Student Financial Advisor

MAJOR FUNCTION

: The Student Financial Advisor is a member of the College’s Financial Aid Office and will report to the Assistant Financial Aid Director. The Student Financial Advisor supports the mission of the College and the Financial Aid Office by combining knowledge of Federal, State, and Institutional award programs along with excellent interpersonal and communication skills. Student Financial Advisor are required to exemplify the highest standard of customer service and response to the needs of TCC students and their families. The Student Financial Advisor serves as the office’s primary point of contact for all students. The position’s responsibilities may include the general population or an assigned caseload. It is the Advisor’s job to ensure that walk-ins and students in an assigned caseload are given accurate and complete information with respect to processing timelines, documentation, and eligibility requirements for timely awarding and maintaining eligibility for aid. To do this requires a broad understanding of the federal and state regulatory framework and familiarity with multiple software programs and applications.

Primary duties include, but are not limited:

• Meets with students and families in person or via phone or ZOOM/TEAMS to assist with the application process and answer any questions relating to student eligibility, awarding, and disbursement of financial aid funds. Refers students and families to appropriate departments for further assistance.

• Reviews incoming documents and compares them to Action Items required with the FAFSA responses. Resolves any pre-verification conflicts when completing the required verification of selected applicants. Conducts administrative responsibilities for program compliance. These additional administrative functions include FAFSA Verification, Return to Title IV evaluation and processing, Federal Pell Grant disbursement and reconciliation, Florida Student Assistance Grant reporting and reconciliation.

MINIMUM EDUCATION/EXPERIENCE: Associate's degree with 2 years of clerical or customer services experience required or an equivalent combination of education and experience. Bachelor’s degree preferred.

KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of the Title IV programs and financial aid satisfactory progress for all Title IV recipients. Knowledge of Federal and State regulations as they relate to institutional compliance, processing and awarding Federal and State aid. Knowledge of Federal Pell grant disbursements and reconciliation procedures and U.S.D.E approved software Knowledge of awarding and monitoring clock hour programs. Knowledge of and skilled in use of PC, LAN mainframe access, EDExpress, EDConnect, COD and Financier. Knowledge of and ability to use principles of correct grammar, spelling and vocabulary. Knowledge of basic principles of accounting. Knowledge of student record keeping principles. Knowledge of Financial Aid awarding procedures. Knowledge of work study procedures. Ability to follow verbal and written instructions. Ability to organize work and coordinate assignments. Ability to adapt to sudden changes in requirements or assignments. Ability to work efficiently in a busy environment with many interruptions. Ability to meet inflexible deadlines. Ability to compose correspondence and draft documents for review. Ability to delegate duties and tasks effectively. Ability to communicate with the public, employees and students in a positive manner. Ability to show discretion and use good judgment in handling confidential matters. Ability to exhibit excellent human relation/customer service skills. Ability to understand job requirements and fill in for various positions in the office. Ability to use various systems to process Title IV financial aid. Ability to counsel students, in groups or individually, on current Title IV policies and procedures. Ability to understand and interpret complex data. Ability to refer students to the appropriate person to address their problem. Ability to compile and edit information for special reports.