Financial Aid Planner

Posted 4 Days Ago
Be an Early Applicant
85704, Tucson, AZ, USA
In-Office
55K-56K Annually
Junior
Edtech • Healthtech
The Role
Advise and assist students with financial aid applications, eligibility, awarding, and Title IV compliance; create and monitor payment plans; perform intake, processing, counseling, entrance/exit interviews, and coordinate with state agencies and admissions.
Summary Generated by Built In

Jersey College is an institution of higher learning with a vision to be nationally recognized through our dedication to excellence and innovation in nursing education while offering pathways for professional growth. Since our founding, Jersey College has graduated over 9,000 nurses.


The Financial Aid Planner is responsible for managing, overseeing, and assisting students with navigating the financial aid process in accordance with all company policies and procedures, all applicable federal, and state regulations, and all accrediting agencies' standards and requirements. The Financial Aid Planner will advise and counsel students on financial aid matters and assist with the coordinating of all student activities associated with the application for and receipt of various forms of financial aid. The job description of Financial Aid Planner also encompasses other similar named positions such as the Senior Financial Aid Planner or Manager.


Job Responsibilities
  • Advises applicants and students on eligibility for financial aid programs, assisting them in the financial aid (FAFSA) application process.
  • Create payment plans for students when necessary.
  • Advise students about all available funding sources.
  • Maintain contact with State Workforce Agencies.
  • Monitor timely payment of payment plans set up with students
  • Initiate appropriate administrative actions for students in default of payment plans.
  • Verify eligibility for Federal aid programs including Pell grants and guaranteed student loans
  • Performs application intake, evaluation, processing, and awarding
  • Ensures that the student provides all necessary documentation in order to conduct required needs analysis and packaging
  • Conduct entrance and exit interviews as required by Title IV regulations
  • Provide assistance to students with financial aid concerns throughout their tenure at the school.
  • Learn, follow and refer to federal statutes and regulations as they pertain to Title IV
  • Use Title IV management information system in order to track applications and draw down federal student funds.
  • Perform other related duties as assigned by the Director of Financial Aid
  • Participate in weekly admissions update meetings.
Qualifications

Skills and Abilities:

  • Minimum 1 year of financial aid experience
  • Basic knowledge of federal and state financial aid regulations with specific knowledge of Federal Direct Loans, Pell Grants, and Title IV
  • Knowledge and comfort with Microsoft Word and Excel
  • Ability to critically think and understand complex instructions
  • Strong Customer Service Skills and Organizational Skills
  • Associates Degree or higher preferred
  • Being bilingual is a plus



NON-DISCRIMINATION POLICY
 Jersey College does not discriminate on the basis of race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status (“Protected Status”) and prohibits discrimination or harassment based on a Protected Status in any education program or activity that it operates, as required by the Age Discrimination Act, Section 504, Title II, Title III, Title VI, Title VII Title IX and their regulations, and other federal and state regulations and guidelines that prohibit discrimination, harassment, and retaliation against a Protected Status, including in admission and employment.
 
 Inquiries about the Age Discrimination Act, Section 504, Title II, Title III, Title VI, Title VII or Title IX may be referred to Jersey College’s Title IX Compliance Coordinator and Civil Rights Compliance Coordinator, the U.S. Department of Education’s Office for Civil Rights, or both. Jersey College’s Title IX Compliance Coordinator and Civil Rights Compliance Coordinator is the Director of Institutional Effectiveness who may be contacted at the following: 546 U.S. Highway 46, Teterboro, NJ 07608; 201-489-5836; [email protected] ; or [email protected].
 
 Jersey College’s nondiscrimination policy and grievance procedures can be located within the College Catalog (available at www.jerseycollege.edu/student-resources/college-catalog) under the sections entitled “Civil Rights Policies” and “Title IX and VAWA Policies”.
 

Skills Required

  • Minimum 1 year of financial aid experience
  • Basic knowledge of federal and state financial aid regulations, including Federal Direct Loans, Pell Grants, and Title IV
  • Experience assisting students with FAFSA applications and Title IV processes
  • Knowledge and comfort with Microsoft Word and Excel
  • Ability to critically think and understand complex instructions
  • Strong customer service and organizational skills
  • Associate's degree or higher
  • Bilingual ability
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The Company

What We Do

Jersey College is a private postsecondary institution dedicated to excellence in nursing education. Its mission is to bridge the labor gap in demand occupations by training competent nursing professionals who are well-prepared to enter the job market, providing a flexible curriculum that helps students balance their work, home, and school lives.

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