Financial Aid Specialist

J M Perry Institute Of Trades Industries & Agriculture; Yakima (WA); On-site; USD 29,000 - 30,000; Full time

Benefits offered by this job

Medical, dental and vision premiums {

Paid Life Flight Network membership

Flexible spending plan

401(k) with 4% match

Paid time off

Job summary

Perry Technical Institute in Yakima, WA is seeking a Financial Aid Specialist for a year-round, full-time administrative role in the Financial Aid Department, reporting to the Director of Financial Aid. You will inform prospective students about the financial aid process, assist with FAFSA/WASFA submissions, review applications, and help determine eligibility for federal and state funds.

The position offers a comprehensive benefits package and a 4-day work week, with Monday–Thursday 7:00 AM–5:00

Qualifications

• Associate degree or certificate required from an accredited program.
• Experience with Microsoft Office programs.
• Willing to drive a vehicle for Perry-related tasks with valid license and insurance.
• Must be able to read, speak and communicate in English.

Responsibilities

• Explain financial aid programs, eligibility requirements and funding options to prospective and current students and families.
• Greet visitors and assist students with FAFSA/WASFA applications and related documents.
• Review financial aid applications and determine eligibility for federal/state funds per regulations.
• Conduct financial planning sessions to review costs, offers and projected out-of-pocket expenses.
• Manage outreach efforts (calls, emails, texts) to assigned student ranges.
• Disburse funds and monitor balances; reconcile and report as required.
• Provide timely customer service via multiple channels and maintain student files.

Skills

Bilingual (English & Spanish)

Communication skills

Experience with financial aid programs

Academic setting experience

Education

Associate’s degree or Certificate of Completion

Tools

Microsoft Office

Financial aid management systems

Job description

Job DetailsJob Location: Main Campus - Yakima, WA 98903Salary Range: $21.00 - $22.00 Hourly

FINANCIAL AID SPECIALIST

This is a year-round position with full-time administrative appointment in the Financial Aid Department. This position will report to the Director of Financial Aid.

Under the direction of the Director of Financial Aid, the Financial Aid Specialist is responsible for providing information and assistance to potential students regarding the financial aid application process and potential funding options.

WORKING CONDITIONS:

Duties are performed in an office setting. Working effectively and collaboratively in a team environment is a must.

This is a non-exempt, full-time regular position. Normal hours are Monday – Thursday, 7:00 AM – 5:00 PM with a 30-minute paid lunch. Work schedules may vary based on operational needs. Overtime may be required.

WAGE RANGE: $21 - $22 Per Hour

The job posting includes the expected hiring wage range while the full wage scale for this position can be calculated by starting with the hiring range and increasing the wage three percent annually over the duration of employment. Increase in wages depends on approval of an annual budget and is not guaranteed.

PTI offers a comprehensive benefits package:

• PTI pays 100% of employees’ medical, dental and vision premiums and 60% for qualified dependents


• Paid Life Flight Network membership


• Flexible spending plan


• 401(k) with a 4% match and profit-sharing opportunity


• Paid time off (accrue 5 hours per pay period; increases over time up to a max of 6 weeks per year)


• 12 paid holidays


• Paid 30-minute lunch break


• 4-day work weeks

This PTI Test Sample Paycheck Calculator may assist in providing an estimated salary after taxes and benefit deductions.

MINIMUM QUALIFICATIONS:

• Associate’s degree or Certificate of Completion from an Accredited Career School.


• Experience with Microsoft Office programs.


• Will on occasion be required to drive on behalf of Perry Technical Institute. Employee must possess a working vehicle, hold a valid driver’s license, have an acceptable driving record, and produce proof of insurance.


• Must be willing to consent to a drug test.


• Must be able to read, speak, and effectively communicate in English.

PREFERRED QUALIFICATIONS:

• Bilingual (fluent in English & Spanish language).


• Working knowledge of federal financial aid programs.


• Experience with financial aid management systems.


• Experience working in an academic setting.

ESSENTIAL JOB FUNCTIONS:

• Have good attendance; communicate effectively and interface with students and staff in a professional, approachable manner.


• Explain financial aid programs, eligibility requirements and funding options to prospective and current students and their families.


• Greet visitors and provide one-on-one assist students with the electronic FAFSA/WASFA application, Master Promissory Notes, counseling sessions and other required forms.


• Review and process financial aid applications and determine student eligibility and award federal and state funds in accordance with applicable regulations, policies and procedures.


• Conduct Financial Planning Sessions with students and families, in person or virtually, to review educational costs, financial aid offers, financing options, and projected out-of-pocket expenses. Assist in identifying additional funding sources and developing plans to meet educational costs.


• To-Do List student outreach for assigned letter range (calls, emails, texts, post cards).


• Manage assigned financial aid funding sources, including eligibility review, awarding and disbursing funds, ensuring compliance with applicable regulations or fund requirement, monitoring fund balances and completing reconciliation and reporting activities.


• Provide timely and professional customer service by responding to student and family inquiries through a variety of communication channels including email, text, telephone, virtual, and in-person interactions.


• Perform general administrative and office support duties, including maintaining organized and accurate electronic student files, processing imaging financial aid documents, preparing mail, copying and organizing financial aid forms, and monitoring office supply inventory.


• Maintain the Financial Aid Specialist procedures in OneNote.


• Other duties as assigned.