Financial Aid Advisor II

Job Title

Financial Aid Advisor II

Agency

Texas A&M International University

Department

Financial Aid

Proposed Minimum Salary

$19.06 hourly

Job Location

Laredo, Texas

Job Type

Staff

Job Description

Job Summary

The Financial Aid Advisor II, under direction, counsels and provides student financial aid and scholarship information to prospective and currently enrolled students and their families. Facilitates workshops, develops and makes presentations on and off campus to groups regarding financial aid and scholarships. May coordinate or specialize in a specific program. May provide some mentorship and training to other staff.

Essential Duties and Responsibilities

• Advises and counsels students, parents, and/or prospective students in solving their educational financial problems through scholarships, loans, grants, employment and financial counseling. Responds and researches questions and counseling needs. Provides loan and indebtedness counseling.

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

• Reviews student files, collects supporting documentation, and makes adjustments.  Awards, revises and/or approves financial aid through the specific controls of program policy and guidelines. Makes adjustments for compliance issues, and submits corrections. Reviews appeals and makes decisions regarding the validity of these appeals and notifies the student of steps they must take to satisfy judgment rendered to re-establish eligibility for financial aid or scholarships.

• Greets visitors and answering questions. Serves as a back-up counselor and a walk-in counselor on a weekly basis. Provides assistance and guidance to staff to ensure that processing activities adhere to established policies and procedures.

• Assists with conducting presentations, seminars, and/or workshops for students and professional development training. Assists in planning and executing special events.

• Participates in the review, revision, and interpretation of complex rules, regulations, procedures and policies. Interprets federal, state and institutional policies, procedures and regulations.  

• Assists in developing and revising financial aid information, materials, publications and brochures.

• May coordinate or serve as a resource for a specialized program for financial aid.

This document represents the major duties, responsibilities, and authorities of this job, and is not intended to be a complete list of all tasks and functions. Other duties may be assigned.

Additional Responsibilities

• Serves as regularly scheduled Cisco queue phone agent, and office emails, and assists with coverage of the front counter in the main reception area of the department, greeting visitors, and answering inquiries regarding federal financial aid forms, records, procedures, and policies.

• Work with weekly reports to adjust student’s files as applicable.

• Work with other departments for reconciliation of assigned programs.

Minimum Requirements

• Education – Bachelor’s degree.

• Experience – One year in of related experience.

Knowledge and Abilities

Knowledge of:

• Word processing and spreadsheet applications.

• Financial aid counseling, verification, rules and regulations

Ability to:

• Multitask and work cooperatively with others.

• Oral and written communication skills.

• Customer Service skills.

• Work individually or as a team.

• Organize and make decisions.

• Relate well with the student population.

Licensing / Professional Certification – None.

Physical Requirements – General office environment.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervision of Others

This position generally does not supervise employees.

Other Requirements

• Requires some evening and weekend work.

• Position requires on campus, face-to-face interaction