Job Title:
Financial Aid Counselor

University of Portland

Link to application for this position:

Please contact [email protected] for salary-related information for this position.

Job Location:
5000 North Willamette Blvd

Portland OR 97203
United States 

Application Deadline:
February 8, 2019

This position supports the administration of the University’s financial aid programs for undergraduate and/or graduate students. An important duty of this position is providing counsel related to financial aid and communicating complex information to students and their families. This is a full-time, exempt, 12-month position with benefits. Benefits include: medical and dental insurance, life insurance, sick time and vacation time consistent with University policies, long-term disability insurance, flexible spending account benefits, tuition remission benefits generally starting after 90 days (employee) or 2 years (spouse and children) of employment, retirement contributions generally starting after 2 years of employment, and eligibility for the University’s home purchase assistance program consistent with program requirements. (Benefits are subject to all relevant University policies, practices, contracts, and any other relevant materials.)

The full job description is available at: This posting was posted on January 28, 2019, and applications will be accepted on a rolling basis until the position is filled. Please contact [email protected] for salary-related information for this position.

Duties will be as assigned. Below is a description of the different types of duty areas this position may be assigned and/or be trained in:

- Analyze applications and complete need analyses for a high volume of financial aid applications using a thorough understanding of both the philosophy and the detailed procedures of federal need analysis methodologies.

- Determine student financial aid offers based on computed financial need, federal, state, and institutional awarding policies.- Review detailed financial documents, including tax documents, for accuracy of reported financial information.- Apply professional judgment and knowledge of institutional and federal policies to determine the most appropriate and equitable decisions; review appeals when there are changes in student or family financial conditions or other relevant factors.

- Review a wide variety of reports to identify changes or conflicting data in financial aid systems; make corrective adjustments to student data records as necessary and communicate changes.

- Communicate complex financial aid regulations, policies, and procedures to students, families, donors, or other agencies in a clear, timely, and professional manner. Comply with federal data-sharing regulations. Provide referral to other departments as necessary and remain available as a resource for future questions.

- Perform outreach in the local community. Respond to requests for information meetings.

- Collaborate with other colleagues on cross functional projects. Contribute to solutions that may affect policy changes or the development of new or revised processes.

- Provide leadership and/or support for one or more collateral assignments, as designated by a member of the Financial Aid management team.

- May be responsible for coordinating with the Athletic Department and maintaining NCAA compliance.

- May be responsible for serving as Veterans Affairs Certifying Official for the University of Portland.

- May be responsible for receiving and processing a large volume of outside scholarship checks, preparing deposits, and reconciling fund accounts. Other duties as relevant to the duties of the position or as assigned by supervisor or designee.

Please note that the above list of duties is not comprehensive but generally demonstrates the types of matters under this position’s purview and responsibility.

Required: bachelor’s degree Required: three years of relevant experience in financial aid, student counseling, or another related field. Or equivalent education and/or experience. Certificates and Licenses NASFAA Credential training preferred. Knowledge, Skills and Abilities Experience in need analysis and packaging of student financial aid. Excellent customer service, communication skills, and interpersonal skills, including the ability to exercise tact and discretion when dealing with students, families, and staff. Expertise in counseling and working with students individually; ability to provide excellent customer service in difficult situations. Demonstrated understanding and ability to explain University policy to others; detailed knowledge of federal financial aid regulations. Demonstrated understanding of graduate and undergraduate student aid delivery process, including federal and state statutes and regulations. Demonstrated ability to set priorities, manage time and workflow, manage multiple, concurrent high priority projects in a time-pressured environment, and meet deadlines. Excellent organizational skills and attention to detail and accuracy. Excellent analytical, quantitative, critical-thinking, problem-solving, and decision-making skills. Proven success in following through and completing projects. Strong orientation towards taking initiative and ownership of projects and assignments and being proactive with projects, assignments, and process improvements. Ability to independently research matters, resolve matters, and present data if necessary in a clear and persuasive manner. Excellent verbal and written communication skills. Ability to routinely and independently exercise sound judgment in making decisions. Ability to maintain confidentiality and effectively handle highly-sensitive and confidential information with sound judgment, tact, and discretion. Ability to function well in a busy work environment, working independently and as part of a team. Ability to establish effective working relationships, professional rapport, and effectively accomplish work within a University setting that includes a wide array of policies, processes, individuals, and groups. Demonstrated competence with different/diverse cultures and ability to be an effective partner with diverse students, faculty, and staff. Computer skills and demonstrated experience with office software and email applications, at level of proficiency required by the duties of the position; ability to quickly learn and use new technologies and applications in depth at the level of proficiency required for the position.

Will you accept electronic resumes?:

Please see full job description at for information about physical requirements, working conditions, work standards, and statement about reasonable accommodations.

Supplemental Questions:

1. What is it about this position at the University of Portland that interests you?

2. What are your areas of work-related strength? What are work-related areas that you would like to improve?

3. Please describe your experience with and approach towards working with difficult customers.

4. Please describe your experience explaining difficult or sensitive information with customers.

Required Documents: Cover Letter, References, Resume, Supplemental Questions

Contact for Additional Information

Contact Name:  Janet Turner

Title:  Director of Financial Aid

University of Portland


5000 North Willamette Blvd
Portland OR 97203
United States 


(503) 943-7311 

(503) 943-7508 

[email protected]