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Senior Financial Aid Counselor

Financial Aid Office

Vacancy Number 300819

Position Type: Regular, full-time exempt position with full, competitive benefits package
Opens: 09/05/17     Closes: 09/19/17

Salary: $46,600 - $53,400

The Senior Financial Aid Counselor is responsible for quality assurance in federal and state aid processing, particularly in the areas of awarding, verification, and Return to Title IV calculations through an in-depth knowledge of federal regulations, particularly in the area of Return to Title IV (R2T4) calculations, familiarity with U.S. Department of Education site used to process calculations, including term set-up, strong ability to manually calculate origination fees and aid with a high level of accuracy.  Maintains and revises internal verification policy, ensuring compliance with federal regulations and performing the bulk of the verifications required by the U.S. Department of Education, through a strong knowledge of IRS Tax Regulations and reporting requirements, as well as U.S. Department of Education verification requirements for the six verification tracking groups, ensuring all required elements are appropriately verified and documented based on the student’s assigned tracking group.  Maintain compliance with state regulations regarding scholarships through Maryland Higher Education Commission (MHEC), including certification and reporting, and selecting and awarding of UB Foundation scholarships while building and maintaining relationships outside of the Financial Aid Office with Admissions, University of Baltimore Educational Foundation.  Awards all Maryland Higher Education Commission (MHEC) and District of Columbia Tuition Assistance Grants (DCTAG) awards, ensuring awards are accurately made, reporting to and billing of awarding body is made in a timely manner and awards are reconciled regularly.  Senior Financial Aid Counselor also serves as the office liaison for all outreach events to current and potential students, such as open houses, orientation, financial literacy, FAFSA nights, etc., acknowledging the key role that Financial Aid relationship building with other departments and students play in persistence and recruitment efforts.

Key Functions/Responsibilities/Tasks
Scholarship Awarding, Processing and Reporting:  Maintains strong customer service and relationships with key student population and other offices that serve them, including, Admissions, Record's Office and Advising, etc.  Responsible for reviewing and awarding state scholarships through MD CAPS and Foundation Scholarships through Academic Works.  Regularly run reports and perform internal audits to ensure awards are updated appropriately and in a timely fashion for changes to student enrollment, tuition and fee charges or financial aid.  Provides reporting at the end of each semester to the Foundation to ensure that all scholarship recipients continue to meet eligibility guidelines.

Verification Processing:  Contributes to maintenance and revision of internal verification policy, ensuring compliance with federal regulations through regular attendance at verification trainings offered by federal and regional associations, as well as review of issued “Dear Colleague Letters” outlining changes/guidance for existing policies.  Responsible for training other financial aid staff on verification policies and procedures.  Process the bulk of student population selected for verification with cognizance toward assigned verification tracking group, identifying documentation required and data elements that must be verified, ensuring verification is performed accurately and documented appropriately for future audits.  Perform outreach to students notifying them of inaccurate or incomplete verification documents, providing transparent customer service so student files do not get bottlenecked in the verification stage, ensuring students are aware of what is required and all effort is made to assist student in meeting requirements.  

Awarding and Reporting for MHEC and DCTAG:  Awards MHEC grants and scholarships and DCTAG grants based upon award rosters provided and based on criteria defined by awarding body for each particular award.  Ensures students meet criteria for awards before they are applied to student accounts.  Runs regular variance reports to identify students who need awards to be applied in PeopleSoft, students whose awards may have been changed or cancelled and making appropriate corrections.  Processes required reports to MHEC for verification, certification, enrollment and GPA.  Request payment from MHEC when appropriately to ensure the institution receives reimbursement for disbursed state awards, reconciling regularly to prevent institutional liability for inappropriately awarded aid or aid not reported accurately.

Process Return to Title IV (R2T4) Calculations:  Responsible for set-up of multiple financial aid terms corresponding to career and start/end date within U.S. Department of Education site, FAA Access, allowing us to utilize DOE delivered software to process R2T4 calculations each semester.  Maintains federal R2T4 compliance by running queries every two weeks and at the end of each semester to identify students who require a recalculation of aid based on official or unofficial withdraw.  Performs R2T4 calculations based on federal guidelines, ensuring aid is accurately recalculated, manually calculating origination fees and awards to appropriately reflect required aid adjustments based on R2T4 calculations and sending communications to students to notify them of the adjustment within the required 45 day time-frame.

Front Office/Customer Service Manager:  Responsible for managing front office operations, including supervising of one full-time front desk non-exempt employee and several work study employees, ensuring coverage of front desk and phones and making adjustments to staffing during high volume periods and to account for staff absences.  Responsible for scheduling and training of 6-8 federal work-study employees, ensuring adequate coverage to account for periods of high traffic and/or front office coverage deficiencies, as well as creating and delivering trainings to new and existing work-study employee, guaranteeing all employees are up to date on existing and changing office procedures and policies.  Provides mentorship and training to work-study employees, such as including employees in the interview and training process for new work-study hires, resume writing assistance, mock interviews, as well as other career building activities; fostering interview, leadership and professional skills that promise that their positions within our office garner more than a paycheck and allow them to earn real life skills that will aid them in securing future employment post-graduation.

Financial Aid Office Liaison:  Responsible for coordinating the Financial Aid Office’s continuing Financial Literacy efforts, with mindfulness toward how these efforts satisfy our Middle States Reaccreditation benchmarks through collection of data post presentation.  Schedules, coordinates and participates in outreach events for existing and potential students, including open houses, orientation, FAFSA nights, etc.  

Required Education and Experience
Education:  Baccalaureate degree in Accounting or Business or related field/discipline
Experience:  Five years progressively responsible experience in Financial Aid in higher education.  One year supervisory experience.  Knowledge of Title IV financial aid programs.

Preferred Education and Experience
Education:  Master’s degree in Accounting, Finance, Business or other related field/discipline
Experience:  Project management; PeopleSoft systems in higher education in a public 4-year institution

Required Knowledge, Skills and Abilities
Ability to work in a fast-paced environment with a comfort level dealing with students.  Strong organizational skills.  Ability to work as a team to get things done.  Demonstrated experience in explaining Financial Aid and working with students to assist them in making decisions around funding their education.  Skill working with Imaging Software.  Demonstrated experience with Microsoft Office Suite, particularly Excel and Word programs.  Excellent written, verbal and electronic communication skills.  Calm and professional demeanor at all times with excellent student/customer service skills.  Knowledge of higher education & customer service.  Knowledge of student services as it relates to finance.  Ability to work under pressure and apply critical thinking skills.  Exceptional organizational skills.  Ability to manage multiple priorities.  Ability to deal with sensitive financial matters related to student enrollment.

Evenings and occasional weekends are required during peak periods.

The University of Baltimore ("UB" or "University") does not discriminate on the basis of sex, gender, race, religion, age, disability, national origin, ethnicity, sexual orientation, gender identity, or other legally protected characteristics in its programs, activities or employment practices. UB is an Equal Opportunity/Affirmative Action/ADA Compliant Employer & Title IX Institution.

We appreciate your interest in our recruitment. Please review the information below before you visit to apply.

We need to receive your electronic application in our system by the vacancy closing date in order to consider you for the vacancy.  Information follows about submitting the electronic application and attaching your cover letter and resume. 

Applicant Instructions: Using Candidate Gateway to View and Apply for UB Vacancies

The Candidate Gateway system serves as your connection to the University of Baltimore’s job application process. It is a free, safe and secure way for you to apply for the job you want, and it allows the Office of Human Resources to maintain accurate records. Your use of the system does not require you to surrender any of your rights to privacy or confidentiality during the application process. Only qualified members of UB’s Human Resources team and members of the relevant search committee can access your application information. The search committee will not have access to any information you provide to HR for affirmative action reporting purposes.

Please read and print the information below before you apply, and refer to it as you enter your application.



Before you apply:

 Save a single PDF or Word file with your cover letter, resume, and any additional information you would like to have considered.

When you apply:

•In Candidate Gateway: Click “Browse” to access the Word or PDF document you saved with all of your documents.
•Then, click “Upload” to attach it.
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above and below the required data for the four categories shown above.

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My Applications
Thank you for your interest in employment at the University of Baltimore. HR will process your application documents for the search committee’s consideration.
Note: This screen will also show additional information about the selection process and Office of Human Resources contact information.

If you have trouble viewing our job postings or applying for the vacancy, contact for assistance.


External applicants: Review the vacancy announcement at and click the external applicant link to apply.

Internal applicants (students taking classes at UB and current employees) with login and password for MyUB: use the internal applicant link, log into My UB, then click the “View or Apply for Job Positions” link on the left.

UB is an Equal Opportunity/Affirmative Action/ADA Compliant Employer & Title IX Institution.

  • Never use the Internet Explorer “Back” and “Forward” arrows to navigate. You will lose the information you have submitted.
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  • Use the “Save” button to save your information so you can return to it later and complete your application. Using “Save” does not complete the process to apply for a job opening.

UB is an Equal Opportunity/Affirmative Action/ADA Compliant Employer & Title IX Institution.

The University of Baltimore ("UB" or "University") does not discriminate on the basis of sex, gender, race, religion, age, disability, national origin, ethnicity, sexual orientation, gender identity, or other legally protected characteristics in its programs, activities or employment practices.

Last Published 10/2/15