Financial Aid Specialist

Posting Details

Position Summary Information

Job Summary / Basic Function

General Description
Delivers exceptional customer service while performing general administrative duties associated with providing assistance through numerous grant, loan, scholarship, and employment programs. Acts as an intermediary between student applicants and various state and federal financial aid agencies to ensure compliance with necessary regulations while processing and awarding financial assistance. Provides administrative support related to the operations of the Student Financial Aid office by performing various customer service, clerical, and student counseling duties.

Duties and Responsibilities
1. Assist applicants throughout the financial aid process.
2. Provide individual assistance when necessary to ensure aid is awarded properly and in a timely manner.
3. Responsible for customer service interaction, in person and by telephone providing students and parents with general information and specific financial aid assistance.
4. Verify completion and accuracy of student information by reviewing and posting required data via the document-tracking element of the Financial Aid Management system (FAM).
5. Perform necessary verification functions by analyzing required tax forms and other financial documents, and comparing data to the students’ federal records.
6. Facilitate needed corrections to student records through Department of Education electronic procedures.
7. Act as a liaison between students/parents and lending institutions, other schools, and state and federal agencies.
8. Serve as a representative to the community by presenting financial aid workshops and seminars for LIT students as well as various external groups and organizations.
9. Perform clerical functions associated with processing student data records, communicating with students, maintaining student files, assisting with scholarships and processing mail.
10. Demonstrate knowledge of FERPA regulations when dealing with students and their families.
11. Deliver exceptional customer service at all times.

Minimum Qualifications

Two years associate’s degree, diploma or equivalent from a college, technical, or business school.

Two year’s previous office experience. Experience in a financial aid program or related environment. Successful candidates should have a demonstrated record of positive customer oriented service experience. Word processing, spreadsheet programs and Internet capabilities required.

Selection and/or continued employment requires acceptable financial standing within the academic system and the ability to secure and retain full access to the National Student Loan Database system (NSLDS).

EEO Statement

Lamar Institute of Technology is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Preferred Qualifications

Experience with Banner Software Systems computer modules including Financial Aid, Student and or Finance preferred. Oracle platform or SQL programming a plus.

Exceptional Customer Service skills including telephone etiquette

Excellent communication skills both oral and written

Work accurately and pay close attention to details

Apply critical thinking skills

Perform multiple tasks with frequent interruptions.

Analyze data, work under pressure, solve problems, accept and implement change.

Security Sensitive Statement

This position is security-sensitive and thereby subject to the provisions of the Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information.

Work Hours Extended work days are expected.

Application Details

Open Date 08/24/2017
Open Until Filled Yes
Close Date

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  1. * Are you claiming Veteran's Preference in accordance with Texas Senate Bill 805, Section 657.003? To claim Veteran's Preference under the law you must be: (1) a veteran, including a veteran with a disability; (2) a surviving spouse of a veteran killed on active duty who has not remarried; or (3) an orphan of a veteran if the veteran was killed while on active duty. If claiming Veteran's Preference, you MUST immediately email to your specific supporting documentation at the time of application such as the DD Form 214 (member 4 copy), AND, if applicable, the Dept of Veteran's Affairs Verification of Disability Benefits Letter if claiming a service related disability, a DD Form 1300 to include qualifying Death, Birth, and Marriage Certificates if claiming surviving spouse/orphan. Your email MUST also include your name, position number, job title and the department for each position you are applying for. Documents received after a position closes will not be accepted.
    • Yes
    • No
  2. * The Texas Higher Education Coordinating Board (THEBC) maintains a list of Institutions Whose Degrees are Illegal to Use in Texas. A copy of this list can be found at: As part of your educational qualifications for this position, are you claiming a degree from any of the institutions listed on the THEBC website referenced above?
    • Yes
    • No
  3. * What is the highest level of education you have achieved? Please note that only education received from a regionally accredited institution of higher education will be considered when determining if your education credentials meet the requirements for the position.
    • None
    • High School Diploma or GED
    • Associate's Degree
    • Bachelor's Degree
    • Master's Degree
    • All but Dissertation
    • Earned Doctorate
    • Professional degree (MD, JD, etc)
  4. * How many years of office experience do you have? (For less than 6 months of experience, round down. For more than 6 months, round up. For part-time experience, divide the number of years in half.)
    • Less than 1 year
    • 1 year
    • 2 years
    • 3 years
    • 4 years
    • 5 years
    • more than 5 years
  5. * How many years of Financial Aid experience do you have?

    (Open Ended Question)

Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter
  3. Unofficial Transcript 1
Optional Documents