Financial Assistance Advisor II-Dataload & Processing
University Of The, Inc.arnate Word
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Benefits offered by this job
Job summary
The University of the Incarnate Word in San Antonio, TX is seeking a Financial Assistance Advisor II-Dataload & Processing. You will load financial aid data, process applications, and award funds in accordance with federal, state, and institutional policies.
This role reports to the Assistant Director of Financial Assistance. We value accuracy, timeliness, and teamwork to ensure students receive timely financial aid offers while maintaining data integrity across systems such as Banner.
Qualifications
- Familiarity with federal and institutional financial aid regulations and processes.
- Ability to problem-solve and multi-task in a cooperative environment.
- Strong organizational and communication skills.
Responsibilities
- Load and review ISIR files and ensure data accuracy before processing.
- Manage import/export of student data between Banner and federal/state systems.
- Monitor reporting deadlines for federal/state aid programs.
- Assist with audits and maintain proper records.
Skills
Education
Tools
Job description
N/A.
Position Information
Position Title
UIW Mission
University of the Incarnate Word is a Catholic institution that welcomes to its community persons of diverse backgrounds, in the belief that their respectful interaction advances the discovery of truth, mutual understanding, self-realization, and the common good.
Position Summary
The Financial Assistance Advisor II-Dataload & Processing is primarily responsible for the accurate and timely loading of financial aid data, processing of student financial aid applications, and awarding of funds in compliance with federal, state, and institutional policies. This position plays a critical role in ensuring that financial aid applications are processed efficiently and that students receive their financial aid offers in a timely manner. The Financial Assistance Advisor II-Dataload & Processing reports to the Assistant Director of Financial Assistance.
All advisors work as student advocates and understand the role financial assistance plays in the success and engagement of our students.
UIW has been identified year after year as one of the nation’s Great Colleges to Work For based on employee feedback. UIW offers an outstanding benefits package for full-time employees that includes medical, dental, vision, flexible spending accounts, numerous paid holidays, vacation and sick leave. Tuition benefits include UIW tuition waivers, tuition exchange programs and Brainpower Connection discounts for employees and dependents. Retirement benefits include 403b retirement plans with a 7% employer match, plus a retirement health solution. We also offer employer-paid Life/AD&D, long-term disability, pet insurance, an Employee Assistance Program ( EAP ), wellness programs, employee discount program, Public Service Loan Forgiveness ( PSLF ) eligibility and more! Please refer to the Human Resources webpage for additional details on our benefits and eligibility.
Job Duties
Job Duty Name
Job Duty Name Data Import/Export
Description of Job Duties
- Manage the import and export of student data between the financial aid management system (Banner) and federal and state systems (e.g., COD , NSLDS , FAFSA , etc.).
- Load and review ISIR (Institutional Student Information Record) files from the Department of Education and ensure data accuracy and completeness before further processing.
- Resolve errors in data imports and manage the correction process for student records as needed.
- Maintain records in accordance with federal and institutional audit standards, and assist with data preparation for audits.
- Monitor and track reporting deadlines for federal and state aid programs, ensuring timely submission of required data.
- Perform other duties as assigned.
Job Duty Name
Job Duty Name System Monitoring
Description of Job Duties
- Monitor and troubleshoot data discrepancies or system issues related to dataload processes, ensuring accurate financial aid processing.
- Review and resolve discrepancies from daily reports.
- Troubleshoot and suggest improvements to dataload, automation, and/or processing to minimize and prevent discrepancies.
- Ensure the accuracy and integrity of data within the financial aid system by conducting regular audits and checks on student records.
- Update and maintain student records, ensuring that data is accurate and reflects current eligibility and awards.
Job Duty Name
Job Duty Name Competencies and Professional Development
Description of Job Duties
- Develop and maintain knowledge of UIW processes and systems and make suggestions that improve the quality of customer support services and processing.
- Develop and expand functional knowledge and use of Banner and Microsoft Office.
- Stay up to date on changing requirements of documentation for federal, state, and other aid.
- Update annual forms to maintain compliance and streamline services.
- Attend virtual, regional, national training and/or conferences as assigned by supervisor.
- Review and revise policy and procedure documentation for processing area.
- Ensure communications and processing are in compliance with FERPA and other federal, state and local laws and regulations pertaining to higher education.
- Adapt to new policies and learn new skills, to include learning new software when necessary.
- Study for and obtain NASFAA Financial Aid Administrator credentials, as desired or assigned by supervisory team.
Job Duty Name
Job Duty Name Award Packaging
Description of Job Duties
- Process and package financial aid awards, including federal, state, institutional, and private aid programs, according to student eligibility and program guidelines.
- Verify that student aid packages are in compliance with all federal, state, and institutional regulations, including Title IV requirements.
- Make adjustments to financial aid packages as needed due to changes in enrollment, dependency status, verification, or other factors affecting eligibility.
Job Duty Name
Job Duty Name Customer Service and Support
Description of Job Duties
- Respond to inquiries from students and families regarding the status of their financial aid applications, awards, and disbursements.
- Collaborate with Financial Assistance team to ensure that students receive timely and accurate information regarding their aid packages.
- Assist students in resolving issues related to the processing of their financial aid, including discrepancies or missing documentation.
Qualifications
Knowledge Skills and Abilities
- Familiarity with financial aid regulations (Title IV) and processes, including FAFSA , verification, and awarding federal, state, and institutional aid.
- Ability to proactively problem-solve and multi-task in a fast-paced cooperative environment.
- Organizational skills and a decisive, positive attitude.
- Strong verbal and written communication skills.
- Ability to provide excellent customer services and maintain a high level of professionalism.
- Reliable, self-motivated, and able to contribute to and support a team effort.
- Ability to work effectively with individuals from diverse communities and cultures.
- Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA .
Required Education
Bachelor’s Degree.
Required Work Experience
One (1) year professional financial aid experience in higher education or student information systems, with an emphasis on data processing and award packaging.
Preferred Qualifications
- Experience with federal and state reporting systems (e.g., NSLDS , COD ).
- Experience working with Banner financial aid management systems.
- Familiarity with SQL or other database query languages.
- Bilingual in the Spanish language.
Required Certifications, Licenses or Registrations
None specified.
Work Hours
Typical Monday through Friday 8:00am to 5:00pm with occasional extended hours/weekends to meet departmental needs.
Physical Demands
None specified.
Posting Number
Posting Number AS2316PO
Number of Vacancies
Number of Vacancies 1
Job Type
Job Type Full Time
Job Category
Job Category Administrator (exempt)
Desired Start Date
Desired Start Date 11/02/2026
Position End Date (if temporary)
Reports to
Reports to Assistant Director of Financial Assistance
Salary $46,500 Annualized
Open Date
Open Date 09/29/2026
Close Date
Open Until Filled Yes
Special Instructions to Applicant
N/A.
EOE
UIW is committed to a policy of equal opportunity in employment, without regard to race, color, sex, sexual orientation, citizenship status, national origin, age, marital status, disability, genetic information, gender identity or expression, veteran status, pregnancy, and religion (except in limited circumstances when religious preference is both permitted by law and deemed appropriate as a matter of University policy).
Title IX
This position is considered a “Responsible Employee” under Title IX federal regulations and “Mandatory Reporter” under Texas state law and the UIW Sexual Misconduct Policy. As a Mandatory Reporter, this position requires you as the employee to promptly report any incident that you witness or receive information about Title IX violations. These reporting responsibilities are set out in the UIW Sexual Misconduct Policy.
Required Documents
- Resume
- Cover Letter/Letter of Application
Optional Documents
- Other Document
Required fields are indicated with an asterisk (*).
- * How did you hear about this employment opportunity?
- UIW Website
- HigherEdJobs.com
- Indeed
- WorkplaceDiversity.com
- HispanicDiversity.com
- BlackJobCenter.com
- WomensJobCenter.com
- VeteransConnect.com
- Personal Referral
- Employee Referral
- Other
- If you selected other, please tell us where?
(Open Ended Question)
- * What is the highest level of education you have achieved?
- Less than Bachelor's Degree
- Bachelor's Degree
- Master's Degree
- PHD or higher
- * How many years of professional financial aid experience do you have in higher education or student information systems, with an emphasis on data processing and award packaging?
- Less than 1 year
- 1 year
- 2 years
- 3 years
- 4 or more years
- * How many years of experience do you have working with Banner?
- Less than 1 year1 year
- 2 years
- 3 years
- 4 years
- 5 or more years
- * Rank your proficiency in understanding and speaking Spanish.
- None
- Minimal
- Limited
- Proficient
- Advanced
- Expert
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