Financial Aid Counselor

Financial Aid Counselor

Employment Status:  full-time permanent position


ORGANIZATIONAL RELATIONSHIP:       Director of Financial Aid

JOB PURPOSE:  To assist the Director of Financial Aid with administration of various aid programs while maintaining a student-centered environment.  


Essential Functions: 

  • Meet with parents and students to discuss financial aid options available to them and their best possible alternatives to financing the cost of education at Wagner College and/or Study Abroad
  • Ensure compliance with regulations and policies of federal, state and outside agencies
  • Ensure compliance with Wagner College policies
  • Coordinate the processing of various types of funds including, but not limited to TAP, Alumni Fellowships, Tuition Remission and Graduate Assistantships
  • Federal Verification of student files including the request, collection and correction of student records.
  • Coordinate and complete the annual Athletic Scholarship Renewal process
  • Coordinate and actively participate in Financial Aid packaging including the processing of federal, state, private and institutional funds.
  • Review appeals and Requests for Special Condition Consideration
  • Coordinate financial aid packaging of graduate students
  • Act as liaison with Department of Intercollegiate Athletics to review and update student-athlete financial aid packages with book and lab expenditures as necessary.
  • Responsible for documenting and updating of policies and procedures
  • Meet with parents and students to discuss financial aid options available to them and their best possible alternatives to financing the cost of education at Wagner College and/or Study Abroad
  • Participate in various financial aid functions (i.e. – new student orientation, Campus Visit Days, Admitted Student Days, registration nights)
  • Communicate with parents and students to resolve financial aid and/or billing-related matters
  • Review and creation of documents, forms, publications 

Non-Essential Functions:

  • Student Employment Program functions including collecting the I-9 and W-4 from students and guiding them through the Student Employment process
  • Assist with monitoring of federal fund expenditures
  • Assist with preparation of A-133, CDS, IPEDS, FISAP and other reports preparation
  • Review and approve/deny student Refund requests in accordance with regulations/policies
  • Answer phones and emails involving detailed financial aid and billing-related queries
  • Assist with reconciliation of funds
  • Assist with training of Office of Financial Aid Staff
  • Participate in professional development activities
  • Filing
  • Reception Duties

 Supervisory Responsibilities

  • Limited supervision of Graduate Assistants and student assistants


 Work Experience:         One to two years experience in Title IV administration, preferably in a small, private, liberal arts college setting preferred.

Education:                        Bachelor’s Degree required

Certifications:                 n/a        

Licenses:                          n/a        

Desired Work Traits:      Working knowledge of the financial aid process and federal regulations; experience with federal verification required; supervisory experience required; ability to work independently and as part of a team; attention to detail required; ability to effectively solve problems, implement projects and multi-task in a fast-paced environment; demonstrated competency in mathematics

Computer Skills:           Proficiency in Microsoft applications, internet and email in a network environment.  Working knowledge of NSLDS, ELM, COD, Clearinghouse, IFAP, EDExpress preferred.; knowledge of Jenzabar CX and html/webpage maintenance helpful.

Communication/Interpersonal Skills:    

Ability to communicate effectively via verbal and written communication; ability to actively listen, manage sensitive and/or difficult situations; ability to multi-task and manage others


  • First Floor in building without elevator or handicap access
  • Travel may be required
  • Evening and weekend hours required for special events. May be required to accommodate student/family schedule.

 Nothing in this job description restricts Management’s right to assign or reassign duties and responsibilities to this job at any time.

All candidates please contact Theresa Weimer, Director of Financial Aid at