Financial Aid Coordinator

Lawrence University Department of Theatre Arts; Appleton; On-site; CAD 58,000 - 83,000; Full time

Job summary

Lawrence University seeks an in-person Financial Aid Coordinator to support the Financial Aid Office and the Student Accounts Office in Appleton, Wisconsin. You will be the first point of contact for students and families, helping navigate aid processing and day-to-day office operations in a service-oriented team.

This role emphasizes strong customer service, accurate data handling, and collaboration with Admissions, Registrar, and Development to ensure compliant and smooth financial aid

Qualifications

• Preferred experience in customer service, data entry, and higher education.
• Strong written and verbal communication abilities.
• Digital literacy and technical expertise.
• Ability to recognize, analyze, and solve problems.
• Ability to organize workflow and handle multiple tasks.

Responsibilities

• Provide exceptional customer service.
• Serve as the front-line support for Financial Aid and Student Accounts via phone, email, and walk-ins.
• Assist with application materials, FAFSA and CSS Profile file downloads, and updating student records.
• Process and review reports regarding student financial aid requirements, student account balances, and ensure compliance with Federal Student Aid regulations.
• Assist with the disbursement of payments, including outside scholarships, 529 plans, and private loans.
• Coordinate processing of institutional payments for special programs.
• Maintain current knowledge of federal and state financial aid programs, software, and regulations.
• Perform other duties as assigned.

Skills

Customer service

Communication

Digital literacy

Problem solving

Organization

Confidentiality

Empathy

Collaboration

Autonomy

Job description

Reports to: Dean of Student Financial Services

Location: Lawrence University Appleton, WI

PRIMARY OBJECTIVE

Lawrence University is seeking an in-person Financial Aid Coordinator to support the Financial Aid Office and the Student Accounts Office. This role is the first point of contact for phone, email, and in-person inquiries from students and parents. This position partners closely with students and families to navigate all aspects of the financial aid process, including aid processing, and day-to-day office operations, while contributing to a responsive and service oriented team environment.

DUTIES AND RESPONSIBILITIES

• Provide exceptional customer service.
• Serve as the front-line support for Financial Aid and Student Accounts, which includes phone calls, monitoring the general email inbox, and greeting walk-ins.
• Assist with application materials, FAFSA and CSS Profile Profile file downloads, and updating student records.
• Process and review reports regarding student financial aid requirements, student account balance, and ensure compliance with Federal Student Aid regulations.
• Assist with the disbursement of payments, including outside scholarships, 529 plans, and private loans.
• Coordinate processing of institutional payments for special programs
• Maintain current knowledge of federal and state financial aid programs, software, and regulations.
• Perform other duties as assigned.

WORKING RELATIONSHIPS

This position will work collaboratively with other offices, specifically: Admissions, Financial Services, the Registrar’s Office, and Development; and other members of the Lawrence community. Additionally, opportunities to network with colleagues from other colleges and other members of the financial aid community are supported and expected.

Work requires problem solving and decision-making guided by established policies, practices, and procedures.

PREFERRED SKILLS AND KNOWLEDGE

• Commitment to customer service, including ability to maintain a positive attitude and professionalism.
• Ability to effectively and professionally communicate orally and in writing with diverse populations.
• Demonstrated digital literacy and technical expertise.
• Ability to recognize, analyze, and solve problems.
• Ability to organize workflow and handle multiple tasks simultaneously.
• Ability to maintain confidentiality of information with strong integrity and ethics.
• Demonstrated commitment, empathy, and sensitivity to meeting the needs of diverse populations.
• Excellent collaboration skills coupled with the ability to work both autonomously and as part of a team.

REQUIRED MINIMUM QUALIFICATIONS

• Prior customer service, data entry, and/or experience in higher education is preferred.