Financial Aid Processor

Saint Leo University Company; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

Saint Leo University seeks a Financial Aid Processor to review applications, determine eligibility and award student financial aid in line with federal, state and institutional guidelines. The role includes fund disbursement, verification, and reconciliation, with regular student contact via phone and email to ensure excellent service.

Ideal candidate will have strong analytical and interpersonal skills, attention to detail, and a collaborative approach within the Financial Aid Office to support

Qualifications

• Bachelor’s degree from a regionally accredited institution.
• Experience in financial aid preferred.
• Access to the National Student Loan Data System; federal loans must be in good standing.
• Strong analytical, interpersonal and communication skills; customer service orientation.
• Ability to work collaboratively in a team environment.

Responsibilities

• Review applications and determine student eligibility to prepare files for aid awarding.
• Verify data accuracy, resolve discrepancies and correct records as needed.
• Process federal and state aid awarding, reporting and reconciliation.
• Communicate with students by phone and email to resolve processing issues.
• Maintain confidentiality and ensure compliance with program requirements.
• Collaborate with other departments to deliver consistent financial aid service.

Job description

Job Description Summary The Financial Aid Processor will be responsible for performing application review, determining eligibility and awarding student financial aid, fund disbursement, and federal and state aid program administration and reconciliation. The Financial Aid Processor will focus on areas of expertise as assigned and will report to a financial aid manager. The Financial Aid Processor will also assist students with understanding the financial aid process for Saint Leo University’s programs and providing optimal student service with every interaction via phone and email.

Job Description Duties and Tasks

Perform application review and determination of student eligibility to prepare file for student aid awarding.

• Verification: verify accuracy of data and make corrections as needed
• Federal database (C-code) resolution
• Identify/resolve conflicting information by collecting additional data
• Review financial aid history
• Evaluate satisfactory academic progress status
• Review exception reports and make corrections as needed to ensure appropriate financial aid eligibility

Perform student awarding and disbursement following federal, state and institutional guidelines.

Communicate with students when necessary to resolve processing issues via the Financial Aid TOPdesk system.

Perform federal aid processing including origination and disbursement reporting, error resolution and monthly reconciliation.

Perform state aid processing including determining eligibility, awarding, reporting and reconciliation.

Perform financial aid recalculation/revisions related to attendance, enrollment change, special circumstance appeal, satisfactory academic progress appeal, post-screening reason code eligibility changes, additional sources of aid, over award, and over payment.

Maintain confidentiality of work related information and materials.

Provide information to prospective and enrolled students regarding financial aid program requirements and procedures via inbound telephone calls and email.

Research financial aid issues; review forms for completeness, accuracy; verify information reported on student applications and other documentation.

Demonstrate integrity, ethical behavior in working with confidential information.

Work collaboratively with other departments to ensure that expectations of financial aid service are met consistently.

Participate in special events, evening, and weekend work as needed.

Contribute to the overall success of the Financial Aid Office by performing other duties as assigned by the management team.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Knowledge Demonstrate competencies to work in technology driven operation Analytical skills, strong interpersonal and communication skills and student-centered customer service orientation Must be able to work in a collegial and collaborative manner within a team environment Demonstrate success working with students or customers in a service-oriented environment Bachelor’s degree from a regionally accredited institution Experience in financial aid, preferred Employment is dependent upon successful access to the National Student Loan Data System, which requires all federal student loans to be in good standing and not in default and a credit check to review that student loans are not in default.

Skills: Demonstrated critical thinking skills and ability to work successfully with cross-functional teams.

Detail oriented, excellent time management skills Superior organizational skills; ability to execute multiple objectives concurrently Proficient with Microsoft Word and Excel.

Abilities: Ability to react and adjust quickly to changing conditions Ability to multi-task daily Ability to produce a high volume of quality work, timely and accurately Ability and willingness to work occasional evenings and weekends.

ENVIRONMENT

The work environment characteristics described here are a representation of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term “qualified individual with a disability” means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of this position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office and University, handle various type of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.

NOTICE

The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description. Saint Leo University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success.

Why Work at Saint Leo? What it’s Like to Work Here

Ask our employees and the one word they’d use to describe working at Saint Leo University is “Community.” Our team members all share the Saint Leo core values, positive attitudes, and problem-solving abilities, enabling them to provide excellent student centered service. Our mission is educating and preparing students for life and leadership in a challenging world.

Thank you for your interest in joining the Saint Leo PRIDE! We are committed to providing our employees with the support they need.

At Saint Leo, we offer an array of medical, dental, and vision packages as well as several add‑on perks to make your benefits package truly customizable to you and your family needs.

Available benefits based on employment status (Full Time vs Part Time).

• FREE Tuition - Employee, Spouse, and Dependents*
• Tuition Exchange Opportunity - Dependent of Employees*
• Generous Paid Leave - Sick, Vacation, and Holidays
• Comprehensive Group Health Plan (Medical, Dental, and Vision)
• Group Medical Plan includes Teledoc, Surgery Plus, Wellness Incentive Program and more!
• 100% Employer‑Funded Health Reimbursement Account
• 100% Employer‑Paid Short Term Disability Insurance
• 100% Employer‑Funded Employee Assistance Program (healthcare and dependent options)
• Employer‑provided life insurance
• Discounted On‑Campus Dining Meal Plans
• Nationwide Pet Insurance
• Flexible Spending Accounts
• 403b Retirement Plan
• Wellness Center *Eligibility based on meeting required service period 2025 ICUBA Benefits Guide_St Leo Top Workplace

Each year from 2012 to 2016, Saint Leo University was named one of Tampa Bay’s Top Workplaces by the Tampa Bay Times. The Top Workplaces in Tampa Bay program was created by the Tampa Bay Times and WorkplaceDynamics. The companies in this survey were ranked based on leadership, compensation and training, workplace flexibility, and diversity. One of the Top‑Ranked Universities in Florida One of the top‑ranked universities in Florida, Saint Leo is a Catholic, liberal arts school serving learners of all faiths. We are traditional, but we are cutting edge Established in 1889 by the Order of Saint Benedict of Florida, the university seeks balanced growth in mind, body and spirit for all members of our community. Saint Leo has grown from a peaceful campus in the rolling hills of Central Florida to an institution of international consequence—ranked one of the best regional universities in the South by U.S. News & World Report Our Tampa‑area campus remains committed as ever to student‑centered liberal arts education, and is strengthened by the global reach of our regionally accredited online programs and Education Centers in seven states across the U.S., including on many military bases. We are Catholic, but we are for everyone Our determination to make higher education more accessible to all has made Saint Leo a world leader in redefining the 21st century university. Saint Leo now serves more than 16,000 students from 49 states and 86 countries—ranking us among the five largest Catholic higher education institutions in the United States. Saint Leo is also one of the nation's 10 leading providers of higher education to the U.S. military. While we are proudly Catholic, we teach students not because they are Catholic, but because we are Catholic. And our faith compels us to imagine and contribute to a more socially just society.

Non-Discrimination EEO Statement

Saint Leo University has a strong commitment to principles of equal employment opportunity and equal access to education. Saint Leo University does not discriminate on the basis of age, color, disability, ethic origin, genetic information, sex, gender, national origin, race, religion, or veteran status, or any other category protected by federal, state, or local law in its educational programs, admissions policies, financial aid, employment, or other school administered programs. The policy is enforced by Saint Leo University and by applicable laws such as Title IX of the Education Amendments of 1972, Title VII and Title IX of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, Americans with Disabilities Act, Age Discrimination Act of 1975, and Florida Civil Rights Act of 1992.

The Title IX Office Office Location: Benedictine Hall 3rd Floor Email Address: [e-mail] Telephone Number: [phone] Mailing Address: Saint Leo University ATTN: Title IX Office 33701 C.R. 52, Saint Leo, FL 33574 The Director of Accessibility Services and the Section 504 Coordinator, Michael Bailey, may be contacted at [e-mail]. Note: Questions regarding job application status can be sent to [e-mail]. The above contacts are listed specifically for Title IX and/or Accessibility concerns only. The University has developed the 'Title IX Sexual Harassment Grievance Policy' to address any Title IX related allegations of sexual harassment. The policy can be found on the University website. A written/hard-copy version of the policy is available upon request from the Title IX Coordinator. Links Campus Security & Safety Employment Site