Southern Oregon University is a welcoming community committed to inclusive excellence and the celebration of diversity. Without diversity, our educational process is diminished. Working together in support of our commitment to diversity, we strengthen and enrich our role as learners, educators and members of a tightly connected global community. We encourage those who share in our commitment to diversity, to join our community and we expect all our employees to demonstrate an ability and desire to create an inclusive campus community.
Department: Financial Aid
Salary/Rate: $38,592 @ 1.0 FTE (This position will be subject to furlough, $30,873.60 @ 20% furlough)
The Office of Financial Aid provides integrated academic support services to students at Southern Oregon University. The department strives to meet students’ need for convenience and for efficient and effective enrollment services. The financial aid program has specific regulatory management requirements that necessitate the development of procedures to ensure compliance, consistency in the treatment of students, and the efficient delivery of aid.
This position is responsible for counseling current students and educating prospective students and their families about federal, state, local and institutional- aid programs. This position is also responsible for all fee remission processing, verifying, and updating student documents that affect student aid as well as monitor academic progress for continued aid disbursement. This position exercises independent professional judgement beyond prescribed polices and procedures to carry out the university’s mission and policy to recruit and retain students. The decisions made by this person commit this office to a specific course of action, carry fiduciary responsibility and accountability for managing financial aid program expenditures and determining whether or not a student receives financial assistance. This position is solely responsible for all decisions related to processing financial aid applications. Professional judgment may be invoked regarding student files. The decisions made by this individual commit this office to a specific course of action including financial aid program expenditures.
Minimum Classification Qualifications:
Bachelor’s degree in a related field
At least 1 year financial aid program experience and familiarity with relevant federal/state regulations.
Minimum of 2 years progressively more responsible experience in financial aid
Experience with the Banner Financial Aid system
Experience in giving presentations (high school financial aid, college fairs, etc.)
Previous experience as a Financial Aid Processor/Counselor/Advisor
All Listed Duties:
Verifications/Adjustments: Reviews and processes student verification documentation daily. Analyzes federal tax documents (and/or tax information) and family information against information on the FAFSA in order to determine eligibility for federal, state and institutional aid and makes changes to the FAFSA when necessary. If errors are present, notify individuals of filing status corrections, Review for appropriate household information, review capitol gains and compare with reported assets, compare tax returns with self reported information on FAFSA and determine eligibility for federal, state and institutional aid. When complete and correct, determine eligibility for federal, state and institutional aid.
Adjust student aid when necessary due to the receipt of outside resources (scholarships and 3rd party payments). If the third party payment changes the student’s eligibility for any financial aid program, they will have to be repackaged in accordance with federal financial aid regulations.
Financial Aid Counseling/Outreach: Provide direct customer service to current students, prospective students, parents and supporters, as well as respond to phone and email requests from the same. Provide expert assistance and advice for those seeking student aid from federal, state, institutional and private sources. Work with these populations to find and solve their financial aid problems and facilitate delivery of their financial aid. Counsel students regarding debt and their rights and responsibilities as a student loan borrower. Advise students about their annual and aggregate loan limits. Requires detailed knowledge of federal and state regulations combined with general knowledge of institutional policies and procedures, especially those involving Admissions, Registration and Student Accounts. Requires access to several secure sites including: OSAC/Oregon Opportunity Grant, National Student Loan Data System (NSLDS), Common Origination and Distribution (COD) and Financial Aid Administrator Access (FAA-Access). Provide and participate in ongoing outreach events as needed, by both the Office of Financial Aid and other offices that request Financial Aid assistance.
Federal Work Study Program (FWS): Monitor FWS Waitlist and reallocate of FWS funds according to FWS regulations throughout the year. Provide and authorize the cancellation of unused FWS mid-year. And, re-award FWS to eligible students based on projected available funding levels. With the target goal of spending, while not overspending the allotted Campus Based FWS funding allocated for the academic year.
Budget Increase Request Review: Review and approve or deny student’s requests for budget increases, as needed and reduction of AGI as originally filed on FAFSA to make students eligible for additional aid by using professional judgment under institutional guidelines. Requires knowledge of the acceptable reasons permitted, documents required, and knowledge of how to effect those changes in Banner.
Program Management Performs program assignments at the discretion of the Director. Manages Federal or State aid programs including but not limited to: Pell Grant, Co-Enrollment, Oregon Opportunity Grant, Federal Loan Programs, Return to Title IV, Veterans, and Direct Loan functions and graduate programs as needed.
Monitors programs for compliance with Federal, State and Institutional regulations, Manage the SAP administration and communication to both students and those that request the information on behalf of the student. Serve on committees as needed by the Office of Financial Aid policies and procedures.
Professional Development: Maintains state, regional and national professional membership(s) within the association(s) for financial aid administrators. Attends professional workshops/training as needed to maintain knowledge of federal student financial aid programs and scholarship opportunities.
Special Instructions to Applicants:
Must be willing to travel and attend training programs off-site for occasional professional development.
Must be able to work additional hours and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.
Must be able to successfully pass a pre-employment background check.
Under the provisions of the Fair Labor Standards Act (FLSA): -Position classification defined as “exempt” are not subject overtime -Position classifications defined as “non exempt” *are *subject to overtime
The person holding this position is considered a
Internal Number: 8787
About Southern Oregon University
SOU provides career-focused, comprehensive educational experiences to over 6,200 students. Along with an emphasis on student success and intellectual growth, SOU is committed to diversity, inclusion and sustainability. Theoretical and experiential learning programs provide quality, innovative experiences for students. At SOU, students build strong community connections through internships, mentorships, field studies, capstone projects, volunteer opportunities and civic engagement.