Senior Financial Aid Specialist, Loan Processing at University of Oklahoma in Norman, Oklahoma

Job Description:

The Financial Aid Office’s focus is to eliminate unnecessary barriers to college access and completion. Our goal is to simplify the financial aid process as much as possible, and to make sure students are always engaged and aware of the next step. Our office allows us to reach students earlier and more efficiently, to have important conversations with students about their individual situations and what needs to be done to help them persist and succeed. 

 We need someone who exhibits:

Integrity: Accountability for doing the right thing by exercising good judgment and honesty. Ability to create a safe environment for students and families and team members, including having emotional intelligence and self-awareness. Transparency, professionalism and thoughtfulness in communication. 

Care: Prioritization of creating the best experience possible for each person we encounter and at every step of the student experience. Providing service to others by being friendly, welcoming, and approachable. Commitment to collaboration and to being a team player with a positive attitude.  

Intentionality: Strong work ethic and contribution to the excellence of the Division of Enrollment Management, FAS, and OU; self-motivation. Consistency in meeting deadlines and responding in a timely manner. 

Innovation: Possession of a natural curiosity to learn and a continual pursuit of personal and professional growth in the field of college enrollment management. A focus on innovation, displaying an understanding of positive change and possessing a strong analytic ability. Efficiency by researching best practices, making creativity a priority. 

Scope of Position/Essential Duties: Processes and monitors promissory notes for loans; coordinates entrance and exit interview processes with students and campus colleges; coordinates scholarship information; responsible for various office and financial aid tasks. Employees at this level should be able to competently perform routine to moderately complex assigned job responsibilities. 

• Generates and processes promissory notes.   


• Updates system checklists to reflect receipt of documents.


• Coordinates dates with colleges and prepares exit packets for exit loan interviews conducted for students within the colleges.


• Monitors entrance/exit online counseling.  


• Updates forms for use on websites and office e-files.


• Monitors the electronic exchange of files with COD and corrects any issues.


• Corresponds with students and parents concerning additional documentation needed to continue financial aid processing.  


• Responds to student inquiries regarding loans.


• Responsible for reviewing financial aid e-mails and responding to questions.


• Sends out global e-mail messages to students and groups of students concerning various issues at Director's request. 


• Reviews eligibility documentation submitted by student.


• Completes system updates with information submitted for application processing, troubleshoots any discrepancies; prepares or coordinates loan awards with other awards including internal and external scholarships; verifies students' enrollment and accuracy of award.


• Monitors annual and aggregate loan limits.


• Provides answers for basic application and processing questions to students and parents. 


• Provides general office and administrative support by performing various data maintenance, records activities, information distribution, correspondence, and other related support duties. 


• Performs other duties as assigned to ensure the overall successful operation of the department. 

Required Education and Experience: High School diploma or GED, AND:

• 48 months of financial aid, general office, clerical, or related experience

Skills:

• Detail oriented for accuracy of data and information.


• Highly organized and able to handle multiple projects and deadlines.


• Ability to communicate verbally and in writing.


• Ability to build rapport with students, faculty and staff.


• Ability to produce reports and complete work within deadlines.


• Strong initiative to solve problems in a timely manner.

Working Conditions:

• Must be able to work in sitting position, use computer and answer telephone.


• Office Work Environment.

Special Instructions: If you are selected as a final candidate for this position, you will be subject to The University of Oklahoma Norman Campus Tuberculosis Testing policy. To view the policy, visit https://hr.ou.edu/Policies-Handbooks/TB-Testing.

Why You Belong at the University of Oklahoma: The University of Oklahoma fosters an inclusive culture of respect and civility, belonging, and access, which are essential to our collective pursuit of excellence and our determination to change lives. The unique talents, perspectives, and experiences of our community enrich the learning, and working environment at OU, inspiring us to harness our innovation, creativity, and collaboration for the advancement of people everywhere.

Equal Employment Opportunity Statement: The University of Oklahoma, in compliance with all applicable federal and state laws and regulations, does not discriminate based on race, color, national origin, sex, sexual orientation, genetic information, gender identity, gender expression, age, religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides.

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