Financial Aid Specialist

Yale University; New Haven (CT); Hybrid; USD 50,000 - 70,000; Full time

Job summary

An esteemed educational institution in New Haven, Connecticut is seeking a Financial Aid Specialist to provide one-on-one debt management counseling and oversee financial aid processes for medical students. The role requires a Bachelor's degree and four years of related experience. Strong proficiency in Microsoft Office and excellent communication skills are essential. This position offers a hybrid work model with in-person attendance required a few days each week.

Qualifications

• Four years of related work experience in financial aid and student counseling.
• Advanced knowledge of the Microsoft Office Suite.
• Ability to review and interpret federal income tax returns.

Responsibilities

• Provides one-on-one debt management counseling.
• Plans, coordinates, and implements financial aid programs.
• Determines student eligibility for federal loan programs.

Skills

Financial aid counseling

Microsoft Office proficiency

Attention to detail

Interpersonal communication

Education

Bachelor’s Degree

Tools

Banner financial aid system

Job description

Overview

Under the supervision of the Yale School of Medicine (YSM) Associate Director of Financial Aid, this position is responsible for the loan creation and adjustment processes and the provision of debt management counseling to YSM MD and PA students. The Financial Aid Specialist is involved in the continuum of aid administration through the application process, need analysis, verification, awarding of aid based on established packaging parameters, use of professional judgment, and disbursement of aid. Student evaluations of the YSM Financial Aid Office have emphasized debt management counseling and financial literacy programming. The Financial Aid Specialist is responsible for providing one-on-one debt management counseling to MD, Physician Associate and Physician Assistant online students with educational debt. Occasional evening hours will be required. This is a hybrid opportunity with staff working in-person two to three days per week, based upon operational need.

Required Skills and Abilities

• Four years of related work experience in financial aid and student counseling and a bachelor’s degree, or an equivalent combination of education and experience.
• Advanced knowledge of the Microsoft Office Suite of programs with a demonstrated ability in word processing, spreadsheets and current financial aid computer databases such as Banner.
• Demonstrated high level of accuracy and attention to detail.
• Ability to concentrate in a busy office environment, and ability to meet deadlines.
• Ability to review and interpret information provided on federal income tax returns.
• Excellent interpersonal and written communication skills. Ability to be discreet when dealing with confidential financial and personal family information.

Preferred Skills and Abilities

• Experience with Banner financial aid system, ElmSelect and FSA website desired.
• Graduate financial aid experience preferred.

Principal Responsibilities

• Plans, coordinates and implements programs for a particular school or college in one or more of the following areas: financial aid, career services, and/or admissions.
• Recommends short- and long-term administrative and department goals.
• Determines student eligibility in one or more of the following areas: federal loan programs, school grants, job placement opportunities, and/or admissions.
• Provides guidance, advice and counseling in one or more of the following areas: academic, admissions, career, and financial matters for students, faculty and prospective students.
• Initiates, designs and implements operational systems to maintain and monitor student records and/or applicant records.
• Reviews and approves all written material for publication or press release.
• Organizes workshops and on- and off-campus recruitment events in one or more of the following areas: career services, admissions, and/or financial aid.
• Supervises day-to-day operation of services; determines priorities and maintain workflow.
• May perform other duties as assigned.
• Required Education and Experience: Bachelor’s Degree in a relevant field and four years of experience in a related area or an equivalent combination of education and experience.

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It’s Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions. The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale\'s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.