The Financial Aid Counselor II assists prospective and current students with all matters related to acquiring and maintaining financial aid.

• Completes the verification process for students; verifies that the information provided on FAFSA correctly reflects the information on the IRS Tax Transcript
• Reviews each ISIR file to determine if it needs to be loaded into PeopleSoft for review
• Reviews student Satisfactory Academic Plan appeals; determines if progress has been made; suspends students and removes aid if no progress is made
• Liaises with students as necessary via email, phone, or in person to keep them up-to-date with their status
• Runs reports and queries

• Performs all other duties as assigned

Direct Reports:

• None

Delegation of Work:

• N/A

Supervision Given:

• N/A

 

Knowledge:

• Understanding of federal and state regulations that govern financial aid eligibility in higher education and the related trends, issues, and accepted practices
• Knowledge of relevant Department of Education websites, including COD, NSLDS. and FAA Access

Skills:

• Good technical skills, including proficiency in MS Office and PeopleSoft; strong analytical and problem-solving skills
• Excellent interpersonal and communication skills

Abilities:

• Ability to use independent judgment
• Ability to multitask
• Ability to effectively communicate with a wide range of individuals and constituencies in a diverse community

Primary Work Location:

• Works in an office environment

Physical Demands:

• Work is performed in a typical interior work environment that does not subject the employee to any unpleasant elements
• The individual has discretion in relation to walking, standing, etc., and has minimal exposure to physical risks
• Must have precise hand-eye coordination and the ability to identify and distinguish colors
• Must have the ability to move items of up to 15lbs

Qualifications

Preferred Qualifications

All positions at the University of Houston-System are security sensitive and will require a criminal history check.

 

The policy of the University of Houston-System and its universities is to ensure equal opportunity in all its educational programs and activities and all terms and conditions of employment without regard to age, race, color, disability, religion, national origin, ethnicity, military status, genetic information, sex (including gender and pregnancy), sexual orientation, gender identity or status, or gender expression, except where such a distinction is required by law.