Financial Aid Specialist II, Financial Aid Office

University of Montana
Montana, United States
Salary Not Specified
Start date
Jul 28, 2021

View more

Position Type
Administrative, Business & Administrative Affairs, Financial Affairs, Student Affairs, Financial Aid
Employment Type
Full Time

The Financial Aid Office invites applications for a Financial Aid Specialist II . The person assigned to this position will train and supervise one Financial Aid Specialist I. The candidate hired to this position will be responsible for administering the campus-based aid programs (Federal SEOG and Work-study) as well as various state aid programs, including state work-study and other employment programs. This position requires incumbent to develop a working knowledge of federal and state aid regulations and UM policies and procedures; able to learn and use Banner, COD, NSLDS, Microsoft Word, Outlook, Excel and PowerPoint; and familiar with CyberBear, UM financial aid website,, and to the degree of being able to assist a student with navigating through them.

Essential duties of the position include but are not limited to:

  • Oversee the hiring process, monitor funding levels throughout the year, contracting with off-campus agencies to employ UM students, growing the America Reads and America Counts programs, serve as liaison to departmental work-study supervisors and the Job Location and Development program in Career Services.
  • Perform quarterly reconciliation and annual reporting for these programs in both the federal and state systems.
  • Oversee the various emergency funds administered by the financial aid office, including the short term loan programs.
  • Evaluate files, which includes verification of applicant data, analyzing need, awarding or revising aid and using professional judgment to identify discrepant information and make adjustments in response to special circumstances.
  • Assist with general financial aid customer service.

Required Skills
  • Understand and effectively communicate complex policies to customers and staff.
  • Must be able to supervise.
  • Strong mathematic/accounting skills and attention to detail.
  • Strong communication skills and be able to have consistently positive interpersonal interactions with students, families, agency representatives, faculty and staff.
  • Maintain confidentiality.
  • Must be able to adjust quickly to changing job demands.
  • Must be comfortable using multiple software/database applications.
  • Must be able to be granted access to federal aid databases, meaning cannot be in default on any federal loans.

Minimum Required Experience
  • High School diploma and four (4) years of experience or an equivalent combination of education and experience.

Preferred Qualifications
  • Bachelor’s degree in a related field and at least five (5) years of financial aid experience.
  • Knowledge of federal and state aid regulations.

About Financial Aid and UM

The office of Financial Aid strives to support the educational goals of students, equitably distribute financial resources to an economically diverse population within the bounds of imposed regulations. We attempt to provide a depth of service corresponding to the needs of our community. We strive to build the reputation of the university by being courteous, knowledgeable and approachable to all. We endeavor to effectively use technology and continually seek to improve our communication and processes. We embrace each staff member’s strengths, creating a positive environment where we can all thrive.

The University of Montana is a unit of the Montana University System with over 10,000 students. It is located in Missoula, a culturally vibrant community of about 72,000, surrounded by mountain grandeur which was recently ranked in the “ top 20 best college towns with a population of less than 250,000 ” by the American Institute for Economic Research and ranked 9th in Outside Magazine’s “ The 16 Greatest Places to Live in America” in 2014 . Many national publications recognize Missoula for its high quality of life . Abundant recreational opportunities in surrounding state and national forests and nearby Glacier National Park and Yellowstone National Park complement a thriving intellectual atmosphere. The University of Montana offers eligible employees a generous benefits package that positively separates UM from other local employers and offers many programs and policies to support work-life balance for its employees.

The University of Montana is an Affirmative Action/Equal Opportunity employer and has a strong institutional commitment to the principle of diversity in all areas. In that spirit, we are particularly interested in receiving applications from a broad spectrum of qualified people who would assist the University in demonstrating its five priorities for action : Place student success at the center of all we do; drive excellence and innovation in teaching, learning, and research; embody the principle of “mission first, people always"; partner with place; and proudly tell the UM story.

To learn more about the University of Montana, Missoula, and the State of Montana, please visit the links below.

Position Details

Position Title: Financial Aid Specialist II

Position Number: 006510

Department: Financial Aid

Work Schedule: Full-time, 1.0 FTE (40 Hours a week), Monday through Friday 8:00 am to 5:00 pm

Salary: $18.723/hr

Union Affiliation: Out of Union

Probationary Period: Six months minimum

Benefits Include : Insurance package, mandatory retirement plan, partial tuition waiver, and wellness program.

Criminal Background Investigation is required prior to the Offer of Employment In accordance with University regulations, finalists for this position will be subject to criminal background investigations. ADA/EOE/AA/Veteran's Preference Reasonable accommodations are provided in the hiring process for persons with disabilities. For example, this material is available in alternative format upon request. As an Equal Opportunity/Affirmative Action employer, we encourage applications from minorities, veterans, and women. Qualified candidates may request veterans’ or disabilities preference in accordance with state law. References: References not listed on the application materials may be contacted; notice may be provided to the applicant. Testing: Individual hiring departments at UM may elect to administer pre-employment tests, which are relevant to essential job functions. Employment Eligibility: All New Employees must be eligible and show employment eligibility verification by the first date of employment at UM, as legally required (e.g., Form I-9).

How to Apply

Priority Application Date: Wednesday, August 11, 2021 by 11:59 PM (Mountain Time)

Complete applications received by the ‘Priority Application Date’ will be guaranteed consideration. The position will remain open until filled. Candidates are required to submit the following materials online via "New Resume/CV". Up to five (5) attachments are allowed per application. Please combine documents accordingly.

A complete application Includes:

  1. Letter of Interest – addressing your qualifications and experience related to the stated required skills for the position. A general letter salutation such as “Dear Search Committee” or “Dear Hiring Manager” is acceptable.
  2. Detailed Resume – listing education and describing work experience
  3. Professional References – names and contact information for three (3) professional references

Job Location Missoula, Montana, United States
Position Type Full-Time/Regular

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