Financial Aid Specialist II

Texas Wesleyan University
June 11, 2023
Offerd Salary:Negotiation
Working address:N/A
Contract Type:Other
Working Time:Full time
Working type:N/A
Ref info:N/A
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Position Information

Job Title Financial Aid Specialist II

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

- Bachelor's Degree required.


- Minimum of two years of full-time related work experience in a lending institution or financial environment. Additional education may be substituted for 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.

Posting Detail Information

Posting Number 2016AS843P

Posting Open Date 04/12/2023 Open Until Filled Yes Posting Close Date Special Instructions to Applicants

Supplemental Questions

Required fields are indicated with an asterisk ().

  • What is the highest level of education attained?
  • GED
  • High School Diploma
  • Associates Degree
  • Bachelors Degree
  • Masters Degree
  • PHD
  • How many years of experience do you have in this type of position?
  • 0-1
  • 1-3
  • 3-5
  • 5-7
  • 7+
  • Are you available to work in the evening (6 pm to 10 pm)?
  • Yes
  • No
  • Are you available to work weekends?
  • Yes
  • No
  • Documents Needed To Apply

    Required Documents

  • Resume
  • Cover Letter
  • Transcripts
  • Optional Documents

  • Current Employee Application (for internal applicants)
  • Letter of Recommendation
  • From this employer

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