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Financial Aid Counselor-MSOE

  • September 22, 2022 3:14 PM
    Message # 12929228

    Milwaukee School of Engineering is hiring a Financial Aid Counselor!  Apply online at msoe.edu.


    Providing a high level of service to students, the financial aid counselor will have a primary responsibility for responding to inquiries regarding financial assistance and informing and advising students and families about financial aid eligibility, application procedures, costs and financial policies, individualizing information to the particular needs and situation of the student. 

    Essential Job Functions

    ·         Customer Service

    o   Counsel students and families on both specific and general financial aid issues.

    o   Respond to emails and phone inquiries to answer questions and/or resolve student issues. 

    o   Attend and present at campus events such as: Accepted Student Day, Open House, and Welcome Weekend.

    ·         Processing

    o   Determines student eligibility for financial aid.  Processes documents related to the evaluation of aid eligibility.  Reviews special circumstances appeals. 

    o   Award and distribute financial aid award packages.

    o   Administer the university’s endowed scholarship funds

    o   Administer the verification process. Verify data on student financial aid applications using tax information and documentation provided by the student.

    o   Administer the Federal Direct Loan, Grant Programs and Private Loans, including the origination and disbursement of aid, reporting, and reconciliations. 

    o   Serve as university VA certifying official

    ·         Financial Aid Systems

    o   Maintain knowledge of both PowerFaids and Jenzabar student information systems.

    o   Assist with yearly setup, reporting and testing

    o   Process incoming FAFSA results (ISIRs) and requests all proper documentation from students/parents selected for verification.  Update student record in the student information system when necessary.

    Other Duties and Responsibilities

    ·         Serve on campus and financial aid related committees.

    ·         Participates and shares in responsibility for interpreting and implementing Federal Methodology, verification requirements, federal and state regulations through reading of FSA handbook, verification guide, and other sources.

    ·         Assist with the administration of Federal and state grants and Direct Loan program. Maintains transfer monitoring for NSLDS.

    This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.


    ·         Education & Experience:

    o   Bachelor’s degree in business administration or a closely-related field and demonstrated successful experience in financial aid administration including Title IV aid programs or the equivalent. 

    ·         Knowledge & Abilities:

    o   Knowledge of federal, local, and state programs that provide assistance to students; demonstrated effective oral and written communications skills along with the ability to work with students of diverse cultural and economic backgrounds; demonstrated knowledge in management of financial aid need analysis, packaging and required revisions; ability to interpret regulations; solid counseling skills; is able to perform under deadlines and other administrative demands; and work cooperatively with others. 

    Language Skills

    ·         Ability to communicate in both written and oral form.  Ability to read and interpret documents such as tax returns, procedure manuals, and regulatory compliance documents. 

    ·         Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals.  Ability to write routine reports and correspondence. 

    ·         Ability to speak effectively before others.

    Mathematical Skills

    ·         Ability to pay strong attention to financial data detail. 

    ·         Ability to review student charges, financial aid, and calculate amount due.

    Reasoning Ability

    ·         Ability to apply commonsense understanding to carry out written or oral instructions. 

    ·         Ability to problem solve complex issues, using federal, state, institutional regulations as guiding principles. 

    ·         Keen ability to review data. 

    ·         Ability to use technology to streamline processes.

    Physical Demands

    ·         While performing the duties of this job the employee is largely sedentary, the ability to move is required. The employee is occasionally required to traverse within their work area as well as other areas on campus.

    Work Environment

    ·         This job operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

    ·         Some evening and weekend work may be necessary to participate in campus-based programs such as Open House, Accepted Student Day, and/or Welcome Weekend.

    The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Milwaukee School of Engineering (MSOE) maintains its long standing as an Equal Opportunity Employer and Educator.  Therefore, it is the policy of MSOE to provide equal employment opportunity to all individuals regardless of their race, ethnicity, color, creed, religion, sex, age, national origin, physical or mental disability, military and veteran status, sexual orientation, gender identity, genetic characteristics, marital status or any other characteristic protected by local, state or federal law.  This policy applies to all jobs at the University and to all the terms, benefits, privileges and conditions of employment/enrollment.

    MSOE will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge; (b) in furtherance of an investigation, proceeding, hearing, or action including an investigation conducted by MSOE; or (c) consistent with MSOE’s legal duty to furnish information. 41 CFR 60-1.35(c).  

    Last modified: September 22, 2022 3:20 PM | Anonymous member

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