Student Finance Officer

Ultipro; Phoenix (AZ); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

ESOP

401(k) match

Health insurance

Dental & Vision

Paid time off

Tuition reimbursement

Job summary

Pima Medical Institute in Phoenix, AZ, is seeking a detail-oriented Student Finance Officer to guide students through the financial aid process, interview applicants, assess eligibility, and help with documentation.

The role requires strong communication, problem-solving, and customer service; responsibilities include aid packaging, VA benefits, DOE system access, and collaboration with Admissions to support students throughout funding.

Qualifications

• Three years of financial aid experience (Title IV knowledge preferred).
• Excellent communication and customer service skills.
• Strong organizational abilities and attention to detail.
• Proficiency with Department of Education (DOE) systems and financial aid documentation processes.

Responsibilities

• Interview prospective and continuing students to assess financial aid eligibility and needs.
• Assist students with completing financial aid paperwork and verifying ISIRs; package awards and obtain signatures.
• Counsel veteran students on VA benefits and ensure compliance with VA/State guidelines.
• Audit student files for Title IV verification and eligibility before class starts.
• Document payment plans and arrange private pay repayment schedules; contact former students to settle balances.
• Maintain DOE system access and track packaging dates, Pell/SEOG fund releases, and loan statuses.
• Coordinate with Admissions to notify and reschedule missed appointments.
• Ensure access to DOE systems is maintained and compliant.

Skills

Communication skills

Problem solving

Customer service

Attention to detail

Basic computer skills / Database tools

Tools

DOE systems

Job description

Department: Student Finance / Financial Aid

Compensation: $20.80 – $24.96 per hour ($43,270 – $51,925 annually)

Position Summary

Guide students through the financial aid process and help make their career education achievable! Pima Medical Institute is seeking a detail-oriented, customer-service-driven Student Finance Officer to join our Phoenix campus team.

In this vital role, you will interview prospective and continuing students, evaluate Title IV aid eligibility, assist with financial aid documentation, and counsel veteran students on VA benefits. If you possess excellent communication skills, strong problem-solving abilities, and a passion for helping students navigate their education funding options, we welcome your application!

Key Responsibilities

Student Counseling & Aid Packaging

• Financial Aid Advising: Interview prospective and continuing students to conduct needs assessments, determine financial aid eligibility, and answer funding inquiries.
• Forms & Application Support: Assist students with completing required financial aid paperwork, verify ISIRs, package awards, and arrange for required signatures.
• VA & Agency Compliance: Counsel veteran students and process benefits in strict adherence to Department of Veterans Affairs and State Approving Agency guidelines; manage agency needs analysis forms.

File Audit & Financial Operations

• File Compliance & Auditing: Audit prospective and current student files to ensure complete, compliant documentation, Title IV verification, and proof of eligibility before class starts.
• Payment Plans & Collections: Document institutional financial plans, establish private pay repayment schedules for students with account balances, and contact former students to settle outstanding accounts.
• System Integration & DOE Access: Maintain active access to Department of Education (DOE) systems; track packaging dates, Pell/SEOG fund releases, loan application statuses, and lender documentation.

Departmental Collaboration

• Coordinate closely with Admissions staff to notify them of missed appointments and reschedule prospective students promptly.

Department of Education Access

• Must be able to maintain access to Department of Education (DOE) systems.

• Customer Focus & Soft Skills: Exceptional customer service and service recovery skills, strong verbal/written communication, and a friendly, helpful approach.
• Organization & Detail: Outstanding organizational abilities, attention to detail, and problem-solving skills.
• Technical Skills: Basic computer proficiency and experience working with database/financial systems.
• Experience: Three (3) years of financial aid experience—including knowledge of Title IV funding is preferred.
• An equivalent combination of training, education, or relevant experience meeting minimum qualifications will be considered.

Compensation & Employee Benefits

• Hiring Range: $20.80 to $24.96 per hour ($43,270 to $51,925 annually).
• Employee Ownership: Employee Stock Ownership Plan (ESOP)-build equity in your future.
• Retirement: 401(k) Plan with up to a 10% Employer Match.
• Healthcare Options: Comprehensive Medical (PPO & 2 HDHP options with HSA), Dental, and Vision coverage.
• Financial Protection: Basic Life Insurance, Short-Term and Long-Term Disability, HSA, and FSA options.
• Work-Life & Growth: Paid Time Off (PTO), Arizona Paid Sick Leave, Paid Holidays, Employee Assistance Program (EAP), Tuition Reimbursement, and Health & Wellness Program rewards.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.