Financial Aid Counselor assisting students with financial aid queries at WGU. Supporting financial planning, federal aid programs, and maintaining accurate records while providing exceptional customer service.
Responsibilities
Provide professional and timely assistance to students regarding questions and concerns students may have regarding any aspect of financial aid requirements and/or eligibility
Initiate communication by phone call or email to students when needed
Provide professional assistance to students by advising and assisting them with financial planning, federal and state aid programs and application requirements, collecting data and keep accurate records
Coordinate the scheduling of appointments with students for financial aid counseling requests
Document student application and interviews including special or unique circumstances related to the students’ academic and financial situation
Maintain professionalism and remain calm when students are frustrated or have a difficult time understanding documentation requirements
Conduct presentations on financial aid programs and policies to university constituents
Ability to understand billing cycles and financial processes, providing timely interventions for students
Coordinate communication between student and other teams, providing problem solving resolutions or request for needed intervention
Communicate effectively and consistently with appropriate internal department members from financial services, admissions, registrar and student accounts as needed
Perform other job-related duties as assigned
Requirements
Bachelor's degree in related field
3+ years of experience in financial aid at the postsecondary level
Knowledge of Federal Title IV regulations, procedures, and eligibility requirements
Must be in good standing with the US Department of Education, no loans in default
Experience with Financial Aid Management systems
Excellent customer service skills required
Excellent phone etiquette required
Knowledge of federal regulations pertaining to federal student aid, including needs analysis and eligibility assessment
Skills in developing presentations and informing those in financial need
Skills in verbal, written and interpersonal communication
Skills in the use of Microsoft Office programs such as Word, Excel, PowerPoint, Outlook, etc.
Ability to analyze and solve problems in an effective and professional manner
Ability to work independently and to organize a heavy workload.
Ability to communicate effectively with a diverse group of individuals to meet their needs
Must be able to travel as needed to in-person events and conferences
Benefits
Bonuses
Medical, dental, vision, telehealth, and mental healthcare
Health savings account and flexible spending account
Basic and voluntary life insurance
Disability coverage
Accident, critical illness, and hospital indemnity supplemental coverages
Legal and identity theft coverage
Retirement savings plan
Wellbeing program
Discounted WGU tuition
Flexible paid time off for rest and relaxation with no need for accrual
Flexible paid sick time with no need for accrual
11 paid holidays
Other paid leaves, including up to 12 weeks of parental leave
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