"Lead Financial Aid Specialist"

Lead Financial Aid Specialist

Company:
University of Oklahoma

Job Location:
Oklahoma-Oklahoma City-Health Sciences Center

Category:
Financial Aid

Type:
Full-Time

Job Number:
252669

Organization: Student Financial Aid

Schedule:
Work Schedule: Monday - Friday 8am - 5pm

Work Type: Onsite

Salary Range: Targeted Salary $50,000 annually, based on experience

Benefits Provided: Yes

Required Attachments: Resume, Cover Letter, Academic Transcripts

Job Description

This position requires a meticulous and detail-oriented person. They provide a vital role in efficiently and accurately processing student financial aid, ensuring compliance with regulations and institutional policies. This position requires a keen eye for detail, strong organizational skills, and the ability to work collaboratively within a fast-paced environment.

Essential Duties:

• Review and verify student financial aid applications for accuracy and compliance with regulations.
• Independently assess income documentation to ensure its alignment with federal guidelines and institutional policies.
• Exercise independent judgment to assess unique student circumstances and make discretionary adjustments to aid packages.
• Evaluate a student's appeal for additional aid due to sudden medical expenses and independently decide on modifying the award based on the situation.
• Exercise independent judgment to address loan-related inquiries, concerns, and discrepancies from students, parents, and external entities.
• Independently resolve a discrepancy in financial aid disbursement amounts by researching the issue and communicating with relevant parties to rectify the situation.
• Provide personalized and comprehensive advisement to students regarding their financial aid options, to make informed decisions about their educational expenses.
• Providing detailed information to a student about the costs of their program and what aid options may be available to them.
• Also provide steps needed to secure the aid options available to them.
• Independently monitor and ensure compliance with Federal, State and Institution regulations, generating reports as needed.
• Independently conduct an audit of loan files to verify adherence to loan program regulations and generate a compliance report for internal assessment.
• Performs other duties as assigned to ensure the overall successful operation of the department.

Job Requirements

Required Education and Experience: Bachelor's degree AND:

• 48 months of financial aid, general office, clerical, or related experience.

Equivalency/Substitution: Will accept 48 months of relevant work experience in lieu of the bachelor's degree for a total of 96 months of experience.

Certifications or Licenses: None

Skills:

• Financial Aid programs.
• Regulations and policies.
• Student aid types and qualifications.
• Budgeting and financial literacy.
• Data management.
• Counseling and technology.
• Communication.
• Empathy and patience.
• Analytical thinking.
• Problem-solving.
• Customer service
• Time management.
• Attention to detail and adaptability.
• Independent decision making
• Conflict resolution.
• Cultural sensitivity.
• Team collaboration.
• Education advocacy and continuous learning.

Working Conditions:

Physical:

• Must be able to work in sitting position for extended periods.
• Ability to engage in repetitive motion.

Environmental:

• Office Work Environment.
• Travel across campuses to attend meetings.
• Student interaction is common with this position.

Hiring contingent upon a Background Check?: Yes

Special Indications: Hiring contingent upon police records check

Job Posting: Dec 4, 2025

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