Financial Aid Professional I

Financial Aid Specialists in the Office of Scholarships and Financial Aid (OSFA) work with limited supervision to provide direct support to students, parents, student supporters, and campus partners. This support is provided primarily via phone and email but may also include in-person and virtual appointments. Financial Aid Specialists also provide direct support to Financial Aid Counselors who perform needs-analysis, verification, and professional judgement decisions.

Outstanding U of A benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; U of A/ASU/NAU tuition reduction for the employee and qualified family members; retirement plans; access to U of A recreation and cultural activities; and more!

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• Provides year-round front-line customer service to clients: Answers questions, inquiries or requests from students, parents/ guardians, other adult supporters of the student (including campus partners such as academic advisors) via multiple contact methods including phone, chat, emails, office visit, appointments, and virtual appointments.
  
• Responsible for continuous student contact and follow through to ensure case resolution.
  
• Assists campus partners with limited student questions via multiple methods of contact.
  
• Presents general scholarship and financial aid information at various outreach events including virtual and both on / off campus events for prospective and current students.
  
• Collects and/or reviews documentation submitted for financial aid related processes to determine completeness of the document submission.
  
• Requests additional information for incomplete or inconsistent financial aid related documentation that allows the Financial Aid Counselors to perform accurate needs analysis.
  
• Responsible for OSFA's calling campaigns designed to support recruitment and retention of Arizona students.
  
• Works with campus partners, including the Bursar's office, to resolve escalated student situations such as past due balance holds.
  
• Assists in the implementation of office procedures.
  
• Willingness to expand financial aid knowledge and training and ability to take on projects that support OSFA's efforts to provide financial aid to students.
  
• Assists Financial Aid Counselors and the Client Services Assistant Director with training and on-boarding of new temporary and student staff.
  
• Attends and participates in all meetings assigned and training opportunities provided.
  
• Other duties as assigned.

Knowledge, Skills and Abilities:

• Experience in providing skilled customer service in a fast-paced environment.
  
• Excellent communication skills, both verbal and written.
  
• Knowledge of automated processing.
  
• Knowledge of government rules, regulations, guidelines, and procedures related to financial aid.
  
• Knowledge of supervisory techniques.
  
• Skill in entering data accurately.
  
• Skill in making simple calculations.
  
• Ability to work with highly sensitive and protected data.

This job posting reflects the general nature and level of work expected of the selected candidate(s). It is not intended to be an exhaustive list of all duties and responsibilities. The institution reserves the right to amend or update this description as organizational priorities and institutional needs evolve.

• Bachelor's degree or equivalent advanced learning attained through experience
  required.
  
• Minimum of 1 year of relevant work experience is required.