timely responses
  • Uses appropriate discretion, within regulatory and policy constraints, to carry out and advise on verification, resolution of conflicting information, appeals of student eligibility (e.g., satisfactory academic progress), use of professional judgment/discretion, and appeals for consideration of special circumstances (e.g., change/loss of income, dependency override, one-time non-recurring income, etc.)
  • Applies verification and appeals policies/requirements accurately, consistently, fairly, and equitably
  • Assists with development of office-wide policies and procedures and calendars, including ensuring content is current and accurate, and that emerging trends or anomalies are noted appropriately
  • Monitors and adjusts, as appropriate, student financial aid awards to ensure timeliness and accuracy

3. COMPLIANCE AND SUPPORT
  • Maintains access to and a working knowledge of relevant internal and external systems
  • Ensures clear and accurate documentation of transactions, conversations, and interactions affecting student eligibility and/or compliance with applicable policies
  • Adheres to all statutory, regulatory, and policy guidance, including office policies and procedures
  • Maintains privacy and confidentiality of student and family data and information
  • Maintains security of student records and related information
  • Actively participates in and contributes to overall office effectiveness
  • Maintains and routinely updates all policies and procedures for processing/overseeing state and federal aid programs.

4. TRAINING AND PROFESSIONAL DEVELOPMENT; PROFESSIONALISM
  • Maintains current knowledge of policies, rules, regulations, technical standards, and high-impact practices associated with administering and delivering federal, state, institutional, and private programs, and associated systems and emerging technologies
  • Actively participates in professional meetings, conferences, and workshops; meets and communicates clearly with colleagues in similar positions/roles; researches industry practices; shares resulting knowledge and research with management and staff in order to serve well the students and the institution
  • Ensures area policies and procedures are current and accurate; Provides clear and accurate documentation of transactions, conversations, interactions, and edits to records affecting student eligibility and/or compliance with applicable regulations, statutes, and/or policies
  • Assists with financial aid outreach events, delivering information and responding to event questions accurately, timely, completely, and professionally
  • Maintains professional appearance and demeanor, including when engaging students, families, colleagues, and members of the public
  • Assists in training new employees (permanent and temporary, including interns and graduate assistants), as needed
  • Maintains and routinely updates all calendars and manuals related to required office and staff training

5. OVERALL SUPPORT OF OFFICE AND INSTITUTIONAL OPERATIONS
  • Partners in monitoring and assurance that overall office operations are functional, accessible, efficient, compliant, and free of conflicts of interest
  • Routinely and thoroughly reviews output and reports for accuracy and compliance
  • Follows established timelines/calendars for projects/tasks
  • As needed, serves on and/or oversees various office committees, which may include such functions as communications plan, appeals processes, outreach, personnel, forms and publications, etc.; position may also be asked to serve on Enrollment Management and/or University committees
  • Advises management of anomalies, trends, or patterns affecting student and program eligibility
  • Maintains effective working relationships and serves as a resource regarding scholarship and financial aid issues, policies, and procedures
  • Performs other duties as assigned by supervisor and/or Executive Director
  • Collaborates with other employees on office committees regarding policy, procedures, and training opportunities

This job description is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.
Minimum Qualifications
Bachelor’s Degree in Business, Humanities, Social and Behavioral Science, or a related area, or equivalency (one year of education can be substituted for two years of related work experience); a minimum of one year of experience in counseling, budgeting, public relations, or computer technology; and demonstrated human relations and effective communications skills required. The ability to work with a diverse population of students, and learn and understand federal and state regulations and financial aid procedures are critical elements of this position.
Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.
Preferences
Prefer previous work experience in a higher education setting.
Type Benefited Staff
Special Instructions Summary
Additional Information
The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.
All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action (OEO/AA). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at: https://www.utah.edu/nondiscrimination/
Online reports may be submitted at oeo.utah.edu
https://safety.utah.edu/safetyreport This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  • * Do you have a related Bachelor's degree or equivalency? (2 years related work experience may be substituted for 1 year of education)
    • Yes
    • No
  • * How many years of experience do you have in counseling, budgeting, public relations, or computer technlogy?
    • No experience
    • Less than 6 months
    • 6 months or more, but less than 1 year
    • 1 year or more, but less than 3 years
    • 3 years or more

    • Applicant Documents
    Required Documents
  • Resume
  • Cover Letter
    • Optional Documents
  • Addendum to the University of Utah - Veteran Only - Call 801.581.2169 after submission
  • Appropriate discharge document (such as a DD-214 – Member Copy 4) – Veteran Only – Call 801.581.2169

    • University Human Resource Management
    250 East 200 South, Suite 125 Salt Lake City, UT 84111
    Contact us: (801) 581-2169 By Email: [email protected]

     


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