CTI

Financial Aid Coordinator

CTI

full-time

Posted on:

Location: California • 🇺🇸 United States

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Salary

💰 $24 - $32 per hour

Job Level

Mid-LevelSenior

About the role

  • Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines
  • Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements
  • Certify all current students, accurately identifying program of pursuit and indicating credit hours, term dates, transfer units accepted, and proper progression toward approved program
  • Maintain historic documents and data regarding financial aid files according to federal guidelines
  • Adhere to FERPA and CIAT policy on release of records and information to a third party
  • Review and assess eligibility of applications for financial aid; exercise professional judgment for adjustments
  • Review and approve/disapprove loan applications, promissory notes, and other financial documents
  • Conduct orientations, entrance and exit interviews per guidelines
  • Develop, modify, implement, and maintain application intake and tracking process for documentation of all awards
  • Monitor, approve, and revise financial aid packaging for qualified applicants
  • Provide information via in person, telephone, and electronic chat regarding student financial aid and account balance
  • Conduct workshops and/or presentations on financial aid policy and procedural issues
  • Utilize student management system to record all student account information
  • Ensure refunds are warranted and paid timely per 45 calendar day refund policy
  • Work with Student Services to update student finance status and place financial holds as needed
  • Identify areas of deficiency and bring creative solutions; work to financially clear all student files for repacks
  • Upload documents and work with FAS (third party agency) to ensure files are cleared and ready to be disbursed
  • Produce required reporting to FAS and ensure student accounting/ledger accuracy
  • Compile documents for accreditations and audits and complete Exit Counseling with FAFSA graduates
  • Adhere to CIAT’s compliance requirements and follow communication guidelines to ensure customer satisfaction

Requirements

  • Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training
  • Broad knowledge of federal financial aid programs and recordkeeping requirements
  • Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software
  • General knowledge of accounting practices, data processing and computer applications
  • Detail-oriented, outstanding research skills, and a holistic problem solver
  • Ability to multi-task and thrive in a fast-paced environment
  • Strong organizational skills with the proven ability to prioritize
  • Strong communication skills, both verbal and written
  • Team player with a positive, can-do attitude
  • Proficient in Microsoft Office including Outlook, Word, Excel, PowerPoint, and MS Project
  • Self-motivated with a strong work ethic
  • Demonstrated ability to anticipate needs and exercise independent judgment
  • Excellent analytical skills, problem resolution skills and general business acumen
  • High degree of flexibility and ability to adapt to a rapidly changing environment
  • Ability to work collaboratively with colleagues, academic departments, and administration
  • Able to handle sensitive information with a high degree of confidentiality
  • Possess high ethical standards
  • Must be able to embody CIAT’s mission, vision, purpose and values