Financial Aid Counselor 2

Clayton State University; Georgia; On-site; USD 42,000 - 56,000; Full time

Job summary

Augusta University’s Office of Student Financial Aid seeks a dedicated professional to determine eligibility and manage awarding of financial aid from federal, state, and institutional sources. You will counsel students, assist with FAFSA, verify documentation, and ensure compliance with applicable laws and regulations to help enroll and retain students in need.

Responsibilities include counseling, customer service, record maintenance, and coordinating with campus partners to align aid with

Qualifications

• Bachelor's degree from an accredited college or university and a minimum of 2 years of progressive experience in financial aid, customer or financial services or related work experience.
• Experience with Department of Education software (FAA Access, NSLDS, COD, Return to Title IV, etc.) and Ellucian Banner and CampusLogic.
• Strong communication and customer service skills; ability to maintain compliance with FERPA and regulations.

Responsibilities

• Counsel students and families regarding financial aid eligibility, available aid programs, disbursement procedures, and renewal requirements.
• Assist with FAFSA submissions, documentation requirements, and navigating the verification process.
• Review, reconcile, and verify data to ensure accuracy and audit readiness; communicate with external agencies for fund disbursement.
• Maintain compliance with federal, state, and institutional regulations and perform Return to Title IV calculations.
• Support department initiatives, provide training, and collaborate with Admissions, Registrar, Academic Advising, and Student Accounts.

Skills

Strong communication

Customer service

Attention to detail

Education

Bachelor's degree

Tools

FAA Access

NSLDS

COD

Return to Title IV

Ellucian Banner

CampusLogic

Slate CRM

Job description

Augusta University is Georgia's innovation center for education and health care, training the next generation of innovators, leaders, and healthcare providers in classrooms and clinics on four campuses in Augusta and locations across the state. More than 12,000 students choose Augusta for educational opportunities at the center of Georgia's cybersecurity hub and experiential learning that blends arts and application, humanities, and the health sciences. Augusta is home to Georgia's only public academic health center, where groundbreaking research is creating a healthier, more prosperous Georgia, and world-class clinicians are bringing the medicine of tomorrow to patient care today. Our mission and values https://www.augusta.edu/about/mission.php make Augusta University an institution like no other.

Augusta University's distinct characteristics in education and research include real-world experiences and community engagement, as well as a culture of building community, corporate and government partnerships that address health, security, economic and societal concerns locally and across the state.

The Office of Student Financial Aid (OSFA) at Augusta University is part of Enrollment and Student Affairs.We are dedicated to providing guidance and assistance for students to help ease the financial burdens associated with their education. We inform prospective and current students of the resources and services available to them to secure funds for financing their education. We advise students of their eligibility for financial assistance, assist with completing documents, and counsel students regarding their rights and responsibilities of receiving aid. Our goal is to help students, and their families make the best use of financial aid resources so they may achieve their educational accomplishments.

Job Summary

This position determines eligibility for and manages the awarding of student financial aid from federal, state, institutional and other sources. The responsibilities include assisting students and families with the completion of the FAFSA, counseling and advising students and parents on the financial aid programs, reviewing documentation and maintaining accurate records, and ensuring compliance with requisite federal and state laws as well as federal, state, system, and university regulations. Ultimately, this position works to enroll and retain students who may not otherwise be able to attend or graduate without financial assistance.

Responsibilities

COUNSELING: Provide comprehensive counseling to students and their families regarding financial aid eligibility, available aid programs, disbursement procedures, and requirements for aid renewal. Educate students on how changes in enrollment status may affect their aid eligibility, including the implications of withdrawal and failure to meet Satisfactory Academic Progress (SAP) standards. Advise on alternative funding options such as payment plans to assist with meeting institutional deadlines and financial obligations.
CUSTOMER SERVICE: Deliver high-quality customer service by assisting students and families with FAFSA submissions, documentation requirements, and navigating the federal verification process. Proactively identify and support students facing challenges that may impact their academic and financial standing. Communicate with students to resolve outstanding aid issues and provide outreach related to incomplete applications. Liaise with external agencies for fund disbursement and collaborate with internal departments including Admissions, Registrar, Academic Advising, and Student Accounts to ensure financial aid alignment with enrollment and billing activities.
RECORD MAINTENANCE: Review, reconcile, and verify financial aid data submitted via the FAFSA and supporting documentation to ensure accuracy and resolve discrepancies. Investigate rejected FAFSAs and employ analytical skills to determine appropriate resolutions. Assess cases for special or unusual circumstances that may justify professional judgment or dependency overrides. Make and report corrections to the Department of Education and ensure all documentation is complete and audit ready.
AWARDING AND ADJUSTMENTS: Maintain compliance with complex federal, state, and institutional regulations governing financial aid programs. Interpret and apply policy updates while assisting with the awarding and adjustment of financial aid packages, including state scholarships and grant programs. Use accounting and reconciliation skills to ensure accuracy in fund disbursement, perform Return to Title IV (R2T4) calculations, and resolve fiscal discrepancies. Support technical processes such as system file loads and data integrity
tasks as needed.
OTHER RESPONSIBILITIES: Engage in ongoing professional development to stay current with regulatory and institutional changes. Support the implementation of new departmental initiatives and contribute to process improvement projects. Provide training and mentorship to other staff as needed and perform additional duties as assigned.

Required Qualifications

Bachelors degree from an accredited college or university and a minimum of 2 years of progressive experience in financial aid, customer or financial services or related work experience.

Preferred Qualifications

Experience with Department of Education software (i.e. FAA Access, National Student Loan Data Systems (NSLDS), COD, Return to Title IV, etc.) and Ellucian Banner and Campus Logic.

Knowledge, Skills, & Abilities

KNOWLEDGE
Technical Proficiency: Knowledge of Microsoft Office suite, with the ability to learn and adapt to financial aid systems such as Ellucian Banner SIS, CampusLogic, Technolutions Slate CRM, and other related databases or interfaces. Regulatory Knowledge: Understanding and adherence to federal and state statutes regarding eligibility and the distribution of student financial aid, as well as the ability to apply these regulations consistently. FERPA Compliance: Knowledge of and strict adherence to the Family Educational Rights and Privacy Act (FERPA) laws to protect student confidentiality.

SKILLS
Strong Communication Skills: Excellent written and verbal communication skills, with the ability to present information clearly and effectively in-person, through writing, and over the phone. Customer Service Skills: Strong interpersonal skills with the ability to provide exceptional customer service, addressing inquiries and guiding students and
families through the financial aid process.

ABILITIES
Problem-Solving: Demonstrated ability to assess issues, make decisions independently, and address problems efficiently. Task Prioritization and Attention to Detail: Ability to prioritize and manage multiple tasks efficiently, maintaining high levels of accuracy and attention to detail in a fast-paced environment. Teamwork and Relationship-Building: Ability to establish and maintain effective working relationships with staff,