Be an early applicantLess than 25 applicants

Company

Texas A&M University · 1 day ago

Financial Aid Advisor II

Galveston, TX

Full-time

Onsite

Entry Level

$46K/yr - $46K/yr

1+ years exp

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Responsibilities

Uses discretion and independent judgment to advise and counsel students, parents, and/or prospective students in solving their educational financial problems through scholarships, loans, grants, employment and financial counseling.

Responds to questions and counseling needs in-person and by written, phone, and email from currently enrolled students, prospective students and parents.

Assists outreach staff with prospective students and in their transition to current TAMU students.

Performs reviews for professional judgment of student files, making adjustments as needed.

Reviews Satisfactory Academic Progress appeals and makes decisions regarding the validity of these appeals.

Serves as occasional scheduled Phone Queue agent and assists with coverage of front counter in the main reception area of department greets visitors, answer inquiries regarding federal financial aid forms, records, procedures, and policies.

Assists with conducting on and off-campus presentations, seminars, and/or workshops for students and possibly for professional development training.

May work at resource tables as requested by groups from TAMU, prospective student groups, and others.

Provides loan and indebtedness counseling to students on an individual and group basis.

Serves as financial aid counselor as well as walk-in counselor as needed.

Awards, revises and/or approves the awarding of financial aid through the specific controls of program policy and guidelines.

Makes adjustments if necessary for compliance issues and submits the corrections through automated correction process or submits through FAA Access.

Uses discretion to respond to varied questions that may require researching and consolidating data regarding financial aid, scholarships, and specialized programs.

Provides assistance and guidance to other financial aid staff to ensure that processing activities adhere to established policies and procedures.

Assists in developing and revising financial aid consumer information material, publications and brochures for currently enrolled students, prospective students and their parents, colleges, departments and university use.

Participates in and may lead departmental work groups.

Interprets and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid, student employment, and scholarships.

Knows how outreach and early awareness staff interact with CS staff and transition students from prospective to currently enrolled TAMU students.

Attends departmental and other trainings.

Reviews complex rules, regulations procedures and policies relating to financial aid, scholarships, and customer service, and recommend revisions to University or departmental policies and procedures and assists in informing and/or training other staff.

May work with state, regional, or national committees concerning new, changed, or deleted regulations and impacts to financial aid offices and students.

Conducts on- and off-campus financial aid presentations, seminars, and/or workshops for students and possibly for professional development training.

Represents TAMUG at resource tables as requested by groups from TAMUG, prospective student groups, and others.

Plans and executes special events for specific audiences and in support of departmental initiatives.

Assists in the transition of students from prospective to currently enrolled students.

Participates in and may lead departmental work groups.

Assists in planning and execution of events for specific audiences and in support of departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, outreach efforts).

Attends local, state, and national workshops, and conferences, host and present at various workshops.

May participate in committees for industry organizations or within the University.

Conducts seminar and gives presentations to include classroom and/or professional level for profession and others.

Assists in developing and presenting training seminars on pertinent topics and procedures within team area of expertise.

Uses discretion to respond to varied questions that may require researching and consolidating data regarding financial aid, scholarships, and specialized programs.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial aid counselingCustomer service orientationMicrosoft OfficeFinancial Aid SystemsBilingual in Spanish

Required

Bachelor’s degree or an equivalent combination of education and experience

One year in financial aid, scholarships, student employment, student veterans services or related experience

Knowledge of financial aid counseling, verification, rules and regulations

Working knowledge of word processing and spreadsheet programs

Ability to work individually or as a team in a dynamic organization

Good interpersonal communication, oral and written communication skills

Ability to meet deadlines and maintain a high level of accuracy, professionalism and a customer service orientation

Ability to organize and make decisions and use tact, diplomacy and judgment in dealing with all customers

Ability to multi-task and work cooperatively with others

Preferred

Two or more years in student financial aid or advising experience at a college level

Management and supervisory skills

Some professional experience in a higher education setting

Professional experience in a role related to student advising, recruitment, counseling or student affairs

Background in general office conditions with much time spent in contact with students

Demonstrated written communication skills

Excellent customer service skills

Knowledge of current versions of Microsoft products, including Windows and Office

Knowledge of Financial Aid or Student Information Systems

Bilingual in Spanish a plus

Ability to develop and make presentations

Knowledge and experience in an enrollment management area focusing on outreach and/or retention

Certified Financial Advisor or Accredited Financial Counselor

Benefits

Health, dental, vision, life 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

Automatically 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

Employee Tuition Assistance and Educational Release time for completing a degree while a Texas A&M employee

Company

Texas A&M University

Glassdoor

4.4

Texas A&M University is a coeducational public research university located in College Station, Texas.

Founded in 1871

College Station, Texas, USA

10001+ employees

http://www.tamu.edu/

H1B Sponsorship

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2020 (148)