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Job ID: 125249

Financial Aid Counselor (Systems and Compliance)
University of San Francisco

Date Posted Jul. 3, 2019
Title Financial Aid Counselor (Systems and Compliance)
University University of San Francisco
San Francisco, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Financial Aid

Job Title:
Financial Aid Counselor (Systems and Compliance)

Job Summary:
Under general supervision, the financial aid counselor performs a variety of systems support functions to assist in the maintenance of the Financial Aid Department's technology and application systems (Banner); assists in the design and maintenance of business processes to meet end user requirements and federal, state, and department regulatory mandates, rules, regulations, policies and procedures. This staff member provides assistance with systems set up and maintains production schedule and testing plans.

The Financial Aid Counselor is backup support for counseling undergraduate and graduate students and maintaining electronic student files. Under minimal supervision, duties include counseling and assisting both prospective and current students/parents on the financial assistance process and analyzing FAFSA data, federal IRS tax, transcripts, and financial verification documents. The Financial Aid Counselor will serve as a member of the compliance team, serving as the primary team member for federal aid reconciliation, secondary reviewer for SAP and R2T4 reviews, and back-up systems support.

Full Job Description:
  • Provides support in maintaining set up requirements for the financial aid software and database applications.
  • Assist with system testing (Banner), by identifying and resolving setup items.
  • Maintains financial aid systems processing schedules and calendars.
  • Serves as first level in troubleshooting of systems issues, including review of new/change in financial aid rules against systems updates; provides recommendations to ensure compliance with regulatory needs and changes.
  • Collaborates with Information Technology Department to monitor and test any new program releases and upgrades to ensure the upkeep of financial aid system efficiency.
  • Works in conjunction with SEM Data Operations team in the design business processes for the maintenance, access, and retrieval of financial aid data; prepares detailed flow charts and diagrams outlining system capabilities and processes; defines data rules and relationships and develops methods for quality control of the database system; reviews and evaluates database access and reporting software applications to streamline and enhance the financial aid enterprise system; creates documentation of processes.
  • Works with AVP and Director of Financial Aid on implementing aid policies with Banner set up (rules testing and need analysis testing).
  • Assist AVP, Student Financial Services with development reporting and scholarship matching/awarding.
  • Determine and make recommendations for methods and policies to complete compliance related work in line with federal, state, and institutional policy.
  • Works in conjunction with other compliance team members to provide first level technical assistance for financial aid staff on system procedures, system integration, data integrity, and reporting.
  • Audit files, run queries and reports on a regular basis to identify and/or resolve issues.
  • Meet with students and families on a regular basis.
  • Resolve C-Flags related to Selective Service, Citizenship, and Unusual Enrollment History.
  • Lead support staff for federal financial aid reconciliation (Pell, Direct Loans, TEACH grant).
  • Determine aid eligibility for aid applicants.
  • Pro-rate financial assistance awards for students enrolled less than full-time.
  • Assist with auditing student files for SAP.
  • Attend Financial Aid conferences and workshops, give presentations at local high schools and on campus.
  • Assist with Federal R2T4 Process for students who withdraw from the University.
  • Serve on various Committees for our office.
  • Perform other various related duties as assigned.
  • Uphold the University mission through work performed.

The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Skills and QualificationsRequired
  • Bachelor's degree; 1 year or more financial aid experience; 2 years or more student services/customer service/office experience.
  • Ability to multi-task and work as a team player.
  • Familiarity with financial aid software systems, preferably Banner Ellucian or PeopleSoft (3-4 years).
  • Ability to work well under pressure.
  • Ability to prioritize and meet deadlines.
  • Strong communication and public relations/organizational skills; detail oriented.
  • Proficiency in Microsoft Word, Excel, PowerPoint and Google Suite.

  • Working knowledge of federal programs and regulation.
  • Qualified individuals should be able to articulate a strong commitment to diversity, and have the ability to work effectively with individuals from different backgrounds.

Full time

Pay Rate:

To apply, visit

The University of San Francisco is located in the heart of one of the worlds most innovative and diverse cities, and is home to a vibrant academic community of students and faculty who achieve excellence in their fields. Its diverse student body enjoys direct access to faculty, small classes and outstanding opportunities in the city itself. USF is San Francisco's first university, and its Jesuit Catholic mission helps ignite a students passion for social justice and a desire to Change the World From Here. For more information, visit"/>


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