The campus is located on 137 acres of beautifully landscaped grounds in Portland’s southwest hills. Our strong commitment to sustainability is reinforced through recycling programs, energy conservation, alternative transportation options, and farm to fork initiatives. We offer a well-balanced, competitive benefits package that includes health, dental, and vision benefits, as well as tuition, life insurance, retirement benefits, and more.
About the Position
The financial aid counselor reviews financial aid applications; uses judgement to determine whether or not to request additional information from families to resolve conflicting information as required by federal regulations; assures the accuracy of information about income and assets reported on the aid application; performs needs analysis using the corrected information on the aid application; on the basis of the needs analysis, determines eligibility for federal, state and institutional financial aid sources; counsels families and students in person, by phone, e-mail, and at CAS Admissions events about the financial aid process in general as well as potentially complex and confidential family-specific situations; performs federally regulated application verification, including using judgement and interpretation of federal guidance to determine if the documents submitted by the student and family satisfy the needs of the verification process; and manages a portfolio of federal, state and/or institutional funding sources. The counselor is responsible for understanding and interpreting policies and regulations related to federal, state, and institutional financial aid funding sources. The counselor also assists with other duties and projects in the office based on office needs and the skills and experiences of the incumbent.
What You'll Do
Prepares awards for a caseload of continuing undergraduate students. Using knowledge of state and federal eligibility rules for financial aid programs, determines eligibility for federal and state funded financial aid programs. Using knowledge of College policies for awarding institutional funds, determines eligibility for Lewis & Clark funded aid sources. Revises awards for incoming and continuing students based on receipt of additional information and/or changes in student eligibility.
Reviews financial aid applications from prospective and continuing undergraduate students. Determines if application materials contain conflicting information as defined by federal and institutional policies. Determines if additional information should be requested before proceeding with financial aid award. Resolves conflicting information when requested material is submitted by family and recalculates aid eligibility.
Counsels a caseload of undergraduate students and their parents in person, by phone, and by e-mail. Assists families to understand the aid application process, understand requests for additional information, understand how their eligibility for aid was determined, appreciate the value of a Lewis & Clark education, and explore additional funding strategies. Assesses if a family’s circumstances are unusually complicated and should be referred to the Associate Director or Director.
Performs federally required verification of financial aid applications by reviewing federal tax documentation and other information. Makes corrections to need analysis information based on documentation and recalculates eligibility for aid. Communicates with students and families as needed to ensure verification is completed properly with the proper documents. Revises aid as needed to comply with federal and institutional awarding guidelines.
Manages at least one federal, state, and/or institutional programs and being the office expert in those areas. The counselor must keep abreast of any regulatory changes in their programmatic areas to ensure that the College remains in compliance. The Counselor is responsible for any tracking, reporting, and reconciliation for program area(s)
Participates in College outreach efforts. Speak at CAS Admissions events and programs. Speak to large groups, small gatherings, and individuals about financial aid at Lewis & Clark, the aid application process, and offer tips and advice on completing the financial aid applications and paying for college. Participate in other community outreach efforts, including outreach to underserved community members, as needed
Ability to learn complex information quickly.
Ability to thrive in a high volume, fast-paced work environment
Ability to manage multiple tasks with different deadlines
Public speaking skills and the ability to speak clearly about complex matters
Ability to clearly explain complicated information both verbally and in writing
Familiarity and comfort with technology (e.g., use of integrated student information system, file imaging system, MS Office including Word and Excel, Google docs)
Ability to work independently following established guidelines
Ability to effectively organize and prioritize multiple tasks and meet deadlines
Mathematical and analytical skills,
Ability to document work clearly
Ability to work accurately and quickly with attention to detail
Strong service orientation.
Ability to work effectively and compassionately with students and families from diverse backgrounds
Ability to work cooperatively and effectively within a team environment.
Nice to Haves
Experience in a financial aid office with responsibility for managing a caseload of students, managing programmatic responsibilities, and/or coordinating an aspect of the financial aid process.
Experience with Ellucian Colleague and/or Perceptive Content (Image Now)
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
Lewis & Clark College will conduct a background check on the finalist, which will include a criminal record check. If a conviction is discovered, a determination will be made whether the conviction is related to the position for which the individual is applying or would present safety or security risks before an employment decision is made. A criminal conviction does not necessarily automatically bar an applicant from employment.
Eligibility to Work
In order to comply with US Homeland Security Department regulations, all employees must complete an I-9 form in Workday prior to or no later than the first day of work and bring originals (no photocopies) of their supporting documentation to Human Resources no later than the 3rd business day of employment. Failure to have a completed I-9 form on file with the College will result in immediate termination of employment.
About Lewis & Clark College
Lewis and Clark is a private institution with a public conscience, a residential campus with global reach. Students and faculty throughout all three of Lewis & Clark’s schools—the College of Arts and Sciences, the Graduate School of Education and Counseling, and the Law School—pursue new ways of knowing by combining classic liberal learning with pioneering collaboration. Located in Portland, Oregon, the student experience is enhanced by the inspiring beauty of the college's natural setting on 137 wooded acres in Portland’s southwest hills.