Skip to main content

Job Standard for Financial Aid Counselor

View in Google Docs/Download

Employee Name:

Employee ID:

Employee PCN:

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 Overview

  • Person Group: Professional
  • Job Code: 75344
  • Pay Grade: P5
  • FLSA Status: Exempt
  • Career Level: Intermediate
  • Family: Student Services
  • Function: Financial Aid


Research, manage and assess eligibility regulations for special academic programs and award aid to students enrolled in these programs.

Level Scope

Fully competent and productive professional contributor who applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity.  Works independently with general supervision; exercises judgment within defined guidelines and practices to determine appropriate action. May provide guidance and assistance to entry level professionals and/or support employees.

Minimum Qualifications

Bachelor’s degree or relevant experience, plus 2 years professional experience.

Knowledge, Skills, and Abilities

  • Ability to multitask and work independently
  • Knowledge of federal financial aid rules and regulations
  • Attention to detail
  • Strong relationship building skills
  • Ability to demonstrate good judgment when making decisions

Essential Functions

Key Responsibilities

60% of Time the Financial Aid Counselor must:

  • Advise and counsel students and families on the financial aid process and loan repayment
  • Evaluate and review financial aid awards, process documents, respond to student requests.
  • Research, understand, and apply federal regulations for awarding of special academic programs
  • Award and track students in specialized programs, with a majority focus on online programs offered through the eCampus Center
  • Communicate with program advisors for specialized academic programs
  • Loan processing
  • Verification of federal aid applications
  • Process agreements including changes in FA load, budget, and federal aid
  • Obtain final grading information at the end of each term for each student, including follow up on any W or F to ensure eligibility

35% of Time the Financial Aid Counselor

  • Determined by department needs

5% of Time the Financial Aid Counselor

  • 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

Career Path

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.