Duties and Tasks:
Perform application review and determination of student eligibility to prepare file for student aid awarding. Application review includes:
Verification: verify accuracy of data and make corrections as needed
Federal database (C-code) resolution
Identify/resolve conflicting information by collecting additional data
Review financial aid history
Evaluate satisfactory academic progress status
Review exception reports and make corrections as needed to ensure appropriate financial aid eligibility
Perform student awarding and disbursement following federal, state and institutional guidelines.
Communicate with students when necessary to resolve processing issues via the Financial Aid TOPdesk system.
Perform federal aid processing including origination and disbursement reporting, error resolution and monthly reconciliation.
Perform state aid processing including determining eligibility, awarding, reporting and reconciliation.
Perform financial aid recalculation/revisions related to attendance, enrollment change, special circumstance appeal, satisfactory academic progress appeal, post-screening reason code eligibility changes, additional sources of aid, over award, and over payment.
Maintain confidentiality of work related information and materials
Provide information to prospective and enrolled students regarding financial aid program requirements and procedures via inbound telephone calls and email.
Research financial aid issues; review forms for completeness, accuracy; verify information reported on student applications and other documentation.
Demonstrate integrity, ethical behavior in working with confidential information.
Work collaboratively with other departments to ensure that expectations of financial aid service are met consistently.
Participate in special events, evening, and weekend work as needed.
Contribute to the overall success of the Financial Aid Office by performing other duties as assigned by the management team.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
Knowledge
Demonstrate competencies to work in technology driven operation
Analytical skills, strong interpersonal and communication skills and student-centered customer service orientation
Must be able to work in a collegial and collaborative manner within a team environment
Demonstrate success working with students or customers in a service-oriented environment
Bachelor’s degree from a regionally accredited institution
Experience in financial aid, preferred Employment is dependent upon successful access to the National Student Loan Data System, which requires all federal student loans to be in good standing and not in default and a credit check to review that student loans are not in default.
Skills:
Demonstrated critical thinking skills and ability to work successfully with cross-functional teams.
Detail oriented, excellent time management skills
Superior organizational skills; ability to execute multiple objectives concurrently
Proficient with Microsoft Word and Excel
Abilities:
Ability to react and adjust quickly to changing conditions
Ability to multi-task daily
Ability to produce a high volume of quality work, timely and accurately
Ability and willingness to work occasional evenings and weekends
ENVIRONMENT:
The work environment characteristics described here are a representation of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term “qualified individual with a disability” means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of this position.
While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office and University, handle various type of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.
NOTICE:
The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description. Saint Leo University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success.
Why Work at Saint Leo?
What it’s Like to Work Here: Ask our employees and the one word they’d use to describe working at Saint Leo University is “Community.” Our team members all share the Saint Leo core values, positive attitudes, and problem-solving abilities, enabling them to provide excellent student centered service. Our mission is educating and preparing students for life and leadership in a challenging world. Thank you for your interest in joining the Saint Leo PRIDE!
We are committed to providing our employees with the support they need. At Saint Leo, we offer an array of medical, dental, and vision packages as well as several add-on perks to make your benefits package truly customizable to you and your family needs. Available benefits based on employment status (Full Time vs Part Time).
- FREE Tuition - Employee, Spouse, and Dependents*
- Tuition Exchange Opportunity - Dependent of Employees*
- Generous Paid Leave - Sick, Vacation, and Holidays
- Comprehensive Group Health Plan (Medical, Dental, and Vision)
- Group Medical Plan includes Teledoc, Surgery Plus, Wellness Incentive Program and more!
- 100% Employer-Funded Health Reimbursement Account
- 100% Employer-Paid Short Term Disability Insurance
- 100% Employer-Funded Employee Assistance Program (healthcare and dependent options)
- Employer-provided life insurance
- Discounted On-Campus Dining Meal Plans
- Nationwide Pet Insurance
- Flexible Spending Accounts
- 403b Retirement Plan
- Wellness Center
*Eligibility based on meeting required service period
2025 ICUBA Benefits Guide_St Leo
Skills Required
- Bachelor's degree from a regionally accredited institution
- Experience in financial aid
- Proficiency with Microsoft Word and Microsoft Excel
- Analytical, critical thinking, organizational, and time management skills
- Ability to work collaboratively in a team environment
- Experience working with students or customers in a service-oriented environment
- Ability to produce high-volume, accurate work and manage multiple objectives concurrently
- Ability and willingness to work occasional evenings and weekends
- Successful access to the National Student Loan Data System, including federal student loans in good standing and not in default
- Successful credit check confirming student loans are not in default
What We Do
Saint Leo University is one of the largest Catholic universities in the nation, offering 57 undergraduate and graduate-level degree programs to more than 18,200 students each year. Founded in 1889 by Benedictine monks, the private, nonprofit university is known for providing a values-based education to learners of all backgrounds and ages in the liberal arts tradition. Saint Leo is regionally accredited and offers a residential campus in the Tampa Bay region of Florida, 16 education centers in five states, and an online program for students anywhere. The university is home to more than 98,000 alumni. Learn more at saintleo.edu.
