Processes promissory notes for loans; coordinates entrance and exit interview processes with students and campus colleges; coordinates scholarship information; responsible for various office and financial aid tasks. Employees at this level perform should be able to competently perform routine to moderately complex assigned job responsibilities.  

• Generates and processes promissory notes.   
• Updates system checklists to reflect receipt of documents.
• Coordinates dates with colleges and prepares exit packets for exit loan interviews conducted for students within the colleges.
• Monitors entrance/exit online counseling. 
• Updates forms for use on website and office e-files.  
• Sends electronic files to ECSI for reporting loan disbursements and exit information.
• Corresponds with students concerning additional documentation needed to continue financial aid processing. 
• Prints and mails award letters to students daily. Responds to student inquiries regarding loans.
• Responsible for reviewing financial aid e-mails and responding to questions.
• Sends out global e-mail messages to students and groups of students concerning various issues at Director's request.
• Initiates verification process and subsequently reviews verification documentation submitted by student.
• Completes system updates with information submitted for verification, troubleshoots any discrepancies; prepares or coordinates OU Foundation scholarship requests from the various colleges; notifies counselors of these awards so student records can be updated; verifies students' enrollment and accuracy of award.
• Initial contact person for students and parents; provides answers for basic application and processing questions to students and parents.
• Provides general office and administrative support by performing various data maintenance, reception, records activities, information distribution, correspondence, and other related support duties.
• Performs other duties as assigned to ensure the overall successful operation of the department.

Education:

Required: High School diploma or GED.

Experience:

Required: 48 months of financial aid, general office, clerical, or related experience.

Certifications or Licenses:

N/A

• Detail oriented for accuracy of data and information.
• Highly organized and able to handle multiple projects and deadlines.
• Ability to communicate verbally and in writing.
• Ability to build rapport with students, faculty and staff.
• Ability to produce reports and complete work within deadlines.
• Strong initiative to solve problems in a timely manner.

Physical: Must be able to work in sitting position, use computer and answer telephone.
Environmental: Office Work Environment.