| RESPONSIBILITY | TIME SPENT PERCENTAGE | ESSENTIAL FUNCTION | TASKS |
|---|
| Customer Service Management | 55 | X |
- Serve as a primary resource for students, families, and stakeholders regarding financial aid, scholarships, student employment, and university policies.
- Provide accurate, timely, and student-centered service through multiple communication channels.
- Assess student needs, resolve inquiries, and connect individuals with appropriate campus resources.
- Maintain compliance with FERPA, confidentiality requirements, and applicable regulations.
- Identify trends in student inquiries and support communication and service improvement efforts.
|
| Financial Aid Processing and Compliance | 25 | X |
- Process financial aid applications, verification materials, and supporting documentation in compliance with federal, state, and institutional regulations.
- Review, track, and maintain financial aid records within university systems, ensuring accuracy, completeness, and timely processing.
- Communicate with students regarding documentation requirements and resolve application, verification, and awarding issues.
- Support regulatory compliance by applying federal financial aid guidance, maintaining accurate records, and adhering to established policies and procedures.
|
| Scholarship and Third-Party Administration | 10 | X |
- Support scholarship administration, including processing and tracking external scholarship funding.
- Assist students and employers with student employment processes and related systems.
- Serve as a liaison with third-party agencies and organizations requiring financial aid-related documentation or coordination.
- Maintain accurate records and ensure compliance with applicable policies and procedures.
|
| Communications and Outreach | 5 | X |
- Develop and maintain financial aid communications, website content, and required consumer information.
- Collaborate with campus partners to support recruitment, retention, and student success initiatives.
- Assist with presentations, outreach activities, and communication strategies that promote awareness of financial aid programs and services.
|
| Administrative and Team Support | 5 | X |
- Knowledge of financial aid regulations, compliance requirements, and higher education administrative processes.
- Strong customer service, communication, and relationship-building skills.
- Ability to analyze information, interpret policies, solve problems, and exercise sound judgment.
- Strong organizational skills, attention to detail, and ability to manage multiple priorities.
- Proficiency with technology and information systems used to support student services and administrative operations.
- Commitment to professionalism, confidentiality, and student-centered service.
|