Demo

Student Finance Officer

Pima Medical Institute
Tucson, AZ Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/18/2025

Assist students in preparing and packaging their grant and / or loan applications to award funds in accordance with federal guidelines.

Student Finance Officers play a crucial role in making higher education more accessible and affordable, helping students focus on their studies and achieve 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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