Financial Aid Specialist

Oklahoma State University-Oklahoma City
900 N. Portland Ave. Oklahoma City, Oklahoma, 73107 United States

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

Job Details

Position Details

Req ID:


Position Title:

Financial Aid Specialist

Position Type:

Staff Full-Time

OSU Campus:

Financial Aid


Financial Aid

Location Address:

900 N. Portland Ave.
Oklahoma City, Oklahoma, 73107
United States

Hiring Supervisor and Contact Info:

Elizabeth LucasHiring Range:
(Contingent upon available funding):

11.38 - 11.38, Hourly

Work Schedule:

Varies, may include some evenings and weekends

Job Summary:

Job Summary:
The Financial AidSpecialist position serves as the initial point of contact for all student andparent inquiries regarding the application process for federal, state, andinstitutional aid and is directly responsible for accurately responding tofinancial aid inquiries via the phone, in person, by mail, fax or email. Promptlyand accurately reviews, processes, images, and disseminates documentationreceived daily.

EssentialJob Functions:

    Serves as the initial contact for inquiries concerning financial aid via phone, email, or in person.
    Assist students with FAFSA completion inquiries.
    Timely responds to the majority of all incoming communications.
    Retrieves and distributes all incoming and outgoing mail.
    Inventories office forms and supplies to ensure their availability.
    Monitors and resends, if possible, all returned mail.
    Participates in financial aid workshops and seminars.
    Retains accurate student records; maintain student confidentiality by observing policies related to student privacy (FERPA).
    Completes all mandatory training and participated in a minimum of two professional development each year.
    Performs other duties as assigned.

The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

Special Instructions to Applicants

Resume and cover letter are required for full consideration.Official transcripts will be required upon hire.

Education & Experience

Position Qualifications:

Minimum Qualifications:

Associate Degree or equivalent related experience with some college courses completed.

Work Experience:

  • The candidate will be a Customer service-oriented person who has experience working in an office setting in a fast-paced environment.
  • Three years of experience in a record-keeping/customer service environment or equivalent education.

Knowledge,Skills, and Abilities:

    High degree of integrity; ability to work in a sensitive, highly confidential, and professional environment.
    Must be adaptable to performing under moderate stress, imposed by frequent deadlines, peak workloads, and public/student contact.
    Ability to handle multiple tasks and prioritize effectively.
    Exhibit problem-solving skills beyond a set of instructions and adapt to changes when necessary.
    Ability to handle multiple tasks and prioritize effectively with high degree of accuracy and attention to detail.
    Ability to communicate diplomatically, clearly and effectively, both verbally and in writing to exchange information, give/receive instructions and respond to inquiries appropriately.
    Strong interpersonal skills and sensitivity to a multicultural environment in an effort to work and communicate effectively with all students, faculty, staff and community partners.
    High degree of initiative to work independently and also collaborate in a team environment.
    Demonstrated knowledge of office technologies including but not limited to: office computers, fax machines, scanners, internet, Microsoft Office (Word, Excel, Access, PowerPoint, Outlook).
    Ability to understand and adhere to institutional policies and procedures.
    Must possess positive public relations skills and be student-centered.
    Ability to accurately and expediently process and analyze detailed paperwork.
    Ability to communicate clearly, and effectively (verbally and in writing) to exchange information, give/receive instructions, and respond to inquiries appropriately.
    Working knowledge of college-level student records procedures, documentation, standards, and regulations (including FERPA).
    Passion for assisting customers and representing the OSU-OKC and OSU brand with positivity and professionalism.
    Demonstrated history of ethical and professional behavior.

Preferred Qualifications:

    Bachelors Degree.Previous work experience in Higher Education and/or Financial Aid.

Working Conditions:

Must be able to work flexible hours to include some nights and weekends.
Work will be performed in an office environment with a significant amount of public contact, in person, by telephone, via email, and various communication platforms.

Physical Requirements:

During peak enrollment and processing periods, handle a high volume of phone calls and student inquiries.
Duties require extended periods of sitting, talking and listening.
Duties require extensive use of computers, telephone and other office equipment.
Requires possible lifting of up to 25 lbs. (If an object weights more than 45 lbs., OSU-Oklahoma City requires this to be a two-person lift).

The work environment and physical demands described here are representative of those required by an employee to perform the essential functions of this job with or without reasonable accommodations.


Oklahoma State University (OSU) strives to provide a safe study, work, and living environment for its faculty, staff, and students. To support this environment and comply with applicable laws and regulations, OSU conducts pre-employment background checks on final candidates. Offers of employment are contingent upon the successful completion of a background check. The type of background check conducted varies by position and can include, but is not limited to, criminal (felony and misdemeanor) history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will be conducted when required by law or contract and when, in the discretion of the university, it is reasonable and prudent to do so.


Oklahoma State University is a modern land-grant system that prepares students for success. Orange is the Answer. Through leadership and service, OSU improves the lives of people in Oklahoma, the nation and the world. OSU has more than 35,000 students across its five-campus system with students from all 50 states and around 120 nations. Established in 1890, OSU has graduated more than 264,000 students to serve the state of Oklahoma, the nation and the world. 

Oklahoma State University-Oklahoma City (OSU-OKC) is part of the modern land-grant system of Oklahoma State University. OSU-OKC is a two-year public institution, offering more than 50 degrees and certificate options. Through quality education, a supportive environment, leadership training and service opportunities, OSU-OKC trains students to work and educates them to lead. OSU-OKC graduates are found throughout the community serving as police officers, firefighters, nurses, teachers, healthcare professionals and business owners.

Oklahoma State University is an Affirmative Action/Equal Opportunity/E-verify employer committed to diversity. All qualified applicants will receive consideration for employment and will not be discriminated against based on age, race, color, religion, sex, sexual orientation, genetic information, gender identity or expression,  national origin, disability, protected veteran status or other protected status. Oklahoma State University campuses are tobacco and vapor-free.

Find Us
900 N Portland
Oklahoma CIty
United States

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