Summary:
The Financial Aid Counselor provides and supports the vision and mission of the university and Student Financial Services (SFS) Department by establishing and maintaining the highest level of customer service to Lynn students and parents. The Financial Aid Counselor awards students financial aid, processes the awards and advises the students on all aspects of financial aid and their student account. They will apply and be knowledgeable on all institutional, state and federal regulations. They ensure that they meet the mission and goal of the university. The counselor will participate in special projects and communication/outreach activities. The Financial Aid Counselor will provide accurate information to students and parents in-person or via e-mail, virtual platform and phone. The Financial Aid Counselor will provide high-quality, cross-functional administrative services that supports all SFS team members by promoting and coordinating student-oriented training sessions that focus on retention, recruitment, and are conducive to an overall campus team building environment. The counselor will work closely with the Specialists to ensure the highest quality customer service for students, parents and the Lynn community.
Job Description:
Essential duties and responsibilities
Package and process financial aid for students
Advise students and/or parents on financial aid package and SFS-related processes
Counselor assists Student Accounts in the management of the accounts receivable with the primary goal of decreasing delinquent accounts and encouraging timely payments
Call students that are missing information or documents to expedite processing of their financial aid
Assist in special projects as requested by SFS leadership
Assist in completion of other counselors’ work during paid time-off or unplanned absences
Daily Functions
Perform verification
Package financial aid
Update status of financial aid as needed
Update all pertinent loan data prior to origination
Review and approve student Refund Request Forms
Contact students for missing financial aid forms as needed
Contact students that have paid a deposit but have not sent in their ISIR
Counsel students and/or parents about financial aid and financing options
Answer phone calls concerning financial aid and account balances
Consult with Admission, Registrar, Advising and other departments to help resolve student issues and concerns
Weekly Functions
Recalculate financial aid as needed
Review assigned student population to ensure timely disbursement of aid
Assist the Financial Aid Committee in reviewing financial aid appeals, Satisfactory Academic Progress (SAP), Professional Judgment (PJ) and endowed scholarship applications
Semester Functions:
Graduated/withdrawal worksheets
Assist with the student check-in process (new and continuing students)
Adjust loan amounts and dates when returns are required
Review pre-disbursement reports and revise award amounts if needed due to a change in the number of credit hours
Conduct financial aid informational meetings as requested
Participate in graduation send-off events
Conduct New Student Financial Planning meetings via Zoom
Yearly Functions
Assist in yearly audit
Assist in outreach communication events geared towards their specific student population
Assist in SAP process, to include canceling aid and notifying students
Functions as Needed
Assist the SFS Leadership Team
Veterans Affairs (VA) certifications
Attend seminars, conferences, webinars and other training opportunities
Work flex-hours or extra hours during peak periods
Assist in completion of other counselors’ work during paid time-off or unplanned absences
Assist at SFS front counter
Assist in any function in relation to the operation of the SFS Department
Assist in ensuring completion of loan entrance and exit counseling requirements
Attend/present at Preview Days, Open Houses, Admitted Student Experience (ASE) and other on-campus activities
Participate in off-campus…