Financial Aid Advisor I - Processing

Texas A&M University; College Station (TX); On-site; USD 25,000 - 35,000; Full time

Job summary

Texas A&M University is seeking a Financial Aid Advisor I to join Scholarships & Financial Aid in College Station. The role focuses on processing student aid, reviewing files, and ensuring accurate disbursement under supervision.

Candidates should be detail-oriented, capable of handling high workloads, and comfortable using Banner/Compass for data management. The position includes weekend/holiday work during peak periods and compliance with lending practices.

Qualifications

• Bachelor’s degree or an equivalent combination of education and experience.
• No experience required.

Responsibilities

• Advise and process student aid and scholarships under supervision.
• Learn to review data and adjust records in Banner/Compass as needed.
• Process ISIR data, load aid, and ensure timely file completion.
• Cross-train with team and assist with duties including document imaging.

Skills

Detail orientation

Microsoft Office

Interpersonal communication

English literacy

Education

Bachelor’s degree

Tools

Banner/Compass

Job description

Job TitleFinancial Aid Advisor I - Processing Agency Texas A&M University Department Scholarships And Financial Aid Proposed Minimum Salary$21.64 hourly Job LocationCollege Station, Texas Job TypeStaff

Job Description

Who We Are The mission of Scholarships & Financial Aid is to provide students and their families with information and financial resources to attend Texas A&M University, along with support programs that promote higher education and developmental opportunities. We administer scholarships and financial aid, which include the following programs: grants, student loans, student employment, veteran educational benefits, athletic aid coordination, short-term loans, and emergency tuition and fee loans. In addition, our office provides advising on the programs listed above. Our office also assists students in gaining financial literacy knowledge through our Money Education Center. Our office is responsible for processing student aid and veteran educational benefits for College Station, Galveston, all Health Science Center sites and Qatar which totaled approximately $1 billion in financial aid assistance for the prior academic year.

What We Want

Scholarship & Financial Aid is seeking a Financial Aid Advisor I who will be primarily responsible for financial aid processing. As a financial aid processor, this person will work with a team behind the scenes to process documents and review student files. We are looking for a detail-oriented individual who can work in a fast-paced environment, multi task, problem solve, and work with spreadsheets and data. The ideal candidate will be passionate and enthusiastic about providing excellent service to students by timely working daily processing tasks.

What You Need to Know

Salary Range: $21.64/hour Other Requirements: Occasional Travel May be asked to work weekends, holidays, and outside regular business hours during peak periods Must comply with Texas A&M System Policy 07.02 Texas Higher Education Fair Lending Practices Must be in good standing on all Federal Student Loans. The U.S. Dept. of Education will not grant access to student loan data for any individual who is in default status. Access to such information is a necessity for this position. Must be able to rectify default status within three months of employment. Good standing must be maintained for continued employment.

Essential Duties/Tasks

• Advising/Processing - Under close supervision, learns to use discretion and independent judgment to advise and counsel students and their families on financial aid and scholarships. Learns how to and assists with reviews of student files and adjusts as needed. Learns the student financial aid/scholarship process and shadows team members. Learns how to award, revise and/or approve the disbursement of financial aid through the specific controls of program policy and guidelines. Learns how to communicate with students and their families via multiple methods (i.e. email, in-person, phone, etc.). Learns to review application data against additional data received and resolve discrepancies or adjust data in Banner/Compass as appropriate. Learns how to collaborate with on campus representatives regarding students’ financial aid concerns.
• Financial Aid Knowledge & Team Support - 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. Learns how to ensure processing activities adhere to established policies and procedures while using critical thinking skills.
• Financial Aid Processing - Learns to review match rules to find matching students records in Compass to load ISIR files. Learns to work reports related to ISIR data review – ensuring correct ISIR transaction is current record, reviewing ISIR for accurate data and adjusting as needed, and determining students’ awards are accurate after FAFSA changes are made. Learns to manage reports related to processing student financial aid. Learns to ensure files are completed accurately and in a timely matter, including reports. Learns to train others in the office and answers questions related to duties. Learns to use discretion and independent judgement to research and resolve issues related to responsibilities. Learns to assist in preparing paper scholarship checks for deposit into University accounts. Learns to review scanned images of checks to ensure quality of images. Learns to balance deposit total with total in imaging system. Learns to prepare documents for imaging, including but not limited to identifying all documents, separating into batches, placing separator sheets as appropriate for imaging identification. Learns to scan documents using the imaging system, including but not limited to scanning batches of documents, validation of the documents scanned, and the release of these documents into the repository. This position provides back-up support for the Processing team as needed. This includes cross training with other team members to learn different processes, including correcting over awards, determining correct aid and loan periods for students, determining aid eligibility and awarding students, and processing documentation to clear C flags on students’ aid applications.
• General - 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.

Qualifications Required Education and Experience

Education and Experience: Bachelor’s degree or an equivalent combination of education and experience. No experience required.

Knowledge, Skills, and Abilities

• 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.
• Attention to detail.

Why Texas A&M University?

We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes. 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 leaveand at leasteight hours of paid vacationeach month Automatic enrollment in theTeacher Retirement System of Texas Health and Wellness: Free exercise programs and release time Professional Development: All employees have access to freeLinkedIn Learningtraining, webinars, and limited financial support to attend conferences, workshops, and more Educational release time and tuition assistancefor 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.

Our Commitment

Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check. Equal Opportunity/Veterans/Disability Employer. The Texas A&M University System is one of the largest systems of higher education in the nation, with a statewide network of twelve universities, eight state agencies, a comprehensive health science center, Texas A&M-Fort Worth and Texas A&M-RELLIS. The A&M System is committed to providing an educational and work environment that is conducive to the personal and professional development of each employee. Each member institution provides equal opportunity and access to all students, employees and prospective employees.

External Applicants - Applicants not currently employed by a Texas A&M System member may Search Postings and apply for positions within one or more A&M System members by selecting the job posting. Internal Applicants - This site lists job postings throughout The Texas A&M University System. It is intended for applicants not currently employed by a member of the system. Current employees should apply for jobs on the Internal Career site. The Texas A&M System is an Equal Opportunity/ Veterans/ Disability Employer.