Job description

POSITION DESCRIPTION

Position Title: Financial Aid Officer

Department: Student Financial Services

Reports to: Associate Vice President of Financial Aid

Status: Full-Time / Exempt

Position Number: 058 Date: April 2023

ABOUT CLAREMONT LINCOLN UNIVERSITY:

VISION: A world transformed by ethical leaders and engaged communities.

MISSION: Claremont Lincoln University unlocks the potential of current and future leaders who seek to address significant social, economic, and environmental challenges.

VALUES:

• Excellence in Education
• Catalysts for Change
• Ethical and Responsible
• Diversity and Inclusion

PURPOSE OF THE POSITION: Working independently, under general supervision from the Associate Vice President of Financial Aid, the Financial Aid Officer’s primary responsibility is to support prospective students and current students through the process of paying for school including, but not limited to cash, scholarship, discounts, employer tuition assistance, and financial aid processing in accordance with state and federal regulations. Duties and responsibilities are varied and highly confidential in nature.

RESPONSIBILITIES: All responsibilities are presumed to reflect the effective implementation of best practices.

Technology will be leveraged as an enabler whenever practical. Internal controls will be installed to ensure that all activities comply with acknowledged standards of fiduciary due care, non-conflicts of interest and confidentiality.

● Upon receipt of eligibility, assists with administering financial aid processes including applications, verification, eligibility determinations, file resolution, packaging, awards, and professional judgment decisions;

● Performs administrative work in the areas of student financial aid eligibility and awarding, customer service, financial aid forms and publications development;

● Coordinates the delivery of student financial aid and the maintenance of student financial aid records.

● Interacts with other appropriate college units, including Admissions, Student Services, and the Office of Business and

Finance;

● Assists the Student Financial Services office response to program reviews and audits;

● Conducts need analyses and determines individual student eligibility for various aid programs;

● Verifies, documents, and maintains student generated information used to determine eligibility for financial aid awards;

● Reviews students’ status to determine continuance or increase/decrease of aid;

● Develops, updates, and presents financial aid information using brochures, literature, and workshops directed toward students, and community groups;

● Maintains and updates the Student Financial Services Office information resource library;

● In collaboration with the Office of Business and Finance, assists with a loan default prevention program and the management of student loan collection activities;

● Prepares a variety of Financial Aid program related reports and correspondence;

● Resolves and/or assists in the resolution of problems and/or complaints and initiates corrective action as appropriate; and

● Performs miscellaneous job-related duties as assigned.

QUALIFICATIONS:

Minimum Education and Experience:

● Bachelor's degree and demonstrated successful progressively responsible experience in financial aid; and

● Minimum of three years of successful financial aid administration experience required.

Knowledge, Skills, Abilities:

● A proven commitment to diversity: a personal commitment to and genuine conviction that diversity is essential to improve CLU and society; an individual who through individual action and institutional leadership will advance diversity of all types—racial, gender, ethnic, and intellectual, etc.;

● In-depth knowledge and understanding of current financial aid need-analysis methodology and federal and state financial aid program guidelines;

● Knowledge of the principles of individual appraisal, including interviewing and advisement techniques, pertinent laws, rules, and regulations;

● High degree of software literacy, including familiarity with Microsoft Office products such as Excel, PowerPoint, and

Word, and key social media tools;

● Working knowledge of data systems – NSLDS, COD, and all active and available systems;

● Possession of effective oral and written communication skills along with the ability to work with students of diverse cultural and economic backgrounds;

● Demonstrated proficiency in management of financial aid need analysis, packaging and required revisions;

● Ability to interpret federal and state financial aid regulations;

● Demonstrated analytical, organizational, and supervisory skills;

● Ability to consistently perform under the pressure of deadlines and other administrative demands;

● Experience using or the ability to quickly learn to use relational database systems;

● Proven commitment to provide superior customer service, including exercising tact, maturity, and initiative in addressing inquiries and requests;

● Strong attention to detail and adherence to accuracy;

● Stamina to maintain productivity and high-quality work in a high-volume, fast-paced environment with multiple interruptions;

● Ability to coordinate and prioritize multiple concurrent projects and bring to completion by established deadlines and expectations while accommodating frequent interruptions;

● Excellent written and oral communication skills in English.

● Excellent interpersonal communication skills with an ability to explain complex information in simple and concise terms to a diverse range of individuals;

● Sense of humor and optimistic outlook on life;

● Ability to be proactive and work independently, as well as collaboratively as part of a team;

● Ability to work effectively, congenially, and compassionately with diverse populations;

● Ability to work with and maintain highly confidential information;

● Punctuality and dependability are critical requirements for this position.

Notice: The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Claremont Lincoln University embraces diversity and inclusion as a critical step in ensuring employee, student, and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, abilities, cultures, and perspectives can thrive. Thus, we encourage diverse applicants and applicants of all abilities to apply.

Claremont Lincoln University is an Equal Opportunity Employer and reaffirms its continuing commitment to afford qualified or qualifiable individuals equal access and equal opportunity within the University. To ensure equal access and equal opportunity, Claremont Lincoln

University shall not discriminate against any individual or group because of race, color, creed, ethnicity, sex, religion, national origin, citizenship, marital or parental status, disability (including intellectual disability), age, gender, gender identity or expression, sexual orientation, pregnancy, veteran/military status, genetic information, or on any other legally prohibited basis.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Weekend availability

Education:

• Bachelor's (Preferred)

Work Location: Remote

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