Financial Aid Officer

Remote; San Francisco (CA); Remote; USD 31,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Remote work nationwide

Comprehensive health coverage

Retirement benefits

Tuition assistance

Paid time off

Volunteer opportunities

Diversity and inclusion day

Professional development

Inclusive workplace

Job summary

Remote in the United States is seeking a Financial Aid Officer to evaluate eligibility, process awards, and ensure compliance with federal regulations. You will manage multiple funding sources, review documentation, and collaborate with other departments to resolve complex aid questions.

The role is remote-first, supporting students across the United States with accurate records, timely processing, and a commitment to accessibility in education.

Qualifications

• One year or more of experience in financial aid, student services, or related field.
• Attention to detail with accurate documentation and records.
• Ability to perform repetitive, process-driven tasks precisely.
• Adaptability to changing priorities and procedures in a compliance-focused environment.
• Strong organizational and time management skills.
• Effective communication and collaboration with colleagues and departments.
• Ability to ensure compliance with financial aid regulations.
• Commitment to accuracy, confidentiality, and professional handling of sensitive information.

Responsibilities

• Evaluate student eligibility and award financial aid per guidelines and regulations.
• Process aid from multiple sources, including federal/state grants, loans, and tuition programs.
• Review and approve documentation for Title IV verification and other eligibility requirements.
• Coordinate return of excess funds to students, lenders, or funding sources.
• Conduct withdrawal evaluations and Return of Title IV Funds calculations.
• Investigate and resolve complex financial aid cases and implement corrective actions.
• Review student accounts and adjust records to maintain accuracy.
• Collaborate with colleagues and departments to resolve inquiries and streamline workflows.
• Maintain performance standards for processing quality and productivity.

Skills

Attention to detail

Organizational skills

Communication skills

Analytical thinking

Problem-solving abilities

Follow established procedures

Collaboration

Education

Bachelor's degree in a relevant field

Tools

CampusNexus

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Aid Officer based in the United States.

Make a meaningful impact on students' educational journeys by helping them navigate financial aid and access the funding they need to pursue their academic goals. As a Financial Aid Officer, you will evaluate student eligibility, process financial aid awards, and ensure compliance with applicable federal regulations and institutional policies. You will manage a variety of funding sources, including grants, loans, tuition assistance, and military education benefits, while maintaining accurate records and timely processing. Working in a collaborative, remote-first environment, you will partner with colleagues and other departments to resolve complex financial aid questions and deliver reliable student support. Your attention to detail and commitment to accuracy will help protect students' financial interests and ensure responsible administration of aid programs. This opportunity is ideal for an organized, adaptable professional who enjoys structured work, problem-solving, and contributing to accessible education.

Accountabilities

• Evaluate student eligibility and accurately determine and award financial aid in accordance with established guidelines, policies, and applicable regulations.

• Process financial assistance from multiple funding sources, including federal and state grants, student loans, tuition assistance programs, and military education benefits.

• Review, validate, and approve documentation related to Title IV verification, C-Code resolution, and other financial aid eligibility requirements.

• Calculate and coordinate the return of excess funds to students, lenders, or other appropriate funding sources, ensuring accurate and timely processing.

• Conduct withdrawal evaluations for students who stop attending, including completing Return of Title IV Funds calculations in accordance with federal requirements.

• Investigate and resolve complex financial aid cases, identify potential processing issues, and implement appropriate corrective actions.

• Review student accounts and make adjustments as needed to maintain accurate financial aid records and account balances.

• Collaborate with colleagues, team leaders, and other departments to resolve inquiries, coordinate workflows, and support effective financial aid administration.

• Maintain established performance standards for processing quality, productivity, student caseload management, and overall operational efficiency.

• Follow applicable financial aid regulations, internal policies, documentation standards, and confidentiality requirements.

• Adapt to evolving procedures, changing priorities, and additional responsibilities to support departmental objectives and student needs.

Requirements

• At least one year of relevant professional experience in financial aid, student services, financial administration, or a related field.

• Strong attention to detail, with the ability to review financial documentation carefully, identify discrepancies, and maintain accurate records.

• Ability to remain focused and productive while performing repetitive, process-driven tasks that require consistency and precision.

• Flexibility and adaptability when responding to changing priorities, evolving procedures, and varying student financial aid needs.

• Strong organizational and time management skills, with the ability to manage multiple tasks while meeting deadlines and established performance expectations.

• Effective communication and interpersonal skills, including the ability to collaborate with colleagues, supervisors, and other departments to resolve issues.

• Strong analytical and problem-solving abilities, with sound judgment when reviewing eligibility requirements, evaluating documentation, and adjusting student accounts.

• Ability to follow established procedures, interpret applicable policies, and maintain compliance with financial aid regulations.

• Commitment to accuracy, confidentiality, professionalism, and responsible handling of sensitive student financial information.

Preferred qualifications:

• Bachelor's degree in a relevant field.

• Knowledge of Title IV federal student financial aid policies and requirements.

• Familiarity with state and federal funding programs, including grants, loans, and other forms of educational assistance.

• Experience using CampusNexus or similar student information and financial aid management systems.

Work schedule:

• Monday through Friday, with eight-hour shifts scheduled between 7:00 a.m. and 6:00 p.m. Eastern Time.

• Remote work from within the United States.

Benefits

• Competitive salary: Annual base salary ranging from $31,200 to $45,000, depending on qualifications, experience, education, skills, and market factors.

• Remote work flexibility: Work remotely nationwide within the United States, supporting work-life balance.

• Comprehensive health coverage: Access to healthcare benefits beginning on the first day of employment, subject to applicable plan terms.

• Retirement benefits: Automatic enrollment in a company contribution plan, with annual employer contributions of 8%–10% based on tenure.

• Tuition assistance: Access to an educational assistance program offering tuition support and substantial discounts for employees and eligible family members.

• Paid time off: Vacation, paid holidays, personal leave, and paid sick time.

• Volunteer opportunities: One paid volunteer day annually to support local communities.

• Diversity and inclusion: One paid diversity and inclusion day to participate in activities that promote equity and community engagement.

• Professional development: Opportunities to expand financial aid expertise and develop skills within the education and student services sector.

• Inclusive workplace: A commitment to equal employment opportunities, diversity, equity, accessibility, and a supportive working environment.