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Financial Aid Planner

Jersey College
Jacksonville, FL Full Time
POSTED ON 8/5/2025 CLOSED ON 9/3/2025

What are the responsibilities and job description for the Financial Aid Planner position at Jersey College?

Description

Jersey College is an institution of higher learning with a vision to be nationally recognized through our dedication to excellence and innovation in nursing education while offering pathways for professional growth. Since our founding, Jersey College has graduated over 13,000 nurses.

The Financial Aid Planner is responsible for managing, overseeing, and assisting students with navigating the financial aid process in accordance with all company policies and procedures, all applicable federal, and state regulations, and all accrediting agencies' standards and requirements. The Financial Aid Planner will advise and counsel students on financial aid matters and assist with the coordinating of all student activities associated with the application for and receipt of various forms of financial aid. The job description of Financial Aid Planner also encompasses other similar named positions such as the Senior Financial Aid Planner or Manager.

Job Responsibilities

  • Advises applicants and students on eligibility for financial aid programs, assisting them in the financial aid (FAFSA) application process.
  • Create payment plans for students when necessary.
  • Advise students about all available funding sources.
  • Maintain contact with State Workforce Agencies.
  • Monitor timely payment of payment plans set up with students
  • Initiate appropriate administrative actions for students in default of payment plans.
  • Verify eligibility for Federal aid programs including Pell grants and guaranteed student loans
  • Performs application intake, evaluation, processing, and awarding
  • Ensures that the student provides all necessary documentation in order to conduct required needs analysis and packaging
  • Conduct entrance and exit interviews as required by Title IV regulations
  • Provide assistance to students with financial aid concerns throughout their tenure at the school.
  • Learn, follow and refer to federal statutes and regulations as they pertain to Title IV
  • Use Title IV management information system in order to track applications and draw down federal student funds.
  • Perform other related duties as assigned by the Director of Financial Aid
  • Participate in weekly admissions update meetings.


Qualifications

Skills and Abilities:

  • Minimum 1 year of financial aid experience
  • Basic knowledge of federal and state financial aid regulations with specific knowledge of Federal Direct Loans, Pell Grants, and Title IV
  • Knowledge and comfort with Microsoft Word and Excel
  • Ability to critically think and understand complex instructions
  • Strong Customer Service Skills and Organizational Skills
  • Associates Degree or higher preferred
  • Being bilingual is a plus


Notice of Non-discrimination

Jersey College is committed to providing an environment that respects and encourages the development and growth of all students, faculty and staff. Discriminatory and harassing behaviors that unfairly or unlawfully interfere with an individual’s educational pursuits violate our College’s policies and procedures and are not tolerated. Such forms of discrimination and harassment include, but are not limited to, discrimination or harassment on the basis of race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status. Jersey College does not discriminate on the basis of race, color, national origin, sex, disability, or age in its programs and activities.

Jersey College encourages all students, staff, and administrators to work together to prevent all forms of discrimination and harassment, including those based on race, ethnicity, sex, gender identity, religion, sexual orientation, national origin, physical or mental disability, age, or military veteran status (individually and collectively, a protected status or a protected category).

Any student, staff, or third party seeking information with respect to the non-discrimination and harassment policies of Jersey College, including Title IX protections, may contact the Director of Institutional Effectiveness at 546 U.S. Highway 46, Teterboro, NJ 07608, (201) 489-5836, TitleIX @ jerseycollege.edu or the Office of Civil Rights.

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