Financial Aid Counselor II

University of Houston - Downtown in; Houston (TX); On-site; USD 43,000 - 46,000; Full time

Job summary

The University of Houston is seeking a Financial Aid Counselor II to assist students with financial aid processes. This role involves verifying FAFSA information, reviewing student appeals, and providing support to students through various communication channels. The ideal candidate will possess a Bachelor's degree and have at least three years of experience in a similar role, ensuring compliance with financial aid regulations.

Qualifications

• Bachelor's degree required.
• Minimum 3 years related experience.
• Knowledge of federal and state financial aid regulations.

Responsibilities

• Completes the verification process for students regarding their FAFSA information.
• Reviews ISIR files for loading into PeopleSoft.
• Liaises with students to keep them updated on financial aid status.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Communication skills

Technical skills

Education

Bachelor's degree

Tools

MS Office

PeopleSoft

Job description

The Financial Aid Counselor II assists prospective and current students with all matters related to acquiring and maintaining financial aid.

Duties

• Completes the verification process for students; verifies that the information provided on FAFSA correctly reflects the information on the IRS Tax Transcript
• Reviews each ISIR file to determine if it needs to be loaded into PeopleSoft for review
• Reviews student Satisfactory Academic Plan appeals; determines if progress has been made; suspends students and removes aid if no progress is made
• Liaises with students as necessary via email, phone, or in-person to keep them up-to-date with their status
• Runs reports and queries

Financial Aid Counselor II (Finance)

Department: Financial Aid Salary: $43,001 - $45,185
Description:
Job Summary

The Financial Aid Counselor II assists prospective and current students with all matters related to acquiring and maintaining financial aid.

Duties

• Completes the verification process for students; verifies that the information provided on FAFSA correctly reflects the information on the IRS Tax Transcript
• Reviews each ISIR file to determine if it needs to be loaded into PeopleSoft for review
• Reviews student Satisfactory Academic Plan appeals; determines if progress has been made; suspends students and removes aid if no progress is made
• Liaises with students as necessary via email, phone, or in-person to keep them up-to-date with their status
• Runs reports and queries

Marginal Duties

• Performs all other duties as assigned

Supervisory Responsibilities

Direct Reports:

• None

Delegation of Work:

• N/A

Supervision Given:

• N/A

Knowledge, Skills, and Abilities

Knowledge:

• Understanding of federal and state regulations that govern financial aid eligibility in higher education, and the related trends, issues, and accepted practices
• Knowledge of relevant Department of Education websites, including COD, NSLDS. and FAA Access

Skills:

• Good technical skills, including proficiency in MS Office and PeopleSoft; strong analytical and problem-solving skills
• Excellent interpersonal and communication skills

Abilities:

• Ability to use independent judgment
• Ability to multitask
• Ability to effectively communicate with a wide range of individuals and constituencies in a diverse community

Work Location and Physical Demands

Primary Work Location:

• Works in an office environment

Physical Demands:

• Work is performed in a typical interior work environment which does not subject the employee to any unpleasant elements;
• Individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks
• Must have precise hand-eye coordination and the ability to identify and distinguish colors
• Must have the ability to move items of up to 15lbs

Qualifications

Required Education:

• Bachelor's degree

Required Experience:

• Minimum of three (3) years of related job experience

License/Certification:

• None required

Preferred Qualifications

• None

All positions at the University of Houston-System are security sensitive and will require a criminal history check.

The University of Houston System and its universities are an Equal Opportunity Institution.