Financial Aid Counselor Resume Samples

The Financial Aid Counselor is responsible for assisting students and parents in dealing with and completing financial aid applications. The major duties and tasks that are carried out by these counsellors and listed on the Financial Aid Counselor Resume are – providing financial aid counselling and support to students and families, determining the type and amount of financial aid required, providing support to students dealing with economic crises, maintaining appropriate documentation, assisting in smooth operations, assisting students in applying for loans and grants; and helping students in developing appropriate budget to minimize their debt.

The amount of knowledge and skills required for this employment includes – a thorough knowledge of education rules and regulations, working knowledge of financial aid programs, skill in calculating complex mathematical formulas, and skill in operating software packages. Successful resumes often list an associate’s or bachelor’s degree in fields such as humanities, education, counseling, public administration or communications.

 

Financial Aid Counselor III Resume

Headline : Organizational Management and objective is to obtain a position where current Organizational Leadership skills will continue to develop and help the organization.

Skills : Customer Service Skills, Microsoft Office, QuickBooks, Excellent typing skills.

Description :

    1. Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, money and management and financial planning; individualizes information to the particular needs and situation of the student.
    2. Collects and/or analyzes financial data on students to determine aid eligibility and make awards within federal, donor, and/or institutional guidelines.
    3. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustment or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process.
    4. Answer questions, inquiries, or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
    5. Assists in the preparation of and presents information regarding federal financial aid, scholarships, employment and grants for various campus groups, high school students and parents at meetings, group discussions, workshops and recruitment sessions.
    6. Analyzes various system-generated reports such as grades and enrollment status or award status to verify compliance and eligibility of students receiving aid under federal and institutional guidelines; notifies students of changes in eligibility of awards and alternatives to amend the situation.
    7. Interfaces with students and lenders, employers, donors, guarantee agencies and/or staff to resolve issues.
    8. Assists with other financial and activities such as outreach, reporting and monitoring.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Organizational


Financial Aid Counselor II Resume

Summary : Leadership skills with extensive knowledge in problem solving and resolving customer issues. Ability to train new employees, self- motivated, driven, and well trained in conflict management.

Skills : Microsoft Office.

Description :

    1. Promoted to Financial aid Counselor in order to counsel and advise students about financial aid eligibility, application procedures, aid programs, costs, money management and financial planning; individualize information to the particular needs and situation of the student.
    2. Collected and/or analyzed financial data on students to determine aid eligibility and make awards within federal, donor and/or institutional guidelines.
    3. Answered questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
    4. Analyzed various system generated reports such as grades and enrollment status or award status to verify compliance and eligibility of students receiving aid under federal and institutional guidelines; notifies students of changes in eligibility of awards and alternatives to amend the situation.
    5. Assisted in the preparation of and presents information regarding federal financial aid, scholarships, employment and grants for various campus groups, high school students and parents at meetings, group discussions, workshops and recruitment sessions.
    6. Interfaced with students and lenders, employers, donors, guarantee agencies and/or staff to resolve issues.
    7. Scheduled events and coordinated appointments.
    8. Acted as liaison between the client and organization to ensure that their needs are effectively met.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
MBA


Financial Aid Counselor I Resume

Objective : Extensive experience working administratively in higher education; seeking a position with your organization in which to utilize skills and expand knowledge. Worked in a classroom teaching methodology as well as one on one advising and counseling.

Skills : Conflict Resolution, Stress Management, Multitasking, Federal Regulations, Team-oriented, Interpersonal skills.

Description :

    1. Counseled students concerning financial aid with regards to the types of aid available as well as their eligibility based upon income and other contributing factors.
    2. Maintained up-to-date financial aid information via the Internet as well as seminar conferences helping the university to increase awareness of various scholarships that students could receive outside of university funding resulting in cost savings to the university and exposing students to other scholarship opportunities.
    3. Assisted with maintaining the job board for students who were participants of the federal student work-study program providing up-to-date jobs on campus so that students could fulfill their work-study obligations.
    4. Conducted both on and off-campus financial aid seminars to educate students about the financial aid process ensuring that information was disseminated in a manner that was easily understood.
    5. Reviewed students' financial aid award letters using IFAS and DATATEL computer systems.
    6. Helped to award students and provide financial aid statuses to students; assisted with answering questions and concerns to students and/or parents.
    7. Helped the university to keep accurate records of student files and reduced the use of paper.
    8. Supervised and trained work-study students on the financial aid process.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Education Leadership

Financial Aid Counselor/Consultant Resume

Summary : To obtain a position that will enable to use strong organizational skills, educational background, and further work experience within in a developing corporation.

Skills : Counseling, Healthcare, Human Resources.

Description :

    1. Determine the types and amounts of financial aid to be awarded to applying students according to federal and institutional requirements.
    2. Monitor individual student awards and resolve conflicts, should any arise, regarding financial aid.
    3. Conduct verification of student and parent application data in compliance with federal criteria.
    4. Provide financial aid counseling to students and parents regarding all aspects of the financial aid process.
    5. Maintain appropriate documentation via data entry and Nolij.
    6. Participate in annual professional training and development.
    7. Personalized the financial aid process and individual award packages for students and parents.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Education Association

Financial Aid Counselor/Supervisor Resume

Objective : Highly motivated Financial Aid Counselor who thrives in high-pressure environments. Excellent financial reporting, budgeting, forecasting, management and team-building skills.

Skills : CSR, CSR, Type 45 Wpm, Type 45 Wpm, Call Center Experience, Call Center Experience.

Description :

    1. Advised and counseled full and part-time undergraduate and graduate students/families on the availability of financial aid, the delivery process for receiving it, and the reconciliation processes required to insure that financial aid funds are transferred to student account.
    2. Work closely with new, continuing, and re-entry students and their families to ensure the plan and re-plan continue to best meet the families' needs.
    3. Assist with the management of electronic processing, originating, and transmitting Federal Pell Grant records to COD, use of EdConnect and Banner Software.
    4. Process financial aid; including file review, needs analysis and financial aid packaging.
    5. Provide financial aid counseling to students and parents regarding application procedures and eligibility requirements for student aid programs, and assist students and their families with the completion of application forms.
    6. Represent the Office of Enrollment Services at various student recruitment functions, financial aid information sessions, orientation programs, and Federal Direct Stafford Loan Entrance and Exit counseling sessions.
    7. Assist with the implementation of a default management plan.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors

Financial Aid Counselor/Manager Resume

Summary : Dedicated self-motivated professional with eighteen years of experience working in higher education. Experience and capabilities include being proficient in student advising with effective collaboration and problem solving skill sets necessary to work in an inter professional and interdepartmental environment.

Skills : Management, Microsoft Office, Excel, Powerpoint, Presentation Skills, Organizational Skills.

Description :

    1. Provide counseling to students and the community concerning financial aid eligibility, financial budgeting, and debt management.
    2. Including intervention advising and interpreting of the student loan program and repayment requirements and options.
    3. Develop and implement institutional and departmental policies and procedures to assist in the administration and distribution of Title IV, Title VII, grant and Institutional funds in compliance with federal and institutional regulations.
    4. Designated counselor for Western University College of Graduate Nursing On-Campus and Distance Learning program.
    5. Responsible for all financial aid awarding requirements, including loan application management, award letter notifications, incoming year system set up and record discrepancy reconciliation for Western University nine campuses.
    6. Provide annual presentations to students, and parents during Preview Day, interviewing student applicants and incoming classes.
    7. Partnering with Admissions, Student Affairs, Business office, and all academic program offices.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Organizational Management

Financial Aid Counselor/Specialist Resume

Summary : To work for an organization of high standards and excellence. This organization will allow to share experience and abilities to enhance the company and well as being productive and acquiring stability.

Skills : Project Management, Financial Aid, Customer Service, Marketing, Teaching/Instructing, Training.

Description :

    1. Monitors the Federal Loan, Private Loan and State Grant Programs.
    2. Assists in creating packaging philosophies and created packaging formulas to ensure equitable distribution of funds and to prevent over awards or overspending of funds.
    3. Awards student financial assistance in accordance with federal, state and institutional regulations.
    4. Assists in the development of financial aid policies and procedures to administer the funds equitably and timely.
    5. Administers financial aid programs, including federal, state and institutional.
    6. Expertise in the use of student financial aid information systems will be essential to daily constructive interaction with students, faculty, and staff.
    7. Assists the Director in the development of policies and procedures, supervision of staff, completion of state and federal reports and awarding aid to students.
    8. Manages data transmission externally with servers and networks such as EDE, Advantage, and PowerFAIDS Provides technical support for software applications within the office and system administration for the Financial Aid management system.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Masters Of Science

Financial Aid Counselor/Executive Resume

Headline : Versatile and enthusiastic; quickly adapt to new roles, responsibilities, technologies/software and environments. Superior multitasking capabilities; gracefully balance competing demands and priorities.

Skills : Effective verbal communicator able to build professional.

Description :

    1. Advice and counsel students and families about university costs, options for financial aid, policies, procedures and debt management through personal interaction, written correspondence and via telephone.
    2. Analyze financial aid applications along with additional financial data to determine eligibility for financial assistance through institutional, state, federal and other programs.
    3. Assist in monitoring student satisfactory academic progress in relation to participation in financial aid and scholarship programs and advise or notify students of probation, warning or suspensions.
    4. Working with students to obtain required verification information when selected by the Department of Education.
    5. Review verification documents to ensure accurate financial data and household information reported to determine aid eligibility.
    6. Process and report findings after a review of verification documents.
    7. Awarding and review of financial aid packages.
    8. Review and approval of fund allocation for graduate student assistantship and graduate student research positions.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA

Asst. Financial Aid Counselor Resume

Headline : Administrative Assistant with 3+ years of direct experience, and 5+ years of experience in flawless schedule coordination, customer service, preparing facility reports and maintaining the utmost confidentiality.

Skills : Microsoft Office Suite, fax machines, copiers, Ellucian Banner, Remedy, NOLIJ, Content 7, Arbor Billing System, Order Management System, Order Tracking System.

Description :

    1. Assists in the administration of financial aid funds including the awarding of financial aid to eligible students.
    2. Works closely with other financial aid staff, related institutional offices and external agencies to ensure efficient and timely delivery of funds for students, and represents the Financial Aid Office at financial aid and student recruiting events, both on and off campus.
    3. Counsels students, parents, high school personnel and others regarding financial aid programs offered by federal, state, private and institutional sources for the HSC Office.
    4. Works directly with students/parents to immediately identify resolution to issues and/or concerns in relation to processing of financial aid.
    5. Communicates clearly about documentation students/parents need to provide, updates BANNER to reflect needed documentation.
    6. Performs final review of aid applications and awards using integrated computer system.
    7. Interacts on a daily basis with a variety of publics to include federal and state agencies and other University offices.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master's In Education

Financial Aid Counselor/Representative Resume

Summary : Highly qualified Financial Aid Counselor with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Web Page Design, Inventory Management, Research, OSHA knowledgeable, CPR Certified, Strong computer skills, Expert in MS Office system, AS400, OnBase, Datatel, Banner, BDMS, PowerFaids, Jenzabar-EX,.

Description :

    1. Served as the first point-of-contact for all walk-ins, calls, and emails to the office.
    2. Provided high-level customer service to assess the needs of visitors, answer questions, and effectively explain the financial aid application requirements and process.
    3. Monitored and responded effectively to all inquiries, requests, and status updates.
    4. Distributed emails as necessary using sound judgment.
    5. Responsible for all incoming documents to the office.
    6. Date-stamped tracked and routed application materials to the appropriate locations Maintained and controlled confidential student records.
    7. Daily contact with students, prepare & process financial aid based on need analysis, disburse financially, ad mister entrance & exit counseling, evaluate student financial aid eligibility based on current title Iv funding, & very knowledgeable of current financial aid regulations.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Education

Financial Aid Counselor Resume

Objective : Highly qualified Financial Aid Counselor with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and the collaborative environment on which your company prides itself.

Skills : Microsoft Office, Email, Phone Skills, Banner, Scheduling Appointments, Copying, Faxing, Data Entry, Excel.

Description :

    1. Determine the types and amounts of financial aid to be awarded to applying students according to federal and institutional requirements.
    2. Monitor individual student awards and resolve conflicts, should any arise, regarding financial aid.
    3. Conduct verification of student and parent application data in compliance with federal criteria.
    4. Provide financial aid counseling to students and parents regarding all aspects of the financial aid process.
    5. Maintain appropriate documentation via data entry and Nolij.
    6. Participate in annual professional training and development.
    7. Advised students and parents in all aspects of Federal and State financial aid.
    8. Counseled and advised students about financial aid eligibility, application procedures, indebtedness, money management; and financial planning Analyzed and reconciled student accounts Prepared monthly loss report Packaged veteran semester and quarterly financial aid.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Education