Pepperdine University · 1 month ago
Financial Aid Specialist
Pepperdine University is a Christian institution dedicated to serving students in a supportive environment. The Financial Aid Specialist is responsible for assisting students with the financial aid process, ensuring eligibility, and maintaining accurate records, while promoting a student-centered experience.
EducationHigher EducationUniversities
Responsibilities
Performs the full range of routine to complex specialized duties involved in processing and evaluating application materials and funding of financial aid opportunities to eligible students
Verifies initial and continuing eligibility of students who have applied for or been granted financial aid and informs affected students of their status; resolves issues related to overpayments, concurrent enrollment; calculate Return of Title IV Aid, and other financial aid issues for example Satisfactory Academic Progress (SAP)
Verifies financial aid files to ensure accuracy of information provided by students on financial aid applications in conjunction with IRS forms, social security records, and various agencies used to determine financial aid eligibility according to federal guidelines and forms
Analyzes and reviews applications and required documentation to determine financial need and program eligibility for a variety of federal and state programs
Packages financial aid awards using standard needs analysis as defined in Title IV guidelines and in accordance with federal, state, and institutional guidelines
Authorizes and posts loan amounts to student accounts; makes adjustments as needed
Maintains accurate and detailed spreadsheets, files, and records, verifies accuracy of information, researches discrepancies, and records information
Review and analyze various daily, weekly and monthly reports to ensure accuracy, discern errors, and maintain a high level of student service through the financial aid process
Assists with the analysis and reconciliation of student financial aid programs, e.g. disbursements in compliance with federal and state regulations
Serves as a liaison with GSEP faculty, staff, University offices, and outside agencies on behalf of students to resolve issues, including financial aid, student accounts, and enrollment eligibility issues
Responsible for staying up to date on changes made to the Federal Verification process and in turn, updating our internal forms to comply with federal regulations annually
Provides general administrative support to the Budget Office team
Participates in professional development and financial aid training workshops, teams, committees, and other group activities, including participation in graduation ceremonies
Assists with annual surveys and reports, and analyzes data for office needs
Performs other duties related to job description as assigned by supervisor including mandatory GSEP commencement involvement
Uphold University mission through work performed
Qualification
Required
Bachelor's degree
A minimum of 2 years of current experience with student services or customer service
Strong ability to plan, prioritize, and organize short and long-term tasks
Excellent communication/customer service /interpersonal skills, outgoing, service and detail oriented
Strong organizational skills
Ability to administer individual and group counseling sessions
Experience working with an adult professional population
Ability to maintain a positive attitude
Proficiency in Microsoft Word, Excel, Powerpoint, familiarity with imaging processes, web-based systems and applications
Familiarity with ELM, NSLDS, COD
Have a valid California driver license to travel domestically
Preferred
Bachelor's degree in Business Administration, Computer Science, Counseling, Education, Social Science or related field
More than two years of financial aid experience, and familiarity with PeopleSoft
Advanced knowledge of PeopleSoft Student System
Proficiency in ELM, NSLDS, COD, and Etrieve
Benefits
Robust and highly competitive benefits package
Company
Pepperdine University
Pepperdine University is a Christian university committed to the highest standards of academic excellence and Christian values.
H1B Sponsorship
Pepperdine University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (9)
2024 (11)
2023 (9)
2022 (9)
2021 (5)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Recent News
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