Financial Aid Officer

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

If this list below describes you, YOU just might be our ideal candidate!

-Banking/Teller experience
-Customer Service and Service Recovery Skills
-Great Communication skills
-Friendly and Helpful
-Organized and Detail Oriented
-Problem Solving Skills

Any equivalent combination of training, education, or experience that meets the minimum qualifications.


  • Interview prospective students to determine needs assessment and financial aid eligibility.  Determine financial aid eligibility 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 who have an outstanding balance in an effort to establish a private pay repayment plan.
  • Coordinate and arrange for proof of eligible non-citizenship status, paid in full default/Pell overpayment documentation.
  • Document data into 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 computer for date of packaging, releasing of Pell/SEOG funds and 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 submits to the agency.
  • Audit each future start packaged file to ensure all awards/financial aid forms are in the file and in proper audit form.
  • Notify Admissions staff of no shows for Financial Aid appointments. Reschedule appointments regarding future students.

The list of essential functions is not exhaustive and may be supplemented.


  • Verbal and written communication skills.
  • Customer-service focus and skill set.
  • Three (3) years of financial aid experience to include knowledge of Title IV funding preferred.
  • Computer skills.
  • Must be able to maintain access to Department of Education (DOE) systems.
  • Any equivalent combination of training, education or experience that meets the minimum qualifications.