Financial Aid Resource & Planning Services Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

NEOGOV · 1 day ago

Financial Aid Resource & Planning Services Specialist

Western Technical College is a preferred employer in the 7 Rivers Region, committed to providing a safe and respectful workplace for all co-workers. The Financial Aid Resource and Planning Specialist is responsible for oversight of the Federal Work Study program, providing technical assistance with FAFSA verification, and delivering customer service regarding financial aid and college costs.

GovTechHuman ResourcesInformation TechnologySoftware

Responsibilities

Maintain and uphold the College values of Learning, Excellence, Accountability, Diversity, Student Success, Teamwork, Integrity, and Respect. Regular attendance is required
Perform office functions which may include, but are not limited to: respond to internal/external customers and staff; create, modify, proofread and edit documents, records, and reports using College standard software; maintain hard copy and/or electronic filing system; monitor inventory and budget information; schedule, coordinate, and prepare materials for meetings and/or appointments
Complete all required College training and responsible for maintaining the skills necessary to complete the essential functions of the position as defined by the department
Student Success is the cornerstone of Western’s culture and the college may assign employees as needed to other areas or additional duties to foster this success
Customer Service and Communication - Supporting Actions May Include:
Advise students and parents on the financial aid process, including FAFSA application assistance, application status, awards, and refunds
Oversee the Financial Aid Resources and Planning Services Facebook page, and website
Serve as a backup for all frontline work, including providing front counter customer service when needed
Administrative and Technical Support - Supporting Actions May Include:
Administer and coordinate the Federal Work Study program including coordination with off-campus agencies
Supervise, train and assign duties to the Financial Aid Resources and Planning Services work study students
Receive student financial aid documents, review for accuracy and completeness, and post to database
Responsible for all aspects of processing, updating credits, communications, and reporting for consortium agreements
Evaluate and verify financial applications to determine accuracy
Monitoring and purchasing office supplies, membership fees, and promotional material for the office

Qualification

Financial Aid experienceCustomer ServiceAssociate DegreeTechnical AssistanceCultural CompetencyCommunication SkillsTeamwork

Required

Associate Degree in related field
Education combined with appropriate occupational experience in related field totaling 2yrs
Occupational experience in related field totaling 2 yrs

Preferred

Associate Degree in Accounting, Finance or Business Management
Financial Aid experience
2 years' experience in related field

Benefits

Health
HRA
Dental
Life
Retirement - Wisconsin Retirement System (WRS)
Voluntary vision
Supplemental Allstate insurance (accident, critical illness and cancer)
Pet insurance
Short-term and long-term disability insurance plans
Flexible spending account for health & dependent care
Employee assistance program (EAP)
Employee Wellness Incentive
Education Reimbursement
Tax-sheltered retirement annuity programs - 457 & 403(b)
Bereavement
Casual Illness
Personal
Vacation
Holidays
Summer Fridays
Shut Down
Parental paid leave
Military paid leave
Volunteer leave
Leave donation

Company

NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.

Funding

Current Stage
Late Stage
Total Funding
$700M
Key Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity

Leadership Team

leader-logo
Shane Evangelist
CEO
linkedin
leader-logo
Brandon McDonald
Head Of Marketing
linkedin
Company data provided by crunchbase