Kapolei, HI

2024-02860

01/02/2025

0077350

 

 

 

Title: Financial Aid Specialist

Position Number: 0077350

Hiring Unit: UH West O’ahu, Student Affairs, Financial Aid

Location:  Kapolei, O’ahu

Date Posted: 1/2/2025

Closing Date: 1/16/2025

Band:  A

Salary:  salary schedules and placement information

Full Time/Part Time: Full-time

Month: 11-month

Temporary/Permanent: Permanent

 

Duties and Responsibilities: (*denotes essential function)

SERVICE ADMINISTRATION 

• *Efficiently and accurately executes financial aid processes and veterans’ benefits certification to provide needy and/or qualified students with financial assistance to attain their educational goals.
• *Works in collaboration with Enrollment Management staff and others to create, propose, implement, and evaluate strategies, services, programs, and activities aimed to helping students address financial issues that may serve as barriers.
• *Assists in planning, operating, and evaluating financial aid programs and veterans’ benefits ensuring compliance with laws, regulations, policies, and guidelines of the federal government, state government, and University.
• *Tracks student financial assistance and academic enrollment histories and the impact of past histories on continued eligibility to receive financial aid and veterans’ benefits in the future. This includes, but is not limited to: 

a. evaluating student compliance with satisfactory academic progress; and 

b. ensuring course relevance to declared program of study as specified by federal, state, and University regulations, rules, policies, and procedures.

• *Promulgates, implements, and evaluates student enrollment and academic performance against financial assistance criteria and responding with adjusted financial aid awards and veterans’ benefits as allowed. This includes, but is not limited to:

a. performing verification reviews, award revisions, and loan originations. 

b. liaising with Banner Central, General Accounting & Loan Collection, System Financial Aid, and other offices to maintain online financial aid modules and veterans’ benefits aid information systems of Banner and STAR.

• *Provides services to students to better understand financial aid and veterans’ benefits and receive advice for appropriate follow-up steps by students. This includes, but is not limited to:

a. the scheduling and conduct of workshops, informational sessions, etc. for students new to the campus, continuing students, and prospective students. 

b. outreach visits to high schools and community locales to increase awareness of financial assistance opportunities, sources, etc. and to encourage completion of FAFSA and other applications for assistance including veterans’ benefits.

c. the development and execution of communication plans and promotional materials, including management of the content and formats of web pages and other social media.

d. responding to inquiries in a timely manner face to face, in writing, via email, phone, and other media.

• *Reviews special consideration situations, offering guidance and professional judgment in financial and academic matters as they relate to satisfactory academic progress, complete withdrawals, course enrollment changes, return to Title IV aid (R2T4), default management, budgeting, loan repayment, loan exits, dependency override, etc. 
• *Assists Enrollment Management Team with events related to the application, enrollment, and matriculation of prospective, accepted, and enrolled students. 

ADMINISTRATIVE SERVICES 

• *Assists in managing facilities, services and operations related to federal financial aid, state financial aid, institutional financial aid, private scholarships, veterans’ benefits, etc. This includes, but is not limited to:

a. providing accurate information to inquiries regarding financial assistance and enrollment processes in a professional, articulate, and timely manner via face to face, written, email, and telephone interactions.

b. exemplifying “service centered on the student” approach when responding to requests and inquiries.

c. serving as school certifying official for veterans’ benefits on behalf of the institution.

d. maintaining student records and files for required transmission to national computer databases for financial aid and veterans’ benefits.

e. creating and up keeping a resource library of current literature, manuals, reference materials, and forms in order to accurately interpret and apply federal, state, and institutional regulations, policies, and procedures.

• Assists with recruitment, interviewing, selection, counseling, training, supervision and evaluation of professional, classified, paraprofessional, intern, practicum and student assistant staff for relevant student enrollment programs. 
• *Assists with budgetary direction and accountability for delegated accounts. This includes, but is not limited to:

a. verifying recipient disbursements, reconciling Title IV programs on a regular basis including resolving discrepancies among Business Office, COD, and financial aid office;

b. reconciling and reporting Pell disbursements to US DOE; researching and resolving discrepancies to student accounts; and contacting others to resolve potential overpayments; and

c. determining on a timely basis R2TV calculations, reporting payments repayments, and overpayments to COD and NSLDS, and adjusting for refunds through federal student loan programs.

• *Assists in preparing and submitting annual fiscal, programmatic, and other reports required by federal, state, institutional, or private agencies, offices, etc. 
• *Develops, interprets, implements, & revises, as needed, appropriate policies, procedures, & operational manuals governing assigned programs, facilities & services, working with others to review and evaluate such policies & procedures.
• Collaborates with Communications in the concept, development and production of all outreach materials, brochures and literature used for student financial aid.

OTHER

• Provides management skills and knowledge to include serving in absence of supervisor as requested. 
• Assumes other related duties as assigned

Minimum Qualifications:

1. Possession of a baccalaureate degree in business administration, management, social sciences, education, or related field and 0 year(s) of progressively responsible professional experience with responsibilities for providing educational services or assistance to students, including financial aid administration, student affairs administration, or provision of administrative, operational and technical support or any equivalent combination of education and/or professional work experience which provides the required education, knowledge, skills and abilities as indicated.

2. Functional knowledge of principles, practices and techniques in student financial aid or student affairs administration as demonstrated by knowledge, understanding and ability to apply concepts, terminology.
3. Functional knowledge and understanding of principles, theories, federal and state laws, rules, regulations and systems associated with financial aid or student affairs administration.
4. Demonstrated ability to recognize problems, identify possible causes and resolve the full range problems that may commonly occur in the workplace.
5. Demonstrated ability to understand oral and written documentation, write reports and procedures, and communicate effectively in a variety of situations.
6. Demonstrated ability to establish and maintain effective working relationships with internal and external organizations, groups, team members and individuals.
7. Demonstrated ability to operate a personal computer and apply word processing software.

Supplemental Minimum Qualifications 

1. Functional knowledge of organizational processes as applied to the management and analysis of operations, services, facilities, and programs.
2. Ability to interpret and apply legal and policy provisions to situations consistently.
3. Ability to work outside normally scheduled business hours including evenings and/or weekends as necessitated by branch requirements.
4. Ability to design and conduct effective presentations. 
5. Demonstrated ability to work effectively with multicultural populations.

 

Desirable Qualifications 

• Equivalent of one year of progressively responsible professional experience with responsibilities for providing financial aid administration, student affairs administration, or provision of administrative, operational and technical support or related work experience, including one-half year of financial aid administration experience; or equivalent education/training or experience.
• Experience with student information systems in higher education. 

  

To Apply:

 

Click on the "Apply" button on the top right corner of the screen to complete an application and attach required documents. Applicant must submit the following: 

 

1. Cover letter indicating interest in the position and how the minimum and desirable qualifications of the position are met. 
2. Current resume’
3. References - names and contact information (telephone number and email addresses) of at least three professional references. 
4. Transcripts showing pertinent degree (copies of transcripts are acceptable, but official transcripts will be required at the time of hire.   

 

NOTE:

Late, incomplete, or unreadable application materials will not be considered.  Please redact any social security number and/or birth date on your documents prior to submitting.  All submitted documents become the property of UH West Oahu and will not be returned.  Please create an account if this is your first time applying for a position using NEOGOV.

Inquiries:  uhwohr@hawaii.edu; 808-689-2525

 

EEO/AA, Clery Act, ADA

 

Employment is contingent on satisfying employment eligibility verification requirements of the Immigration Reform and Control Act of 1986; reference checks of previous employers; and for certain positions, criminal history record checks.

In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, annual campus crime statistics for the University of Hawai'i may be viewed at: https://www.hawaii.edu/titleix/help/campus-security/, or a paper copy may be obtained upon request from the respective UH Campus Security or Administrative Services Office.

In accordance with Article 10 of the unit 08 collective bargaining agreement, bargaining unit members receive priority consideration for APT job vacancies. As a result, external or non BU 08 applicants may not be considered for some APT vacancies. BU 08 members with re-employment rights or priority status are responsible for informing the hiring unit of their status. 

Accommodation Request:  The University of Hawai'i complies with the provisions of the Americans with Disabilities Act (ADA).  Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the EEO coordinator directly.  Determination on requests for reasonable accommodation will be made on a case-by-case basis.  For further information, please refer to the following link: https://www.hawaii.edu/offices/eeo/accommodation-request/