Financial Aid Assistant, Waukesha

Wisconsin, United States
Salary Not specified
Apr 20, 2021
Employment Level
Employment Type
Full Time

Financial Aid Assistant, Waukesha

General Information
  • Job Title:Financial Aid Assistant
  • Location:
    • 100 N East Ave
    • Waukesha, WI, 53186
    • United States
  • Employee Type:Support Staff
  • Job Category:Financial Aid, Staff

  • Assist students and parents in the office or via phone in a timely and friendly manner.
  • Certify student/parent eligibility for Federal and Alternative loans to the appropriate agency (Department of Education, COD, lender/guarantee agency).
  • Serve as liaison for the Financial Aid Office with the various lending agencies (Department of Education, COD, lenders and guarantee agencies).
  • Coordinate and monitor entrance counseling for all students.
  • Manage and coordinate the electronic funds transfer (EFT) of loan proceeds.
  • Coordinate with the Business Office regarding return of loan funds.
  • Perform Transfer Monitoring process through NSLDS.
  • Remain current with federal and state guidelines that govern the various student and parent loan programs.
  • Counsel students and parents as needed on form completion, application status, etc.
  • Assist with daily mail and office email account.
  • Assist with financial aid packaging process and serve as backup to completing financial aid adjustments.
  • Assist students and parents in the office or via phone in a timely and friendly manner.
  • Assist with processing of special circumstance process.
  • Supervise student workers.
  • Perform additional duties as assigned.


Education and/or Experience:
  • High school diploma/GED required; bachelor's degree preferred.
  • Minimum of one year of experience in an office setting required
  • Knowledge of financial aid forms, programs, etc. preferred
  • Ability to understand and implement the Federal regulatory policies governing the administration of financial aid programs.

Technology Skills:
  • Proficiency with Microsoft Office Suite
  • Ability to use University software to create & maintain student financial aid records

Human Relations Skills:
  • Excellent oral and written communication skills.
  • Excellent analytical, critical thinking and organizational skills.
  • Effectively and professionally communicate with staff regarding financial aid.
  • Excellent professional judgement.
    • Ability to work evenings and weekends as needed.
  • Ability to build strong relationships with leadership, management, students, parents, faculty, and staff through a consultative, collaborative and active problem-solving approach.
  • Sensitivity to the needs of students, parents and colleagues.
  • Ability to communicate with students and their families effectively and professionally when appropriate.
  • Ability to work independently, prioritize tasks, organize work and meet deadlines in a fast-paced, time sensitive environment.
  • Maintain a high level of confidentiality.
  • Candidates must be willing and able to support and advance the">University mission.

To apply, please visit: