Student Finance Officer

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

Be the bridge between dreams and reality for our students! PMI is hiring a Student Finance Officer who is passionate about helping students start their educational journey.

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 full 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 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 submit them 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.
• 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

COMPENSATION AND BENEFITS:

• $24.05 - $33.65 hourly
• Medical (PPO & 2 HDHP with HSA), Dental & Vision
• Short & Long-term Disability
• Basic Life Insurance
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• 401(k) Plan
• Employee Stock Ownership Plan (ESOP)
• Paid Time Off (PTO), Sick Leave & Holidays
• Tuition Reimbursement
• Health & Wellness Program