Financial Aid Professional II

Financial Aid Professional II

Financial Aid Counselors in the Client Services area within the Office of Scholarships and Financial Aid work under their own initiative with limited supervision, and are responsible for providing service to the wide range of individuals who contact OSFA for assistance including students, family members, adult supporters, and campus colleagues, including advisors and other faculty / staff members. Financial Aid Counselors will also be accountable for evaluating the financial needs and mitigating circumstances of students from a variety of sources including documentation of financial status and personal interviews and assisting them in the process of being awarded and receiving financial aid according to federal, state, and institutional regulations and guidelines. The Client Services area serves as the front lines and face of OSFA and is responsible for creating a warm, welcoming, empathetic, and helpful environment for those contacting the office for assistance.

Outstanding U of A benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; U of A / ASU / NAU tuition reduction for the employee and qualified family members; retirement plans; access to U of A recreation and cultural activities; and more!

The University of Arizona has been recognized for our innovative work-life programs.

Duties & Responsibilities :

• Answers questions, inquiries or requests from students, parents / guardians, other adult supporters via multiple methods of virtual and in-person contact including phone, chat, emails, office visit, appointments, and virtual meetings, regarding financial aid programs and eligibility.
• Communicate clearly in both written and verbal form while providing service in a fast-paced environment.
• Collect and confirm completion of all documentation necessary for financial aid processing while serving students by informing them of what documentation is needed and how to submit.
• Responsible for reading processing notes left by other areas within OSFA and reviewing the student's financial aid record to provide guidance on next steps and action needing to be taken by the student to continue processing their financial aid.
• Counsel and advise students about financial aid eligibility, payment options, application procedures, aid programs, costs, indebtedness, money and management and financial planning; individualize information to the unique needs and situation of the student / family.
• Represent OSFA in a professional, knowledgeable, and welcoming manner at various financial aid outreach events and present financial aid information to prospective students and families.
• Event modality, days and times vary but can include virtual, in-person, evening, weekend and during standard business hours. This may include events such as new student orientation, high school FAFSA / Financial Aid 101 nights, etc.
• Assist in the preparation and maintenance of outreach event materials including power point presentation slides and flyers / resources shared with students.
• Interact with Federal Systems (i.e., COD, CPS, NSLDS, and FAA) and must possess working knowledge of these systems.
• Ensure students complete all requirements for disbursements in coordination with the college / department and other external entities.
• Read, comprehend, and comply with federal, state, and institutional regulations and policies pertaining to the provision of student financial aid.
• Interact effectively as a member of a team and working collaboratively with others.
• Evaluate unusual / mitigating circumstances to determine situations that call for professional judgement to be considered.
• Meet customer needs, offer options, resolve problems, and follow up with customers; ensure full customer satisfaction without unnecessarily referring customer to other staff members / departments.
• Identify and prioritize problems; perform research, offer solutions, options, and strategies. Refer to appropriate person or department as needed, and / or arrange for required support for student.
• Use information systems to input data, maintain databases, perform research for projects or issues and generate reports.
• Assist area manager with student hiring and training; and may supervise student workers.
• Participate in all meetings and committees assigned, provide new ideas and support.
• Assist with staff training as requested.
• Assist other areas of the office as requested.
• Occasional outreach events on weekends.
• Other job duties as assigned.

Knowledge, Skills and Abilities :

This job posting reflects the general nature and level of work expected of the selected candidate(s). It is not intended to be an exhaustive list of all duties and responsibilities. The institution reserves the right to amend or update this description as organizational priorities and institutional needs evolve.

Minimum Qualifications :

Preferred Qualifications :

FLSA : Exempt

Full Time / Part Time : Full Time

Number of Hours Worked per Week : 40

Job FTE : 1.0

Work Calendar : Fiscal

Job Category : Student Services

Benefits Eligible : Yes - Full Benefits

Rate of Pay : $47,356-$59,195

Compensation Type : salary at 1.0 full-time equivalency (FTE)

Grade : 6

Career Stream and Level : PC2

Job Family : Financial Aid

Job Function : Student Services

Type of criminal background check required : Name-based criminal background check (non-security sensitive)

Number of Vacancies : 1

Contact Information for Candidates : Wesley Tolliver | wtolliver@arizona.edu

Open Date : 10 / 22 / 2025

Open Until Filled : Yes

Documents Needed to Apply : Resume and Cover Letter