Student Finance Counselor: Verification & Outreach (Hybrid)

University of Minnesota; Twin Cities (CA); Hybrid; USD 71,635,000 - 75,790,000; Full time

Benefits offered by this job

Competitive wages

Paid holidays

Time off

Tuition benefits

HSA contributions

Retirement plans

Employee wellbeing program

Job summary

The University of Minnesota is seeking a Financial Aid Verification Specialist to support the verification process and provide outreach to students and families. The role emphasizes customer service via email and Zoom, with extensive use of Salesforce, PeopleSoft and Perceptive Content.

Responsibilities include handling V1/V5 reviews, professional judgment, and SAI change outreach, while supporting UHY/UC appeals, and maintaining current knowledge of federal regulations.

Qualifications

• BA/BS degree and two years of related experience in counseling, financial aid, advocacy work and/or student services.
• Experience with financial aid regulations and student services is preferred.
• Proven customer service and effective communication skills.

Responsibilities

• Support FAFSA data verification and review of verification documents.
• Counsel students and families via email and Zoom appointments on financial aid issues.
• Maintain knowledge of Salesforce, PeopleSoft and Perceptive Content for case handling.
• Monitor verification information and identify process improvements for efficiency.
• Assist with Professional Judgment appeals and SAI Change outreach.

Skills

Counseling experience

Customer service

Communication

Time management

Problem solving

Education

BA/BS degree

Tools

Salesforce

PeopleSoft

Perceptive Content

Jadu

Job description

The University of Minnesota is seeking a Financial Aid Verification Specialist to support the verification process and provide outreach to students and families. The role emphasizes customer service via email and Zoom, with extensive use of Salesforce, PeopleSoft and Perceptive Content.

Responsibilities include handling V1/V5 reviews, professional judgment, and SAI change outreach, while supporting UHY/UC appeals, and maintaining current knowledge of federal regulations.