Financial Assistance Advisor II-Dataload & Processing

Position Details

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 area.
• Ensure communications and processing are in compliance with FERPA and other federal, state and local laws and regulations pertaining to higher education.
• Adapt to new policies and learn new skills, to include learning new software when necessary.
• Study for and obtain NASFAA Financial Aid Administrator credentials, as desired or assigned by supervisory team.

Job Duty Name Award Packaging Description of Job Duties

• Process and package financial aid awards, including federal, state, institutional, and private aid programs, according to student eligibility and program guidelines.
• Verify that student aid packages are in compliance with all federal, state, and institutional regulations, including Title IV requirements.
• Make adjustments to financial aid packages as needed due to changes in enrollment, dependency status, verification, or other factors affecting eligibility.

Job Duty Name Customer Service and Support Description of Job Duties

• Respond to inquiries from students and families regarding the status of their financial aid applications, awards, and disbursements.
• Collaborate with Financial Assistance team to ensure that students receive timely and accurate information regarding their aid packages.
• Assist students in resolving issues related to the processing of their financial aid, including discrepancies or missing documentation.

Qualifications

Knowledge Skills and Abilities

• Familiarity with financial aid regulations (Title IV) and processes, including FAFSA, verification, and awarding federal, state, and institutional aid.
• Ability to proactively problem-solve and multi-task in a fast-paced cooperative environment.
• Organizational skills and a decisive, positive attitude.
• Strong verbal and written communication skills.
• Ability to provide excellent customer services and maintain a high level of professionalism.
• Reliable, self-motivated, and able to contribute to and support a team effort.
• Ability to work effectively with individuals from diverse communities and cultures.
• Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA.

Required Education

Bachelor's Degree.

Required Work Experience

One (1) year professional financial aid experience in higher education or student information systems, with an emphasis on data processing and award packaging.

Preferred Qualifications

• Experience with federal and state reporting systems (e.g., NSLDS, COD).
• Experience working with Banner financial aid management systems.
• Familiarity with SQL or other database query languages.
• Bilingual in the Spanish language.

Required Certifications, Licenses or Registrations

None specified.

Work Hours

Typical Monday through Friday 8:00am to 5:00pm with occasional extended hours/weekends to meet departmental needs.

Physical Demands

None specified.

Posting Details

Posting Details

Posting Number AS2316PO Number of Vacancies 1 Job Type Full Time Job Category Administrator (exempt) Desired Start Date 11/02/2026 Position End Date (if temporary) Reports to Assistant Director of Financial Assistance Salary $46,500 Annualized Open Date 09/29/2026 Close Date Open Until Filled Yes Special Instructions to Applicant

N/A.

EOE

UIW is committed to a policy of equal opportunity in employment, without regard to race, color, sex, sexual orientation, citizenship status, national origin, age, marital status, disability, genetic information, gender identity or expression, veteran status, pregnancy, and religion (except in limited circumstances when religious preference is both permitted by law and deemed appropriate as a matter of University policy).

Title IX

This position is considered a "Responsible Employee" under Title IX federal regulations and "Mandatory Reporter" under Texas state law and the UIW Sexual Misconduct Policy. As a Mandatory Reporter, this position requires you as the employee to promptly report any incident that you witness or receive information about Title IX violations. These reporting responsibilities are set out in the UIW Sexual Misconduct Policy.

Applicant Documents

Required Documents

• Resume
• Cover Letter/Letter of Application

Optional Documents

• Other Document

Supplemental Questions

Required fields are indicated with an asterisk (*).

• • How did you hear about this employment opportunity?

• UIW Website

• HigherEdJobs.com

• Indeed

• LinkedIn

• WorkplaceDiversity.com

• HispanicDiversity.com

• BlackJobCenter.com

• WomensJobCenter.com

• VeteransConnect.com

• Personal Referral

• Employee Referral

• Other

• If you selected other, please tell us where?

(Open Ended Question)

• • What is the highest level of education you have achieved?

• Less than Bachelor's Degree

• Bachelor's Degree

• Master's Degree

• PHD or higher

• • How many years of professional financial aid experience do you have in higher education or student information systems, with an emphasis on data processing and award packaging?

• Less than 1 year

• 1 year

• 2 years

• 3 years

• 4 or more years

• • How many years of experience do you have working with Banner?

• Less than 1 year

• 1 year

• 2 years

• 3 years

• 4 years

• 5 or more years

• • Rank your proficiency in understanding and speaking Spanish.

• None

• Minimal

• Limited

• Proficient

• Advanced

• Expert