Financial Aid Advisor
Texas A&M University
Scholarships And Financial Aid
Commensurate
College Station, Texas
Staff
Job Description
What We Want
Scholarship & Financial Aid is seeking a Financial Aid Advisor I who will be primarily responsible for financial aid processing. As a financial aid processor, this person will work with a team behind the scenes to process documents and review student files. We are looking for a detail-oriented individual who can work in a fast-paced environment, multi task, problem solve, and work with spreadsheets and data. The ideal candidate will be passionate and enthusiastic about providing excellent service to students by timely working daily processing tasks.
What You Need to Know
Salary Range : $21.64 / hour
Cover Letter & Resume : A cover letter and resume are strongly recommended
Other Requirements :
- Occasional Travel
- May be asked to work weekends, holidays, and outside regular business hours during peak periods
- Must comply with Texas A&M System Policy 07.02 Texas Higher Education Fair Lending Practices
- Must be in good standing on all Federal Student Loans. The U.S. Dept. of Education will not grant access to student loan data for any individual who is in default status. Access to such information is a necessity for this position. Must be able to rectify default status within three months of employment. Good standing must be maintained for continued employment.
Qualifications
Required Education and Experience
Bachelor's degree or an equivalent combination of education and experienceNo experience requiredKnowledge, Skills, and Abilities
Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer serviceWorking knowledge of Microsoft Office softwareAbility to work individually or as a team in a dynamic organizationGood interpersonal communication skillsMust be literate in the English language and able to comprehend, give and follow both written and verbal instructionsAbility to organize and make decisionsAbility to work well under pressureAbility to use tact, diplomacy, and judgment in dealing with all customersAttention to detailResponsibilities
Advising / Processing
Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarshipsAssists with reviews of student files and adjusts as neededLearns the student financial aid / scholarship process and shadows team membersAward, revise and / or approve the disbursement of financial aid through the specific controls of program policy and guidelinesCommunicate with students and their families via multiple methods (i.e. email, in-person, phone, etc.)Review application data against additional data received and resolve discrepancies or adjust data in Banner / Compass as appropriateCollaborate with on campus representatives regarding students' financial aid concernsFinancial Aid Knowledge & Team Support
Learns, interprets, and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aidLearns how staff interact with students and help transition students from prospective to currently enrolled studentsEnsure processing activities adhere to established policies and procedures while using critical thinking skillsFinancial Aid Processing
Review match rules to find matching students records in Compass to load ISIR filesWork reports related to ISIR data review ensuring correct ISIR transaction is current record, reviewing ISIR for accurate data and adjusting as needed, and determining students' awards are accurate after FAFSA changes are madeManage reports related to processing student financial aidEnsure files are completed accurately and in a timely manner, including reportsTrain others in the office and answers questions related to dutiesUse discretion and independent judgement to research and resolve issues related to responsibilitiesAssist in preparing paper scholarship checks for deposit into University accountsReview scanned images of checks to ensure quality of imagesBalance deposit total in imaging systemPrepare documents for imaging, including but not limited to identifying all documents, separating into batches, placing separator sheets as appropriate for imaging identificationScan documents using the imaging system, including but not limited to scanning batches of documents, validation of the documents scanned, and the release of these documents into the repositoryProvide back-up support for the Processing team as needed which includes cross training with other team members to learn different processes, correcting over awards, determining correct aid and loan periods for students, determining aid eligibility and awarding students, and processing documentation to clear C flags on students' aid applicationsMake corrections to student applications in CampusLogic as part of the verification processIdentify discrepancies between documentation received and information in Banner based on Department of Education regulations and guidance on verificationReview and enter data received from students and parents in CampusLogic and to resolve discrepancies.Review tax returns and W2s / 1099sWork reports for post disbursement verification and extensionVerification, and reporting of results to the Department of Education in a timely manner to remain compliantGeneral
Participates in and assists in the planning and execution of events for departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, New Student Conferences)Learns how to respond to various questions that may require researching and consolidating data regarding financial aid and scholarshipsAttends local, state, and national workshops, and conferencesMay assist with presentationsWho We Are
The mission of Scholarships & Financial Aid is to provide students and their families with the financial information, resources, and support needed to attend Texas A&M University. We offer a wide range of financial assistance programs, including grants, student loans, work-study employment, military education benefits, athletic aid coordination, and short-term and emergency tuition loans. Our office administers aid and military education benefits for students at Texas A&M's College Station, Galveston, McAllen, School of Law, and Health Science Center campusesdisbursing over $1 billion in financial assistance during the last academic year.
Why Texas A&M University?
Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents, and lived experience. Embracing varying opinions and perspectives strengthens our core values which are : Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service. We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes.
Health, dental, vision, life and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums
12-15 days of annual paid holidays
Eight hours of paid sick leave and at least eight hours of paid vacation each month
Automatically enrollment in the Teacher Retirement System of Texas
Health and Wellness : Free exercise programs and release time
Professional Development : All employees have access to free LinkedIn Learning training and webinars
Employee Tuition Assistance and Educational Release time for completing a degree while a Texas A&M employee
All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and / or
