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Financial Aid and Scholarship Officer I/II

The University of Texas at San Antonio
United States, Texas, San Antonio
1 UTSA Circle (Show on map)
April 08, 2024


Financial Aid and Scholarship Officer I/II

Location: San Antonio, TX
Regular/Temporary: Regular
Job ID: 11740
Full/Part Time: Full Time

Org Marketing Statement

The University of Texas at San Antonio is a Tier One research university and a Hispanic Serving Institution specializing in cybersecurity, health, fundamental futures, and social-economic transformation. With more than 34,300 students, it is the largest university in the San Antonio region. UTSA advances knowledge through research and discovery, teaching and learning, community engagement and public service, and with an intentional focus on career readiness the university produces more graduates for the workforce than any other institution in the region. It is a catalyst for socioeconomic development and the commercialization of intellectual property - for Texas, the nation and the world. UTSA has been recognized as a Top Employer in Texas by Forbes Magazine. Learn more , on or on , , , or .

Posting End Date: Applications will be accepted through 11:59 PM CDT on 04/21/2024. At the discretion of the hiring department, this position posting may close once a sufficient number of qualified applications have been received.

Salary Range: $41,817- $48,445 annualized, commensurate with education, experience and qualifications.

Hours: up to 40 hours per week, exempt.

Required Application Materials:
  • Resume and cover letter are required.


Essential Functions

Financial Aid and Scholarship Officer I

Job Summary

To provide professional knowledge, advice, and counseling skills regarding student financial aid programs. Responsible for a decision-making process that requires initiative and judgment related to financial aid and scholarship processing and to meet the needs of students and parents.

Core Responsibilities

Typical:
  1. Uses discretion and independent judgment to advise and counsel students and parents in solving their educational financial problems through scholarships, loans, grants, work-study, and financial counseling.
  2. Responds to questions and counseling needs in person and by written, phone, and email means when needed.
  3. Processes financial aid and scholarship applications, awards and disburses funds, and tracks and monitors student eligibility as needed.
  4. Offers professional judgment decisions on student files, collecting supporting documentation and making adjustments as needed. This may include satisfactory academic progress appeals, cost of living adjustments, dependency overrides, or any other extenuating circumstance presented by the student and/or parent.
  5. Awards, revises, and/or approves the awarding of financial aid and scholarships through the specific controls of program policy and guidelines.
  6. Assists with conducting on and off-campus presentations, seminars, resource tables, and/or workshops for students.
  7. Uses independent judgment to provide support to colleges and departments as needed.
  8. Stays abreast of regulations that govern all financial aid and scholarship programs.
  9. Interprets and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations of financial aid and scholarships.
  10. Participates in the review, revision, and interpretations of complex rules, regulations, procedures, and policies related to financial aid and scholarships and team specialty areas.
  11. Assists in developing and revising financial aid consumer information material, publications, and brochures for currently enrolled students, prospective students and their parents, colleges, departments, and the university community.
  12. Performs other duties as assigned.

Periodic:
  1. Provides periodic reports as needed to leadership.
  2. Attends state and regional meetings/conferences as necessary.
  3. Participates in committees and/or task forces across campus as necessary.


Financial Aid & Scholarship Officer II

Job Summary

Administers and processes for specific financial aid programs including some high-profile programs. Responsible for decision-making processes requiring initiative and judgment in responding to individual needs of students, for administration of one or more financial aid & scholarship program areas, and for the development of information and reports required. This will include specializing in specific programs and developing, implementing, and coordinating projects and recommendations.

Core Responsibilities

Typical:
  1. Uses discretion and independent judgment to advise and counsel students and parents in solving their educational financial problems through scholarships, loans, grants, work-study, and financial counseling.
  2. Responds to questions and counseling needs in person and by written, phone, and email means when needed.
  3. Processes financial aid and scholarship applications, awards and disburses funds, and tracks and monitors student eligibility as needed.
  4. Responsible for processing specific high-profile financial aid and scholarship programs.
  5. Responsible for processing through Common Origination and Disbursement (COD) which may include transfer monitoring, PELL processing, and student loan processing.
  6. Offers professional judgment decisions on student files, collecting supporting documentation and making adjustments as needed. This may include satisfactory academic progress appeals, cost of living adjustments, dependency overrides, or any other extenuating circumstance presented by the student and/or parent.
  7. Awards, revises, and/or approves the awarding of financial aid and scholarships through the specific controls of program policy and guidelines.
  8. Assists with conducting on and off-campus presentations, seminars, resource tables, and/or workshops for students.
  9. Uses independent judgment to provide support to colleges and departments as needed.
  10. Researches rules, regulations, and peer programs to keep abreast of regulations that govern all financial aid and scholarship programs.
  11. Interprets and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations of financial aid and scholarships.
  12. Participates in the review, revision, and interpretations of complex rules, regulations, procedures, and policies related to financial aid and scholarships and team specialty areas.
  13. Provides assistance and guidance to other financial aid staff to ensure that processing activities adhere to established policies and procedures.
  14. Assists in developing and revising financial aid consumer information material, publications, and brochures for currently enrolled students, prospective students and their parents, colleges, departments, and the university community.
  15. Performs other duties as assigned.

Periodic:
  1. Provides periodic reports as needed to leadership.
  2. Attends state and regional meetings/conferences as necessary.
  3. Participates in committees and/or task forces across campus as necessary.
  4. Serves as a mentor when needed.

Required Qualifications

Financial Aid and Scholarship Officer I
  • Bachelor's degree from an accredited university.
  • One (1) year of experience in finance, customer service, or working with students OR two (2) years of experience as a student employee in financial aid, scholarships, student lending, one-stop, and/or enrollment management.
  • Master's degree can substitute for required experience.
  • Group and individual presentation and meeting facilitation skills required.
  • Effective written and verbal communication skills, multi-tasking skills, flexibility, and the ability to work cooperatively with others in a dynamic environment.

Financial Aid and Scholarship Officer II
  • Bachelor's degree from an accredited institution.
  • Two (2) years of financial aid, scholarships, student lending, financial aid, and/or enrollment management/services experience.
  • Master's degree can substitute for one (1) year of experience.
  • Effective written and verbal communication skills, multi-tasking skills, flexibility, and the ability to work cooperatively with others in a dynamic environment.
  • Group and individual presentation and meeting facilitation skills required.


Preferred Qualifications

Financial Aid and Scholarship Officer I
  • Master's degree from an accredited university.
  • One (1) year of higher education experience to include financial aid and/or scholarship.

Financial Aid and Scholarship Officer II
  • Master's degree from an accredited institution.
  • Two (2) years of financial aid and/or scholarship experience.


Additional Information
  • UTSA is a tobacco-free campus.
  • This is a security-sensitive position. Employment is contingent upon a successful background check.
  • Applicants selected must be able to show proof of eligibility to work in the United States by time of hire.

Working Conditions
  • Office environment.
  • Requires use of personal computing equipment, telephone, multi-functioning printer, and calculator.
  • Ability to travel to and from meetings, training sessions, or other business-related events.
  • Occasional after-hours and weekend work or overtime may be required.

Physical Demands:
  • Sedentary work; sitting most of the time. Jobs are sedentary if walking and standing are required, only occasionally.
  • Exerts up to 10 lbs. of force occasionally.


This position will require working both remotely in Texas and on campus (approximately five or more days on campus per month). Travel and parking expenses are the employee's responsibility. Applicants must be adaptable and open to working in both environments.

Equal Employment Opportunity

As an equal employment opportunity and affirmative action employer, it is the policy of The University of Texas at San Antonio to promote and ensure equal employment opportunity for all individuals regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability or genetic information, and veteran status. The University is committed to the Affirmative Action Program in compliance with all government requirements to ensure nondiscrimination. Women, minorities, people with disabilities and veterans are encouraged to apply. UTSA campuses are accessible to persons with disabilities.

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