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Student Financial Services Advisor

Job Description

Student Financial Services Advisor
Assists with the daily operations of the Office of Scholarships and the Office of Student Financial Aid.

Essential Functions

  • Examines, evaluates, and authorizes scholarship and financial aid awards; reviews, processes, and administers scholarship forms and financial aid applications;
  • Meets with applicants and requests specified information for scholarship applications and determines eligibility for aid;
  • Corresponds with applicants/recipients to resolve questions regarding application and eligibility information;
  • Authorizes, generates and prepares required records and reports;
  • Composes, prepares, proofreads confidential correspondence, reports, and other complex documents;
  • Assists with outreach, recruitment, retention, financial literacy and special projects as assigned; confers with individuals and groups to disseminate information and conducts scholarship, financial aid and financial literacy workshops at local high schools, on campus and throughout the community as requested;
  • Counsels and advises students regarding their financial options and responsibilities;
  • Handles email and phone requests for scholarship and financial aid information;
  • Answers inquiries regarding awards and problems with aid and academic eligibility;
  • Prepares and reviews forms and reports as required by donors, programs and departments;
  • May supervise student employees in the administration of programs and gathering of information;
  • Maintains a high degree of confidentiality with all of the sensitive information;
  • Works with other UTEP departments and community agencies to coordinate various events and activities;
  • May be required to work Institutional special events such as Commencement, Orange & Blue Day etc., with advance notice.
  • Complies with all federal, state and University policies.
  • Other duties may be assigned.
Skills and Knowledge
  • Knowledge of all Microsoft Office software and ability to learn and use institutional software systems.
  • Ability to analyze issues and suggest possible alternatives and options to address these issues.
  • Skill in resolving complex problems.
  • Individual must be a self-starter, capable of establishing priorities, forward-thinking and able to work in a fast-paced environment;
  • Exceptional customer service abilities.
  • Excellent communication skills, both verbal and written.
  • Strong interpersonal skills. Must be personable, approachable and a team player.
  • Detail-oriented, accurate, organized and efficient.
  • Ability to work independently, handle large volumes of work, and multi-task with frequent interruptions.
  • Ability to handle information in a confidential and professional manner.
  • Working knowledge of U.S. Department of Education (Title IV) rules and regulations.
  • Ability to follow regulatory policy and related procedures.
Supervisory Responsibilities: No supervisory responsibilities.

Required Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor?s Degree in Business, Public Administration, Education, Social Sciences or related field and o ne year of experience, related to the statement of duties and responsibilities; or equivalent combination of education and experience. T he candidate must have access to several federal databases. To be granted access and clearance to these federal systems, the incumbent cannot be in default on any type of federal student loan.

Preferred Qualifications

Bilingual in Spanish and two years of proven customer service experience.


Student Financial Services Advisor