Financial Aid Counselor

Robert Morris University

Date: 09/03/2021

Location: Moon Campus

Our Financial Aid Counselor will serve students and parents on this important step in the journey for degree completion by counseling them on financial aid policies and procedures through personal appointments, walk-ins, phone calls and emailed messages. Our ideal candidate won't be stuck behind a desk for long. This position is also a representative of the University at on-campus and off-campus programs, including orientations, Life Skills, financial aid nights and college fairs, staffing the very popular financial aid booth and answering questions. If you're comfortable public speaking, then doing the presentation of financial aid information in a group setting will be part of the job that you enjoy. Finally, our candidate will be motivated to remain current on regulatory updates by attending training sessions and workshops and by maintaining membership in PASFAA and NASFAA.

Overview:
Will have extensive knowledge of federal, state and institutional student aid regulations and procedures and be able to communicate that information to students and parents.
Responsibilities:
  • Manages the financial aid process for approximately one-fourth (1/4) of the student population which includes freshmen, transfer, continuing undergraduate, graduate, doctorate, online, off campus and certificate programs.
  • Counsels students and parents on financial aid policies and procedures through personal appointments, walk-ins, phone calls and emailed messages. Adheres to and communicates federal, state and institutional policy information. Emphasis on strong customer service practices. Presents various payment and financing options. Recommends ways to reduce loan debt.
  • Responsible for completing verification and monitoring of student files. Requests necessary documents required for file completion. Reviews household and income data through review of federal tax returns, W-2s, and other relevant income documentation, and reports corrections to Department of Education when necessary. Thorough understanding of federal tax code to ensure accuracy of review process. Rectify non valid FAFSAs, which may include review of citizenship documentation, loan borrowing history, previous enrollment, social security administration database mismatches, veteran status, selective service registration, drug convictions, marital status discrepancies, dependency status issues and other conflicting information. Recommends, collects and reviews all relevant documentation concerning dependency override and professional judgement scenarios.
  • Promptly returns phone calls and emails to prospective and currents students and parents.
  • Represents the University at on-campus and off-campus programs, including orientations, Life Skills, financial aid nights and college fairs. Staffs a financial aid booth and answers financial aid related questions. Face to face meetings discussing specific financial aid questions. Presentation of financial aid information in a group setting. Keeps current on regulatory updates by attending training sessions and workshops and by maintaining membership in PASFAA and NASFAA.
  • All other duties as assigned. On occasion may need to work evening and/or weekend hours.