Job Description
Title:
Student Financial Officer III
Job Class Code:
3045
Summary:
Function & Scope: Responsibilities may include but are not limited to performing a variety of duties associated with the coordination, awarding, disbursement and returning of state, federal and institutional financial aid assistance programs.
Essential Functions:
Typical Essential Functions include but are not limited to the following:
- Provide information to students regarding financial aid program requirements and procedures.
- Evaluate documented financial need. Advise parents and students about availability, application processes, rights and responsibilities related to student aid.
- Receive limited supervision within a broad framework of standard policies and procedures.
- Supervise employees in administration of programs and/or gathering of information.
- Accept financial aid applications, forms; review for completeness, accuracy; verify information reported on student applications to determine eligibility for awards; screen applications; review student folders, transcripts, test scores, and process.
- Interview students seeking financial assistance; perform needs analyses; assist in packaging of awards which includes completion of Federal, State and private scholarship applications.
- Monitor work-study students as appropriate; check for satisfactory progress for financial aid students.
- Review and verify as required, information reported on financial aid applications and determine eligibility; verify students' income.
- Provide loan counseling and debt management tasks for each student requesting a loan; process loans and end correspondence to borrowers informing them of repayment responsibility.
- Apply financial aid policy to identified students who have exceeded funding limitations; assist in process of financial aid appeals.
- Demonstrate integrity and ethical behavior in working with confidential information and maintain a high level of confidentiality.
Marginal Functions:
Performs other duties as assigned.
Supervision:
Received: General instructions and supervision on major policy matters from financial aid Officer III or Associate Director.
Given: May closely supervise one or more professional and/or clerical staff members.
Education:
Required: Bachelor's degree.
Preferred: N/A
Experience:
Required: Three years previous Financial Aid or Higher Education experience.
Preferred: N/A
Other Knowledge, Skills, and Abilities:
Excellent organizational skills; proficient in MS Office products and ability to learn other software programs; detail orientated, accurate with ability to prioritize information in a timely manner; strong communication skills; written, oral, active listening and interpersonal skills; work effectively in team situations; proactive in identifying potential issues; demonstrate computational ability; ability to investigate, analyze and interpret data or information for accuracy and completeness in order to make informed decisions; ability to work on several tasks at one time; ability to make quality decisions based on available information; ability to respond effectively in a variety of situations; ability to improve performance by doing new things; ability to plan, coordinate, schedule, direct and monitor tasks, activities and assignments to effectively complete a project; knowledge of affirmative action and personnel policies; knowledge of different work styles and personality types; understanding of conflict resolution techniques and demonstrate ability to confront employees in a positive manner; understand cross-cultural communication needs and respond accordingly; understanding of UTD's strategic plan and goals and ability to communicate them in a motivational way to staff.
Special Job Requirements (such as hours, accuracy, special equipment and/or working conditions):
Usual office working conditions.
Other:
If this is a supervisory position, the incumbent is expected to complete required supervisory training; orient, train and develop subordinates; provide appropriate coaching, guidance and supervision to subordinates; and complete annual performance evaluations.
Specific job requirements or physical location of some positions allocated to this classification may render the position security sensitive; thereby subject to the provisions of Section 51.215 Texas Education Code.
Responsible for duties as assigned relating to internal controls including safe-guarding of department assets, reliability of department financial information, and compliance with applicable laws, regulations, policies and procedures.
Any qualifications to be considered as equivalents, in lieu of stated minimums, require the prior written approval of the Assistant Vice President, Human Resources Management.
Last Updated: December 10, 2008
