Financial Aid Planner

Jersey College; Jacksonville (FL); On-site; USD 52,000 - 64,000; Full time

Job summary

Jersey College, Jacksonville Campus, is seeking a Financial Aid Advisor to guide students through federal aid programs, package aid, and manage payment plans. You will collaborate with admissions and finance teams to ensure timely processing and compliance with Title IV requirements.

The role requires at least 1 year in financial aid, knowledge of Pell Grants, Direct Loans, and related regulations, and strong customer service skills. A related degree is preferred; bilingual candidates are a plus.

Qualifications

• Minimum 1 year of financial aid experience.
• Knowledge of federal and state financial aid regulations including Federal Direct Loans, Pell Grants, and Title IV.
• Proficiency with Microsoft Word and Excel.
• Ability to think critically and follow complex instructions.
• Strong customer service and organizational skills.
• Associates Degree or higher preferred.
• Being bilingual is a plus.

Responsibilities

• Advises applicants and students on eligibility for financial aid programs (FAFSA).
• Create payment plans for students when necessary.
• Advise students about all available funding sources.
• Maintain contact with State Workforce Agencies.
• Monitor timely payment of payment plans with students.
• Initiate actions for students in default of payment plans.
• Verify eligibility for Federal aid programs including Pell grants and loans.
• Perform application intake, evaluation, processing, and awarding.
• Ensure students provide required documentation for needs analysis and packaging.
• Conduct entrance and exit interviews per Title IV regulations.
• Assist students with financial aid concerns throughout their tenure.
• Learn and refer to federal statutes/regulations pertaining to Title IV.
• Use Title IV MIS to track applications and draw down funds.
• Perform other duties as assigned by the Director of Financial Aid.
• Participate in weekly admissions update meetings.

Skills

Financial aid experience

Regulations knowledge

MS Word & Excel

Critical thinking

Customer service

Organizational skills

Bilingual (a plus)

Education

Associates degree or higher preferred

Job description

Job Details

Job Location: Jacksonville Campus - Jacksonville, FL 32256

Salary Range: $58,000.00 - $58,000.00 Salary

Jersey College is an institution of higher learning with a vision to be nationally recognized through our dedication to excellence and innovation in nursing education while offering pathways for professional growth. Since our founding, Jersey College has graduated over 13,500 nurses.

Job Responsibilities

• Advises applicants and students on eligibility for financial aid programs, assisting them in the financial aid (FAFSA) application process.


• Create payment plans for students when necessary.


• Advise students about all available funding sources.


• Maintain contact with State Workforce Agencies.


• Monitor timely payment of payment plans set up with students


• Initiate appropriate administrative actions for students in default of payment plans.


• Verify eligibility for Federal aid programs including Pell grants and guaranteed student loans


• Performs application intake, evaluation, processing, and awarding


• Ensures that the student provides all necessary documentation in order to conduct required needs analysis and packaging


• Conduct entrance and exit interviews as required by Title IV regulations


• Provide assistance to students with financial aid concerns throughout their tenure at the school.


• Learn, follow and refer to federal statutes and regulations as they pertain to Title IV


• Use Title IV management information system in order to track applications and draw down federal student funds.


• Perform other related duties as assigned by the Director of Financial Aid


• Participate in weekly admissions update meetings.

QualificationsSkills and Abilities:

• Minimum 1 year of financial aid experience


• Basic knowledge of federal and state financial aid regulations with specific knowledge of Federal Direct Loans, Pell Grants, and Title IV


• Knowledge and comfort with Microsoft Word and Excel


• Ability to critically think and understand complex instructions


• Strong Customer Service Skills and Organizational Skills


• Associates Degree or higher preferred


• Being bilingual is a plus

NON-DISCRIMINATION POLICY

Jersey College does not discriminate on the basis of race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status (“Protected Status”) and prohibits discrimination or harassment based on a Protected Status in any education program or activity that it operates, as required by the Age Discrimination Act, Section 504, Title II, Title III, Title VI, Title VII Title IX and their regulations, and other federal and state regulations and guidelines that prohibit discrimination, harassment, and retaliation against a Protected Status, including in admission and employment.

Inquiries about the Age Discrimination Act, Section 504, Title II, Title III, Title VI, Title VII or Title IX may be referred to Jersey College’s Title IX Compliance Coordinator and Civil Rights Compliance Coordinator, the U.S. Department of Education’s Office for Civil Rights, or both. Jersey College’s Title IX Compliance Coordinator and Civil Rights Compliance Coordinator is the Director of Institutional Effectiveness who may be contacted at the following: 546 U.S. Highway 46, Teterboro, NJ 07608; 201-489-5836; [e-mail] ; or [e-mail].

Jersey College’s nondiscrimination policy and grievance procedures can be located within the College Catalog (available at www.jerseycollege.edu/student-resources/college-catalog) under the sections entitled “Civil Rights Policies” and “Title IX and VAWA Policies”.