June 28, 2022

This position is part of a team responsible for coordinating the processing of all financial aid related documents and the awarding of financial aid. Primary duties involve organizing, entering and tracking all financial aid documents; prepare, budget, and submit student files for awarding, ensuring all eligibility requirements are met; package and award financial aid consistent with University policies and regulatory requirements. This position will also oversee a primary area of processing which may include: student loans, student communication, or verification. Secondary duties involve financial affairs support in the areas of accounting, finance and financial aid processing and reporting activities, periodic file reviews, and related customer service.   
  • Bachelor’s degree required 
  • Knowledge of student financial aid programs or equivalent experience desirable 
  • Experience with student information systems such as Ellucian Colleague desirable 
  • Highly proficient in MS Office applications (e.g. Word, Excel, Access, etc.) 
  • Self-starter, highly motivated, team player, and well-organized 
  • Excellent organizational and administrative abilities, including demonstrated ability to manage multiple tasks effectively 
  • Highly professional in integrity and demeanor
     General Expectations: 
  • Demonstrate University Values in the performance of all duties 
  • Maintain lifestyle in accordance with University Lifestyle Policy in Staff Handbook 
  • Maintain the confidentiality of information, data and records. Properly use tact, diplomacy, discretion and judgment 
  • Demonstrate strong customer service skills in the performance of job duties 
  • Demonstrate good organizational and communication skills in the performance of job duties 
  • Supervises employees in accordance with Simpson University policies and procedures (for supervisory positions) 
  • Support the overflow needs of other departments within the respective university area 
  • Perform other duties in accordance with this position as deemed necessary by the immediate supervisor
     Essential Functions: 
  • Process financial aid documents and records, prepares student financial aid files for awarding, including budget calculations and resolution of financial aid eligibility issues, assists in the creation of award letters 
  • Assist in packaging and awarding financial aid 
  • Review federal and state financial aid fund usage to assist in awarding of students 
  • Oversee a primary area of processing, as required, which may include: student loans, student communication, or verification  
  • Oversee outgoing and incoming communications requesting additional financial aid documentation  
  • Organize, track, and monitor student financial aid file status throughout the awarding process, including data integrity reviews 
  • Generate and review related reports on a weekly, monthly, and annual basis, as required 
  • Assist Associate Director of Financial Aid as required, including financial aid awarding/processing, research and reporting issues, and maintenance of files consistent with appropriate internal control and record keeping requirements 
  • Communicate with students and parents, as needed, regarding complex financial aid situations
     Related Responsibilities: 
  • Assist with the development of enhanced communication strategies 
  • Support enrollment and retention efforts in the areas of financial aid processing, reporting activities, and related customer service 
O2 Employment Services is an Equal Employment Opportunity Employer. Reasonable accommodations may be made to enable individuals with disabilities or sincerely held religious beliefs to perform the essential functions of the position. This job appears on the O2 Staffing job board and Simpson University job board. 
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