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Financial Aid Assistant

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Classification Details

Classification Information

Classification Title Financial Aid Assistant
Classification Code 42230
FLSA Non-Exempt

Position Details

Position Information

Position Title Financial Aid Assistant
Position Number 134310
Pay Grade 5
Department Financial Aid - 25520
Expectations for All Employees:

East Tennessee State University pursues its mission based upon core values. An employee’s job performance must support and exhibit the university’s core values: PEOPLE come first, are treated with dignity and respect, and are encouraged to achieve their full potential; RELATIONSHIPS are built on honesty, integrity and trust; DIVERSITY of people and thought is respected; EXCELLENCE is achieved through teamwork, leadership, creativity, and a strong work ethic; EFFICIENCY is achieved through wise use of human and financial resources; and COMMITMENT to intellectual achievement is embraced.

Job Summary
Knowledge, Skills and Abilities
  • Computer skills and knowledge.
Required Qualifications

High School Diploma, 1 year minimum experience.

Preferred Qualifications
Physical Demands
Supervision Given and Received
Version Date September 2010

Job Duties

These are the job duties required of the position.

Description of Job Duty
  • Keep up to date with Federal Guidelines. Be aware of changes and the impact on the student application/verification process. Approximately 7 months of the year is spent working with two award years and two sets of rules, and multiple semesters within the award year.
  • Sending and receiving Pell Grants payments to the federal processor via special software required by U.S. Department of Education. Run computer programs that upload this information via the SIS system.
  • Contact other schools about potential Pell payment over-awards. Resolve any conflicts of this nature.
  • Open and distribute office mail for the processing staff. Pick up forms that are dropped off at the front desk and distribute to appropriate processor.
  • For all students whose last name starts with L-Z:
  • Export corrections to the electronic application to the federal processor for reprocessing.
  • Code incoming mail. This includes items needed to complete the file prior to the awarding of financial aid, as well as documents returned after the award is made.
  • Verify all student aid applications chosen for verification. Review all documents turned in to ensure they are acceptable documents, appropriately signed, and properly completed. Recalculate taxes paid, AGI, and other figures as needed. Determining if the information needs to be reprocessed by the federal processor.
  • Send letters to the student notifying them of information that is needed to complete their application process so that they can be awarded federal financial aid.
  • Talk with parents and students to clarify which documents are needed and acceptable to complete the verification process. Assisting with the completion of verification forms.
  • Code the acceptances and rejections to offers of federal aid.
  • Build budgets, recalculate expected family contribution numbers, and load other screen data based on summer aid requests.
  • Adjust data elements on the student application for federal aid and recalculate eligibility based upon professional judgment decisions exercised by Financial Aid Counselors. Return applications for reprocessing as necessary.
  • Prior to the start of the new award year, before all computer updates have been loaded, send letters to students when their file is complete informing them when to expect an award notification.
Job Duty Type Essential
Description of Job Duty
  • Jointly supervise 2 student workers.
  • Attend workshops annually that provide federal program and software change updates.
  • Serves as backup for primary functions of the Financial Aid Assistant that specializes in verification of the alphabet A-K.
  • Import electronic student aid application information from the federal processors via software required by the U.S. Dept. of Education. Run the appropriate computer jobs that will update the Student Information System (SIS) with the electronic data. Print an office copy of all corrected information, and a report log for all initial applications.
  • Review the computer reports that update SIS with electronic information. Make sure all flags are set and that the appropriate data is updated as it should be. Fix any rejected information.
Job Duty Type Secondary