Student Finance Officer | On-Site

Pima Medical Institute Current Openings•Houston, TX

9d•Onsite

About The Position

The Student Finance Officer plays a pivotal role at our Houston campus, serving as a dedicated resource for students navigating the complexities of financial assistance. In this role, you will empower adult learners to achieve their educational goals by providing transparent financial counseling, facilitating Title IV aid packaging, and ensuring compliance with federal, state, and institutional guidelines.

Requirements

Minimum of 1–3 years of experience in financial aid, student accounts, banking, or customer service-intensive operations.
Must be eligible to maintain unencumbered access to U.S. Department of Education (DOE) systems (NSLDS, COD, FSA).
Functional knowledge of Microsoft Office Suite, Google Workspace, video-conferencing tools, and database management applications.
Strong verbal and written communication skills with a student-focused service mindset.
Any equivalent combination of training, education, or relevant experience that meets the position requirements will be considered.

Nice To Haves

Associate or Bachelor's degree from an accredited institution.
Three (3) or more years of direct Title IV higher education financial aid packaging and verification experience.

Responsibilities

Interview prospective, current, and re-enrolling students to assess financial needs and determine eligibility for federal, state, and institutional aid programs.
Assist students and families in completing financial aid applications (FAFSA), verification worksheets, loan documents, and agency funding forms.
Establish and manage structured private-pay plans for students with out-of-pocket tuition balances, documenting institutional financial arrangements accurately.
Counsel veteran students and ensure complete compliance with Department of Veterans Affairs (VA) and State Approving Agency (SAA) guidelines.
Track Institutional Student Information Records (ISIRs) for current and prospective students, completing full file verification on all selected records.
Audit packaged student files prior to start dates to ensure all award letters, verification documents, proof of eligibility, and audit forms are complete and compliant.
Accurately enter and update financial aid data in the student information system, including packaging dates, Pell/SEOG disbursements, loan statuses, and agency funding approvals.
Verify and collect required documentation for eligible non-citizenship status, default resolution, and Pell overpayment clearances.
Contact former students with outstanding balances to set up manageable repayment plans.
Coordinate daily with Admissions teams regarding financial aid appointment schedules, no-shows, and rescheduled appointments.