Financial Aid Advisor I

1 week ago

Denton, Texas, United States Texas Womans University Full time
Job Overview
Responsible for executing operational tasks within the Financial Aid Office. Provides guidance to students, prospective students, and other stakeholders. Confirms applicant details and allocates financial aid awards. Acts as a key resource for the department. Work is conducted under general oversight, with performance evaluated based on task completion and outcomes achieved. Evaluations are carried out through the performance assessment system in line with University Policies & Procedures.

REPORTING STRUCTURE
Reports to: Financial Aid Administrator
Supervises: May oversee clerical staff and Student Assistants

KEY RESPONSIBILITIES - Duties may include, but are not limited to:
  • Conducts verification for selected applicants.
  • Advises applicants and families regarding financial aid information and application procedures.
  • Monitors College Work Study earnings to ensure compliance with award limits.
  • Trains and oversees student assistants.
  • Facilitates financial aid information sessions.
  • Delivers formal financial aid presentations, both on-campus and off-campus.
  • Reviews NSLDS student monitoring reports.
  • Examines unconverted records reports & ISIRs.
  • Evaluates applications and determines awards, subject to administrative review.
  • Assists in assessing satisfactory academic progress.
  • Provides support in cases requiring professional judgment for special circumstances affecting financial aid eligibility and cost of attendance.
  • Helps resolve loan discrepancies and reconciliation issues.
  • Handles electronic fund transfers and processes fund cancellations.
ADDITIONAL TASKS
  • Performs other duties as assigned.
SKILLS AND QUALIFICATIONS - Essential skills include:
  • Proficiency in using a 10-key calculator by touch.
  • Understanding of current financial aid needs analysis methodologies.
  • Ability to establish and maintain effective working relationships with students, faculty, staff, and the public.
  • Skill in interacting with students and clients in a friendly, courteous, and professional manner.
  • Effective communication skills - orally, by phone, in person, and in writing.
  • Willingness to travel to various locations for information presentations.
  • Competence in using personal computers and office equipment, including relevant university software and email.
PHYSICAL REQUIREMENTS
The physical demands outlined in the Key Responsibilities and below are representative of those that must be met by an employee to successfully perform the essential duties of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The employee may be required to travel. The employee must have the ability to occasionally lift and/or move up to 40 pounds.

WORK ENVIRONMENT
All employees are expected to maintain an environment free from discrimination, intimidation, and harassment, including sexual harassment. Work is typically performed in a standard office environment.

SAFETY
Texas Woman's University promotes a safe working environment. Employees are responsible for completing assigned tasks safely and efficiently, while supervisors are tasked with creating and maintaining a safe workplace. Employees must report any unsafe conditions or practices, as well as any near-miss incidents, to their supervisor and Risk Management. Supervisors and employees should ensure that injury/accident reports are submitted to the Office of Human Resources and Risk Management promptly.

A high school diploma or equivalent is required. A Bachelor's degree is preferred.

One year of general financial aid experience is required.

About Texas Woman's University
Texas Woman's University is the largest university system in the nation focused on women and is recognized as a federally designated Hispanic-Serving Institution. The university is home to a diverse academic community guided by faculty committed to excellence in teaching, scholarship, and service.

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