Sorry, this job was closed 2 years ago. See all open Financial Planner Jobs in Monessen, Pennsylvania

The Financial Planner will transition the student (and family) from the application process in Admissions and through financial planning and processing, which begins in the Financial Aid and/or the Business Office.

Some general duties include:

  • Provide information to students regarding financial aid program requirements and procedures
  • Estimate financial aid awards using both credit hour and clock hour methodologies
  • Evaluate and estimate federal aid based on FAFSA eligibility
  • Evaluate and estimate sources of financial aid such as: veteran’s funding, state grant aid, agency funding, etc.
  • Begin file maintenance and turn over completed documentation and forms to the Financial Aid Officer
  • Interpret, apply and comply with federal, state, agency and institutional regulations governing financial aid and maintain current working knowledge of guidelines/regulations relating to financial aid
This position requires knowledge of numerous rules and regulations as well as a variety of technical sources such as COD, NSLDS, PHEAA, VA ONCE, FAA Access to CPS Online, Campus Vue, Microsoft Office, etc. Prior post-secondary financial aid experience (career school preferred). Proficiency in Microsoft Office (specifically Word and Excel). Experience with Campus Vue COD, NSLDS, PHEAA, VA ONCE, and CPS Online. Must be a team player and practice excellent time management skills.

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