Beckon

Financial Planning and Analysis

• Administer all aspects of the financial aid process.
• Responsible for administering all financial aid programs available to students.
• Provide a briefing to each prospective student prior to a full interview.
• Ensure all FAFSA, ISIRs, and verifications are complete and accurate.
• Assist students and parents in completing FASFAs; review resulting ISIR.
• Explain Financial Aid plans to students; review their rights and responsibilities of Title IV.
• Resolve any conflicting information while reviewing perspective and current students ISIR.
• Assign the appropriate budget and invoices for the student in Salesforce.
• Ensure aid is paid to the student accounts in a timely manner.
• Maintain a 90% packaged rate by the end of each cohort start week.
• Follow-up on the remaining 10% of students to ensure they are packaged by day 30 of their program.
• Document all communications with prospective and current students in Salesforce.
• Provide entrance and exit counseling to all borrowers.
• Review files for completeness and accuracy.
• Initiate and monitor ISIR processing; remain current on all applicable regulatory requirements.
• Attend financial aid workshops, conferences, or professional development courses.
• Make presentations via zoom or in-person to students when appropriate.
• Maintain and update ledger cards to ensure accuracy of information.
• Ensure all eligible aid has been provided to students.
• Bill students on a monthly basis.
• Process In-school deferment forms for current students.
• Respond to students email or phone inquiries within 24-48 hours.
• Serve as a School Certifying Official for the administration of Veteran Affairs funds.

Financial Aid Officer

Director

• Implement, operate, and oversee all aspects of accreditation processes.
• Maintain and submit annual reports, self-evaluation studies, and program applications.
• Coordinate with the Chief Compliance Officer and senior leaders to ensure compliance with accreditation requirements.
• Lead the development of accreditation-related documents and presentations.
• Stay updated on accreditation standards and maintain professional growth through workshops and seminars.
• Liaise with faculty and staff to familiarize them with accreditation policies and procedures.
• Manage multiple projects concurrently, ensuring timely completion and adherence to standards.

Financial Aid Officer

Director of Accreditation