Student Financial Services
Position Summary
The incumbent, reporting directly to the Associate Director of Financial Aid Client Services, is responsible for counseling and advising students on all related financial aid programs, eligibility criteria, application procedures, costs, indebtedness, and financial planning at all contracted schools.
Responsibilities
The incumbent oversees related communication with students and parents and cultivates relationships with external members of the University community.
The Officer reviews and interprets financial aid application data, determines student eligibility and awards new and continuing students as outlined by School packaging philosophies.
The incumbent assists to review and to update annual Costs of Attendance (COA) and packaging procedures, standard and custom reports, selection sets, and troubleshoots technical issues.
Along with the Associate Director, maintains and updates the financial aid pages on the Student Financial Services website and the database of external fellowships and grants, as well as any additional financial wellness information as necessary.
The Officer is responsible for pre-collection efforts for students currently enrolled by assisting students and families in securing financing.
Proactively contacts students with debit balances to ensure they are well informed and, if necessary, assists students and families with the necessary financial planning required helping meet their financial responsibilities to the University.
The Officer provides first-class student-focused support, utilizing workshops, individual appointments, web tools, email, social media, and telephone contact to disseminate accurate and clear information.
The incumbent is expected to follow the office policies and procedures with respect to all processes and responsibilities.
This position is expected to use professional judgment in extenuating circumstances as defined by the Department of Education regulations when analyzing the data and students financial situation to make informed decisions and exceptions to the student’s financial record while offering first-class customer service experience to our students and families.
Performs related duties and special projects as assigned.
Minimum Qualifications
Bachelor's degree and/or its equivalent and a minimum of 3 years related experience required.
Other Requirements
Knowledge of accounting concepts as well as competence in Excel required.
A demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines is needed.
Strong proficiency in Microsoft Office (Word, Excel, Access) required.
Must be detail-oriented with organizational and problem-solving skills, and be able to manage deadline-oriented projects.
Must be able to demonstrate critical thinking, interpersonal, oral and written communication skills.
In addition, the successful candidate must be able to work well with all levels of employees, be flexible in nature, have sound judgment with an open and collaborative style that encourages teamwork and cooperation beyond the immediate team to the broader organization.
Must have a passion for excellent customer service.
Preferred Qualifications
Demonstrated knowledge of Federal Student Aid regulations and understanding of Financial Aid systems preferred.
Knowledge of federal and private loan programs is strongly preferred.
Equal Opportunity Employer / Disability / Veteran
Columbia University is committed to the hiring of qualified local residents.
| Title | Location | Department | Summary |
|---|---|---|---|
| Financial Aid Officer-Hybrid Schedule | New York | Student Financial Services | The incumbent, reporting directly to the Assistant Director of Financial Aid Client Services, is responsible for counseling and advising students on all related financial aid programs, eligibility criteria, application procedures, costs, indebtedness, and financial planning at all contracted schools. The incumbent provides proactive, student-centered advising with increased emphasis on private and alternative financing options to support students impacted by changes in federal loan eligibility and aggregate loan limits. |
| Admissions Specialist | New York | School of Professional Studies | The Admissions Specialist works closely with the Associate Director of Admissions to uphold and strengthen the integrity of the admissions process flow from application through enrollment for the School of Professional Studies growing set of offerings. |
| Analyst (Accounting Operations), Columbia Investment Management Company | Other NYC Locations | IMC | Columbia University Investment Management Company, LLC, (“IMC”) is a wholly-owned subsidiary of Columbia University charged with stewarding Columbia’s managed assets for the current and future support of the University’s operations and with preserving the purchasing power of the assets over the long-term. Almost all funds are managed externally in a diversified strategy that uses active and passive management techniques across a range of asset classes. The IMC seeks professionals who embody our values. We seek those who recognize that first and foremost, we are stewards of the University. We are purposeful about the decisions we make, always mindful that decisions must reflect the strategy and the priorities of the organization. We strive to balance the art and science of investing using tools and technology to enhance decision making. We value technology in our process but know that it is most effective when combined with human judgement and eye towards assessing how we expect markets and processes to evolve over time. We are intellectually honest, holding ourselves and others to account so that we make the best decisions for long-term outperformance. Finally, we are a team. A team that shares responsibility for the inputs and outputs of our process. We believe strongly in collaboration and effective communications as requirements for success. The IMC seeks professionals who can contribute materially to the management of the portfolio. Independent thinking and open dialogue are actively encouraged, with team members contributing to the skills, thinking, qualitative and quantitative analysis related to a range of the portfolio, including equities, real estate, energy, other real assets, private equity or a variety of public market strategies. The IMC environment is one in which staff members are expected to develop professionally, work collaboratively across asset classes, and assume greater responsibilities according to ability and impact. |
This website uses cookies as well as similar tools and technologies to understand visitors' experiences. By continuing to use this website, you consent to Columbia University's usage of cookies and similar technologies, in accordance with the Columbia University Website Cookie Notice.