monday, january 25 presented by: oasfaa mentor group protÉgÉs: helen faith, russell seidelman,...

MONDAY, JANUARY 25

PRESENTED BY:

OASFAA MENTOR GROUPPROTÉGÉS: HELEN FAITH, RUSSELL SEIDELMAN,

CARLOS VILLARROEL, & KRISTIN WELSCHMENTORS: VALERIE KARNES & ROBERT RODGERS

Career Paths in Financial Aid

OASFAA Mentor/Protégé Program

Pilot project; pilot yearApplications submitted to OASFAA and

individuals were chosen to participateAll groups met in Salem June 2009 for

orientation Presentation by mentoring consultant; group activities Protégés met their mentors and decided on a project to

work on together as a group

Our group met twice in person, in addition to email, to work on our OASFAA conference presentation

Who are you and where did you come from?

How long have you been in Financial Aid?

How did you get your start?

…if you’ve been here more than 6 months, you are here for life!

Career Paths in Financial Aid

Financial Aid Specialist/Administrative Assistant

Financial Aid Advisor/CounselorSenior Financial Aid OfficerAssistant/Associate Director of Financial AidDirector of Financial AidLender/Guarantor RepresentativeOrganizational Charts

Previous Related FieldsPrevious Related Fields Résumé/Work Experience

Résumé/Work Experience

Call centersCustomer serviceBillingRecent college

graduateFormer work study

studentTransfer from another

department at college

Prior customer service experience

1 year experience in the Financial Aid department

HS Diploma; Associates and/or Bachelor’s preferred


Skill SetSkill Set Job DescriptionJob Description

Computer proficiency (MS Office, specialized database systems, or comparable software/systems)

Organized, detail-oriented and able to multitask

Effectively communicates with diverse populations

Influences staff to be excited, enthused, and committed to furthering the college's objectives.

Primary contact for answering Financial Aid emails and phone messages

Ensures front counter phone coverage during office hours

Delegates or performs office duties as appropriate which include filing, emails, updating student files, etc…

Offers quality customer service to our students, their families and other offices on and off campus

Supervises and helps train new student employees




Admissions, Registrars, Student Accounts, and/or other offices on campus

Higher EducationAlternative LoansAccounting BankingScholarships

Working knowledge of Title IV Federal Student Financial Aid

Supervisory experienceExperience speaking in

front of large and small groups

Program managementExperience working

with large databasesBachelor’s preferred

Financial Aid Advisor/Counselor


Customer service Problem solving Dispute resolution Microsoft Office; general

computer literacy Strong analytical skills Organizational and time

management skills Written and oral

communication skills Adaptability/Flexibility Interpersonal skills Self-Directed

All activities related to processing financial aid files

Counseling/outreach Supervisory duties Maintain working

relationships with co-workers, other departments on campus and in the community

Professional development Evenings and weekends,

as needed





Admissions, Registrars, Student Accounts, and/or other offices on campus

Higher EducationAlternative LoansAccounting BankingScholarships

Two or more years of solid experience in financial aid or student accounts preferably in a post-secondary institution

Advanced knowledge of Federal, State, or commercial loan packages

Bachelor's degree preferred

Senior Financial Aid Officer


Strong interpersonal skills Organizational and problem

resolution skills Ability to interact

effectively as a member of a team and work collaboratively with other departments

Ability to listen to customers (e.g. students, staff, etc.) and to understand and respond positively to their requests

Ability to work without close supervision

Meets all the Key Job Elements within the Financial Aid Officer job description

Act as a resource for training new Financial Aid Officers

Be available for school committee work and to help out in all functions of financial aid office

Assist with operations management of payment process

Available for special projects

Senior Financial Aid Officer



Mortgage; FinanceBusiness office;

Accounting; Bookkeeping

Student Affairs; Student Services

Public AdministrationFinancial Aid

Advisor/Counselor

3-5 years in the Financial Aid field

Supervisory experienceDemonstrated

progressive leadership role and responsibilities

Program management, i.e. Pell grants, Co-enrollment, R2T4

Bachelor’s degree required; Master’s preferred

Assistant/Associate Director of Financial Aid


Detailed oriented, ability to effectively manage shifting priorities

Excellent oral and written communication skills; strong interpersonal skills, conflict resolution

Strong knowledge of Title IV and state regulations, policy interpretation, implementation and compliance

Ability to exercise judgment and independent action within prescribed limits

High integrity level

Reports to the Director of Financial Aid and has primary responsibility to assist the Director in the overall management, operation, and supervision of the Office

Serves as direct supervisor to all subordinate members of the Office in the absence of the Director and assumes the Director's duties in his/her absence

Is the first point of contact for students with complex issues regarding their financial aid package, verification, satisfactory progress, or other concerns

Assistant/Associate Director of Financial Aid



Associate/Assistant Director

Student Loan representative

Guarantor of servicing agent

Other enrollment management offices on campus

Five or more years in a supervisory role within a Financial Aid office

Significant experience in Financial Aid including progressive responsibility and demonstrated ability to develop and implement financial aid programs

Master’s degree (preferred at most schools) or equivalent combination of education and experience

Director of Financial Aid

Skill SetSkill Set

Knowledge of financial aid and enrollment trends, reporting, modeling, and best practices

Knowledge of federal and state financial aid regulations, student employment programs, needs analysis and packaging principles, and financial aid programs

Ability to focus on areas of concern to assure corrective action

Demonstrated ability to communicate persuasively, orally and in writing, and to effectively present financial aid information to a variety of audiences

Leadership experience at a comprehensive university offering undergraduate and graduate degrees to undergraduate, graduate and other adult students

A management style that is accessible, collaborative and service oriented with the ability to lead diverse groups

Unquestionable integrity and a strong sense of professional ethics that demonstrate mutual trust and respect

Ability to assist the University with the short-term and long-term strategic planning


Job DescriptionJob Description

Responsible for managing all financial aid activities.

Managing financial aid administrative staff

Fulfilling department goals and objectives

Scheduling student payments, and completing student’s financial aid packaging

Ensuring school compliance, regulations, and policies

Directing and participating in financial aid planning as requested

Monitoring methods of evaluating financial aid performance

Maintaining student files per applicable laws and regulations

Primary responsibility within the school for administering all Title IV, and alternative funding programs in cooperation with third-party Financial Aid Servicers

Maintains close relationship with the Director of Admissions and other departments across campus to ensure best practices are upheld across all functions

Manage the departmental budget as dictated by the University

Provide ongoing mentoring and training to staff




Financial Aid officerOther

lender/guarantor functions

Customer ServiceOutreach

Relationship management and/or relationship development experience

Sales and/or marketing experience

Financial aid experience preferably with strong knowledge of various loan programs and processes

Outreach experienceFinancial aid association

involvement

Lender/Guarantor Representative


Excellent communication skills, both written and verbal

Presentations skills Strong computer skills:

proficiency with word processing, spreadsheets, databases, email, etc.

Problem resolution skills Self-motivated with ability

to work with minimal supervision and remain organized and effective

Presents an organization’s products and services to keep the organization visible with financial aid administrators

Builds relationships with schools’ key decision makers and staff

Provide training to various populations

Knowledgeable of the features and requirements of private and government loan programs and general knowledge of financial aid

Lender/Guarantor Representative

University of Western Statesformerly Western States Chiropractic College

University of Portland

Art Institute of Portland

Oregon State University

Portland State University

QUESTIONS/COMMENTS?

THANK YOU

monday, january 25 presented by: oasfaa mentor group protÉgÉs: helen faith, russell seidelman,...

Documents

financial aid slide

financial aid emails

year experience

student files

office duties

quality customer service

student accounts

oasfaa mentor group