Job Title

Financial Aid Associate II

Agency

Tarleton State University

Department

Financial Aid Operations

Proposed Minimum Salary

$20.03 hourly

Job Location

Stephenville, Texas

Job Type

Staff

Job Description

The Financial Aid Associate II, under general supervision, assists in the overall processes surrounding the application, processing, and awarding of financial aid and scholarships. The Financial Aid Associate II assists staff and student workers with processing questions. Work hours are Mon-Fri 8:00am-5:00pm or as work requirements indicate with occasional before/after hours during peak times, as well as occasional Saturday events.

Duties and Responsibilities:

Functional Area 1: Financial Aid Processing 45%

• Responsible for processing financial aid consortium agreements with partner community colleges. Collaborates with Office of Registrar for timely processing and disbursement of aid. Performs outreach to students missing necessary components.

• Awards students in specialized financial aid programs, such as Nursing Students Scholarship and Texas First Scholarship programs.

• Responsible for tasks on Processing Daily Audit Report to review and determine student aid eligibility. Performs outreach as necessary to students with missing information.

• Daily packaging reports for spring and summer terms.

• Processes Ad Hoc reports, drop for non-payment and cancellation of pre-registration workflows, and other reports as needed.

• Processor of the Week duties: answering fa_help emails, online loan revision requests, book loans.

• Adheres to federal, state, and institutional regulations for compliance.

Functional Area 2: Scholarship Processing 45%

• Responsible for tasks on Scholarship Daily Audit Report to review and determine student scholarship eligibility. Performs outreach as necessary to students with missing information.

• Performs reviews of scholarship recipients at the end of each term to verify continuing eligibility of scholarship award. Notifies students of probationary or cancellation status and makes adjustments as needed on their financial aid package.

• Maintains and uses scholarship software for all aspects of scholarship awarding. Pulls reports to identify non-disbursed scholarships and corrects/cancels awards accordingly. Also, does communications for students with scholarships not meeting disbursement requirements. Tracks and documents exceptions due to graduation status or other special circumstances.

Functional Area 3: Enrollment Support and Other duties 10%

• Other duties as assigned by the Executive Director of Student Financial Aid, Director of Scholarships, and Assistant Director of Financial Aid.

• Other duties as assigned, including assisting with student traffic via phone, email, appointments, and events.

  Required Education and Experience:

• Associate's degree or equivalent combination of education and experience.

• Three years of related experience

  Preferred Education and Experience

• Bachelor’s degree is preferred.

• At least o ne year of related experience in higher education. Experience in financial aid and scholarships is preferred.

• Experience with Banner Student Information system and NextGen Scholarship software is preferred.

  Knowledge, Skills, and Abilities:

• Ability to meet deadlines and maintain a high level of accuracy, professionalism and a customer service mindset.

• Knowledge of financial aid rules and regulations.

• Working knowledge of word processing and spreadsheet programs.

• Ability to work individually or as a team in a dynamic organization.

• Good interpersonal communication skills.

• Must be literate in the English language and able to comprehend, give, and follow both written and verbal instructions.

• Ability to organize and make decisions.

• Ability to work well under pressure.

• Ability to use tact, diplomacy, and judgment in dealing with all customers.

• Ability to multi-task and work cooperatively with others.

Salary:

Commensurate with experience

The target base hourly compensation is $20.03 and may be negotiable based on funding availability and candidate experience/skillset in relation to the minimum requirements of this position. Tarleton State University offers a career filled with purpose and opportunity in addition to competitive wages. As part of the Tarleton family, the following benefits are also available to full time and qualifying part time employees:

Educational Benefits - employee perks that help enrich, grow, and foster career and professional development:

• Family Education Benefit (Tuition Scholarship) (https://www.tarleton.edu/scholarships/employees/) – scholarship opportunities for Tarleton employees, their spouses, or their dependents available after 6 months of continued full-time employment. Click the link to learn more about this incredible Texan benefit!

• Masters Educational Assistance (https://www.tarleton.edu/hr/masters-educational-assistance-eligibility-guidelines/) – is designed to invest in and assist employees further their knowledge, skills, and job effectiveness through 100% of eligible tuition and fees being paid on enrollment. Click link for additional guidelines and details!

• Doctoral Educational Assistance (https://www.tarleton.edu/hr/doctoral-edu-guidelines/) – Full-time budgeted employees at all A&M System Universities, Agencies, and System Offices are qualified for reimbursement of tuition and mandatory fees. Eligibility: This program is applicable to the pursuit of a first doctorate degree only to full-time, budgeted employees who have been in a position no less than 2 long semesters. Click the link for additional details!

Employee Health, Wellness, and Financial Planning (https://www.tarleton.edu/hr/benefits/)

• Fully covered employee health insurance

• Reimbursement of Insurance Premium Deductions! The State of Texas contributes to eligible employees’ insurance coverages as of the 1st day of the month following 60 days of employment in an eligible position. For those who elect coverage PRIOR to the first of the month after 60 days of employment, Tarleton State University will reimburse employees the State contribution towards health coverage during those first 60 days.

• Dental insurance

• Vision insurance

• Retirement and Insurance programs

Paid Leave (https://www.tarleton.edu/hr/benefits/)

Tarleton employees enjoy one of the greatest PTO packages in the area!

• Paid sick leave

• Holiday pay

• Vacation

• Longevity pay

• Paid Birthday Leave – Tarleton State University awards all leave-eligible employees paid time off for their birthday!

Other

• Complimentary tickets to all Athletic and Performing Fine Arts events!

• Tarleton Employees enjoy two complimentary general admission tickets for athletics and performing fine arts events on campus! Join Texan Nation on the bleachers or in the auditorium.

• Employee Wellness Release Time

• Staff Gym Membership Discount with Campus Recreation

• and other Tarleton Discounts

  Qualified candidates are encouraged to submit a completed application for consideration. Initial review of applications will begin immediately and continue until position is filled.

  Application Procedure:

  During the application process applicants have one opportunity to enter the requested information, upload documents and Submit the application. Applicants will not be able to make changes or add additional documents once the application materials have been submitted via "Submit" action.

  Employment applications must include:

• Completed online application

• Cover Letter / Letter of Interest addressing qualifications

• Curriculum Vitae or Resume

• At least 3 current professional references and their full contact information

  Applications received by Tarleton State University must have all job application data entered. Failure to provide all job application data could result in an invalid submission and a rejected application. “See resume” is not an acceptable entry in the job application. Incomplete applications will not be considered.

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/Affirmative Action/Veterans/Disability Employer.

Founded in 1899, Tarleton State University a founding member of The Texas A&M University System, has a rich history and tradition through generations that have inspired educational excellence. Tarleton maintains a commitment to transformational student experiences and career readiness supported by engaged faculty, staff, and alumni mentors. Tarleton State University is accredited by the Southern Association of Colleges and Schools Commission on Colleges (SACSCOC), earned the prestigious designation of Doctoral Universities: High Research Activity by the Carnegie Classification of Institutions of Higher Education, and is a member of the NCAA Division I, Western Athletic Conference.

Strategic Planning for the Next Decade - Tarleton Forward 2030 (https://web.tarleton.edu/tarletonforward/)

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• Employee Services (https://www.tarleton.edu/hr/index.html)

• Benefits

• University Leadership (https://web.tarleton.edu/president/)

• Research and Economic Development

• Traditions and History (https://www.tarleton.edu/traditions/index.html)

  Tarleton State University is an Equal Opportunity/ Affirmative Action/ Veterans/ Disability Employer. If you have questions about submitting your application, please contact employment@tarleton.edu .