The Office of Financial Aid is seeking a Financial Aid Counselor I (Assistant Director) to join our team! The Financial Aid Counselor performs need assessments for students requesting financial aid. Provides counseling and assistance in matters pertaining to financial aid packaging. Conducts need analysis to determine student financial aid packaging options based on individual case circumstances. Reviews student applications for consistency and completeness, verifies accuracy of student and family reported information, and certifies applications. Maintains accurate and thorough file documentation.
This role advises students regarding financial planning, budgeting and debt management. Serves as liaison on financial aid matters to assigned campus offices and departments. Provides interpretation of financial aid policies and assists in problem-solving. The selected candidate will be expected to maintain currency on financial aid packages, state and federal regulations related to financial aid, and university policies and procedures.
The Office of Financial Aid is organized into several units. As part of their training, new financial aid counselors rotate through each unit during their first 18 months. Upon completion of the training, they should be able to perform the following tasks for each unit:
Determine if and when documents were submitted to the Financial Aid Office (FAO)
Understand how documents are received and processed
Need Analysis and Verification
Understand information provided on FAFSA, CSS PROFILE federal income tax returns and W2s, and USC forms
Become proficient at processing both Tier 1 and Tier 2 files
Dissect Special Circumstances letters/information presented by families
Process Tier 1 Budget, Late, Housing and Computer appeals
Aid Coordination (a key focus)
Analyze the cost of attendance and budget for a student
Differentiate between types of aid used to create a financial aid package
Add awards to a studentâs package as directed by a manager
Identify the different loan programs on SIS
Originate Stafford and PLUS loans
Troubleshoot issues regarding disbursement of loan funds
Assist with SAP or R2T4 as directed by a manager
Participate on phone contact shifts
Attend FAO events as needed (both on and off campus)
Compliance and Training
Use the FSA Handbook, Dear Colleague Letters, NASFAA resources, etc. to research federal regulations
Identify student and program eligibility issues
Assist with audits and self-assessments as needed
Draft policies and procedures for the Knowledgebase
During the training period, financial aid counselors will have a supervisor of record, but will be trained and supervised by multiple managers as they rotate through their assigned units.Â After the training period, counselors will be placed with a unit to gain specialized knowledge in that unit with the understanding that they may be called upon for short-term tasks for other units during busy seasons.
Please submit a cover letter and resume as part of your application.
Minimum Education:-Bachelor's Degree-Combined experience/education as substitute for minimum educationMinimum Experience:-0 - 6 MonthsMinimum Field of Expertise:-Financial analysis and evaluationPreferred Field of Expertise:-Knowledge of student financial aid programs and need analysis
USC’s Viterbi School of Engineering has been one of the economic engines in Southern California and a vital hub in the California economy. The technical innovations and ideas generated by the Viterbi faculty and research community have resulted in countless innovations, many becoming the foundations for new companies, products and services. The thousands of students graduating each year bring new ideas and vitality to companies in California and beyond. With an annual research budget exceeding $205M each year, more than 46 research centers and institutes, more than 180 faculty members, 7,800 students and over 60,000 impassioned alumni world-wide, the Viterbi School is addressing some of the world’s great challenges.