Financial Aid Officer

Payroll Title: UCP VI
Class Code: 0607-9086
Job Family: STU
FLSA Code: E
Score: 521


Under the direction of the Director, is responsible for coordinating and carrying out one or more of the major specialized areas of financial aid.


The primary focus of this position is on the independent responsibility for one or more specialized areas of financial aid.  Incumbents in this position are expected to have a high level of technical knowledge and expertise in the specialty area(s) and to make independent judgments and decisions. They are considered the “in-house” expert in the area(s) of specialization.


  1. Is responsible for in-depth knowledge and independent decision-making in one or more specialty area, e.g., Pell Grants, Guaranteed Student Loans, Graduate Student Loans, Academic and State Scholarships, Athletic Scholarships.  Is responsible for interpretation of and compliance with regulations governing respective program, formulation of policy guidelines and procedures and serves as a consultant in resolving complex problems in area of specialization.
  2. Coordinates the logistics, procedures and flow charts for designated area of responsibility.
  3. Keeps abreast of state and federal rules, regulations, statutes and mandates governing various types of financial aid, including Department of Education mandates, internal revenue code, banking regulations, immigration and naturalization policies, etc.
  4. Counsels students and parents regarding application process, sources and availability of aid, regulations, and other complex issues pertaining to financial aid.
  5. Conducts in-depth evaluation of applicant’s financial strength; determines appropriate award package, including work eligibility, based on demonstrated and verified financial need and on availability of funds for distribution; evaluates changes in financial need or work eligibility and makes adjustments as necessary.
  6. Determines need for and evaluates supporting documentation such as income tax returns, terms of wills and testaments, bankruptcy filings, escrow accounts, social security statements, unemployment and welfare documents, tax assessments to determine effect on financial need.
  7. Serves as member of decision and policy-making committees; researches, evaluates and recommends changes in office policies and procedures; trains and supervises support staff in implementing procedures in designated area of expertise.
  8. Serves as an authoritative resource to students, parents, the public and the University community regarding aid in designated area of expertise.
  9. Prepares reports, as needed; revises forms and prepares informational brochures in designated area of expertise.
  10. Authorizes short-term university loans based on evaluation of student’s financial crisis.
  11. Performs special projects, as needed or assigned.
  12. Performs related duties as required.


  1. Bachelor’s degree in related field or equivalent combination of training and experience.
  2. Three to five years progressively responsible financial aid experience.
  3. Demonstrated in-depth knowledge of financial aid regulations and related laws.
  4. Excellent oral and written communication skills
  5. Excellent counseling and interpersonal skills and demonstrated ability to work effectively with students, the public, the university community and external constituencies
  6. Ability to work independently and under time constraints.


  1. Master’s degree in counseling or related field
  2. Ability to use CMS, XEDIT, Script, statistical packages and on-line software systems.

Date Revised: 7/10/87