Utah State University

  • Financial Aid Counselor I

    City Logan Campus
    Posted Date 4 weeks ago(11/8/2019 12:55 PM)
    Requisition ID
    # of Openings
    Job Locations
    Category (Portal Searching)
    Position Type
    Regular Full-Time
    Job Classification
    Academic & Instructional Services
    Financial Aid Office
    Advertised Salary
    Commensurate with experience, plus excellent benefits package
  • Overview

    The Financial Aid Office at Utah State University is committed to removing financial barriers to higher education through exceptional student experience. We empower students to afford college by our student advocacy, outstanding service, and strong engagement in professional and career development. The Financial Aid Counselor I will advise students and parents regarding the financial aid processes and provide information on available programs, procedures and eligibility. Counselors evaluate students' financial aid requests and make award adjustments and recalculations on complex financial aid issues.


    1. Provide helpful, appropriate, and accurate information about available financial aid opportunities, eligibility requirements, the application process, costs, indebtedness, campus resources, and money management/planning by counseling with prospective and continuing students and parents via phone, email, and in person. Individualize information to the particular needs and situation of the student/family and go beyond initial questions to ensure a comprehensive level of service and student support. Defuse difficult situations with dissatisfied or confused students, parents, and colleagues.
    2. Meet customer needs, research and offer options and solutions, own and resolve problems, and follow up in a timely, helpful, and professional manner to ensure a positive experience and full customer satisfaction without unnecessarily referring to other staff members/departments. Act as the first point of contact for specialists and student employees regarding any customer service needs.
    3. Take a consistent, proactive approach to ensure timely delivery of financial aid, identifying and solving potential issues or delays for assigned section of the student body. This includes identifying patterns and developing creative and effective solutions and communications to drive student success and remove barriers to financial support in seamless and supportive ways.
    4. Analyze and evaluate financial aid eligibility for students, including performing verification, determining and offering appropriate awards, resolving discrepancies, completing Return of Title IV calculations, and adjudicating appeals. Determine documents needed to confirm student participation, complete verification, and/or resolve conflicting information, working closely with students, parents, and faculty as needed to collect appropriate documentation. Meet all deadlines as defined by federal and institutional requirements.
    5. Consistently participate in training, self-directed reading, professional development, professional associations, and training activities/conferences that foster professional growth and increased ability to understand, synthesize, and apply complex and changing federal, state, and institutional requirements to individual situations.
    6. Assist with outreach/recruiting efforts as required, including preparing and presenting information about federal financial aid, state grant programs, scholarships, employment, and money management/budgeting for various university, high school, and community groups. Serve as an ambassador for the university at all times, including promoting its benefits, furthering its goals, and representing the best of USU in every interaction.
    7. Review and adjudicate appeals for academic progress and professional judgement decisions. Use critical thinking and thorough knowledge of federal regulations and institutional policies in order to handle and resolve complex circumstances and issues, while supporting student needs and institutional goals and initiatives. Adjust students' aid eligibility when appropriate and based on documented circumstances, in accordance with federal requirements.
    8. Participate in all meetings and committees as assigned, and in the active development and implementation of departmental procedures. Contribute value by supporting needed changes, thinking critically, and offering creative and positive solutions.
    9. Serve as a strong advocate for student success, coordinating and collaborating effectively, respectfully, and professionally with other staff and campus partners. Actively establish positive and cooperative relationships with colleagues and make positive contributions to office culture, morale, and productivity.
    10. Perform other miscellaneous job-related duties as assigned.


    Bachelor's degree and a minimum of one year of experience in a similar field is required.


    As representatives of Utah State University and primary contributors to its mission, all employees are expected to demonstrate the following characteristics:

    1. Take initiative.
    2. Maintain confidentiality.
    3. Be accountable.
    4. Behave ethically.
    5. Be honest and trustworthy.
    6. Demonstrate a strong work ethic.
    7. Be inquisitive.
    8. Be detail oriented.
    9. Be self-motivated.
    10. Efficiently manage multiple tasks.
    11. Be a team player.
    12. Be committed to improving USU.


    Knowledge, Skills, and Abilities

    1. Demonstrated commitment to student access, support, and success.
    2. Excellent customer service skills, maintaining confidentiality and a friendly, positive demeanor, even in difficult or demanding situations.
    3. Ability to continually self-assess and make incremental improvements, focusing on areas of personal control that can contribute to a dynamic, efficient, and effective aid office.
    4. Strong interpersonal communication, presentation, and active listening skills, as well as the ability to collaborate and work effectively and objectively with a wide range of constituencies in a diverse community.
    5. Knowledge and practical application of federal, state, and institutional laws, regulations, and policies pertaining to student financial aid.
    6. Friendly attitude that consistently displays positivity, high energy, and enthusiasm.
    7. Skilled in the use of personal computers and related software applications.
    8. Ability to think critically, analyze/solve problems, and make evaluative judgments and independent decisions, weighing student needs with requirements for institutional compliance and other objectives.
    9. Strong attention to detail and commitment to accuracy.
    10. Flexibility and adaptability when faced with changing priorities.
    11. Demonstrated ability to manage multiple competing priorities and work under pressure in high-stress situations and a fast-paced environment with frequent interruptions.
    12. Ability to learn quickly and retain, assimilate, and apply complex information.
    13. Strong initiative and work ethic, demonstrating integrity and reliability in fulfilling responsibilities, as well as resourcefulness in planning work assignments and implementing improvements.
    14. Ability to effectively lead, support, direct, and train other staff members and student employees.

    Required Documents

    Along with the online application, please attach:

    1. Resume to be uploaded at the beginning of your application in the Candidate Profile under “Resume/CV”

    2. Cover letter to be typed/pasted at the end of your application


    **Document size may not exceed 10 MB.**

    Advertised Salary

    Commensurate with experience, plus excellent benefits package


    Employees work indoors and are protected from weather and/or contaminants, but not, necessarily, occasional temperature changes.  The employee is regularly required to sit and often uses repetitive hand motions.

    University Highlights

    Utah State University (USU) was founded in 1888 and is honored to be Utah’s land-grant and space-grant university. USU is a Carnegie RU/H (Research University/High Research Activity) institution with approximately 28,000 students (25,000 undergraduates and 3,000 graduate students) on the Logan main campus, four regional campuses, two USU Eastern campuses, and 28 centers throughout the state. USU offers 162 undergraduate majors, 153 graduate programs, and a variety of innovative stackable associate and certificate credentials. The 2018 rankings from Washington Monthly ranked USU as one of the top 30 national Universities and the 5th best public national university in the nation. As one of the two premier research institutions in Utah, USU is proud to provide a high-quality education at an affordable price. Additional information about Utah State University can be found at: https://www.usu.edu/about/at-a-glance/.


    A core characteristic of USU is engagement with communities and people in economic development, improvements to quality of life, and human capital. Through the practical application of knowledge, the University and its faculty engage and share expertise with the state, nation, and world, preserving the historical land-grant tradition of partnering with communities to address critical societal issues in the interest of the public good.


    The USU main campus is located in beautiful Logan, Utah; a city of about 50,000 situated in a picturesque mountain valley about 80 miles north of Salt Lake City. Outstanding recreational opportunities abound in the nearby mountains and proximate region. Additional information about Logan can be found at: http://www.loganutah.org/visitors/about_logan/index.php.


    USU recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the university’s academic mission of learning, discovery, and engagement (https://www.usu.edu/president/missionstatement/). USU is an AA/EO employer and does not discriminate based on race, color, religion, sex, national origin, age, genetic information, sexual orientation or gender identity/expression, disability, status as a protected veteran, or any other status protected by University policy or local, state, or federal law. Learn more at https://equity.usu.edu/. USU is sensitive to the needs of dual career couples and provides a Dual Career Assistance program. Additional information can be found at: http://www.usu.edu/provost/faculty-life/dual-career-assistance.cfm.



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