Clerk Level 5, Local 153

Campus: LIU Post 

Reports To: Senior Associate Director/ Team Lead 

Basic Function and Scope of Responsibilities: 

The Financial Aid Clerk will be assisting with administrative functions, clerical tasks, and performing a full range of day-to-day operations and procedures. This individual will assist with tasks related to University’s registrar, bursar, financial aid and registration functions. 

Behavioral Objectives: 

The Financial Aid Clerk will be able to consistently demonstrate the below core competencies as well as those set for all professional educators by the National Association of Student Financial Aid Administrators NASFAA and New York State Financial Aid Administrators Association NYSFAAA. 

Competencies: 

• Leadership: the Clerk will have the ability to articulate and demonstrate the vision of LIU Division of Center for Student Success & Coaching. In addition, the Clerk will enhance student’s commitment to their LIU degree, motivate and engage students through effective communication. 

• Foster Teamwork: the Clerk will demonstrate the ability and desire to work cooperatively with others. The Clerk will demonstrate cooperation with others to ensure overall objectives of LIU Division of Center for Student Success & Coaching. 

• Operational Proficiency: the Clerk will demonstrate proficiency in supporting day-to-day team logistics to include timeliness to work, office coverage, assignment completion, meeting deadlines, submission of time sheets, and vacation requests. 

• Manage Change: the Clerk will demonstrate support for innovation and for organizational changes needed to improve the organization’s effectiveness; initiating, sponsoring, and implementing organizational change 

• Build Collaborative Relationships: the Clerk will have the ability to develop, maintain, and strengthen partnerships with others inside or outside the organization who can provide information, assistance and support 

• Customer Orientation: the Clerk will have the ability to demonstrate concern for satisfying one’s external and/or internal customers. 

• Solution Focused: the Clerk will demonstrate a positive attitude and perspective while focusingon student and division needs, tasks and goals. 

• Thoroughness: the Clerk will ensure that one’s own and others’ work and information are complete and accurate; carefully preparing for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled 

• Initiative: identifying what needs to be done and doing it before being asked or before the situation requires it. 

Principal Responsibilities: 

• Assist with preparation and submission of reports 

• Assist with collection and processing of FERPA documents 

• Complete transcript maintenance tasks. Maintain records of enrollment, withdrawal, bio demographic forms and appeal forms. 

• Complete orders for transcripts 

• Provide front line customer service to students, families, staff with transcript orders, bill pay, paycheck distribution, enrollment transactions, financial aid counseling, payment plan discussions in; person, phone, email and mail. 

• Instructs, answers questions, and interprets written instructions and procedures. 

• Maintain inventory and prepares requests for purchase orders for stock and/or equipment 

• Provide exemplary customer service by participating in the regular coverage of the Student Success & Coaching phone queue, answering question of students and their families on various financial and enrollment needs.

 • Manage and hire Federal Work Study students for office support. 

• Coordinate with counterpart(s) on other campuses to ensure streamlined operations and a uniform LIU student experience. 

• Other duties as assigned by Senior Associate Director/Team Lead of Center for Student Success & Coaching. 

Education Requirements: 

• High School Diploma or equivalent 

Training, Skills, Knowledge, Experience: 

• Excellent oral and written communication skills 

• Be able to demonstrate reliability and work independently 

• High energy and enthusiasm to work with students and propel them toward success 

• Interpersonal communication skills 

• Team attitude willing to help as needed to support department/students 

• Sensitivity to and demonstrate an understanding of the need of a diverse student body 

• Computer skills/literacy 

Working Conditions: 

• Flexible hours, including weekends and evenings, are required to execute the position’s role responsibly. • Occasional travel to/from other LIU campuses for the facilitation of training, meetings and other university functions. 

Materials & Equipment: 

• Computer, fax machine, copier, phone. 

Special Information:

Salary: In accoradance with local 153 guidelines

LIU is an equal opportunity employer. LIU is committed to extending equal opportunity in employment to all qualified candidates who can contribute to the diversity and excellence of our academic community. LIU encourages applications from all qualified individuals without regard to race, color, religion, genetic information, sexual orientation, gender and/or gender identity or expression, marital or parental status, national origin, ethnicity, citizenship status, veteran or military status, age, disability or any other basis protected by applicable local, state or federal laws. Hiring is contingent on eligibility to work in the United States.