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Financial Aid Representative

Financial Aid Representative

The Financial Aid Representative serves with a team of seven financial aid professionals, providing exceptional customer service while performing a variety of functions to support the Office of Financial Aid operations. Serving as the primary customer service position, the Financial Aid Representative fosters a friendly, supportive and welcoming environment for students and parents. The Representative takes a lead role in advising families with all aspects of the financial aid process in person and on the phone.

Additionally, the Financial Aid Representative is responsible for efficiently executing front office activities including the execution of systems processes to complete various financial aid activities, the receipt and recording of application materials and maintaining student files. The Representative must maintain a working knowledge and remain current with changing federal, state and institutional financial aid rules and regulations and must demonstrate integrity and ethical behavior in working with confidential information. This invaluable service staff member reports to the Associate Director of Financial Aid.

Specific responsibilities include, but are not limited to

  • Provide excellent customer service by providing problem resolution and advising parents and students regarding all aspects of the financial aid process including financial aid and loan applications/materials, financial aid award notices, the various financial aid programs, billing procedures, financial aid policies, etc.
  • Utilize the Banner student information system to accurately provide information on the status of financial aid applications and eligibility according to federal, state and institutional guidelines.
  • Effectively utilize external financial aid systems including but not limited to the National Student Loan Data System (NSLDS), Common Origination and Disbursement (COD), FAA Access to CPS Online and
  • Assist families with the requirements to resolve CPS edits and to complete the federal financial aid verification process.
  • Work closely with the Associate Director to assure the timely flow of application review and awarding materials to financial aid staff.
  • Maintain complete and accurate paper and electronic student records.
  • Coordinate incoming and outgoing document tracking/follow-up processes including imaging and indexing, paper file maintenance, system updating, letter generation, and email communication.
  • Execute a variety of Banner system processes to produce various student communications, update system records and maintain student files.
  • Maintain the office website including making student/parent electronic forms available annually.
  • Assist the Financial Aid Specialist by serving as back up; performing functions as needed and assisting with office student employee coordination and training.
  • Other office duties as assigned including general office responsibilities, imaging, filing, data entry, phone and word processing.


  • Associate Degree (or equivalent) preferred with at least three years experience in a similar customer service position, preferably in higher education
  • Experience working with the administration of federal and Michigan student financial aid programs preferred
  • Ability to communicate effectively and work cooperatively with a diverse student, staff and business partner population. Must be personable, energetic and possess a strong desire to provide exceptional customer service.
  • Strong command of the Microsoft Office suite required and experience using the Banner Student Information System preferred.
  • Ability to manage multiple assignments and work effectively with many interruptions is essential. Ability to plan and work independently and as a team member.
  • Willingness and ability to adapt to changing technologies and responsibilities

Please Note:

We are posting this position with the flexibility/option of it being either part-time or full-time, depending on the desire of the most qualified candidate. The job description outlined below is written for the part-time position (25 hours per week - not eligible for benefits) working solely in the Office of Financial Aid. If the candidate is seeking a full-time, benefits-eligible position, it will become a shared position between the Financial Aid and Human Resources Offices. In that situation, we will provide the qualified candidate with a job description that includes the specific Human Resources duties and requirements. In general, the HR position would assist with our student employment process. This might involve communicating with managers, developing training materials, organizing marketing materials for open positions, supporting the Student Employment Manager, as well as general support to the Human Resources front desk operations (such as answering phones and assisting people who walk into the office).

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