Financial Aid Counselor II - Office of Scholarships and Financial Aid

About the role

The Financial Aid Counselor II provides routine financial aid counseling and processing support by applying established federal, state, and institutional policies and procedures. This position is responsible for the consistent execution of standard workflows related to advising, eligibility review, and aid awarding, ensuring accuracy, compliance, and responsive, student-focused service.

Responsibilities

• Responds to inquiries from students and campus partners via telephone and email regarding eligibility criteria, application requirements, submission deadlines, and award status; provides guidance on required documentation and next steps in accordance with established policies, procedures, and resources.
• Manages inquiries through Salesforce case assignments, including intake and timely resolution of inquiries and escalations, while maintaining accurate documentation and adherence to established service standards and response timelines.
• Processes financial aid applications and documentation in accordance with defined policies, procedures, and system workflows. Verifies applicant information, reviews documents for completeness, resolves routine eligibility issues, and packages and awards federal, state, and institutional aid using automated systems and standard guidelines.
• Applies working knowledge of Title IV, state, and institutional regulations to support compliant financial aid processing.
• Maintains accurate records, forms, and documentation, including updating student records and tracking outstanding requirements. Identifies discrepancies or conflicting information and refers complex or non-standard cases for advanced review.
• Supports required reporting and system processes to ensure accurate disbursement and operational efficiency.
• Collaborates with colleagues within the Office of Scholarships and Financial Aid to support service delivery and workload distribution.
• Supports workload distribution, follows established procedures, and engages in cross-training to ensure service continuity.
• Maintains current knowledge of financial aid policies, systems, and service standards through required training and applies learned guidance to assigned responsibilities.
• Other duties as assigned.

Requirements

• Bachelor’s degree with at least 2 years of experience in student financial aid, student personnel, student services, or a related field.
• Strong organizational, communication, and time-management skills with the ability to manage multiple priorities in a fast-paced environment.
• Detail-oriented, student-focused, and able to follow established procedures while referring complex cases as appropriate.
• Proficient in Microsoft Word and Excel, with the ability to learn new financial aid systems.
• Availability for evening and weekend events and occasional overnight travel required.

Qualifications

• Demonstrated advanced knowledge of state and federal financial aid programs.
• Strong attention to detail, effective communication skills, and professionalism in managing competing priorities in a moderate- to fast-paced environment.
• Prioritizes workload, manages multiple assignments, and remains productive amid frequent interruptions.
• Delivers routine presentations as needed.
• Bilingual proficiency (e.g., Spanish or American Sign Language) preferred.
• Knowledge of The University of Texas at Austin policies and procedures and experience with Oracle Student Financial Planning, Salesforce, Power BI, and The University of Texas at Austin legacy systems.

Skills

• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Strong organizational and time management skills.
• Proficiency in Microsoft Word and Excel.
• Experience with financial aid systems and regulatory compliance.

Benefits

N/A

Pay

$45,000

Schedule

Full-time