Financial Assistance Advisor II-Dataload & Processing

Position Information Position Title Financial Assistance Advisor II-Dataload & Processing UIW Mission University of the Incarnate Word is a Catholic institution that welcomes to its community persons of diverse backgrounds, in the belief that their respectful interaction advances the discovery of truth, mutual understanding, self-realization, and the common good. Position Summary The Financial Assistance Advisor II-Dataload & Processing is primarily responsible for the accurate and timely loading of financial aid data, processing of student financial aid applications, and awarding of funds in compliance with federal, state, and institutional policies. This position plays a critical role in ensuring that financial aid applications are processed efficiently and that students receive their financial aid offers in a timely manner. The Financial Assistance Advisor II-Dataload & Processing reports to the Assistant Director of Financial Assistance. All advisors work as student advocates and understand the role financial assistance plays in the success and engagement of our students. Benefits UIW has been identified year after year as one of the nation’s Great Colleges to Work For based on employee feedback. UIW offers an outstanding benefits package for full-time employees that includes medical, dental, vision, flexible spending accounts, numerous paid holidays, vacation and sick leave. Tuition benefits include UIW tuition waivers, tuition exchange programs and Brainpower Connection discounts for employees and dependents. Retirement benefits include 403b retirement plans with a 7% employer match, plus a retirement health solution. We also offer employer-paid Life/AD&D, long-term disability, pet insurance, an Employee Assistance Program (EAP), wellness programs, employee discount program, Public Service Loan Forgiveness (PSLF) eligibility and more! Please refer to the Human Resources webpage for additional details on our benefits and eligibility. Job Duties Job Duty Name Data Import/Export Description of Job Duties Manage the import and export of student data between the financial aid management system (Banner) and federal and state systems (e.g., COD, NSLDS, FAFSA, etc.). Load and review ISIR (Institutional Student Information Record) files from the Department of Education and ensure data accuracy and completeness before further processing. Resolve errors in data imports and manage the correction process for student records as needed. Maintain records in accordance with federal and institutional audit standards, and assist with data preparation for audits. Monitor and track reporting deadlines for federal and state aid programs, ensuring timely submission of required data. Perform other duties as assigned. Job Duty Name System Monitoring Description of Job Duties Monitor and troubleshoot data discrepancies or system issues related to dataload processes, ensuring accurate financial aid processing. Review and resolve discrepancies from daily reports. Troubleshoot and suggest improvements to dataload, automation, and/or processing to minimize and prevent discrepancies. Ensure the accuracy and integrity of data within the financial aid system by conducting regular audits and checks on student records. Update and maintain student records, ensuring that data is accurate and reflects current eligibility and awards. Job Duty Name Competencies and Professional Development Description of Job Duties Develop and maintain knowledge of UIW processes and systems and make suggestions that improve the quality of customer support services and processing. Develop and expand functional knowledge and use of Banner and Microsoft Office. Stay up to date on changing requirements of documentation for federal, state, and other aid. Update annual forms to maintain compliance and streamline services. Attend virtual, regional, national training and/or conferences as assigned by supervisor. Review and revise policy and procedure documentation for processing…

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