Specialist - Financial Aid (Verification and Packaging)
Fox Valley Technical College

Job Info

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Specialist - Financial Aid (Verification and Packaging)

Fox Valley Technical College

Job Category
Regular Support Staff
FVTC Worksite
Appleton Main Campus
Hours Per Week
40


Job Description Summary
The Financial Aid - Verification & Packaging Specialist is responsible for a wide range of financial aid functions. This includes conducting verification of student data, reviewing and processing Satisfactory Academic Progress (SAP) appeals and professional judgment requests, and packaging various forms of federal, state, and alternative aid. The specialist ensures compliance with institutional, state, and federal guidelines and plays a vital role in supporting students with complex financial aid needs, particularly in clock-to-credit hour programs and for specialized aid such as alternative loans, Parent PLUS loans, DVR (Department of Vocational Rehabilitation) grants, tribal grants, and other aid programs.

Work Schedule:
Monday - Thursday 8:00am - 4:30pm OR 9:30am - 6:00pm
Friday: 7:30am - 4:00pm

Job Description
Essential Functions and Responsibilities
The following duties are primarily performed and are essential for this position. Employees are expected to be able to perform each of these job duties satisfactorily to be qualified for the position. Other duties may be required and assigned.

• Process and package special types of aid, including but not limited to:
• o Federal Parent PLUS Loans - Assist parents of dependent students with the application process, determine eligibility, and package the loan as part of the student's overall aid
• o Alternative (Private) Loans - Coordinate with private lenders, and ensure loans are processed in alignment with institutional policies.
• o DVR (Division of Vocational Rehabilitation) Grants - Work with DVR offices to ensure that students receiving vocational rehabilitation grants are packaged correctly, and funds are applied appropriately.
• o Tribal Grants - Work with various tribal education offices to process tribal education grants. Assist students in navigating tribal funding resources and ensure grants are included in the overall aid package.
• Evaluate and package aid for students enrolled in clock-to-credit hour programs, ensuring compliance with specific regulatory requirements related to these programs. Monitor student enrollment to adjust aid packages as necessary.
• Process and manage consortium agreements for students attending multiple institutions, ensuring financial aid eligibility is accurately determined for both home and host schools.
• Conduct federal verification for selected students by reviewing tax documents, verification worksheets, and other supporting materials.
• Review and process Satisfactory Academic Progress (SAP) appeals submitted by students who do not meet SAP requirements for continued financial aid eligibility.
• Review and process requests for dependency overrides and other professional judgment adjustments, evaluating students' unique financial and or family situations that may not be reflected on the FAFSA.
• Stay current on changes to federal, state, institutional, and other awarding agency's regulations for aid processing, verification, SAP appeals, and professional judgment requests.
• Maintain accurate records of verification, SAP appeals, and professional judgment requests, ensuring compliance with institutional policies and federal guidelines.
• Provide counseling to students and families on FAFSA completion, SAP appeals, and professional judgment requests, helping them understand the financial aid process and their eligibility.
• Deliver high-quality customer service, responding promptly to inquiries and offering one-on-one assistance where needed.
• Assist in the development and revision of policies and procedures as needed to reflect changes in federal and institutional regulations.
• Participate in cross-training initiatives within the financial aid department to gain proficiency in a variety of financial aid processes, ensuring seamless support across all areas during peak times or staff absences.

Minimum Qualifications
Education and/or Experience Requirements:

• Associate's degree in finance, business administration, student services, or a related field required; Bachelor's degree preferred.
• Minimum of 2 years of experience in financial aid, student services, or related administrative roles, with specific experience in FAFSA processing, verification, SAP appeals, and professional judgment preferred.
• Strong familiarity with federal financial aid regulations, including special aid programs, verification, SAP requirements, and professional judgment guidelines.​

Licenses, Certifications, and Other Requirements:

• Strong knowledge of financial aid regulations, particularly related to verification, SAP appeals, and professional judgment.
• Excellent organizational skills and attention to detail, especially in reviewing financial aid applications and supporting documentation.
• Strong interpersonal and communication skills, with the ability to explain complex financial aid processes to students and families.
• Proficiency in financial aid management systems (e.g., Work Day) and Microsoft Office Suite.
• Ability to work in a fast-paced environment and manage multiple priorities, particularly during peak periods.

In evaluating candidates for this position, Fox Valley Technical College may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.

Work Environment

• This position operates in a professional office environment. The role may require some evening or weekend hours during high-volume periods. Work may be completed in a hybrid environment, both in person and virtually.

Work environment may change based upon college needs.

Physical Requirements

• Sitting: This role requires extended periods of sitting while performing tasks and utilizing computer systems.
• Repetitive Motions: Capacity to perform repetitive motions, such as typing, without discomfort or injury.
• Communication: Clear verbal and written communication skills are essential for interacting with students, employees, and stakeholders, both in-person and through electronic means.

EOE/ADA Statement

Fox Valley Technical College (FVTC) is an Equal Opportunity Employer (EOE). In compliance with the Americans with Disabilities Act (ADA), FVTC will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

Nothing in this job description limits management's right to assign or reassign duties and responsibilities to this job at any time. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement or affect the at-will nature of the employment arrangement between the employee and company and is subject to change by the employer as the needs of the employer and requirements of the job change.

Additional Information

Pay Rate: $24.53 per hour.

Pay is based on a multitude of factors, including experience, qualifications, education, relevant certifications, internal equity, and market data. Note: Internal applicants' wage will be based upon the applicable compensation guidelines.

Fox Valley Technical College is an Equal Opportunity/Affirmative Action institution, providing equal opportunity to all persons, including members of underrepresented racial and ethnic backgrounds, females, veterans and individuals of all abilities.
For questions regarding the College's nondiscrimination policy, contact: Rayon Brown - rayon.brown6751@fvtc.edu (Affirmative Action), TitleIX@fvtc.edu (sex-based discrimination or harassment), or Dan Squires - daniel.squires3328@fvtc.edu (Disability related discrimination).


To apply, please visit: https://fvtc.wd1.myworkdayjobs.com/en-US/FVTC/job/Appleton-WI/Specialist---Financial-Aid--Verification-and-Packaging-_JR2024-1120

Fox Valley Technical College celebrates diversity, supports equity and inclusiveness, and encourages individual expression in our workplace.









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