Financial Aid Specialist II

Texas Wesleyan University

Fort Worth (TX)

On-site

USD 42,000 - 56,000

Full time

35 hours ago

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Job summary

Texas Wesleyan University is seeking a Financial Aid Specialist II to serve as the main contact for document intake and to resolve financial aid questions. You will assist with FAFSA presentations, orientations, and related tasks while maintaining accuracy in a high-volume environment.

The role emphasizes attention to detail, following directions, and adherence to federal and state timelines. Experience with the Ellucian Colleague system and FERPA/privacy regulations is valued.

Qualifications

Associate’s degree and two years of relevant work experience required.
Preferred: Associate’s degree with three years of progressively responsible work experience in student financial aid.
Experience in financial aid or related field preferred; additional education may substitute for work experience.

Responsibilities

Answering telephone calls from students, staff, and donors.
First point of contact for potential financial aid recipients.
Direct students how to apply for Federal/State/Institutional aid.
Process intake and scanning of all financial aid documents and verify accuracy.
Assist with FAFSA presentations and financial aid orientations.
Participate in scheduling meetings and assist with office duties.
Support office budget adherence and deadlines.

Skills

Customer service

Verbal communication

Data entry

10-key

Office software

Public speaking

FERPA privacy

Attention to detail

Independent work

Education

Associate’s degree

Two years experience

Three years in financial aid (preferred)

Tools

Ellucian Colleague

Job description

Position Information

Position Summary

The Financial Aid Specialist II serves as the main point of contact for document intake, resolving financial aid questions, explaining students’ awards, responding to email solicitations to the Financial Aid Office mailbox, assisting with all student orientations, FAFSA presentations, and assisting with all other tasks assigned. This position requires a person who is accustomed to working in a high-volume work environment, coupled with a lot of detailed work. The individual must be able to demonstrate that they are able to follow directions and work independently. Accuracy is a key component in this position, coupled with attention to detail. Applicant cannot be in default on any Federal Student Loans.

Essential Duties and Responsibilities

Answering telephone calls from students, staff, and potential donors to the University.
First point of contact for all potential financial aid recipients.
Provide frontline solutions for students, staff, and potential donors to the University.
Direct students, staff, and potential donors how to apply for Federal Financial Aid, State Aid, State Aid, and Institutional Aid with TXWES .
Responds to email solicitations received in the Financial Aid mail electronic mailbox in a reasonable amount of time.
Assesses, when to forward the correspondence on to other staff, when required.
Responsible for the intake and scanning of all financial aid documents.
Must ensure that documents are screened for accuracy prior to scanning.
Must be able to keep up with scanning of document during peak processing time.
Assist with scheduling Financial Aid Meetings, ordering supplies for the office, proof-reading new materials, and other miscellaneous office duties assigned by the Director of Financial Aid or Associate Director of Financial Aid.
Participate in Financial Aid Orientations with Financial Aid Advisors.
Assist with FAFSA presentations to students, staff, and potential donors.
Assist with High School Nights and screening of Scholarships.
Assist the Associate Director of Financial Aid with modification of forms.
Responsible for ensuring that the Financial Aid Office has new material ordered for sending out the New Year Awards, as well as keeping the office on track for a successful launch for the New Year.
Responsible for ensuring that The Financial Aid Office does not overspend their assigned budget, as well as keeping the office in line with State and Federal deadlines.
Serve as the backup for Document Processing of incoming ISIRs.
Perform other duties assigned by the Director of Financial Aid or Associate Director of Financial Aid.

Education, Certifications and/or Licenses

Minimum Qualifications: Associate’s degree and two years of relevant work experience

Preferred Qualifications: Associate’s degree and three years of progressively responsible work experience; two of which are in student financial aid or a related field work experience. Additional education may be substituted for work experience.

Experience

Minimum Qualifications: Associate’s degree and two years of relevant work experience

Preferred Qualifications: Associate’s degree and three years of progressively responsible work experience; two of which are in student financial aid or a related filed work experience. Additional education may be substituted for work experience.

Knowledge, Skills & Abilities

Ability to independently perform all of the duties of the position efficiently and effectively.
Ability to work in a high traffic area and be able to keep a professional demeanor at all times.
Excellent skills in customer service experience with students, faculty, and staff.
Ability to perform assigned tasks independently with minimal supervision.
Ability to perform basic accounting, data entry, 10-key, program and/or statistical analysis, file maintenance, record keeping and report writing duties.
Ability to perform arithmetic operations quickly and accurately.
Ability to operate general office equipment including computers, word processing, spreadsheet and database applications used at the college.
Ability to impart technical and detailed information through one-on-one or group presentations.
Ability to communicate both formally and informally with a wide range of contacts both inside and outside the college setting.
Ability to learn and use the Ellucian Database. Texas Wesleyan University uses Colleague.
Knowledge of Federal Databases ( COD , NSLDS , and CPS ) are preferred.
Knowledge of the Free Application for Federal Student Aid ( FAFSA ).
Knowledge of and the ability to support and adhere to University and office policies and procedures.
Knowledge of standard office practices and procedures, including filing procedures.
Ability to schedule and coordinate appointments.
Demonstrated proficiency with a desktop computer as well as an integrated computer system.
Demonstrated proficiency with current word processing, e-mail and spreadsheet software programs.
Ability to be discrete in handling confidential matters, while complying with FERPA & privacy regulations.