Under general supervision, serve as the primary point of contact for the Financial Aid Office, providing customer service in person, by phone and via email, maintain necessary records; perform a variety of duties related to federal and state financial aid programs for students; provide technical assistance and information to students, staff and the public; and perform related duties as assigned.

1. Serve as the primary point of contact for the Financial Aid Office; provide information and answer questions from students, parents, faculty, staff and others regarding various federal and state financial aid programs and financial aid processes, procedural guidelines, application and documentation requirements and deadlines for application and disbursement; refer students to other agencies as necessary to obtain required documentation; perform evaluations to determine student eligibility in meeting federal and state financial aid requirements; provide information to students on the status of their federal aid applications.

2. Review student award packages and package students in accordance with State and Federal guidelines. Review student award packages and make adjustments as needed.

3. Instruct students in correct procedures for completion of forms and applications; explain applications, requirements and restrictions; maintain and update records of prospective recipients; compose and transmit correspondence to students regarding cost of attendance and Financial Aid award packages.

4. Initiate and compose correspondence as appropriate; make and post signs on ad hoc basis to inform students and staff of special deadlines, requirements and events.

5. Assist Director, Financial Aid & Scholarships with administration of special local and/or district student assistance programs.

6. Perform preliminary screening of any applicable campus-based loan program applicants (such as emergency and/or book loans) for the Director, Financial Aid & Scholarships or Technicians.

1. Attend workshops, conferences and other training sessions involving financial aid as assigned.

2. Provide training and work direction to student workers as assigned.

3. Perform related duties as assigned.

1. College organization, functions, rules, policies and procedures applicable to a college financial aid office.

2. Applicable sections of the state education code relevant to assigned responsibilities.

3. The Family Educational Rights and Privacy Act and other college, state and federal laws, rules, regulations and policies governing student admissions, enrollment and financial aid.

4. Computer operations and use of standard business applications including MS 365 software, and other specialized college software applications such as Banner.

5. Nontechnical policies and objectives of federal and state financial aid programs.

6. Written and oral communication skills including correct English usage, grammar, spelling, punctuation and vocabulary

7. Basic research methods and procedures.

8. Business math.

9. Concepts, practices and techniques of customer service.

10. Safety policies and safe work practices applicable to the work.

1. Learn to interpret, apply and explain rules, regulations, policies and procedures and apply them in a variety of procedural situations, particularly those involving financial aid programs, requirements, processes and deadlines.

2. Evaluate alternatives and reach sound decisions within areas of assigned responsibility.

3. Operate a computer and standard business software.

4. Respond in person and by telephone to a high volume of varied inquiries and requests calmly, patiently and effectively.

5. Prepare clear, concise and accurate records, data entries, reports and other written materials.

6. Work independently with little direction.

7. Understand and follow oral and written directions.

8. Maintain the confidentiality of department and student records and information.

9. Demonstrate sensitivity to and understanding of diverse academic, socioeconomic, cultural, ethnic and disability issues.

10. Establish and maintain effective working relationships with all those encountered in the course of work.

Graduation from high school or GED equivalent and one year of financial aid work experience that provided familiarity with financial record keeping and involved frequent public contact; or an equivalent combination of training and experience.