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UT Dallas - Human Resources Management

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Job Description

Title:

Student Financial Aid Officer II

Job Class Code:

3046

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.
  • 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.
  • Demonstrate integrity, ethical behavior in working with confidential information and maintain a high level of confidentiality.
  • Interpret, apply and comply with federal, state and institutional regulations governing student financial aid; maintain current working knowledge of guidelines/regulations related to financial aid.
  • Maintain a close working relationship with Enrollment Services, the Bursar's Office, Registrar's Office, and other university personnel.
  • Provide oversight to third party scholarship program and provide assistance to university scholarship coordinator.
  • Participate in all FA meetings and events as assigned.
  • Respond to all inquiries within 24 hours.
  • Provide exemplary customer service by going the extra mile for the customer.

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: Two 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; ability to make scholarship check deposits and disbursements; 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, demonstrate computational ability, ability to work on several tasks at one time; ability to respond effectively in a variety of situations; ability to improve performance by doing new things; understand cross-cultural communication needs and respond accordingly.

Special Job Requirements (such as hours, accuracy, special equipment and/or working conditions):

N/A

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.