Financial Aid Counselor

capital; Columbus (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Family education benefits

Short-term disability

Long-term disability

Life insurance

Free parking

Job summary

Capital University is seeking a Financial Aid Counselor to assist students and families in understanding and accessing financial aid resources. Under the supervision of the Director of Financial Aid, you will provide one-on-one counseling, verify documents, determine eligibility, package awards, and ensure compliance with federal, state, and institutional rules.

You will also conduct workshops, respond to inquiries, analyze data, and stay informed about regulatory changes to help students

Qualifications

• Bachelor's degree or related experience/training.
• Knowledge of federal and state financial aid programs.
• Strong interpersonal and communication skills.
• Ability to explain complex financial aid concepts clearly.
• Attention to detail and ability to manage multiple tasks.
• Excellent customer service orientation and commitment to helping students.
• Proficiency in computer applications and data entry.
• Positive work ethic and ability to work independently and as part of a team.

Responsibilities

• Provide excellent customer service to students, parents, and colleagues.
• Provide one-on-one financial aid counseling to students and families.
• Evaluate and verify financial aid documents, including income tax returns and verification worksheets.
• Determine eligibility for federal, state, and institutional aid programs.
• Package financial aid awards for eligible students based on guidelines and funding.
• Complete verification and process professional judgement requests.
• Process withdrawals and R2T4 calculations.
• Maintain accurate and confidential student financial aid records.
• Enter financial aid data accurately into the student information system.
• Respond to inquiries via phone, email, and in-person visits promptly and professionally.
• Resolve student financial aid issues and concerns.
• Generate reports and analyze data to assist decision-making.
• Stay informed about changes in financial aid regulations and policies.
• Ensure compliance with federal, state, and institutional rules and regulations.
• Conduct financial aid workshops and presentations for prospective and current students.
• Serve as a resource for students, parents, and school counselors on financial aid matters.
• Assist with the development and distribution of financial aid-related materials.

Skills

Financial aid knowledge

Interpersonal skills

Communication skills

Detail-oriented

Customer service orientation

Multi-tasking

Education

Bachelor's degree or related experience

Tools

Student Information System

Job description

Under the supervision of the Director of Financial Aid, the Financial Aid Counselor will play a crucial role in helping students and their families understand and access financial aid resources. This position requires strong interpersonal skills, knowledge of financial aid programs, and the ability to provide personalized assistance to students.

Primary roles and responsibilities

• Provide excellent customer service to students, parents, and colleagues.
• Provide one-on-one financial aid counseling to students and families.
• Evaluate and verify financial aid documents, including income tax returns and verification worksheets.
• Determine eligibility for federal, state, and institutional aid programs.
• Package financial aid awards for eligible students based on established guidelines and available funding.
• Complete verification and process professional judgement requests.
• Process withdrawals and R2T4 calculations.
• Maintain accurate and confidential student financial aid records.
• Enter financial aid data accurately into the student information system.
• Respond to inquiries via phone, email, and in-person visits promptly and professionally. Resolve student financial aid issues and concerns.
• Generate reports and analyze data to assist in decision-making processes.
• Stay informed about changes in financial aid regulations and policies.
• Ensure compliance with federal, state, and institutional rules and regulations.
• Conduct financial aid workshops and presentations for prospective and current students.
• Serve as a resource for students, parents, and school counselors on financial aid matters.
• Assist with the development and distribution of financial aid-related materials.

Qualifications

• Bachelor's degree or related experience/training.
• Knowledge of federal and state financial aid programs.
• Strong interpersonal and communication skills.
• Ability to explain complex financial aid concepts in a clear and understandable manner.
• Attention to detail and ability to manage multiple tasks.
• Excellent customer service orientation and a commitment to helping students succeed.
• Proficiency in computer applications and data entry.
• Positive work ethic and ability to work both independently and as part of a team.

Capital University offers a rich benefits package that includes medical, dental, vision, retirement, family education benefits, short-term and long-term disability, life insurance and free parking.

For more information on Capital University, visit our website at www.capital.edu.

All inquiries should be made to:

Mary Cannon, [e-mail]

Capital University is an equal opportunity employer and supports an inclusive campus community. Capital University does not discriminate on the basis of race, color, national or ethnic origin, sexual orientation, religion, sex, gender, age, disability, veteran status, or other characteristics protected by the law.

Capital University is currently unable to sponsor employment Visas or consider candidates who will require Visa sponsorship.