Student Finance Officer | On-Site

Pima Medical Institute Current Openings•San Antonio, TX

2d•$21 - $25•Onsite

About The Position

The Student Finance Officer is the bridge between a student’s dream and their first day of class. Navigating the complexities of federal and state financial aid can be overwhelming; you will serve as a dedicated expert, guiding students through the process with clarity, ethics, and a customer-service focus. Your work ensures that our San Antonio students—including our valued veteran population—have a solid financial plan in place to achieve their educational goals.

Requirements

Experience: Three (3) years of financial aid experience preferred, specifically with knowledge of Title IV funding.
DOE Access: Must be able to maintain secure access to Department of Education (DOE) systems.
Tech Proficiency: Strong computer skills, including Microsoft Office/Google Workspace, video-conferencing tools, and CRM database management.
Communication: Exceptional verbal and written communication skills with a heavy focus on professional customer service.
Core Competencies: Critical thinking, ethical decision-making, and cultural competency.

Nice To Haves

Education: Associate degree from an accredited institution.
Expertise: Deep functional knowledge of Title IV funding and state-specific financial aid regulations in Texas.

Responsibilities

Financial Advising: Interview prospective and current students to perform needs assessments and determine eligibility for federal, state, and institutional aid.
Veteran Affairs (VA) Compliance: Counsel veteran students and ensure all documentation adheres to the Department of Veterans Affairs and State Approving Agency guidelines.
Packaging & Verification: Track ISIRs for all students and complete verification on selected files. Enter data for Pell/SEOG funds, loan status, and lender applications.
Compliance & Auditing: Perform detailed audits of student files to ensure all Title IV funding documentation and proper audit forms are present and accurate.
Account Management: Establish private-pay repayment plans for students and contact former students with outstanding balances to arrange payment solutions.
Documentation: Coordinate required student signatures, verify non-citizenship status when required, and ensure proof of agency funding is meticulously filed.
Admissions Collaboration: Partner closely with Admissions staff to reschedule missed appointments and provide updates on student financial readiness.