Financial Aid Assistant
Posted April 22, 2025
Financial Aid Assistant
University of Charleston
Job Summary:
The Financial Aid Assistant is responsible for assisting in the overall operations of the Financial Aid Office. The Assistant is responsible for processing student financial aid applications, answering concerns of parents and students, and performing other duties in support of the operation of the Financial Aid function for the University. Responsibilities also include serving as a receptionist, managing the office, and organizing files for the Financial Aid Office. Position reports to the Director of Financial Aid.
Essential Functions of the Position:
Provide direct, quick, accurate, and convenient service to parents and students through addressing a range of student financial aid needs that require immediate attention. This includes, but is not limited to, the following functions on an as-needed basis:
- Assist students with completing the Free Application for Federal Student Aid (FAFSA).
- Assist students with accessing their tax transcripts and verification documents.
- Counsel perspective and current students concerning their eligibility for federal, state and institutional financial aid.
- Counsel students in completing Entrance Loan Counseling and Master Promissory Note (MPN).
- Maintain accurate student records in the computer and in the files.
- Answer incoming calls.
- Track all incoming and outgoing documents by mail, fax or email.
- Maintain the Financial Aid general email account.
- Process Financial Aid Award Offer packets for prospective students.
- Monitor Exit Loan Counseling notices.
- Make sure all forms are updated annually.
- Work cooperatively with other offices on campus, particularly Admissions and the Athletic Department.
- Participate in University activities, e.g., Experience UC Day, Maroon & Gold Day, and other financial aid events.
- Review and monitor the Transfer Monitoring List and alerts for all transfer students.
- Assist in monitoring the Federal Work Study program.
- Assist in the monitoring of satisfactory academic progress for financial aid recipients.
- Assist in the annual University audit as needed.
- Assist students in accessing data in the Colleague System.
- Perform related duties as necessary and as assigned.
PREFERRED QUALIFICATIONS:
- Associate degree recommended
- 2 years of direct Financial Aid experience or 4 or more years of Accounting or other relevant experience
- Applicable experience and assistant competencies will be considered
- Ability to maintain confidentiality of information
- Ability to prioritize and organize effectively
- Ability to communicate effectively with the various customer bases, e.g., students, staff, faculty, and external contacts
- Ability to utilize a personal computer and familiarity with Microsoft Office Suite applications
- Ability to work independently with little supervision
- Results-oriented interpersonal and organizational skills
- Knowledge of general office procedures
- Ability to handle multiple projects simultaneously
- Flexible, resourceful, willing to learn\cross-train
- Must be a team player
- Other duties assigned
Review of resumes will begin immediately and continue until the position is filled.
Interested applicants should submit a letter of interest, a current resume, and the names of three professional references with contact information (including email address if available) to:
Christine Tomczyk
The University of Charleston is an Equal Opportunity Employe