Financial Aid & Scholarship Officer I/II

Financial Aid & Scholarship Officer I/II

Location: San Antonio, TX

Regular/Temporary: Regular

Job ID: 12909

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 35,000 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 https://www.utsa.edu/, on https://www.utsa.edu/today/ or on https://twitter.com/utsa, https://www.instagram.com/utsa/, https://www.facebook.com/utsa, https://www.youtube.com/user/utsaor https://www.linkedin.com/school/the-university-of-texas-at-san-antonio/?lipi=urn%3Ali%3Apage%3Ad_flagship3_university_admin%3BFcmdPCevQ7ebJE1xpIJlRw%3D%3D.

In 2024, the https://www.utsa.edu/today/2024/08/story/utsa-and-ut-health-san-antonio-merger-announced.html authorized UT System to begin integrating UTSA and UT Health San Antonio into one unified institution, establishing a world-class university that integrates academic, research, and clinical excellence to build a profoundly impactful university of the future. Driven by a vision for growth and impact, this merger will expand capacity to offer robust undergraduate and graduate programs, attract top-tier faculty and staff, develop innovative initiatives, and elevate transdisciplinary research to address the evolving needs of the region.

Posting End Date: Applications will be accepted through 11:59 PM CDT on 03/24/2025. 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- $46,315 annualized, commensurate with education, experience and qualifications.

Hours: up to 40 hours per week, exempt.

Required Application Materials:

• Resume is required.
• Cover letter is preferred.

Essential Functions

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

Level I

• 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.
• Addresses questions and provides counseling in person, through written communication, phone calls, and emails as needed.
• Processes financial aid and scholarship applications, awards and disburses funds, and tracks and monitors student eligibility as needed.
• Offers professional judgment decisions on student files, collecting supporting documentation and making necessary adjustments. This may include satisfactory academic progress appeals, cost of living adjustments, dependency overrides, or any other extenuating circumstance the student and/or parent presents.
• Awards, revises, and/or approves the awarding of financial aid and scholarships through the specific controls of program policy and guidelines.
• Assists with conducting on and off-campus presentations, seminars, resource tables, and/or workshops for students.
• Uses independent judgment to provide support to colleges and departments as needed.
• Stays abreast of regulations that govern all financial aid and scholarship programs.
• Interprets and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations of financial aid and scholarships.
• Participates in the review, revision, and interpretations of complex rules, regulations, procedures, and policies related to financial aid and scholarships and team specialty areas.
• 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.
• Provides periodic reports as needed to leadership.
• Attends state and regional meetings/conferences as necessary.
• As necessary, participate in committees and/or task forces across campus.
• Performs other duties as assigned.
Job Summary

Responsible for financial aid outreach, financial literacy, and default prevention activities. Responsible for promoting financial aid opportunities and assisting students and families in navigating the financial aid process. This role involves conducting outreach activities, providing one-on-one counseling, and collaborating with community organizations to assist students with applying for Financial Aid. The position is also responsible for educating students about the University's Financial literacy curriculum which involves money management, student loan repayment and default prevention.

Core Responsibilities

Level II

• Responsible for fielding and developing financial aid outreach events for both current and prospective students as well as community agencies.
• Assist the Financial Literacy Program, by overseeing Financial Success student workers and educating students about money management, student loan repayment and how to apply for Financial Aid
• Advise prospective, continuing, and reentering students, including special populations and high-risk students, and their parents, on the availability of various financial aid programs, Satisfactory Academic Progress standards, and Financial Aid applications.
• Responsible for maintaining financial literacy program and updating financial literacy presentations, web pages, and pushing programming for literacy
• Counsels students about financial aid and budgeting options either through appointments, over the phone, emails via Salesforce (CRM), or at events
• Coordinates and maintains liaisons with campus departments, high schools, and other community agencies as required; represents the University at outreach functions; collaborates with other departments to provide accurate financial aid information at general outreach events.
• Maintains knowledge in Title IV regulations and changes to repayment plans and cohort default rate
challenges.
• Provides overflow processing assistance to other Financial and Scholarships teams as requested.
• Attends regional, state and national conferences as necessary.
• Performs other duties as assigned.
Required Qualifications

Level I

• Bachelor's degree from an accredited university.

• Additional experience may substitute for required education.

• 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.

Level II

• Bachelor's degree from an accredited institution.

• Additional experience may substitute for required education.

• 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.

Preferred Qualifications

Level I

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

Level II

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

Knowledge Skills & Abilities

Both levels

• 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.

Additional Information

• Depending on finalist's qualifications, position will be classified as a level I or level II.
• 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.
• Valid driver's license and Motor Vehicle Record (MVR) as applicable.

Working Conditions

• Office environment.
• 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.

This position will be primarily located on campus. Travel and parking expenses are the employee's responsibility.

To view the full job posting and apply for this position, go to https://apptrkr.com/6070954

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