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Job ID: 144398

Financial Aid Counselor, Part-Time
Worcester Polytechnic Institute

Date Posted Jul. 9, 2020
Title Financial Aid Counselor, Part-Time
University Worcester Polytechnic Institute
Worcester, MA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Other Administrative Categories
  • Financial Aid

Financial Aid Counselor, Part-Time


Compliance & Loans

Worcester Polytechnic Institute - WPI

Main duties include providing general reception and administrative duties on a part-time basis as it pertains to the Office of Student Aid & Financial Literacy including, but not limited to, evaluating and processing financial aid application materials, working with internal and external entities with a strong focus on customer service and financial aid procedures.

  • Act as a contact person in assisting students, families and visitors; receiving, screening, and routing incoming calls and emails in an efficient and courteous manner.
  • Cover the Office of Student Aid & Financial Literacy walk-in office for students, families and visitors.
  • Prepare correspondence for various programs in the Office of Student Aid & Financial Literacy assisting financial aid directors and senior support staff with a wide range of administrative duties.
  • Provide general financial aid information to prospective students, current students and all other inquirers via telephone, in person, in writing or by email in a courteous, helpful manner.
  • Document nature of contact (email, phone, or in person) with applicants, students and families in our customer relationship management (CRM) system, Salesforce.
  • Serve as troubleshooter between students and financial aid directors by requesting detailed information from inquirers and researching the question prior to transferring the inquirer.
  • Use professional judgment in responding to highly sensitive, confidential issues regarding the administration of financial aid awards.
  • Use critical listening skills to ensure accuracy of information provided to inquirers.
  • Use critical listening skills to ensure accuracy of information provided to inquirers.
  • Assist directors and senior support staff with projects relating to the general needs of the department.
  • Fulfill all scanning and student data upload procedures for the office.
  • Co-monitor the submission of all outside scholarship forms via the weblink, upload scholarship information into the computer system, and communicate information to the WPI Bursar's Office by uploading information into Finaid_Finance shared drive.
  • Manage and monitor all enrollment change notifications (i.e. withdrawals, reduce course load, academic status change, non-returnees, graduated, etc.) received by the WPI Registrar's Office and forwarding information onto appropriate director for financial aid adjustments.
  • Manage the student file area which includes separating out graduated and withdrawn students and forwarding their files onto WPI's file storage facility (New England Archives).
  • Processing notifications on project center rosters and co-operative education rosters which includes logging information and forwarding onto directors when necessary.
  • Perform other job-related duties as required or assigned.

  • High school diploma required; Associate Degree preferred.
  • 3-4 years of office or administrative experience demonstrating a thorough knowledge and proven efficiency with office practices and a high level of competency in technology; including, but not limited to Microsoft Outlook, Excel, Word.
  • Experience in customer service required and strong commitment to quality service and customer service to faculty, staff, students and other constituents.
  • Excellent communication skills, especially the ability to communicate effectively by phone and email.
  • Ability to contribute to a positive college experience for each and every student.
  • Ability to independently manage multiple priorities and responsibilities in a high-volume, fast-paced office environment.
  • Values and demonstrates consistently excellent communication skills.
  • Balances the need to make timely actions while seeking input from appropriate individuals.
  • Fosters open communication, acceptance and appreciation of others opinions and thoughts.

Soft Skills Required:
  • Positive attitude
  • Helpful collaborator
  • Sensitivity towards others
  • Flexibility/multitasking
  • Responsive and responsible
  • Excellent communicator
  • Team builder
  • Ability to receive constructive feedback
  • Sense of humor

Hours of Work:

This is a part-time role, 25 hours/weekly, 9am-2pm or 10am-3pm, Monday-Friday (year-round).

United States of America (Non-Exempt)

WPI is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability. We are seeking individuals with diverse backgrounds and experiences who will contribute to a culture of creativity and collaboration, inclusion, problem solving and change making.

To apply, visit:

About WPI

WPI is a vibrant, active, and diverse community of extraordinary students, world-renowned faculty, and state of the art research facilities. At WPI, we have competitive and comprehensive benefits, including health insurance, long-term care, retirement, tuition assistance, flexible spending accounts, work-life balance and much more.

Diversity & Inclusion at WPI

WPI is committed to creating an inclusive workplace where everyone feels valued and respected; a place where every student, faculty and staff member can be themselves, so that they can study, live, and work comfortably, to reach their full potential, and make meaningful contributions in order to meet departmental and institutional goals. WPI thrives on innovative practice and welcomes diverse perspectives, insight, and people from diverse lived experiences, to enhance the community environment and propel the institution to the next level in a competitive, global marketplace.


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