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Financial Aid Advisor II

Texas A&M University-San Antonio
San Antonio TAMUSA

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Administrative Jobs
Institutional & Business Affairs, Financial Aid
Employment Type
Full Time
Institution Type
Four-Year Institution
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Job Details

Job location: San Antonio TAMUSA

Employment Type: Full-time
Posted data: 2022-02-23
Req: R-047065
Job Title

Financial Aid Advisor II


Texas A&M University - San Antonio


Enrollment Management

Proposed Minimum Salary


Job Location

San Antonio, Texas

Job Type


Job Description

Under supervision, this position will ensure the compliance of current and new procedures and/or processes are followed and adhered to in regards to federal, state, and institutional policies while making financial aid for students readily attainable and efficient as possible. In addition, this position will be responsible, for ensuring that excellent customer service is provided to students within the financial aid office.


  • Provides financial aid information and assists students in accurately filling out forms and provides excellent customer service.

  • Reviews financial aid awards to assure accuracy, completeness, and that the awards are in compliance with institutional and governmental guidelines. Verifies student financial aid eligibility, enrollment, and academic status using Banner.

  • Assists the director in revising and/or approving the awarding of financial aid through the specific controls of program policy and guidelines. Makes adjustments if necessary for compliance issues and submits the corrections through mainframe correction process or as appropriate.

  • Interprets and maintains knowledge of current federal, state and institutional policies, procedures, and regulations pertaining to financial aid, student employment, and scholarships.

  • Assists with the Return of Title IV process calculations. Monitors and processes daily and end of term unofficial withdrawal process.

  • Assists with monitoring the over-award resolution process. Resolves over-award problems within Banner based on student receiving additional resources (scholarships and outside resources) after processing of initial award package. Works with director in returning student loans based on over-award resolution.

  • Assist with Consortium Agreement process to ensure students who participate in a dual enrollment agreement are receiving aid in timely and efficient manner. Assists the director with reviews of professional judgment of student files, making adjustments as needed. Assists the director with the review of Satisfactory Academic Progress appeals and makes decisions regarding the validity of the appeals.

  • Assists the director in development of policy and procedures related to functional responsibilities. Assists in training staff on updates and compliance issues.

  • Compiles data for institutional, fiscal, federal, and state reports on student aid as needed.

  • Coordinates and oversees the records management of student aid documents. Ensures proper filing, maintenance, and disposal of records according to law.

  • Conducts in school financial aid workshops and/or makes presentations to local schools, organizations, and prospective students regarding student financial aid programs and processes.

  • Performs other duties as assigned.

This document represents the major duties, responsibilities, and authorities of this job, and is not intended to be a complete list of all tasks and functions. Other duties may be assigned.

Required Education and Experience:

  • Bachelor's degree in applicable field

  • One of related experience.

Preferred Knowledge, Skills and Abilities:

  • Knowledge of word processing and spreadsheet applications. Knowledge of financial aid counseling, verification, rules and regulations

  • Ability to multitask and work cooperatively with others. Oral and written communication skills. Customer Service skills. Ability to work individually or as a team. Ability to organize and make decisions. Ability to relate well with a diverse student population.

Please make sure to provide the following documents:

  • Application

  • Cover Letter to include three professional references

  • Resume

For detailed instructions on how to apply for any positions on our website, please use the following link:

  • Make sure that all required documents are uploaded prior to submitting the application. If you have issues with adding documents with your application, please contact HR at 210-784-2058.

    Once your application is submitted, no changes or revisions can be made.

    Summary of Employee Benefits

    In compliance with ADA, if accommodations are needed for the application process, please contact HR at (210) 784-2058.

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/Affirmative Action/Veterans/Disability Employer committed to diversity.


TAMUSA pic1Texas A&M University-San Antonio (A&M-SA) is a contemporary university that reflects the diverse and heritage-rich community it serves. Founded as the first upper-division institution of higher education in South San Antonio in 2009, A&M-SA today is a comprehensive four-year university offering high-quality, affordable education.

From fall 2008 to fall 2017, enrollment has grown 340 percent. The University currently serves nearly 6,500 students and has graduated more than 8,000 alumni. The student body is 60 percent female and 72 percent Hispanic. Approximately 77 percent of students are the first in their family to attend college.

TAMUSA pic3Since becoming president of A&M-SA in 2015, Dr. Cynthia Teniente-Matson has forged an audacious strategic plan for the University to fulfill its mission and bring to life its core values while achieving several important goals, including becoming a national model for student and academic success.

Through the University’s 26 undergraduate degrees and 13 graduate degrees, students can pursue a wide variety of in-demand fields, such as education, business, information technology and cyber security, criminology and biology. A&M-SA equips students with the knowledge, marketable skills and high-impact educational experiences that prepare them for rewarding careers, responsible global citizenship and lifelong learning.

With unprecedented enrollment growth, small classes, flexible schedules and in-demand degrees, A&M-SA is making the dream of higher education a reality for students in the San Antonio community and beyond.TAMUSA pic2

Fast Facts:

  • A&M-SA offers the lowest undergraduate tuition among four-year universities in San Antonio: $8,216 average cost per year (tuition and fees for spring and fall semesters for 15 credit hours/semester)
  • A&M-SA is a Military EmbracingTM university; 1 in 6 of our students is military connected (veterans, active-duty, spouses or dependents)
  • The National Security Agency (NSA) designated A&M-SA as a National Center for Academic Excellence in Cyber Defense Education (CAE-CDE) through the year 2022. This prestigious designation puts the University among a select group of institutions nationwide meeting rigorous federal standards.
  • 20:1 student to teacher ratio


Texas A&M University-San Antonio (A&M-SA) is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award baccalaureate and master’s degrees. Contact the Commission on Colleges at 1866 Southern Lane, Decatur, Georgia 30033-4097, call 404-679-4500 or visit for questions about the accreditation of A&M-SA.

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