Financial Aid Advisor

  • Scripps College
  • Scripps College, North Columbia Avenue, Claremont, CA, USA
  • Mar 05, 2018
Full time Education

Job Description


The Financial Aid Advisor has primary responsibility for advising and counseling prospective students, current students and parents on all aspects of the financial aid application process and financial literacy.  The Financial Aid Advisor has administrative responsibility for various financial aid programs and processes.  This position reports to the Director of Financial Aid and Associate Director of Financial Aid.



Essential Functions:

This information is intended to be a descriptive of the key responsibilities of the position. The list of essential functions below does not identify all duties performed by any single incumbent in this position. Perform other duties as assigned.

  • Provides in-person counseling to prospective students, current students and parents on all aspects of financial aid application processing, need analysis, appeal processing, and packaging, including information on institutional, federal, and state financial aid programs.

  • Responds to all phone and email inquiries escalated by the Financial Aid Assistant.
  • Assists financial aid senior staff with need analysis, verification and packaging for prospective and continuing students, as needed. 
  • Responsible for all aspects of Federal Pell Grant and Federal Direct Loan program origination, disbursement, and monthly reconciliation. Responsible for all non-federal alternative loan program certification and disbursement processing.

  • Responsible for daily data exchange with the US Department of Education Common Origination and Disbursement System (COD) including generating, loading data files (i.e., ISIR Corrections, COD Files), and performing online corrections.

  • Responsible for the processing of all institutional loans, including packaging, review of loan documents for accuracy, and coordination with the Student Loan Department in the Claremont University Consortium (CUC) concerning the approval and disbursement of institutional loans.
  • Provides students with one-on-one and group financial literacy, loan entrance and loan exit counseling for federal and institutional loan programs.

  • Responsible for monthly reconciliation of Federal Pell Grant and Federal Direct Loan disbursements with Student Accounts Records and the Department of Education Common Origination and Disbursement System (COD).
  • Responsible for all aspects of Outside Agency Scholarship certification, enrollment verification, aid coordination and disbursement processing.  
  • Responsible as back up to Financial Aid Assistant for loading ISIR, Profile and IDOC files. Assists Financial Aid Assistant as needed to review and resolve file load errors and merge duplicate system records.
  • Responsible as back up to Financial Aid Assistant with document tracking, scanning and/or filing, as needed.
  • In consultation/coordination with the Associate Director of Financial Aid, maintain policy and procedure manual for this position.
  • Performs other related essential duties as assigned by the Director and the Associate Director of Financial Aid.
  • Active support for the College’s Principles of Community and Principles of Diversity in the performance of job duties. 


Individual must possess knowledge, skills and ability to be able to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities.


  • Excellent interpersonal skills.
  • Excellent written and oral communication skills.
  • Ability to work successfully individually and as a member of a team.
  • Ability to work with diverse populations.
  • Ability to meet deadlines and to manage a demanding schedule.
  • Excellent organizational skills.
  • Knowledge of federal, state and institutional financial aid programs, regulations, systems and policies, preferred.
  • Experience in the use of automated financial aid systems software including: PowerFAIDs, NetPartner, EdConnect, CPS Online, COD, CX and Workday systems preferred, but not required.



Bachelor’s degree; or any combination of education, training or experience that provides the required knowledge, skills, and ability.           



One to two years of financial aid or related experience preferred.  Knowledge and expertise in federal and state financial aid regulations, systems, and processes preferred, but not required. Knowledge of Institutional Methodology and experience with PowerFAIDs, preferred.







The regular hours for this position are 8:00 a.m. to 5:00 p.m., Hours may vary due to the needs of the College or the department.



This is a regular, full-time, 12 month, non-exempt level position.  Benefits-eligible.   



Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is quiet to moderate. 


Physical and Mental Requirements

Ability to maintain good concentration level while dealing with interruptions; attention to details with emphasis on accuracy; capable of giving, receiving, and analyzing information, formulating work plans, and articulating goals and action plans. 

Sitting in a normal seated position for extended periods of time.  Standing for extended periods of time. Reaching and extending hand(s) or arm(s) in any direction.  Finger dexterity required to manipulate objects with fingers rather than the whole hand(s), or arm(s), for example, using a keyboard.  Communication skills using the spoken word. Ability to see within normal parameters.  Ability to hear within normal parameters.  Ability to bend and stoop, for example, to file.  Ability to move about.  Ability to lift and carry short distances up to 20 lbs., for example to lift or move office supplies, files, books and packages.

At-Will Employment

Regular employment at the College is for no specified period of time; conditions and status of employment (hours, pay, title, duties, etc.) are subject to change at any time.  Scripps College is an At-Will employer.  Employees, and likewise the College, are free to end the employment relationship at any time, for any reason, with or without notice or cause, unless otherwise prohibited by law.

 Scripps College is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, gender, religion, marital status, registered domestic partner status, age, national origin or ancestry, sexual orientation, gender identity, physical or mental disability, medical condition including genetic characteristics, or any other consideration made unlawful by federal, state, or local law.