Financial Aid Counselor
General Statement of Duties
The financial aid counselor provides information and direction to prospective and current students, parents, and alumni on resources of financial aid, application procedures, aid eligibility, and assists the Assistant Director of Financial Aid and other Financial Aid counselors and coordinators in collateral duties as assigned and works under the guidance of Director of Financial Aid.
Distinguishing Features of the Position
The financial aid counselor reports to the Director of Financial Aid. This position requires knowledge of technical federal, state, and campus-based financial aid regulations, close attention to detail, especially regarding financial data, thorough knowledge of computer information systems used in the financial aid process, and ability to maintain confidentiality of all related student record information. D'Youville College is committed to fostering professional development. Financial aid counselors are afforded the opportunity to participate in the New York State Financial Aid Administrators Association (NYSFAAA), Financial Aid Novice Training, as well as membership to NYSFAAA and National Association of Student Financial Aid Administrators (NASFAA).
Examples of Duties
- Counseling of prospective and currently enrolled students and families, as well as direct handling of major correspondence that requires response.
- Ability to counsel students as to satisfactory academic progress for Title IV, state aid and scholarship requirements.
- Participate in training sessions and professional activities.
- Assist in recruitment efforts and high school programs.
- Review and processing of the Free Application for Federal Student Aid (FAFSA), Verification and Professional Judgement cases, and documentation of all activity in students’ files.
- Collection of required documentation, including aid application, award letters, promissory notes, documentation of independence, and federal tax returns.
- Assist with award reconciliation of fund expenditures with Student Accounts Office.
- Participates in workshops and presentations to both campus and off campus communities on financial aid programs and application procedures which may take place on weekends or evenings.
- Packaging awards for prospective and currently enrolled students within federal, state, and institutional guidelines.
- Assists in the updating of the policy and procedures manual.
- Assists in the processing of need estimates and recalculations of student aid eligibility.
- Assists with other miscellaneous tasks, both professional and clerical, as needed, to become trained in all general aspects of the office operation.
- Administrative responsibility for assigned programs or as assigned by the Director of Financial Aid (federal grants, New York State Aid for Part Time Study, Federal Direct Loans, Nursing Student Loans, alternative loans, reconciliations, Federal Work Study, satisfactory academic progress).
- Oversee, manage and process specific groups of students that require individualized packaging.
- Other tasks assigned by Director of Financial Aid.
Required Knowledge, Skills, and Abilities
- Ability to counsel effectively.
- Ability to express oneself clearly orally and written.
- Sound professional judgment, patience, tact, sensitivity, and courtesy.
- Ability to organize work efficiently with others.
- Thorough knowledge of financial aid procedures and techniques.
- Ability to work effectively with governmental and private agencies.
- High degree of initiative, dependability, and professionalism.
- Knowledge of federal and state financial aid programs.
- Excellent interpersonal and organizational skills.
- Ability to work with a culturally diverse population.
- A strong commitment to the college’s mission to honor the catholic heritage and the spirit of St. Marguerite D’Youville by fostering an environment that promotes academic, social, spiritual, and professional development in programs that promote leadership and service.
- Bachelor's degree (Master's degree preferred).
- Minimum three years experience in higher education (financial aid at least one year) preferred.
- Experience with student advising, mentoring and outreach.
- Experience working with low-income, first generation and underrepresented students.
- Knowledge of student recruitment, orientation, retention and success.
D’Youville University continues to grow its commitment to Diversity, EQUITY, and Inclusion. Remaining true to the teachings of our Patroness, St. Marguerite d’Youville, we seek to selflessly and compassionately contribute to humanity by improving the lives of individuals and society through education. D’Youville University was founded to extend a hand to those in need and equip them, through education, with the skills necessary to change the world.