Student Financial Advisor

TITLE: Student Financial Advisor POSITION NO.
: P03556 SECTION: Administrative Services/Financial Aid HIRING SALARY: $31,255.
86 - $34,409.
93 annually; all salary calculations to start at the minimum salary HOURS: 8:00 A.
M.
– 5:00 P.
M.
, Monday ‑ Friday CONTACT: Human Resources (850) 201-8510 or via email at hr@tcc.
fl.
edu MAJOR FUNCTION: The Student Financial Advisor is a member of the College’s Financial Aid Office and will report to the Assistant Financial Aid Director.
Primary duties include, but are not limited: Assisting students by providing application status regarding financial aid file status, financial aid appeal procedure, financial aid disbursement information of grants, loans, scholarships, refer students to the Enrollment Services Office to complete their academic file, eligibility concerning receiving grants and loans.
Assists applicants with answering questions relative to completing their financial aid application.
Collect’s data for productivity reports and maintains financial aid applications.
Establishes an appointment between staff members and consumer.
Reviews all incoming documents for accuracy.
Helps students complete the entrance and exit for Stafford Loan Requirements.
Process requests for financial aid documents to be mailed.
MINIMUM TRAINING/EXPERIENCE: Associate Degree with 2 years of clerical or customer services experience required or an equivalent combination of education and experience.
Bachelor’s Degree preferred.
KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of the Title IV programs and financial aid satisfactory progress for all Title IV recipients.
Knowledge of Federal and State regulations as they relate to institutional compliance, processing and awarding Federal and State aid.
Knowledge of Federal Pell grant disbursements and reconciliation procedures and U.
S.
D.
E approved software Knowledge of awarding and monitoring clock hour programs.
Knowledge of and skilled in use of PC, LAN mainframe access, EDExpress, EDConnect, COD and Financier.
Knowledge of and ability to use principles of correct grammar, spelling and vocabulary.
Knowledge of basic principles of accounting.
Knowledge of student record keeping principles.
Knowledge of Financial Aid awarding procedures.
Knowledge of work study procedures.
Ability to follow verbal and written instructions.
Ability to organize work and coordinate assignments.
Ability to adapt to sudden changes in requirements or assignments.
Ability to work efficiently in a busy environment with many interruptions.
Ability to meet inflexible deadlines.
Ability to compose correspondence and draft documents for review.
Ability to delegate duties and tasks effectively.
Ability to communicate with the public, employees and students in a positive manner.
Ability to show discretion and use good judgment in handling confidential matters.
Ability to exhibit excellent human relation/customer service skills.
Ability to understand job requirements and fill in for various positions in the office.
Ability to use various systems to process Title IV financial aid.
Ability to counsel students, in groups or individually, on current Title IV policies and procedures.
Ability to understand and interpret complex data.
Ability to refer students to the appropriate person to address their problem.
Ability to compile and edit information for special reports.