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Job Standard for Financial Aid Counselor, Associate

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Employee Name:

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How to use this Job Standard:

  1. The Purpose, Scope, Qualifications and Job Functions are specific to this job title and can not be edited.
  2. Click “View in Google Docs/Download” and download to Word.
  3. Under Essential Functions you may add an additional 35%, specific to your department needs.
  4. Complete this standard before creating the job announcement and posting the position.
  5. This standard will be used as the new Job Description for the prospective employee.
  6. After hire is complete, insert Employee Name and PCN#

Financial Aid Counselor, Associate Overview

  • Person Group: Professional
  • Job Code: 75343
  • Pay Grade: P4
  • FLSA Status: Exempt
  • Career Level: Associate
  • Family: Student Services
  • Function: Financial Aid


Provide service to students and families by guiding them through the aid application process, handling professional judgment decisions, and perform job functions related to those services.

Level Scope

Entry-level professional with limited or no prior experience to contribute on a project or work team. Incumbent learns to use professional concepts to resolve problems of limited scope and complexity under close supervision while achieving day-to-day objectives. Works on developmental assignments that are initially routine in nature, requiring limited judgment and decision making. This level is typically focused on self-development. Requires theoretical knowledge through specific education and training.

Minimum Qualifications

Bachelor’s degree or relevant experience

Knowledge, Skills, and Abilities

  • Decision making skills
  • Attention to detail
  • Ability to work independently or in a group
  • Strong communication skills

Essential Functions

Key Responsibilities

60% of Time the Financial Aid Counselor, Associate must:

  • Advise and counsel students and families on the financial aid process and special circumstances for individual applicants
  • Advise on student loan consolidation and loan repayment options
  • Process financial aid requests
  • Participate in outreach activities
  • Evaluate and review financial aid awards, process documents, respond to student requests
  • Remain current in knowledge and understanding of regulations and technology changes
  • Monitor client traffic by walk-in, phone calls, emails, and web page traffic

35% of Time the Financial Aid Counselor, Associate

  • Determined by department needs

5% of Time the Financial Aid Counselor, Associate

  • Perform other duties as assigned

Work Environment and Physical Demands

Some positions may involve frequent bending, moving, lifting, and carrying material weighing up to 50 pounds; some positions may involve moving, lifting, and carrying material weighing up to 70 pounds; standing up to eight hours each day; working in all weather conditions; exposure to high noise levels and require wearing hearing protection.

Travel Requirement

Not applicable for Financial Aid Counselor, Associate

Career Path

Financial Aid Counselor; Financial Aid Counselor, Senior.

Additional training/education or equivalent experience, as well as business need, are required for movement into higher level jobs.


Incumbent must perform the essential duties and responsibilities with or without reasonable accommodation. The above statements are intended to describe the general nature and level of work.  Final employment offers are contingent upon a Final Candidate’s successful completion of a Background Verification, and a determination by the University that the information derived from the Background Verification does not disqualify the individual.  In addition, a Financial History Check and Motor Vehicle Record (MVR) Check may be required.