Clerical Assistant 2 – Financial Aid and Admissions

FINANCIAL AID AND SCHOLARSHIPS:

•Provide information to prospective and current student (and families) about financial aid programs, application procedures, deadlines and other aid-related information relative to Federal Title IV/HEA, PHEAA, institutional, and private financial aid programs. Assist students/families with understanding questions of the FAFSA.
•Respond to high volume of calls, office visits and emails by prospective students, parents and currently enrolled students to provide information on the aid process.
•Create mass-email templates and mail merges within Banner as directed for use by financial aid staff. Prepare disbursement and other various reports out of Banner as requested.
•Utilize the Banner document imaging system to file and organize documents received by, and sent to, students and families.
•Assist directors with maintaining the Financial Aid Office Policy and Procedures Manual, with reviewing the office webpages, and printed communications to current and prospective students and other various constituencies.
•Use Excel and Access to assist directors with reconciliation of aid programs and other database projects.
•Act as administrative support for the directors by scheduling appointments, handling mailings, printing/copying, and filing as needed.
•Assist with loan default prevention activities and outreach to students in delinquency. Broadly support our financial literacy program.
•Assist in the streamlining of the Federal work study program and contribute to the development and implementation of a student centric system for applying and searching for jobs.
•Provide assistance with monitoring wages and hours of PHEAA State Work Study students.
•Communicate with student worker supervisors regarding the SWSP application process.
•Responsible for processing SWSP applications including entry for submission to PHEAA and validating hours worked reports. SCHOLARSHIP SUPPORT:
•Produce and monitor reports with regard to expenditures, yield rates, and head counts for various internal and external scholarship initiatives.
•Assist in tracking scholarship eligibility
•Maintain a working list of external scholarship opportunities for our students and update our scholarship website regularly.
•Assist with completing forms for public assistance, private landlords, and other incoming requests.
•Assist with the processing of travel documents, purchase orders, and supply acquisitions.
•Submit facilities work orders.
•Assist in maintaining the student workers’ schedule
•Order supplies based on the needs of the department.

ADMISSIONS DUTIES:

•Greets guests to the North Hall Welcome Center, directs them to appropriate areas, and assists visitors in obtaining parking permits as needed.
•Assists Admissions professional staff members and tour guides in greeting and guiding guests who visit campus for small group freshman presentations, individual appointments, and/or tours.
•Prepares guest information from the “Event Management” system and distributes this information to participants of Freshman Daily Visits.
•Reviews the initial step of undergraduate prospects/inquiries that are suspended in the CRM/Banner SIS and prepares this information for the “push” into Banner (when applicable).
•Reviews the asktherock@sru.edu emails and responds or forwards them on to another staff person for response (when applicable).
•Inputs applications and prospective student information into the CRM/Banner SIS as needed.
•Answers and makes phone calls regarding the admission process and related areas of concern.
•Uses all components of Microsoft Office and maintains proficiency in use of the CRM/Banner Student Information Systems to support the operation of the Office of Undergraduate Admissions.
•Participates in professional development activities and University events to maintain position/skill competencies and knowledge-base of the University as time allows.