Texas A&M University · 3 months ago
Financial Aid Advisor I
Texas A&M University is a prestigious institution seeking a Financial Aid Advisor I to assist in financial aid processing. The role involves advising students and families on financial aid options, reviewing student files, and ensuring compliance with federal and state regulations.
Higher Education
Responsibilities
Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarships
Assists with reviews of student files and adjusts as needed
Learns the student financial aid/scholarship process and shadows team members
Award, revise and/or approve the disbursement of financial aid through the specific controls of program policy and guidelines
Communicate 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 appropriate
Collaborate with on campus representatives regarding students’ financial aid concerns
Learns, interprets, and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid
Learns how staff interact with students and help transition students from prospective to currently enrolled students
Ensure processing activities adhere to established policies and procedures while using critical thinking skills
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 scholarships
Attends local, state, and national workshops, and conferences
May assist with presentations
Learns to certify Veteran Affairs (VA) education benefit requests, reviewing submitted VA documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation
Learns to track missing/incomplete student uploaded documentation in Banner/Compass
Learns to update team status report figures/dates
Learns to process and send VA debt letters received to Student Business Services (SBS) for repayment
Learns to review and process completed Primary Institution Letters (PILs) uploaded by students
Learns to reconcile VA payments with tuition and fees contracts
Learns to use discretion to respond to various questions related to federal military education benefits
Learns to work with the team and supervisor to resolve discrepancies or other problems
Learns to process eligible Hazelwood Exemption requests, reviewing submitted Hazelwood documentation for completion and notifying students if there are discrepancies, missing information, or incomplete documentation
Learns to assist in reporting Hazelwood exemptions to the Texas Veterans Commission
Learns to use discretion to respond to various questions related to state military education benefits
Learns to assist Aggie One Stop staff with student questions
Qualification
Required
Bachelor's degree or an equivalent combination of education and experience
No experience required
Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer service
Working knowledge of Microsoft Office software
Ability to work individually or as a team in a dynamic organization
Good interpersonal communication skills
Must be literate in the English language and able to comprehend, give and follow both written and verbal instructions
Ability to organize and make decisions
Ability to work well under pressure
Ability to use tact, diplomacy, and judgment in dealing with all customers
Benefits
Medical, prescription drug, dental, vision, life and AD&D, flexible spending accounts, and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums
12-15 days of annual paid holidays
Up to eight hours of paid sick leave and at least eight hours of paid vacation each month
Automatic 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, webinars, and limited financial support to attend conferences, workshops, and more
Educational release time and tuition assistance for completing a degree while a Texas A&M employee
Living Well, a program at Texas A&M that has been built by employees, for employees
Company
Texas A&M University
Texas A&M University has a proud history that stretches back to 1876 when The Agricultural and Mechanical College of Texas became the first public institution of higher learning in the state of Texas.
H1B Sponsorship
Texas A&M 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)
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2025 (322)
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2023 (214)
2022 (207)
2021 (109)
2020 (141)
Funding
Current Stage
Late StageLeadership Team
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