Financial Aid Counselor II - Office of Scholarships and Financial Aid

University of Texas at Austin

4d•Onsite

About The Position

The Financial Aid Counselor II provides routine financial aid counseling and processing support by applying established federal, state, and institutional policies and procedures. This position is responsible for the consistent execution of standard workflows related to advising, eligibility review, and aid awarding, ensuring accuracy, compliance, and responsive, student-focused service. The Student Financial Aid Officer works under general guidance as part of the Office of Scholarships and Financial Aid (OSFA), serving as an active and engaged contributor while collaborating across the office to support service delivery and referring complex or non-standard cases for advanced review.

Requirements

Bachelor’s degree with at least 2 years of experience in student financial aid, student personnel, student services, or a related field.
Education may be substituted with experience on a year-for-year basis.
Strong organizational, communication, and time‑management skills with the ability to manage multiple priorities in a fast‑paced environment.
Must be detail‑oriented, student‑focused, and able to follow established procedures while referring complex cases as appropriate.
Proficient in Microsoft Word and Excel, with the ability to learn new financial aid systems.
Availability for evening and weekend events and occasional overnight travel required.
Must be eligible to work in the United States on a full-time basis for any employer.
Employment is contingent upon compliance with UT Austin conflict of interest policies, including divestment of student loan lender holdings (excluding mutual funds), and maintaining good standing on federal student aid obligations.
If hired, you will be required to complete the federal Employment Eligibility Verification I-9 form.
You will be required to present acceptable and original documents to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment.
The University of Texas at Austin use E-Verify to check the work authorization of all new hires effective May 2015.

Nice To Haves

Demonstrated advanced knowledge of state and federal financial aid programs.
Demonstrates strong attention to detail, effective communication skills, and professionalism in managing competing priorities in a moderate- to fast-paced environment.
Prioritizes workload, manages multiple assignments, and remains productive amid frequent interruptions.
Delivers routine presentations as needed.
Bilingual proficiency (e.g., Spanish or American Sign Language) preferred.
Knowledge of The University of Texas at Austin policies and procedures and experience with Oracle Student Financial Planning, Salesforce, Power BI, and The University of Texas at Austin legacy systems.

Responsibilities

Responds to inquiries from students and campus partners via telephone and email regarding eligibility criteria, application requirements, submission deadlines, and award status; provides guidance on required documentation and next steps in accordance with established policies, procedures, and resources.
Manages inquiries through Salesforce case assignments, including intake and timely resolution of inquiries and escalations, while maintaining accurate documentation and adherence to established service standards and response timelines.
Process financial aid applications and documentation in accordance with defined policies, procedures, and system workflows.
Verify applicant information, review documents for completeness, resolve routine eligibility issues, and package and award federal, state, and institutional aid using automated systems and standard guidelines.
Apply working knowledge of Title IV, state, and institutional regulations to support compliant financial aid processing.
Maintain accurate records, forms, and documentation, including updating student records and tracking outstanding requirements.
Identify discrepancies or conflicting information and refer complex or non‑standard cases for advanced review.
Support required reporting and system processes to ensure accurate disbursement and operational efficiency.
Participates in coordinated service delivery across the Office of Scholarships and Financial Aid, working within an assigned team while contributing to office-wide collaboration.
Supports workload distribution, follows established procedures, and engages in cross-training to ensure service continuity.
Maintains current knowledge of financial aid policies, systems, and service standards through required training and applies learned guidance to assigned responsibilities.
Other duties as assigned.