FINANCIAL AID EXAMINER II                                  Spec # 09790

                                                                                                                                                                                           (Competitive)

DISTINGUISHING FEATURES OF THE CLASS

      The work involves responsibility for assisting students in completing applications for federal financial aid (FAFSA) and advisement on required documentation. The Financial Aide Examiner II will be responsible for reviewing processed applications through the Financial Aid office while maintaining federal regulations, requirements and procedures. The Financial Aide Examiner II is also responsible for verifying the eligibility of required documentation for financial aid packages. General supervision may be exercised over clerical staff. Does related work as required.

TYPICAL WORK ACTIVITIES

      Assists students and their parents in completing applications for federal and state student financial assistance to insure that information and documentation required for each grant or scholarship has been included.                                           

      Reviews grant applications processed through the Financial Aid Office to determine that the information is complete, correct and consistent with every other piece of information provided.

      Informs applicants of the grants and scholarships available and the regulations, requirements and procedures involved in the application process.

      Examines and verifies information provided on the financial application forms dealing with eligibility determinations to insure that all required documentation is available; performs validation of information reported on the application for a Basic Grant in accordance with Basic Grant regulations; contacts students and parents when further documentation is required.

      Provides information and referral for students interested in the college's work-study or deferred payment program or for special grants and loans administered by the college.                                                           

      Reviews students' records to verify that every student eligible for financial aid has met federal and state regulations concerning admission and matriculation status and satisfactory academic progress as required.  Attends training sessions and workshops to stay abreast of changes in federal and state guidelines, regulations and application forms.

      Completes, reviews and processes emergency short term loans for students applying and eligible for emergency assistance.

FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

      Good knowledge of Federal and State student financial aid programs and the rules, regulations and procedures involved in the application process.

      Good knowledge of student financial aid eligibility standards and requirements.

      Good knowledge of the college's rules and regulations pertaining to matriculation, student academic standing and registration status.                       

      Some knowledge of interviewing techniques to guide students through the application process and assist them in determining the best course of action to follow.

      Ability to read, understand and interpret rules and regulations for purposes of advising and assisting applicants.

      Ability to communicate clearly and concisely, both orally and in writing.

  MINIMUM QUALIFICATIONS

Promotional:

Three (3) years of permanent, competitive class experience in the title of Financial Aide Examiner I. 

Open-Competitive:

      A.  Three and a half (3.5) years of full-time work experience, or its part- time equivalent, in examining, evaluating, or assisting in the completion of state and federal financial aid forms in a post-secondary institution; or,

      B.  Four and a half (4.5) years of full-time work experience, or its part-time equivalent, in examining, investigating or evaluating claims for financial assistance, veterans or unemployment benefits, insurance or a similar program operating under established criteria for eligibility.

NOTE:  Successful completion of college credits from a regionally accredited college or university or business school or one accredited by the New York State Board of regents to grant degrees may be substituted for work experience as defined in (B) above, as follows:  Thirty (30) semester credit hours is equivalent to one (1) year of work experience; Sixty (60) semester credit hours is equivalent to two (2) years of work experience.   

11/2024   Created