osu okmulgee

Okmulgee , OK
Apply Now

Financial Aid Counselor

osu okmulgee
Okmulgee, OK Full-time
Posted on August 8, 2019

Financial Aid Counselor

Staff Full-Time



Financial Aid & Scholarships

Okmulgee, Oklahoma United States

10:00 - 12:00, Hourly

Monday-Friday 7:30 am to 4:30 pm (may vary)

General Summary: The Financial Aid Counselor/Advisor serves as a front line point of contact for all students, parents, faculty, and staff to assist students with the financial aid process which includes assisting with verification documents, the Free Application for Student Aid (FAFSA), Financial Needs Analysis forms, and Suspension Appeal Forms. The Advisor also is responsible for directing the main flow of students within the office, maintains the main office telephone line, voicemail, and financial aid email account, as well as helps other staff with additional projects when needed. 

Principal Duties And Responsibilities:

  • Monitors the student queue and assists students with verification documents, the FAFSA application, suspension appeal forms, and needs analysis forms and any other questions students may have regarding financial aid or OSUIT in general.
  • Point of contact for tribes with questions regarding needs analysis forms and student eligibility.
  • Routes student flow appropriately.
  • Completes Financial Needs Analysis forms for students and returns them to appropriate destination by fax or mail.
  • Processes Suspension Appeal Forms and submits to Director of Financial Aid & Scholarships before appeal committee meeting for review.
  • Assists students to ensure all loan steps have been completed which includes entrance counseling and Master Promissory Note.
  • Assists parents to ensure all steps of parent PLUS loan have been completed which includes credit check and Master Promissory Note.
  • Checks COD to ensure students have completed required exit counseling and removes holds.
  • Monitors and responds to the office main line, voicemail, and email account, assisting students with questions and if unable to assist, routes them to appropriate person.
  • Assists other staff with additional projects as needed.
  • Offers assistance to other associates if all other work is complete.
  • Performs other duties assigned by the Director of Financial Aid & Scholarship.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications:

  • Associate Degree preferred.
  • Evidences a history of demonstrating ethical and professional behavior.
  • Minimum of two years related work experience in a customer service setting with high traffic volume.
  • Must be knowledgeable of all facets of financial aid to assist students appropriately.
  • A positive "can-do" attitude along with a professional appearance and demeanor should be modeled at all times.
  • Must have a willingness to continually self-initiate learning to remain current in expertise.
  • Should be able to quickly grasp and apply training in learning new skills and methods.
  • Must be service-oriented with ability to work and respond effectively to diverse audiences of internal and external clients.
  • Must be flexible, innovative and self-motivated.
  • Excellent written communication and listening skills and customer responsiveness are essential.
  • Ability to work some evenings and weekends.
  • Normal office physical environment; ability to lift up to 25 pounds.