What are the responsibilities and job description for the Financial Aid Specialist position at Saint Xavier University?
- Summary
Assist in day-to-day schedules and activities of the Office of Financial Aid. Perform specialized clerical duties involving various financial aid programs and records maintenance according to federal, State, and institutional regulations and/or policies. Provide assistance and information to students, staff and the public. Operate a variety of office equipment, systems and other peripherals and be able to assist staff in operation of such equipment.- Essential Duties & Responsibilities
- Coordinate and process all outgoing correspondence utilizing Colleague's Communication Module. Identify potential issues and develop effective issue resolution methods.
- Effectively communicate via email by responding to routine financial aid inquiries.
- Maintain the Financial Aid Office e-mail account.
- Assist callers and visitors with routine financial aid related inquiries, directing inquiries to the appropriate resource (in office or campus-wide) as needed.
- Assist students/families in online completion of the FAFSA; IRS data retrieval; loan MPNs; entrance/exit counseling; scholarship searches; and other aid requirements.
- Distribute appropriate aid forms, instruct students in correct procedures for completion of forms and applications in usual and unusual situations, and review for accuracy prior to accepting.
- Utilize federal databases to troubleshoot location of FAFSA results or respond to loan status inquiries.
- Receive, track and electronically file financial aid documents into student's records:
- Assist in receipt and opening of documents received by FAO. Documents arrive via US Postal, Electronic Fax, email and in-person delivery.
- Review all documents for proper signatures, attachments and completion.
- Log documents in Colleague, the University's Student Management System.
- Scan and index documents in the document imaging system SoftDocs.
- Provide follow-up calls for missing or incomplete documents.
- Assist with specialized data entry and processing projects to support the processing of prospective and continuing financial aid verification, awarding efforts.
- Order and maintain permanent copies of some reports needed to meet retention requirements.
- Schedule appointments and manage all departmental scheduling needs
- Maintain inventory of office materials and supplies, and anticipate ordering needs.
- Responsible for all undeliverable mail and resolution
- Assist the Director of Financial Aid with the administration of the Tuition Exchange Program.
- Assist in representing the Office of Financial Aid campus-wide and at special events.
- Model, support and facilitate quality customer service.
- Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- High School Diploma required; Associates Degree preferred
- 3 years office experience or related experience preferred
- Strong interpersonal and organizational skills
- Ability to prioritize, multi-task, perform well under pressure, and meet deadlines
- Excellent written and communication skills
- Strong computer skills with knowledge of Windows-based applications preferred
- Commitment to a liberal arts education
Start Date: 1/3/2024- Additional Expectations
We inspire success by working together to provide meaningful, personalized service in a spirit of excellence. SXU seeks candidates that deliver value-added services in a responsive, collaborative, effective, and respectful manner.
The University is committed to diversity and encourages applications from individuals with a wide variety of backgrounds and experiences. Saint Xavier University affirms its position as a Catholic institution, inspired by the heritage of the Sisters of Mercy, and asserts its rights to employ persons who subscribe to the mission, vision and core values of the University.
Saint Xavier University is an Equal Opportunity Employer that makes all decisions regarding recruitment, hiring, promotions and all other terms and conditions of employment without discrimination on the grounds of race, color, creed, sex, religion, national or ethnic origin, age, physical or mental disability, veteran status or other factors protected by law. Hiring decisions will be based on the bona fide occupational qualifications of each applicant.
