STUDENT FINANCIAL COUNSELOR

Posting Details

Posting Details

Reference Number 87-26964
Posted Job Title STUDENT FINANCIAL COUNSELOR
School Name Division of Finance
Org Student Financial Services
Posted to the Web 10/05/2017
Posted Job/Salary Grade 025
Employment Type Exempt
Hours N/A
Position Type Full Time
Position Schedule Mon-Fri: 9am-5pm
Months 12
Position Length Ongoing
Position End Date
University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

School/Center Overview

The Division of Finance is responsible for an array of centralized financial functions of the University. Our various departments are responsible for administrative services that support financial accounting and disbursement activities, research administration, external and internal investments, cash and debt management, risk management and student registration and financial aid. http://www.finance.upenn.edu/default.asp

Duties

The Senior Financial Aid Counselor will join a large team of Financial Aid Professionals servicing both undergraduate and graduate students at the University of Pennsylvania. The office provides support student-centered initiatives, provide counseling and/or guidance to students, families, and the University community.

The position will actively serve students and their families through financial aid related services ranging from educating prospective students about the financial aid process, awarding various aid programs, and educating students about the importance of good financial management. In addition, this position will have administrative oversight of specific programs (such as Pell, Donor Relations, Veterans, FWS, etc.) to ensure funds are properly awarded, disbursed, and accurately reconciled.

Qualifications

A Bachelor’s Degree and 3 years to 5 years of experience or equivalent combination of education and experience is required, preferred in financial aid and student services.

Financial aid counseling experience and a comprehensive knowledge and understanding of federal regulations for administering student financial aid programs, financial aid need analysis, and processes.

Experience in managing both federal and institutional methodology is a plus. Have considerable experience working with specific financial aid programs and a good working knowledge of FERPA rules and regulations and ability to ensure compliance.

Familiarity with Banner Student Information System, needs’ analysis, and federal/state financial aid programs. Excellent communication and interpersonal skills. Ability to interpret and apply laws, policies and procedures. Familiarity with automated financial aid systems.

Experience with MS Office (Word, Excel, Access, and PowerPoint), Banner, ImageNow imaging system. Ability to work well with a diverse community and groups with different levels of technical ability. Multi-lingual skills are a plus. The ability to develop and maintain effective professional working relationships with individuals at all organization levels on campus is critical, along with the ability to work independently and with a team of colleagues.

Affirmative Action Statement

Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.
Quick Link http://jobs.hr.upenn.edu/postings/31835

Posting Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * How did you hear about this employment opportunity?
    • Jobs@Penn
    • Contacted by a Penn Recruiter
    • Referred by a Penn Employee
    • Referred by a friend or family member
    • Higher Education Recruitment Consortium (HERC)
    • Inside Higher Ed
    • Indeed.com
    • Other Internet Advertisement
    • Linkedin
    • Twitter
    • Other Social Media Site
    • Professional Affiliation/Trade Website
    • Diversity Association/Publication Website
    • Heard about it at a conference or career fair
    • Apple One
    • Recruitment and/or staffing agency
  2. * What is your highest level of education completed?
    • Less than high school education
    • High School Diploma or GED
    • Vocational or Technical School
    • Associate's Degree or Two Year College
    • Bachelor's Degree
    • Master's Degree
    • PHD/MD/JD or equivalent doctoral degree
  3. * How many years of experience do you have related to this position?
    • 0 to 1 Year
    • 1 to 2 Years
    • 2 to 3 Years
    • 3 to 5 Years
    • 5 to 7 Years
    • 7 to 10 Years
    • Over 10 Years
  4. * Do you have experience working with Banner Student Information System?
    • Yes
    • No
  5. * Do you have Needs Analysis experience?
    • Yes
    • No
  6. * Do you have more than 3 years of Financial Aid experience?
    • Yes
    • No

Applicant Documents

Required Documents
  1. Resume
Optional Documents
  1. Cover Letter