Financial Aid Coordinator Resume Samples (2024)

Description :

1. Managed 150 student accounts, certified in excess of $400,000 student loans and over $70,000 in Pell grants Coordinate financial portfolios to educate the student of their awarded funding to assure that financial files.
2. Inform students on available funding in accordance with their needs assessment, as well as communicates with loan co-signers when necessary.
3. Monitored student progress on financial aid package reports.
4. Collaborated with outside agencies regarding students' eligibility for assistance.
5. Regulated eligibility for and tracking of Federal Work-Study awards and Title IV Funding.
6. Schedule appointments or conference calls to conduct entrance & exit interviews with students, advising them of repayment schedule calculations Contacted students to advise them of impending delinquent loan status.
7. Interfaced with the finance department, balanced student accounts, audited student files, and processed students' financial aid.
8. Tracked outstanding accounts receivable, analyzed student financial history to retrieve missing funds.

Description :

1. Performs a wide variety of typing assignments that are sometimes confidential in nature; operates a personal computer to enter data, draft, edit, revise, and print letters, tables, reports, and other materials.
2. Greets and directs visitors, as and when appropriate; resolves routine administrative problems and answers inquiries concerning activities and operations of department/division; accept, screen, and route telephone calls.
3. Sorts, screens, and distributes incoming and outgoing mail; drafts or prepares responses to routine inquiries; prepare photocopies and facsimiles, and operates a variety of office equipment.
4. Establishes, maintains, processes, and updates files, records, certificates, and/or other documents.
5. Arranges meetings and conferences, schedules interviews and appointments, and performs other duties related to maintaining one or more individual schedules; makes travel and lodging arrangements, either directly or through travel agencies.
6. Performs basic, routine bookkeeping functions, which may involve simple billing and cash receipt activities.
   
7. Instruct and oversee the activities of student employees performing the same type of work.

Description :

1. Advised and counseled students, parents, and staff on all aspects of Financial Aid programs through information sessions.
2. Reviewed policies, procedures, practices, and office services.
3. Processed applications/documents related to aid programs and processed emergency loans.
4. Explained financial aid sources in detail to ensure students' full understanding of their overall rights and responsibilities; conducted entrance/exit interviews advising of repayment schedules.
5. Maintained and managed financial aid files of all students receiving aid; followed up with students when necessary advising of loan/payment delinquencies when appropriate.
6. Reviewed and updated award notifications; coordinated special condition applications; problem-solved for aid applicants; coordinated enrollment management and developed financial aid and scholarship activities with Admissions Counselors.
7. Served as liaison for office functions, programs, and services, internal and external to the school; attended special student recruiting events; maintained communication via phone calls, e-mails, and follow-up procedures applicable to assigned student groups.
8. Managed accounts receivable and prepared department reports.

Description :

1. Conduct and verify student aid reports for active students for finance applications online through the finance applications.
2. Prepare future students to start school by generating an initial and ongoing contact, ensuring financial aid or other aid is secured, ensuring all required paperwork is submitted for student to start classes.
3. Consistently track the students' progress for financial aid packaging for all prospective and current students.
4. Advise the students about repayment schedules for federal and private student loans during entrance and exit interview process.
5. Assist students to apply for Private loans if needed and explain if a co-signer maybe needed for loan approval.
6. Processing Title IV student financial aid and ensuring FA compliance with state and federal regulations.
7. Coordinate activities and teamwork with the staff in conjunction with the admissions process.
8. Provide quality customer service by ensuring proper and timely orientation, and advising and documenting students on financial aid issues.

Description :

1. Conducts financial aid information sessions and assists prospective and current students with completion of their applications through the online student finance application system also in person.
2. Informs students on available funding in accordance to their needs assessment, as well as communicates with loan co-signers when necessary.
3. Track students' progress on financial aid packages.
4. Contacts outside agencies regarding students' eligibility for assistance.
5. Verifies and collects student aid reports from active students using the online student finance application system verification edits.
6. Conducts entrance and exit interviews with students, advising them of repayment schedule calculations.
7. Collect, balance and reconcile student and district accounts and funds, make deposits, post and maintain deposit logs and records, and oversee the office cash drawer balance.
8. Monitor students' progress and prescribe interventions, as needed, for continued success.

Description :

1. Maintain a comprehensive working knowledge of all federal, state, and institutional sources of financial aid and the regulations that govern them.
2. Coordinate and develop internal control measures to ensure the college is managing its student financial aid programs in compliance with federal and state regulations.
3. Communicate with the Department of Education and the Texas Higher Education Coordinating Board to resolve student eligibility issues.
4. Review program files periodically for accuracy and completeness; take appropriate action to correct errors and adjust awards.
5. Monitor all college program expenditures and facilitates timely and appropriate reconciliation.
6. Assist in the preparation of the annual student expense budgets by program for packaging purposes.
7. Review, adjust and transmit PELL Grant awards to the Department of Education.
8. Utilize the query manager and report functionalities to generate financial aid program reports.

Description :

1. Coordinate and maintain meeting schedules, appointments, and calendars for the management team, organize the logistics for all team meetings and events, including location and distribute meeting agendas and documents.
2. Take accurate and comprehensive meeting minutes as needed.
3. Coordinate travel arrangements for Financial Aid; including the researching and booking of airfare, lodgings, rental vehicles, etc.; prepare itineraries and agendas.
4. Draft, edit, and prepare internal and external correspondence; process reports, forms, and other paperwork and information as needed.
5. Manage the documentation, reconciliation, preparation and submittal of expense reports for office personnel reimbursem*nt.
6. Make departmental purchases utilizing the REQ management system.
7. Maintain a budget tracking spreadsheet to monitor and record department spending using accounting reports bi-weekly.
8. Assist the communications team with imaging documents.

Description :

1. Provided information regarding all the procedures and requirements of the financial aid program.
2. Make accurate assessments and evaluations of a student's financial aid need, then accept and review each application to determine eligibility.
3. Conduct student interviews and analyze their official documentation.
4. Based on this information, he/she is required to make viable recommendations.
5. Manage all the scholarships, funds or programs and prepare reports for the students and faculty.
6. Responsible for the safeguarding of the department's assets and for the consistency of the department's financial information, with duties being also related to internal control.
7. Understanding and implementing all the laws and regulations related to financial aid.

Description :

1. Provided applications, information, and assistance to students regarding available financial aid programs, such as grants, loans, scholarships and work-study jobs.
2. Reviewed financial aid application forms for accuracy and completeness; secure additional information from students as necessary.
3. Determined student eligibility for financial aid based upon established criteria pertinent to each program.
4. Counseled and advised students/families on all aspects of financial aid.
5. Input data into computer terminal for disbursem*nt of checks and proper accounting procedures.
6. Tabulate and prepare statistical reports periodically and upon request.
7. Selected, trained, and supervised student assistants as assigned.
8. Implemented and coordinated the scholarship program, including scheduling interviews with students, working with the community processing new sources of scholarships, and coordinating related award ceremonies.

Description :

1. Conducted financial aid information sessions and assisted students with completion of applications such as grants, scholarships and loans to help provide assistance in obtaining financial aid.
2. Informed students and their families on available funding in accordance to their need assessment.
3. Authorized the release of funds and prepares require records and reports.
4. Completed and analyzed internal and external financial aid reports using Oracle and maintained a financial aid tracking system on Excel.
5. Determined eligibility and tracks Federal Work Study.
6. Initiated telephone calls, composes letters, and collects information regarding delinquent accounts Conducted entrance and exit interviews with students.
7. Applied and maintained a broad knowledge of principles, practices, procedures, and governmental regulations as it pertains to the field.
8. Balanced ledger card each quarter for assigned students.

Description :

1. Prepared many reports, professional judgments, spreadsheets and mail merges utilized internally, as well as ones sent to corporate and students of the college.
2. Supervised and assisted with the scheduling and follow up of appointments.
3. Coached and managed a team of advisors and informed them of any changes resulting from new or current legislation.
4. Served as liaison between departments, students and staff.
5. Participated in the planning, goal setting, and evaluation of the financial aid process.
6. Counseled prospective students and /or parents regarding financial aid and followed up on any missing or inaccurate information.
7. Accurately packaged, tracked and monitored financial aid awards in the SCT Banner system.
8. Efficiently advised in the completion of FAFSA, Stafford loan application, and other financial aid documentation as needed with the incoming students.

Description :

1. Schedule appointments and counsel students and family on financial aid eligibility, budget management and debt management.
2. Determine student eligibility and award federal and institutional funding according to federal, state and university guidelines.
3. Coordinate, prepare and present informational seminars to current and prospective students on issues related to financial literacy, federal financial aid and institutional funding.
4. Create correspondence, presentations and educational material for prospective students and families.
5. Monitor and evaluate student account balances and advise students of financial alternatives for past due balances.
6. Collect, analyze and reconcile data between the financial aid office, accounting office and program departments.
7. Coordinate staff events and outings as a member of the Student Support Services Operation Team.