Title IV Refund & Financial Aid Analyst

Unitek Learning; Irvine (CA); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Vacation time

Paid Holidays

Life Insurance

Leadership development

Tuition assistance

Forgiveness for you and your family

Job summary

Unitek Learning seeks a Student Finance Analyst/Title IV Financial Aid Refund Processor for the Refund Team. The role focuses on accurate institutional refund calculations and timely R2T4 processing alongside NSLDS data updates and stipend handling.

The position requires 1+ year in similar financial operations, with a bachelor’s in business/finance preferred. Strong Excel skills and detail orientation are essential, with data integrity across student information systems.

Qualifications

• Minimum 1 year of experience working in a business office, banking or accounting environment.
• Preference will be given to individuals who have previous experience working as a Financial Aid Assistant or Specialist at a higher education institution.
• Bachelor’s degree with coursework in business, finance, auditing or accounting preferred.
• Ability to communicate effectively and work as part of a team.
• Organized and detail oriented.
• Ability to multi-task and effectively prioritize workload based on urgency and deadlines.
• Knowledge of MS Excel, including pivot tables and simple formulas

Responsibilities

• Processing institutional refund calculations for withdrawn students.
• Processing R2T4 calculations for withdrawn students.
• Enrollment updates in the National Student Loan Data System
• Processing student stipends for Title IV credit balances.
• Processing stale-dated checks
• Maintain accurate data in Anthology and related student information systems.

Skills

Communication skills

Teamwork

Attention to detail

Multitasking

Time management

Education

Bachelor’s degree in business/finance/accounting

Tools

MS Excel

Pivot tables

Formulas

Job description

Unitek Learning seeks a Student Finance Analyst/Title IV Financial Aid Refund Processor for the Refund Team. The role focuses on accurate institutional refund calculations and timely R2T4 processing alongside NSLDS data updates and stipend handling.

The position requires 1+ year in similar financial operations, with a bachelor’s in business/finance preferred. Strong Excel skills and detail orientation are essential, with data integrity across student information systems.