Financial Aid Coordinator (Finance)
Responsibilities:
Student Support & Customer Service
Provide timely and friendly assistance to students and families in person, over the phone, and via email.Counsel students and families on financial aid processes, including application status, required documentation, and loan program options.Stay current with federal and state regulations related to student financial aid and serve as a resource for related inquiries.
Office Operations & Administrative Support
Oversee general office functions, including answering phones, processing mail, monitoring the office email account, and ordering supplies.Coordinate scanning and uploading of student documents to ensure accurate and timely recordkeeping.Manage inventory and annual updates of printed office publications.Perform additional administrative duties as assigned to support the Financial Aid Office and enrollment team.Financial Aid Processing & CommunicationsGenerate and distribute financial aid award offers to students.Process aid adjustments, cancellations, and related notifications using institutional systems and reporting tools (e.g., PCB processing).Process and apply outside scholarship funds, including Gear Up, DVR, and AmeriCorps.
Student Employment Coordination
Serve as the primary coordinator for Carroll Universitys student employment program.Assist departments and students with student employment processes, documentation, and compliance.
Qualifications:
Education and/or Experience:
High school diploma/GED required; bachelor's degree preferred.Minimum of one year of experience in an office or administrative setting required.Familiarity with financial aid forms, programs, and processes preferred.Ability to interpret and apply federal regulations governing financial aid programs.Bilingual in Spanish strongly preferred.
Technology Skills:
Proficiency with Microsoft Office Suite.Ability to use University software to create & maintain student financial aid records.
Human Relations Skills:
Excellent oral and written communication skills.Excellent analytical, critical thinking and organizational skills.Effectively and professionally communicate with staff regarding financial aid.Ability to work effectively with people regardless of their age, gender, race, sexual orientation, ethnicity, religion, ability, socio-economic background, or job type.Ability to build strong relationships with leadership, management, students, parents, faculty, and staff through a consultative, collaborative and active problem-solving approach.Sensitivity to the needs of students, parents and colleagues.Ability to communicate with students and their families effectively and professionally when appropriate.Ability to work independently, prioritize tasks, organize work and meet deadlines in a fast-paced, time sensitive environment.Maintain a high level of confidentiality.Excellent professional judgement.Ability to work evenings and weekends as needed.Candidates must be willing and able to support and advance the University mission.
Compliance:
Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may access the most recent report here or obtain a copy at the Department of Public Safety, at 208 Wright St., Waukesha, WI 53186.
