Financial Aid Advisor III
Texas A&M University System
Job Title
Financial Aid Advisor III
Agency
Texas A&M University
Department
Scholarships And Financial Aid
Proposed Minimum Salary
Commensurate
Job Location
College Station, Texas
Job Type
Staff
Job Description
What We Want
Scholarships & Financial Aid is seeking a collaborative and detail-oriented Financial Aid Advisor III to serve in a supervisory capacity, supporting the delivery of federal, state, and institutional financial aid, scholarships, and military education benefits. This role involves providing guidance and leadership to full-time staff, ensuring compliance with regulatory requirements, and offering specialized counseling to students and families. The ideal candidate will have demonstrated experience in financial aid or student services, with a strong understanding of policy interpretation, process improvement, and staff development in a higher education setting.
What You Need to Know
Salary: $ 56,925 Annually
Cover Letter & Resume: A cover letter and resume are strongly recommended
Other Requirements: Occasional Travel. May be required to work weekends, holidays, and outside regular business hours during peak periods.
Qualifications
Required Education and Experience
+ Bachelor’s degree or an equivalent combination of education and experience
+ Three years in financial aid, scholarships, student employment, student veterans services or related experience
Knowledge, Skills, and Abilities:
+ Ability to meet deadlines and maintain a high level of accuracy, professionalism, and customer service
+ Working knowledge of Microsoft Office software
+ Ability to work individually or as a team in a dynamic organization
+ Good interpersonal communication skills
+ Must be literate in the English language and able to comprehend, give and follow both written and verbal instructions
+ Ability to organize and make decisions
+ Ability to work well under pressure
+ Ability to use tact, diplomacy, and judgment in dealing with all customers
+ Attention to detail
Responsibilities
Advising/Processing
+ Uses discretion and independent judgment to provide advanced counseling and guidance to students and their families on financial aid/scholarship processes and programs
+ Reviews student files and adjusts as needed
+ Understands and trains on the financial aid/scholarship process and assists with cross-training other financial aid staff
+ Awards, revises, and/or approves the disbursement of financial aid through specific controls of program policy and guidelines
+ Communicates with students and their families via multiple methods (i.e. email, in-person, phone, etc.)
+ May make recommendations on internal procedures for customer service
+ Reviews application data against additional data received (i.e. tax returns) and resolves discrepancies or adjusts data in Banner/Compass as appropriate
+ Collaborates frequently with on campus representatives regarding students’ financial aid concerns. Assists with resolving and responding to complex student cases regarding financial aid and scholarships
Financial Aid Knowledge & Team Support
+ Interprets and maintains knowledge of current federal, state, and institutional policies, procedures, and regulations pertaining to financial aid
+ Reviews complex rules, regulations, procedures, and policies relating to financial aid.
+ Interacts with students and assists with transition from prospective to currently enrolled students
+ Ensures that processing activities adhere to established policies and procedures while using critical thinking skills
+ Recommends revisions to established policies and procedures
+ Provides training, mentorship, and assistance to other financial aid staff on specialized processes
+ Evaluates and analyzes a wide variety of financial aid related records
+ In collaboration with supervisor and Marketing & Communications representative, helps develop and revise financial aid consumer information material, publications, and brochures
Specialized Program
+ Coordinates and/or serves as a resource for one or more specialized programs or functions for financial aid
+ May coordinate the planning and execution of events related to the program
+ Develops, maintains, and conducts training to staff regarding specialized program
+ Recommends revisions to established internal policies and procedures and communicates changes to constituents
+ Works with IT staff to test, evaluate, and adjust reports and procedures as needed
+ May supervise full-time staff members or student workers
+ May work with state, regional, or national committees concerning regulations and impacts to financial aid offices and students
+ May work with Data Analyst to collect, interpret, and report data regarding specialized program
Specialized Financial Aid Support & Student Services
+ Manages Satisfactory Academic Progress (SAP) reconsideration appeals and coordinates emergency aid distribution to assist students facing financial hardships
+ Serves as the primary contact for the Student Assistance & Support Services (SASS) program, ensuring effective communication and resource referral
+ Responds promptly to student inquiries and issues through Aggie One Stop (AOS), providing thorough support and guidance
+ Processes professional judgment requests, conducts SAP appointments, and handles cost of attendance adjustments and housing status changes while ensuring compliance with institutional and federal policies
General
+ Participates in and assists in the planning and execution of events for departmental initiatives (e.g. financial aid awareness programs, Aggieland Saturday, New Student Conferences)
+ Stays abreast of changes in tax and financial aid information to ensure compliance
+ Attends local, state, and national workshops, and conferences
+ Conducts seminars and gives presentations
+ May give presentations on specialized programs. Develops training material
+ May participate in committees for industry organizations or within the University
Who We Are
The mission of Scholarships & Financial Aid is to provide students and their families with the financial information, resources, and support needed to attend Texas A&M University. We offer a wide range of financial assistance programs, including grants, student loans, work-study employment, military education benefits, athletic aid coordination, and short-term and emergency tuition loans. Our office administers aid and military education benefits for students at Texas A&M’s College Station, Galveston, McAllen, School of Law, and Health Science Center campuses—disbursing over $1 billion in financial assistance during the last academic yea r.
Why Texas A&M University?
We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration. Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you. Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes.
+ Medical, (https://www.tamus.edu/benefits/medical/) prescription drug, dental, (https://www.tamus.edu/benefits/dental/) vision, life and AD&D, (https://www.tamus.edu/benefits/life-add/) flexible spending accounts , and long-term disability insurance (https://www.tamus.edu/benefits/long-term-disability/) with Texas A&M contributing to employee health and basic life premiums
+ 12-15 days (https://employees.tamu.edu/employee-relations/leave/index.html) of annual paid holidays
+ Up to eight hours of paid sick leave (https://employees.tamu.edu/employee-relations/leave/paid/sick.html) and at least eight hours of paid vacation (https://employees.tamu.edu/employee-relations/leave/paid/vacation.html) each month
+ Automatic enrollment in the Teacher Retirement System of Texas (https://www.trs.texas.gov/Pages/Homepage.aspx)
+ Health and Wellness: Free exercise programs and release time (https://flourish.tamu.edu/wellness-release-time/)
+ Professional Development: All employees have access to free LinkedIn Learning (https://linkedinlearning.tamu.edu/) training, webinars, and limited financial support to attend conferences, workshops, and more
+ Educational release time and tuition assistance (https://livingwell.tamu.edu/employee-tuition-assistance) for completing a degree while a Texas A&M employee
+ Living Well, (https://livingwell.tamu.edu/) a program at Texas A&M that has been built by employees, for employees
Our Commitment
Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all pers p ectives, talents & lived experience s . Embracing varying opinions and perspectives strengthens our corevalues (https://www.tamu.edu/about/coreValues.html) which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.
Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume’ or use a LinkedIn profile to pre-populate the online application.
All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.
Equal Opportunity/Veterans/Disability Employer.
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