Student Finance Officer | On-Site

Pima Medical Institute • Full-time • HOUSTON, Texas, United States • 3w ago

The Student Finance Officer plays a pivotal role in the realm of higher education, serving as a dedicated resource for students navigating the complexities of financial assistance. You can make a difference in guiding students to acheive their educational goals.

ESSENTIAL FUNCTIONS:

Interview prospective students to determine needs assessment and financial aid eligibility. Determine eligibility for financial assistance for second and third-year students. Assist students with financial aid questions.
Maintain student files to ensure proper financial aid documentation.
Assist students in completing financial aid forms as required.
Counsel veteran students and ensure compliance with the Department of Veterans Affairs and State Approving Agency guidelines.
Coordinate and arrange for required student signatures.
Contact former students with an outstanding balance to establish a private pay repayment plan.
Coordinate and arrange for proof of eligible non-citizenship status, paid in complete default/Pell overpayment documentation.
Document data into a computer for institutional financials for eligible students. Set up a payment plan for students. Establish payment plans for private pay students for all programs.
Track ISIRs for all current and future students. Complete verification on all selected ISIRs.
Enter data into the computer for the date of packaging, release of Pell/SEOG funds, status information of loans, and date loan applications to lenders.
Ensure student files are complete to include proof of agency funding. Complete any agency needs analysis forms and submit them to the agency.
Audit each future start packaged file to ensure all awards/financial aid forms and the proper audit form are in the file.
Notify Admissions staff of no-shows for Financial Aid appointments. Reschedule appointments regarding future students.
Other duties may be assigned.

CORE COMPETENCIES:

Critical Thinking
Communication
Cultural Competency
Customer Service
Ethical Decision-Making

SUPERVISORY DUTIES:

None

MINIMUM QUALIFICATIONS:

Verbal and written communication skills.
Customer-service focus and skill set.
Three (3) years of financial aid experience, including knowledge of Title IV funding preferred.
Computer skills.
Must be able to maintain access to Department of Education (DOE) systems.
Functional knowledge of Microsoft Office Suite and/or Google Workspace, video-conferencing tools, and computer and internet applications.
Any equivalent combination of training, education, or experience that meets the minimum qualifications.

PREFERRED QUALIFICATIONS:

Associate degree preferred accredited by an institution accredited by the U.S. Secretary of Education or the Council for Higher Education Accreditation.
Three (3) years of financial aid experience, including knowledge of Title IV funding.

REQUIRED LICENSES, CERTIFICATIONS, OR REGISTRATIONS:

None

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