Financial Assistance Coach
- Perform verifications, needs analysis, eligibility confirmation, and financial aid awards in accordance with federal, state, and institutional policies. Determine if students qualify for an unusual/mitigating circumstance; exercise professional judgment by making adjustments or revisions to costs, contribution, need, or dependency status as exceptions to the prescribed process.
- Conduct regular proactive outreach efforts to impact recruitment and retention and participate in student recruitment and retention activities including attending orientation, information sessions, and other events to advise prospective students and their families.
- Answer questions and requests from students, parents/guardians, in person, virtually, by phone, or in writing regarding financial aid programs and eligibility.
- Assist in the preparation of and presents information regarding federal financial aid, scholarships, employment, and grants for various campus groups, high school students, and parents at meetings, group discussions, workshops, and recruitment sessions.
- Act as Tier 2 support for frontline escalations of financial aid issues.
- Process Title IV verifications
- Contact students and lenders, employers, donors, guarantee agencies and/or staff to resolve issues.
- Performs related duties as assigned.
- Bachelor's degree required
- 3 years or more of experience in financial aid student counseling (preferred).
- Demonstrated knowledge of federal Title IV financial aid programs, awarding eligibility requirements, and supporting regulations.
- Demonstrated knowledge of Family Educational Rights and Privacy (FERPA) requirements, and adherence to the highest professional and ethical standards to maintain data confidentiality and integrity.
- Demonstrated knowledge of government, donor and/or institutional rules, regulations, guidelines, and procedures for awarding of financial aid.
- Demonstrated knowledge of how the Expected Family Contribution (EFC) calculation works and how the EFC impacts the awarding of Title IV funds.
- Cultural awareness and competency demonstrated by working with and/or understanding of individuals of diverse identities such as socioeconomic level, sexual orientation, race, ethnicity, and veterans including those with different levels of academic preparation, varying physical and learning abilities.
- Excellent presentation skills.
- Ability to think critically and problem solve
- Evidence of effective written and verbal communication skills
- Demonstrated knowledge of the principles of customer service
- Ability to prioritize workload
- Experience with Ellucian Colleague or Banner preferred
- Experience with federal and state operating systems preferred
- Ability to work within a team-oriented setting
- Understanding of Community College philosophy, practice, and populations.
- Must be in good standing with Title IV loans.
Inquiries concerning Title IX relating to equal opportunity on the basis of sex should be referred to: Title IX Coordinator, Mikiba W. Morehead, Ed.D., TNG, LLC, at [email protected] .
All other equal opportunity inquiries, including those based upon disability, should be referred to: The Director of Equity, Diversity & Belonging, at [email protected] or 215-619-7383.
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