Financial Aid Officer - Financial Aid
Financial Aid Officer - Financial Aid
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1 Vacancy
Job Description
Current Employees: If you are currently employed at any of the Universities of Wisconsin log in to Workday to apply through the internal application process.
Position Title:
Financial Aid Officer - Financial AidJob Category:
Academic StaffEmployment Type:
RegularJob Profile:
Financial Aid OfficerJob Duties:
This position provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process; completes review and verification of financial aid applications; determines financial aid eligibility within the parameters of federal state and institutional policies; and is responsible for the oversight of one or more financial aid programs.
Job Duties:
30% Counsel students and their families regarding the availability of eligibility for and application process for financial aid funds.
Responsible for advising in person via phone and email for an assigned subset of students equating to between 15 and 25 percent of financial aid applicants/student population.
Each work week serve as the walk-in counselor for half-day shift(s).
Develop and conduct financial aid presentations for various prospective and current student groups.
20% Complete review and verification of financial aid applications and award federal state and institutional financial aid.
Review verification worksheets tax documents and other forms to perform federally-regulated verification.
Review various documents for student eligibility including marriage certificates birth certificates selective service registration confirmations etc.
Review reports regarding various aspects of student eligibility including students close to loan limits one semester only students changes to residency status and others.
Exercise sound professional judgement within federal guidelines when processing extenuating circumstance requests dependency overrides and other professional judgement requests.
Revise financial aid when students receive outside funding.
Process various reports to monitor financial aid eligibility and make appropriate adjustments to financial aid. These include changes to loan eligibility enrollment changes etc.
25% Manage the Return to Title IV Funds (R2T4).
For each student who withdraws from the university after the term has begun calculate the amount of aid the student earned and the amount to be returned and process according to federal regulations.
For students who have withdrawn and whose aid has not yet disbursed calculate and monitor post-withdrawal disbursements according to federal regulations.
Monitor students dropping courses offered in modules to determine if an R2T4 calculation needs to be completed.
At the end of the each term review students who do not receive any passing grades to determine if an R2T4 calculation needs to be completed.
Counsel students on the financial aid implications of withdrawing from courses.
Report any grant overpayments to the National Student Loan Data System (NSLDS).
Monitor Federal Pell Grant recipients when they withdraw from courses to ensure the students started the classes for which Pell funds were received and process according to federal regulations.
10% Process institutional scholarships.
Review scholarship export reports from Admissions query data for Academic Non-Resident Scholarships and query data of UWW Foundation scholarships on a weekly basis.
Revise financial aid packages if necessary and send communication to students.
Reconcile funds with Admissions UWW Foundation and Student Accounts.
Process AmeriCorps certification requests.
5% Research interpret and develop policies to ensure compliance with all federal state and institutional policies.
On an ongoing basis remain abreast of regulations from the US Department of Education and through financial aid professional associations.
Document and/or update all processes and procedures used by the position.
10% Miscellaneous duties as assigned; may include but not limited to:
Prepare for and actively participate in staff meetings.
Participate in professional development opportunities to maintain professional knowledge and share this knowledge with the entire office staff.
Maintain operational knowledge of financial aid systems including NSLDS COD FAA Access to CPS Online etc.
Create update and maintain policies and procedures
Key Job Responsibilities:
- Assists in collecting preparing and analyzing financial aid data for stakeholders
- Serves as a point of contact to third party stakeholders about financial aid information and processes
- May hire train and supervise student employees
- Audits financial aid applications for awarding financial aid to qualifying students according to established policies and in compliance with federal and state regulations
- Awards financial aid to qualifying students
- Triages processes or applications if issues arise
Department:
Financial Aid
Compensation:
Well-qualified candidates can expect a starting annual salaryof $47940 commensurate with the candidates education related experience and qualifications.
UW System employees receive an excellent benefit package. To learn more about the UW Systems comprehensive benefit package review the UW SystemEmployee Benefits Brochure.
Required Qualifications:
Bachelors Degree required.
At least one year of professional work experience in higher education student services.
Knowledge of or ability to learn and understand Title IV federal financial aid regulations and related resources.
Preferred Qualifications:
Experience processing Return of Title IV (R2T4) calculations with extensive knowledge of related R2T4 policies and procedures including post-withdrawal disbursements and unofficial withdrawals.
Two to five years in student financial aid administration.
Experience with integrated student information systems preferably PeopleSoft Campus Solutions and ImageNow document imaging system.
Masters degree in higher education administration or related field.
Knowledge Skills and Abilities:
Excellent customer service and verbal/written communication skills including the ability to exercise tact and discretion when dealing with students families and staff.
Ability to work independently under moderate supervision and also work cooperatively with others as an effective team member.
Thorough attention to detail.
Organized with good time management skills.
Basic mathematical computation skills.
Proficiency with Microsoft Excel Word Outlook and PowerPoint.
Ability to interact respectfully and work collaboratively with people from diverse socioeconomic cultural and ethnic backgrounds including students parents staff and faculty.
Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills.
How to Apply:
Only complete application packages will be considered.This includes online submission of the following documents:
Cover Letter
Resume
Name and contact information for three professional references
Contact Information:
If you have questions regarding this recruitment or if you are unable to complete the application online due to a disability or system problem please contact us at or.
For questions regarding this position please contact:
Melissa Walton
To Ensure Consideration:
Applications received byAugust 14 2025are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. The most qualified applicants will be invited to participate in the next step of the selection process.
CAMPUS INFORMATION:
UW-Whitewater is a thriving public university located in southeastern Wisconsin. It leads the way in providing world-class affordable higher education programs to more students than neighboring regional comprehensives in the University of Wisconsin System. A collaborative team of 1300 faculty and staff are devoted to the success of the universitys 11500 students at its main and Rock County campuses. The team provides high-impact practices and academic programs online and in person from associate to doctoral levels. Recognized nationally for affordability inclusion and career development UWW serves approximately one-third first-generation students and boasts strength in many areas especially business and education. The campus and community embrace the Warhawk Family spirit supporting the universitys arts and nationally recognized NCAA Division-III level championship athletics. As a proud institution of access more than 10 percent of undergraduate students use the acclaimed Center for Students with Disabilities a priority mission since the 1970s.
UW-Whitewaters campuses are located centrally near Milwaukee Madison and Chicago offering easy access to the cultural and commercial opportunities of major metropolitan areas. Near both Lake Geneva and the Wisconsin Dells the area attracts numerous visitors from across the country. Whitewater is a vibrant college community near the Kettle Moraine State Forest offering area residents seasonal outdoor enjoyment. The nearby Rock County campus is located in Janesville a town of 60000 located on the Rock River and known as Wisconsins Park Place.
ORGANIZATION INFORMATION:
The University of Wisconsin-Whitewater is part of the 13-campus Universities of Wisconsin ().
Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept response to a public records request the University will not reveal the identities of applicants who request confidentiality in writing except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a).
Per Regent Policy Document 20-19 University of Wisconsin System Criminal Background Check Policy and Universities of Wisconsin Administrative Policy 1275 Recruitment Policies UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment. All final candidates must be asked prior to hire whether they have been found to have engaged in are currently under investigation for or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks these same sexual violence or sexual harassment questions must also be asked.
The University of Wisconsin-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.
For UW-Whitewater Campus safety information and crime statistics/annual Security Report see Annual Security and Fire Safety Report if you would like a paper copy of the report please contact the UW-Whitewater Police at .
CONDITIONS OF APPOINTMENT:
University of Wisconsin-Whitewater does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this please contact Human Resources. UW-Whitewater is not an e-verify employer therefore STEM extensions are not options for work authorization.
EEO STATEMENT:
Qualified applicants will receive consideration for employment without regard to color religion sex sexual orientation gender identity national origin age pregnancy disability status as a protected veteran or other bases as defined by federal regulations and UW System policies. We are committed to building a workforce that represents a variety of backgrounds perspectives and skills and encourage all qualified individuals to apply.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
