Senior Financial Aid Counselor at University of Puget Sound

Job Announcement List Title:
Senior Financial Aid Counselor at University of Puget Sound

Post Date
2/14/2020

Expiration Date
3/15/2020

Details:
Provides financial aid and student finance counseling to prospective students, enrolled students and parents. This includes determining need-based financial aid awards for students, employing professional judgment as appropriate for university, federal and state financial aid programs when there are special circumstances not accounted for in the student financial aid application, providing one-on-one counseling to students and families regarding financial aid awards, eligibility, educational loan opportunities and assisting in financial planning efforts that enable the student and family to meet their financial obligations for enrollment. Updates student aid eligibility as additional information is reported. Reviews documentation submitted as part of the federal verification process. Communicates with financial aid applicants and parents/spouses to resolve incomplete or inaccurate financial aid information. Responds to in-person, telephone and e-mail inquiries from parents and students about university financial policies and student account status. Partners with the SFS Specialists in managing student inquiries, scheduled appointments and walk-in visitors, especially during peak periods of activity. Partners and cross trains with Admission Counselor staff to communicate complex financial aid information and policies to recruited students and families and confidently engage in sensitive financial planning conversations throughout the student recruitment cycle. Participates in admission and student orientation activities. Teams with the broader Enrollment Division staff to ensure exceptional student service for prospective and current students and their families. Performs federal, state and university refund and repayment calculations in accordance with federal, state regulations and university policy. May have responsibility for federal or state program fund management. May serve on committees or acts as a liaison with areas such as Admission, Study Abroad, Residential Programs, Registrar, and Veterans benefits.

Qualifications:
Bachelor's degree or equivalent related experience. Minimum of three years related experience in university student services. Minimum of 2 years experience in the use of Federal Methodology (FM) needs analysis and a strong knowledge of Federal financial aid regulations is required.
Financial counseling experience required. Student caseload management experience highly desirable. Familiarity and proficiency with technologies to include integrated student information systems, MS Office, Google Docs required. Experience with PeopleSoft Campus highly desirable. At least two years of increasingly responsible data management experience. Experience with Department of Education software programs and work with automated financial aid systems required. Experience with Federal Direct Loan programs preferred. Accounting background would prove helpful in this position, but not required. A commitment to liberal arts education and cultural diversity required. Ability to respectfully work, communicate and provide leadership within a diverse campus community.

Comments:
Application Deadline: Search and selection procedures will be closed when a sufficient number of qualified candidates have been identified. Materials should be submitted no later than March 13, 2020.

Required Documents:
Resume
Letter of Interest

Employer:
University of Puget Sound
Contact:
Bryan Gould, Director of Financial Aid

Address:
1500 N. Warner Street #1039
Tacoma, WA 98416-1039

Work Phone:
(253) 879-3355

Fax:
253-879-8508

Email:
bmgould@pugetsound.edu

Website:
https://www.pugetsound.edu/