Financial Aid Program Specialist 2 jobs in United States
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NEOGOV · 3 hours ago

Financial Aid Program Specialist 2

Bellevue College is a vibrant, student-centered institution located just 10 miles east of Seattle. The Financial Aid Program Specialist 2 works in Financial Aid and Student Central, collaborating with students and staff to resolve complex issues and support financial aid operations.

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Responsibilities

Provide direct services and information and assistance to students at Student Central
Create a welcoming environment for the diverse Bellevue College community
Answer frequent questions through in-person interactions, email, phone, Zoom/Teams virtual platform, and the online ticketing system, about admissions, residency, registration, financial aid, transfer of credit, testing and placement, and graduation; provide comprehensive information, guidance, recommendations and resources
Properly document and record student information, submission of documentation, and provide summary of actions taken towards resolution of problems in the Student and Financial Aid Management System, currently known as ctcLink/PeopleSoft
Provide technical assistance with processes related to financial aid
Interpret and explain enrollment policies and procedures to students, faculty, staff, and community members from diverse backgrounds
Collaborate and communicate with departments that provide support services that assist students in overcoming obstacles and problems they encounter,. These may include Academic Advising, Student Central, Disability Resource Center, Multicultural Services, Workforce Education, Counseling, and TRiO
Communicate rules and practices governing confidentiality laws such as FERPA (Family Educational Rights and Privacy Act)
Collect, analyze, and evaluate financial aid documents needed to determine completion of financial aid requirements. Determine completeness of information, identity conflicting information, and take appropriate steps to communicate deficiencies to students
Work cooperatively with departments, staff, faculty and administrators across campus, and contribute to a diverse workplace through ideas or experience
Problem solve and independently advise by providing a variety of options to students based on individual needs regarding registration issues, payments and refunds, credit reviews, graduation, and financial aid
Actively participate in department and Student Central meetings
Advise students, faculty, staff, and other interested parties regarding rules and regulations related to financial aid and work with little direction to resolve student problems or issues
Coordinate all aspects of the document uploading for employee and student uploads, loan revisions, enrollment status change forms, etc
Present Financial Aid at First Year Seminar classes, Discovery Day, and other outreach sessions
Run FAFSA and WASFA workshops
Gather data and report on activities as requested, such as file complete, R2s (second reviews), F02s (positive holds for tuition deferred, etc)
Run queries for and identify provisional independent students
Review website to ensure information is up to date, and recommend changes or updates as needed
Maintain office forms
Communicate with students by drafting letters that provide information to students regarding missing, or incomplete documentation, or the need for additional documentation
Through evaluation of documentation, perform tasks related to preliminary steps needed to offer financial aid funds as needed
Read and interpret federal and state regulations as they relate to financial aid application processes, and use independent judgement to advise students appropriately based on student specific circumstances
Attend training conferences, and or other related information sessions when offered to remain current in policies, procedures, and regulations related to financial aid
Obtain certifications from NASFAA (National Association of Student Financial Aid Administrators) or FSA (Federal Student Aid) Coach, as requested or needed to fulfill job requirements
Work on special projects for the Director/Associate Director and serve as an inter-campus contact for the financial aid office

Qualification

PeopleSoft (ctcLink)Financial Aid knowledgeMicrosoft WordMicrosoft ExcelCustomer service experienceData entryEffective communicationCollaborationProblem solving

Required

Associate Degree. Any combination of relevant education and/or experience may be substituted for the educational requirement on a year-for-year basis
One (1) year demonstrated experience working in an office setting
One (1) year demonstrated experience working in a customer service setting with the public both on the phone and in-person
Effective communication skills
Intermediate skills in Microsoft Word, Excel, Outlook, and Teams
Demonstrated experience in effectively resolving customer service issues
Demonstrated experience working with diverse colleagues and/or students in a collaborative and inclusive environment
Demonstrated experience in data entry and reporting

Preferred

Experience with PeopleSoft (ctcLink)
Experience working in a Financial Aid or related office
Experience working with any of the following or similar programs' Federal and/or State Work Study
Demonstrated experience working in a financial aid office in a higher education setting

Benefits

Generous is offered through Washington State plans that includes multiple medical, dental, life and disability coverage choices for employees and dependents
Choices of retirement and deferred compensation plans
Paid holidays, sick, and vacation plans
Transit program
Reduced tuition
Employee discounts and memberships

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

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Shane Evangelist
CEO
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Brandon McDonald
Head Of Marketing
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Company data provided by crunchbase