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Job ID: 111267

Financial Services Counselor
St. Edward's University

Date Posted Aug. 22, 2018
Title Financial Services Counselor
University St. Edward's University
Austin, TX, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Classified Staff
    Professional Staff
  • Financial Aid
    Counseling Services
Financial Services Counselor
Student Financial Services

The Financial Services Counselor is a primary point of contact for students and families that are seeking assistance with the educational expenses. The Student Financial Services Counselor is responsible for the processing of financial aid applications from initial needs analysis to packaging of offers of assistance, and counseling students regarding all student loans, scholarships, grants, and employment programs. This position will also work to interpret rationale behind student budgets, need analysis computations and all program regulations, and assist in the monitoring of aid eligibility and academic progress requirements. The counselor ensures compliance with federal, state, and university directives as they relate to US Department of Education guidelines. This is a Full-time, Exempt position that occasionally requires weekend and evening work.

  • Counsel all prospective/current students in all matters concerning financial aid, including the application process, eligibility requirements, and aid for study abroad programs, additional loan options, student employment, scholarships, and loan repayment.
  • Maintain knowledge of current federal, state, and institutional financial aid regulations and ensure compliance with laws, regulations, accreditation standards and professional guidelines regarding student enrollment and financial aid.
  • Assist students with billing questions, monthly payment plans, registration and transcript holds.
  • Exercise independent professional judgment with minimal supervision to counsel students on optimal financial package based on individual circumstances.
  • Help students project their costs and financial aid for the year and prepare spreadsheets with this information to share with students and parents.
  • Communicate with students and parents via email, phone call, or in person.
  • Document pertinent interactions with students and parents.
  • Participate in the Automated Call Distribution System, which distributes incoming phone calls for Financial Aid, Student Accounts and Veteran Affairs offices.
  • Award applicants federal, state, and institutional aid in accordance with student eligibility and institutional, federal and state policies.
  • Verify financial aid applications using federal tax documents, verification forms, etc.
  • Review and financial aid packages and adjust aid as necessary to maintain compliance with federal, state and institutional policies.
  • Identify, determine, and approve special circumstances appeals warranting professional judgment modifications as well as appeals for aid beyond the maximum timeframe.
  • Identify and resolve conflicting information.
  • Create and execute financial literacy events and provide Exit loan counseling for students.
  • Represents Student Financial Services/Veterans Affairs during orientation activities and other on and off-campus functions.
  • Coordinate with other campus departments to help students resolve issues, such as but not limited to: Admission, Residence Life, Registrar, Hilltopper IDCard office, Health and Counseling Center, Academic Counseling and Exploration, Academic Services, and Career and Professional Development, and Human Resources.
  • Attend financial aid workshops, training sessions, and conferences. Some of these training may be off-site.
  • Participate in on-campus events, occasionally on weekends, such as but not limited to: Admission Open Houses, Financial Aid Call Nights, Freshmen Orientation, and High School FAFSA Saturdays.
  • Participate on committees and undertake projects as assigned.
  • Ensure that all Department of Athletics and University related activities operate in full compliance with university, conference and NCAA rules and regulations.
  • Attends and participates in scheduled compliance seminars and complies with all Athletic Department's efforts to monitor compliance with NCAA regulations.

  • Initiation, execution, and analysis of a number of special projects that may include Federal Work Study, Satisfactory Academic Progress, Endowment and Gifts, State aid programs, Athletics, Abroad programs, Outside Scholarships, and Return of Title IV.
  • Perform a variety of administrative functions.
  • Work collaboratively with administrators, faculty, and students in promoting the student academic and personal achievement within a student-centered environment.
  • Other duties as assigned.

Required Qualifications
  • Bachelor's degree required.
  • Experience developing and evaluating policies and procedures.
  • The ability and experience to handle complex and sensitive issues.
  • Analyzing data and drawing conclusions and conduct independent research.
  • Strong written and oral communication skills.
  • Effective interpersonal and presentation skills.
  • Strong organizational skills.
  • Ability to effectively learn new software programs and online databases.
  • Proficiency in Microsoft Office.
  • Successful candidate must complete an employment and/or criminal background check.

Preferred Qualifications
  • Experience working with college students in the areas of mentoring, advising, and counseling.
  • Experience working with faculty & staff from post-secondary institutions.
  • Experience working with diverse compositions of student populations.
  • Thorough understanding of federal Title IV and state regulations
  • Previous experience working in a financial aid office.
  • Proficiency in Banner, Argos, COD, ELM, and NSLDS.
  • Bilingual preference is Spanish and English.

About St. Edward's University
Founded in 1885 by the Congregation of Holy Cross, St. Edward's University is a private, Catholic liberal arts institution of more than 4,600 diverse students located in Austin, Texas. St. Edward's emphasizes critical thinking and ethical practices, as well as small classes, personalized learning and exciting internship opportunities. The community atmosphere extends to the approximately 800 faculty and staff who work together to make the university a welcoming yet challenging environment for students. An overview of St. Edward's University employee benefits is available at

About Austin, Texas

Consistently ranked as one of the "top metropolitan areas to live in," by numerous independent media outlets, Austin attracts approximately 50 new residents a day and has been one of the nation's fasting growing cities. St. Edward's is in the heart of this thriving, entrepreneurial and cosmopolitan city, providing students, faculty and staff with opportunities to live, learn and grow in an environment that offers a wealth of resources and opportunities. In fact, Austin is home to 17 companies on the Inc. 5000 list and boasts 1.7 times the national average of startups. Additionally, as one of the world's great technology centers, Austin, sometimes referred to as "Silicon Hills," is home to technology heavyweights like Dell, National Instruments and Silicon Labs.

For more on the City of Austin's offerings, visit The Austin Convention & Visitors Bureau webpage.

How to Apply
Interested applicants should submit an online application at
Please include resume, cover letter, and three employment references. No Calls Please.St. Edward's University is an equal opportunity employer. We encourage women and minorities to apply to our vacancies and hire only U.S. Citizens and documented workers. We do not offer sponsorship at this time. Reference #: J18090

Posted: 8/16/2018
Available: 8/1/2018


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