• Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines • Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements • Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process • Work closely with admission advisors to complete new enrollment packets each term • Maintains historic documents and data regarding financial aid files according to federal guidelines • Adheres to and is knowledgeable of appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party • Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made • Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents • Develop, modify, implement, and maintain the application intake and tracking process for proper documentation of all awards for audit trail • Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance • Conduct workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues • Utilize the student management system to record all student account information • Review the Finance section in ISIR and ensure documentation for all standards is complete, accurate and well written • Identify areas of deficiency and bring creative solutions • Work to financially clear all new student files before the start of the term by collecting documents to clear verifications/c-codes • Provide financial projections within the school guidelines that are most favorable to students • Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed within a maximum of 45 days from the start of the program • Adhere to CIAT’s compliance requirements to ensure all Federal, State, accreditation, and institutional policies and procedures are being met • Follow communication guidelines to ensure high levels of customer service and professionalism • Embody CIAT’s mission, vision, purpose, and values