Financial Aid Specialist

Lamar University • Beaumont, TX

5d

About The Position

Under the direction of the Senior Compliance Officer, the Financial Aid Specialist, Operations reviews, processes, and administers federal, state, and institutional financial aid programs. The role evaluates student records and documentation, determines eligibility, processes and awards aid, resolves discrepancies, and ensures transactions comply with applicable regulations, policies, and procedures. The Specialist supports assigned financial aid programs and operational functions and contributes to improving systems, procedures, and workflows. The position requires strong analytical skills, attention to detail, technological proficiency, and the ability to manage a high-volume workload accurately and efficiently. The employee must be able to obtain and maintain appropriate access to federal student aid systems, including NSLDS.

Requirements

• High school diploma or GED.
• At least six months of experience in data entry, administrative support, records processing, financial services, or a related area.
• Strong computer skills, including the ability to accurately enter, review, and maintain detailed information in electronic systems.
• Ability to perform basic arithmetic and work accurately with numerical and financial information.
• Strong organizational skills, including the ability to manage multiple priorities, meet deadlines, and maintain attention to detail.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills, including the ability to review information for accuracy, identify discrepancies, and determine appropriate next steps.
• Ability to handle confidential information with discretion and professionalism.
• Adaptability and willingness to learn new systems, regulations, procedures, and processes.
• Ability to obtain and maintain appropriate access to federal student aid systems, including NSLDS.
• Must be authorized to work in the United States without current or future visa sponsorship.

Nice To Haves

• Previous experience in financial aid, higher education, student services, banking, financial services, or a related environment is preferred.

Responsibilities

• Analyze and evaluate the financial viability of students and families and advise them about financial aid opportunities, eligibility requirements, and the application process.
• Review financial aid applications and assess eligibility; use professional judgment to determine whether adjustments are appropriate.
• Review loan applications, promissory notes, and other financial documents for accuracy and approve or disapprove them with a signature.
• Respond to inquiries, research and resolve problems related to unit transactions, and liaise with other constituencies to resolve day-to-day administrative and operational issues.
• Provide students, prospective students, and families with information in person, by telephone, and through electronic chat about financial aid, admissions, account balances, and registration status.
• Liaise with state, federal, tribal, and other agencies, and keep current on student assistance opportunities and program regulations.
• Oversee collection, management, and reporting of data; participate in developing and implementing data management systems and procedures as appropriate.
• Implement, coordinate, and oversee assigned administrative programs or service areas.
• Train and serve as an operational resource to staff and/or students as appropriate; may supervise student employees or lower-level staff.
• Serve as a subject matter expert, suggest improvements, and maintain procedural and policy documentation annually.

Benefits

• Health, dental, and vision insurance.
• Life insurance.
• State of Texas Retirement plans.
• Tuition covered at 100% for employees, spouses, and/or eligible dependents.
• Paid vacation, sick leave, and holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED