Department: Kellogg Admissions and Fin Aid Salary/Grade: EXS/5
This position will assist the Kellogg Financial Aid Office with the processing of financial aid applications and records management. The Financial Aid Advisor will be responsible for assisting with the review of submitted Financial Aid application materials from incoming and returning students, and contacting students for missing information. This position will also troubleshoot issues that arise for new and/or current students in reference to applying for financial aid and processing of student loan requests. This position will be responsible for data entry of financial aid information in Peoplesoft and will assist with the processing of loan requests and originations during peak periods. The Financial Aid Advisor will also perform audits to ensure quality control. Record keeping duties such as creating and maintaining spreadsheets as well as analyzing data and preparing power point presentations.
Please Note: Supervisor provides objectives & deadlines. Work is reviewed for fulfillment of objective & deadlines & overall compliance with policy & procedures. EE completes some activities without direction, informing supervisor only of potentially controversial matters, &/or far-reaching implications.
Analysis, Statements & Reporting:
Assistant the Kellogg Financial Aid Office with the processing of Full-Time and MSMS financial aid applications and loan certifications.
Assist with the review of submitted Financial Aid application materials from incoming and returning students, and contacting students for missing information.
Troubleshoot any issues that arise for new and/or current students in reference to applying for financial aid and processing of student loan requests.
Record keeping, such as creating and maintaining spreadsheets as well as analyzing data and preparing power point presentations.
Enters, tracks, & maintains documentation & logs of financial transactions.
Ensures that loans and scholarships have posted to appropriate accounts.
Assists with reconciliation of accounts.
Investigates & resolves discrepancies.
Completes & maintains transactions in SES enterprise systems. Prepares files and assists with packaging financial aid awards for students.
Will contact students for missing/incomplete information.
For current and paperless financial aid office: Managing Financial Aid Office records area, oversee the identification, routing, and storage of aid applications, and maintain the data integrity of sensitive documents.
Troubleshoots problems, including and not limited to analyzing reports for documents not completed by students to complete the financial aid process.
This position will also troubleshoot any issues that arise for new and/or current students in reference the processing of their student file in the Image Now records system.
Obtains additional information from or provides instruction & guidance for customers/vendors; corrects or escalates.
Provides financial aid policy interpretation to determine the validity of customer requests & ensure compliance.
Assist with the processing and monitoring of student loans.
Enters information into database.
Grants &/or Awards:
Assist with emailing admitted students their provisional financial aid award information;
Reply to questions regarding financial aid award information-both email and phone calls, as well as advising prospective students of their financial aid options.
Email students who are missing information/incomplete information
Assist with scholarship awards/email notifications.
Assist with the data entry of financial aid award packages as well as proofreading completed award letters and ordering email communications.
Maintains quality control.
For current and paperless financial aid office: Managing Financial Aid Office records area, oversee the identification, routing, and storage of aid applications, and maintain the data integrity of sensitive documents. Filing/audits.
Applies knowledge of federal & state regulations.
Interprets existing policies & procedures; etc.
Provides excellent customer service, over the phone and in person answering standard questions regarding status of requests, policies and procedures for processing transactions, &/or instructions for completing paperwork.
Assist with loan processing requests.
Addresses inquiries from current and prospective students related to financial aid, loan programs, transactions and policies and procedures.
Coordinates content maintenance of all electronic forms/documents, including website &/or blogs.
Performs other duties as assigned.
High school diploma or the equivalent.
3 years accounting &/or bookkeeping experience or the equivalent combination of education & experience.
Minimum Competencies: (Skills, knowledge, and abilities.)
Excellent computer skills including proficiency in the use of spreadsheet, database and word processing software.
1-3 years’ financial aid experience.
Customer service experience.
Experience in working in a higher education setting.
Audit background a plus.
Preferred Competencies: (Skills, knowledge, and abilities)
Knowledge of PeopleSoft (SES). Detail oriented and highly organized.
Excellent customer service skills.
Ability to work on multiple projects/work assignments at the same time.
Familiarity with federal regulations.
High degree of accuracy.
Intermediate knowledge of word processing, spreadsheet, email, and database software programs is required.
Exceptional interpersonal, verbal and written communication and organizational skills.
Ability to multi-task with close attention to detail, accuracy and meeting deadlines.
Ability to work with minimal supervision and proactively identify process improvements.
Proficiency with MS Office Software (Word, Excel, Outlook, etc.).
Proven self-starter and team member.
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.
Internal Number: 40862
About Northwestern University
Northwestern University is a major private research university with 12 academic divisions located on three campuses in Evanston, Chicago, and Education City in Doha, Qatar. We have approximately 2,500 full-time faculty members, 17,000 graduate and undergraduate students, and over 5,700 full and part-time staff. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth.