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Penn State Job Catalog

Financial Aid Specialist – Professional (PSU1232)

Additional Levels
Job Strings

The defined natural career progression within or between job profiles.

Financial Aid



Job Summary

The Financial Aid Specialist provides personal and financial aid application counseling to students and parents; assists in the administration of the financial aid program; makes decisions to award funds to students eligible for scholarships, grants, and college work-study; responsible for auditing and reconciling financial aid accounts and packaging financial aid awards; responsible for the dissemination of information for student financial assistance through face to face, email, and phone counseling.

Representative Duties

  • Advise and counsel students and parents regarding the financial aid process
  • Provide in-take services, taking student/parent phone calls, responding to email, assisting visitors within the office
  • Analyze and evaluates student financial needs, and advises on availability of financial assistance
  • Monitor and coordinate the processing of verification and certification changes needed due to eligibility changes resulting from FAFSA data changes
  • Develop and maintain strong working knowledge of all federal, state, and University student aid regulations, policies, and procedures
  • Responsible for awarding, monitoring, and oversight of federal, state and university student aid
  • Work with the Office of Student Aid's Application and Eligibility Services staff to monitor both eligibility and review aid processes
  • Collaborate with other campus aid representatives, University personnel and outside agencies in the administration of aid applicants' verification and certification eligibility reviews programs
  • May serve as the School Certifying Official, the primary point of contact for Department of Veterans Affairs (VA) education benefits; process and maintain VA certification operations in compliance with federal and university policies

Level Matrix

Level:
Professional
Base Description:
– Completes activities, tasks, and/or projects of a functional nature.
Level Summary:
– Demonstrates baseline working knowledge of routine work tasks. Follows the standard principles and practices. Acts under direct and frequent supervision using established procedures with detailed instructions. Participates as a team member and actively contributes to completion of team goals. Clearly communicates information.
Supervisory Responsibilities:
– None
Fiscal Responsibilities:
– Typically none
Problem Solving:
– Encounters routine problems
– Follows recommended course of action and procedures to resolve problems
Independence of Action:
– Work is closely monitored by supervisor
– Detailed instructions and procedures are provided
– Applies standard operating procedures with limited guidelines for deviation
Communication and Collaboration:
– Typically communicates internally within working unit
– Collaborates closely with team members
– Clearly communicates information, ideas, or instructions verbally and in writing
Salary Structure
  • Comp Grade – 5
  • Minimum – $38,300.00
  • MidPoint – $46,900.00
  • Maximum – $55,500.00
FLSA Exemption Status
Non-Exempt
Minimum Education
Associate's Degree
Minimum Experience
No prior relevant work experience required
Equivalency
Or an equivalent combination of education and experience
Additional Job Requirements