Financial Aid Counselor
Warner Pacific College, Portland, OR, United States
Summary Description
The Financial Aid Counselor provides professional and administrative duties in support of day-to-day operations of Financial Aid in compliance with policies related to internal and external financial aid requirements.
Essential Functions
Exercise discretion and independent judgment through interpretation, implementation, and research of federal and institutional policies and regulations in response to customer needs and departmental practices
Provide one-on-one financial counseling and eligibility information to students and/or parents according to individual need
Review documents, perform need analysis, make determinations, and award financial aid packages to eligible students implementing established guidelines and procedures
Verify student FAFSA information; prepare individual student aid reports for packaging, analyzing information reported for consistency
Present at prospective and new student events and by request from staff, faculty, and students
Counsel students on issues related to borrowing including aggregate limit issues, maximum time frame processes and graduation exit requirements
Work collaboratively with individuals from various departments
Assist in the management of outstanding account balances and student account payment plans
Assist with the Loan Entrance and Exit Counseling processes, providing regulatory advice as it pertains to Direct Lending
Serve as a resource for students seeking outside scholarship opportunities
Respond in a timely fashion to correspondence related to student financial aid including eligibility information, verification information, and other questions
Be up to date on prevailing State and Federal regulations and WPU policies and procedures by attending training and conferences as opportunities arise
Abide by NASFAA Principles of Good Practice
Contribute to the support and implementation of the University Strategic Plan
Participate in Warner Pacific University professional development opportunities
Adhere to University policies and procedures regarding financial aid and student financial services
Demonstrate commitment to a Christian liberal arts education by upholding the mission of the University and abiding by the Employment Standards and Lifestyle Agreement
Be present in the office on a daily basis unless arrangements are made with the employee’s direct supervisor
Perform other duties as assigned
Minimum Qualifications
Minimum of three years of experience working in a professional office environment
Bachelor Degree from an accredited institution or equivalent experience in a higher education environment
Demonstrated ability to solve problems and initiate and implement projects independently
Ability to multi-task with accuracy and work effectively in order to adapt to and meet deadlines in a fast-paced environment
Experience working with highly detailed and/or confidential information
Excellent self-motivation, oral and written communication skills, and ability to work well with customers, students, faculty, and staff
Skill in presenting information to groups of various sizes
Ability to work outside normal business hours, as necessary (campus events, orientations, etc.)
Proficient in computer programs including Windows, Outlook, Word and Excel, and the Internet
Exhibit commitment to inclusiveness and sensitivity to areas of national origin, ethnicity, culture, gender, and disabilities
Preferred Qualifications
Experience in a higher education environment
Bilingual – Spanish speaker preferred
Experience using the Ellucian Colleague student information system
Experience in financial aid including standard and nonstandard term delivery methods
Experience working with adult learners
Physical Demands – Work Environment The position is located in a typical office environment. Professional/business casual attire is required. This position is not remote.
Equal Employment Opportunity Warner Pacific provides equal opportunity for employment and advancement for all employees and applicants regardless of race, color, sex, gender, national origin, citizenship status, disability, age, genetic information, status with regard to public assistance, veteran status and any other status protected by laws and regulations to which Warner Pacific is subject. All employment decisions, including hiring, promotions, compensation, benefits, transfers, and terminations are made in a manner that does not discriminate against individuals in the categories discussed above. Because Warner Pacific is a Christian liberal arts University, the University exercises its legal right to hire Christian employees to fulfill its mission and purpose.
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Essential Functions
Exercise discretion and independent judgment through interpretation, implementation, and research of federal and institutional policies and regulations in response to customer needs and departmental practices
Provide one-on-one financial counseling and eligibility information to students and/or parents according to individual need
Review documents, perform need analysis, make determinations, and award financial aid packages to eligible students implementing established guidelines and procedures
Verify student FAFSA information; prepare individual student aid reports for packaging, analyzing information reported for consistency
Present at prospective and new student events and by request from staff, faculty, and students
Counsel students on issues related to borrowing including aggregate limit issues, maximum time frame processes and graduation exit requirements
Work collaboratively with individuals from various departments
Assist in the management of outstanding account balances and student account payment plans
Assist with the Loan Entrance and Exit Counseling processes, providing regulatory advice as it pertains to Direct Lending
Serve as a resource for students seeking outside scholarship opportunities
Respond in a timely fashion to correspondence related to student financial aid including eligibility information, verification information, and other questions
Be up to date on prevailing State and Federal regulations and WPU policies and procedures by attending training and conferences as opportunities arise
Abide by NASFAA Principles of Good Practice
Contribute to the support and implementation of the University Strategic Plan
Participate in Warner Pacific University professional development opportunities
Adhere to University policies and procedures regarding financial aid and student financial services
Demonstrate commitment to a Christian liberal arts education by upholding the mission of the University and abiding by the Employment Standards and Lifestyle Agreement
Be present in the office on a daily basis unless arrangements are made with the employee’s direct supervisor
Perform other duties as assigned
Minimum Qualifications
Minimum of three years of experience working in a professional office environment
Bachelor Degree from an accredited institution or equivalent experience in a higher education environment
Demonstrated ability to solve problems and initiate and implement projects independently
Ability to multi-task with accuracy and work effectively in order to adapt to and meet deadlines in a fast-paced environment
Experience working with highly detailed and/or confidential information
Excellent self-motivation, oral and written communication skills, and ability to work well with customers, students, faculty, and staff
Skill in presenting information to groups of various sizes
Ability to work outside normal business hours, as necessary (campus events, orientations, etc.)
Proficient in computer programs including Windows, Outlook, Word and Excel, and the Internet
Exhibit commitment to inclusiveness and sensitivity to areas of national origin, ethnicity, culture, gender, and disabilities
Preferred Qualifications
Experience in a higher education environment
Bilingual – Spanish speaker preferred
Experience using the Ellucian Colleague student information system
Experience in financial aid including standard and nonstandard term delivery methods
Experience working with adult learners
Physical Demands – Work Environment The position is located in a typical office environment. Professional/business casual attire is required. This position is not remote.
Equal Employment Opportunity Warner Pacific provides equal opportunity for employment and advancement for all employees and applicants regardless of race, color, sex, gender, national origin, citizenship status, disability, age, genetic information, status with regard to public assistance, veteran status and any other status protected by laws and regulations to which Warner Pacific is subject. All employment decisions, including hiring, promotions, compensation, benefits, transfers, and terminations are made in a manner that does not discriminate against individuals in the categories discussed above. Because Warner Pacific is a Christian liberal arts University, the University exercises its legal right to hire Christian employees to fulfill its mission and purpose.
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