Financial Aid Advisor II

Job Title

Financial Aid Advisor II

Agency

Texas A&M University - Kingsville

Department

Office Of Student Financial Aid Services

Proposed Minimum Salary

Commensurate

Job Location

Kingsville, Texas

Job Type

Staff

Job Description

Job Summary

The Financial Aid Advisor II, under direction, counsels and provides student financial aid and scholarship information to prospective and currently enrolled students and their families. Facilitates workshops, develops and makes presentations on and off campus to groups regarding financial aid and scholarships. May coordinate or specialize in a specific program. May provide some mentorship and training to other staff.

Essential Duties and Responsibilities

• Advises and counsels students, parents, and/or prospective students in solving their educational financial problems through scholarships, loans, grants, employment and financial counseling. Responds and researches questions and counseling needs. Provides loan and indebtedness counseling.

• Develops and implements strategies to provide financial literacy to students through proactive outreach via on- and off-campus events.

• Assists outreach staff with prospective students and in their transition to current students.

• Reviews student files, collects supporting documentation, and makes adjustments.  Awards, revises and/or approves financial aid through the specific controls of program policy and guidelines.

• Greets visitors and answers questions. Serves as a back-up counselor and a walk-in counselor on a weekly basis. Provides assistance and guidance to staff to ensure that processing activities adhere to established policies and procedures.

• Assists with conducting presentations, seminars, and/or workshops for students and professional development training. Assists in planning and executing special events.

• Participates in the review, revision, and interpretation of complex rules, regulations, procedures and policies. Interprets federal, state and institutional policies, procedures and regulations. 

• Assists in developing and revising financial aid information, materials, publications and brochures.

• May coordinate or serve as a resource for a specialized program for financial aid.

The above represents the major duties, responsibilities, and authorities of this job, and is not intended to be a complete list of all tasks and functions. Other duties may be assigned.

Minimum Requirements

Education – Bachelor’s degree or an equivalent combination of training and experience

Experience – One year of related experience.

Knowledge of –Knowledge of word processing and spreadsheet applications. Knowledge of financial aid counseling, verification, rules and regulations

Ability to – Ability to multitask and work cooperatively with others. Oral and written communication skills. Customer Service skills. Ability to work individually or as a team. Ability to organize and make decisions.

Supervision of Others

This position generally does not supervise employees.

Other Requirements

Work beyond normal office hours and/or work on weekends.

Travel may be required.

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity/Veterans/Disability Employer.