Financial Aid Assistant

Posted September 8, 2022

Financial Aid Assistant

Financial Aid Office, University of Charleston

Job Summary:

The Financial Aid Assistant is responsible for assisting in the overall operations of the Financial Aid Office.  The Assistant is responsible for processing student financial aid applications, answering concerns of parents and students, and performing other duties in support of the operation of Financial Aid function for the University.  Responsibilities also include receptionist role, office and file organization for the Financial Aid Office. Position reports to the Director of Financial Aid.

Essential Functions of the Position:

Provide direct, quick, accurate, and convenient service to parents and students through addressing a range of student financial aid needs which require immediate attention. This includes, but is not limited to, the following functions on an as needed basis:

• Assist students with completing the Free Application for Federal Student Aid (FAFSA).
• Assist students with accessing their tax transcripts and verification documents.
• Counsel perspective and current students concerning their eligibility for federal, state and institutional financial aid.
• Counsel students in completing Entrance Loan Counseling and Master Promissory Note (MPN).
• Maintain accurate student records in the computer and in the files.
• Answers incoming calls.
• Tracks all incoming and outgoing documents by mail, fax or email.
• Maintains the Financial Aid general email account.
• Process Financial Aid Award Offer packets for perspective students.
• Monitor Exit Loan Counseling notices.
• Makes sure all forms are updated each annually.
• Work cooperatively with other offices on campus particularly Admissions and the Athletic Department.
• Participate in University activities, e.g., Experience UC Day, Maroon & Gold Day, and other financial aid events.
• Review and monitor the Transfer Monitoring List and alerts for all transfer students.
• Assist in monitoring Federal Work Study program.
• Assist in the monitoring of satisfactory academic progress for financial aid recipients.
• Assist in the annual University audit as needed.
• Assist students in accessing data in the Colleague System.
• Perform related duties as necessary and as assigned.

Preferred Qualifications:

• Bachelor’s degree Recommended
• 2 years direct Financial Aid experience or 4 or more years Accounting or other relevant experience
• Applicable experience and Assistant competencies will be considered
• Ability to maintain confidentiality of information
• Ability to prioritize and organize effectively
• Ability to communicate effectively with the various customer bases, e.g., students, staff, faculty, and external contacts
• Ability to utilize a personal computer and familiarity with Microsoft Office Suite applications
• Ability to work independently with little supervision
• Results-oriented interpersonal and organizational skills
• Knowledge of general office procedures
• Ability to handle multiple projects simultaneously
• Flexible, resourceful, willing to learncross-train
• Must be a team player
• Other duties assigned

Review of resumes will begin immediately and continue until the position is filled.

Interested applicants should submit a letter of interest, a current resume, and the names of three professional references with contact information (including email address if available) to:

University of Charleston

Christine Tomczyk

[email protected]

The University of Charleston is an Equal Opportunity employer