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University of Rochester Financial Aid Advisor - 235409 in Rochester, New York

Financial Aid Advisor Job ID 235409

Location School of Medicine & Dentistry Full/Part Time Full-Time Favorite Job Regular/Temporary Regular Opening

Full Time 40 hours Grade 051 Offices for Medical Education

Schedule

8:00 AM - 4:30 PM; Occasionally WKNDS

Responsibilities

GENERAL PURPOSE:

Works with faculty, students, parents and administrative staff in an academic setting to support activities and events related to the Financial Aid Office. Is knowledgeable with regards to federal and institutional financial aid programs, regulations, policies and application procedures. Is responsible for managing all outward facing productions - i.e. handbooks, manuals, applications, award notices, website content and other Financial Aid materials. Also responsible for managing the annual Financial Aid Application process, counseling applicants on their application requirements, and their eligibility. This position necessitates good judgment, strong customer relation skills, attention to detail, excellent organization skills, an ability to multi-task, and an ability to establish and maintain good working relationships with a wide variety and large number of people, and the ability to manage their workflow with limited direction. The Financial Aid Advisor manages complex, large volumes of work, and adjusts to regularly-changing work flows and implements changes to processes as needed in response to changing federal, state and institutional regulations and policies.

RESPONSIBILITIES:

Financial Aid Applications

  • Manage all aspects of the annual financial aid application process

  • Creates, updates, manages and implements required changes to the tracking database for each financial aid award year independently from other financial aid award years

  • Reviews, updates, and publishes all financial aid application materials and instructions for Medical, Graduate and Dental students

  • Counsels medical, graduate, and dental students in regards to institutional and federal financial aid programs, eligibility requirements, and application procedures

  • Maintains current knowledge of all application materials, documents, eligibility requirements for both federal and institutional financial aid programs

  • Collects and enters applicant materials into PowerFAIDS and student files

  • Engages in pro-active efforts to assist students in the completion of their applications

  • Screens applications to ensure criteria to package are met and sends to Director and Assistant Director for financial aid packaging

  • Maintains accurate and complete applicant files for each applicant/student

  • Collaborates with IT to ensure that electronic files and file transfers meet all institutional, federal and state data security standards, making updates as appropriate.

  • Independently responds to email and phone inquiries from applicants regarding their status

  • Debriefs Director and Assistant Director at the end of each financial aid cycle, making recommendations for efficiencies for future financial aid cycles

    Financial Aid Awards and Disbursements:

  • Manages all aspects of the annual financial aid award notification and disbursement requirement process

  • Reviews and updates all financial aid award and disbursement instruction materials for Medical, Graduate and Dental students

  • Maintains current knowledge of all materials, documents, eligibility requirements for both federal and institutional financial aid programs for disbursement

  • Sends student specific financial aid award notifications, including appropriate attachments and instructions. Maintains confidentiality.

  • Collects and enters disbursement materials/requirements into PowerFAIDS and student files

  • Engages in pro-active efforts to assist students in the completion of their disbursement materials/requirements

  • Maintains accurate and complete student files for each student

  • Collaborates with IT to ensure that electronic files and file transfers meet all institutional, federal and state data security standards, making updates as appropriate.

  • Independently responds to email and phone inquiries from students regarding their disbursement status

    Financial Aid Office Publications:

  • Manages all aspects of public facing collateral pieces

  • Reviews, updates and edits the following Handbooks: Medical Student Financial Aid Handbook, Graduate Student Financial Aid Handbook, and Resident Debt Management Handbook

  • Maintains knowledge in regards to federal and institutional financial aid programs, regulations, policies and application procedures, updating publications as needed

  • Continually manages, updates and edits the Financial Aid Office web site as needed

    Reports and Surveys:

  • Manages all aspects of the annual Sibling Verification process, including reviewing, editing, and updating all communications, and implementing any changes. Actively engages with students to assist in the completion of this requirement, thinking outside the box to obtain acceptable documentation

  • Manages all aspect of the annual student living expenses budget evaluation, including reviewing, editing, and updating all communications. Researches and employs the latest survey technology to reach students, and collect responses. Analyzes the resulting data by student type, class year, budget category, etc. and make recommendations to the Director for possible changes in subsequent academic years.

    Student Employment:

  • Assists and supports the OMSIEP Office on the completion of 506 Forms for Summer and Year-Out Research Fellowships

  • Assists and supports the OMSIEP Office as the Financial Aid Office liaison with both Payroll and HRMS in all matters regarding student employment compensation and support for Summer and Year-Out Research Fellowships

    Tracks and reviews the Federal Work-Study and institutional work-study budgets monthly, working with the OMSIEP Office, Payroll and HRMS to make any updates/corrections as needed

    Financial Aid Director

  • Maintains calendar and meeting schedule of the Financial Aid Director

    Maintains the financial aid email mailbox, and incoming mailbox.

    Other duties as assigned

    QUALIFICATIONS:

  • College graduation.

  • 1 year of relevant administrative experience.

  • Or an equivalent combination of education and experience.

  • Proficient in MS Word, MS PowerPoint, MS Outlook, MS Excel, and Windows 7, and Adobe Acrobat preferred.

  • Proficient in navigating through internet. Must possess the ability to easily learn and use new technological platforms as the program needs dictate required.

  • Knowledge of PowerFAIDS, and Kentico preferred.

  • Responsible, self-directed, and customer service-oriented, with strong organizational skills and great capability to triage operations-related situations required.

  • Ability to maintain a high degree of confidentiality required.

  • Capable of drafting communications that are grammatically correct, properly proofread, and effective, as well as professional and welcoming in tone required.

  • Strong oral and written communication skills and a high degree of interpersonal communication skills. Capable of maintaining a professional, welcoming approach, geared to building positive, productive work relationships required.

  • Ability to respectfully and productively interact with individuals across the organization to include those in varying levels of leadership.

  • Ability to work both independently and as part of a team required.

    How To Apply

All applicants must apply online.

EOE Minorities/Females/Protected Veterans/Disabled

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