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Financial Aid Specialist I

Position Details

Position Information

Announcement Number STAFF - VA - 17274
For questions regarding this position, please contact:

Chris Williams,, (406) 994-6596

Classification Title Financial Aid Spec I
Working Title Financial Aid Specialist I
Brief Position Overview

Financial Aid Services evaluates and determines the eligibility of students to receive all forms of financial assistance, including fee waivers and scholarships, loans, grants, and work-study employment to any student attending MSU Bozeman.

Position Number 4M0188, 4M0932, 4M1996, 4M1275
Department Financial Aid
Division Division of Student Success
Appointment Type Classified
Contract Term Fiscal Year
If other, specify From date
If other, specify End date
FLSA Non-Exempt
Union Affiliation MPEA
FTE 1.0
Benefits Eligible Eligible
Salary $13.05 per hour
Contract Type Classified Salary
If other, please specify
Recruitment Type Open

Position Details

General Statement

The Office of Financial Aid Services (OFAS) assists students in financing their education through a variety of federal, state, and institutional aid including grants, scholarships, tuition waivers, work programs, and
loans. In administering these programs, our staff works directly with applicants for student aid, their parents or sponsors, and with secondary school personnel. Because the financial aid system impacts, in one way or another, every department at Montana State University, we also work with university faculty & staff, donors, private financial institutions, and state and federal government agencies.

Financial Aid Specialist I are critical in assisting the Office of Financial Aid Services meet its mission by providing direct customer service, processing institutional forms and customer requests, and maintaining compliance with federal, state, and institutional policies and regulations.

OFAS has an extensive training and development program designed to help new employees be successful and grow in this position.

Duties and Responsibilities

Under the general supervision of the Assistant Directors, the person in this position assists in the administration of student aid programs and activities. The person in this position will: Apply federal, state, and institutional policies and procedures to determine aid eligibility and to ensure correct and timely aid processing; reviews a wide variety of aid appeals and reviews summer applications; adjusting overawards, verification processing, and loan appeals; member of the Satisfactory Academic Progress Appeals Committee; document processing; disseminates accurate information and effectively communicates with students, parents, university employees, and outside agencies verbally and in writing; provides a high level of customer service; compiles, interprets, and formats program data; has an active role in the office phone schedule and assisting with new student appointments. Provides general support to the Assistant Directors, as needed in completing compliance tasks and reports and meeting project deadline. Performs related duties as assigned.

Required Qualifications – Experience, Education, Knowledge & Skills
  1. Two years of post-secondary education plus three years of full-time (or part-time equivalent)administrative/office experience that required a high level of customer service and analytical skill and attention to detail or an equivalent combination of education and experience.
  2. Demonstrated skill in analyzing, explaining, and applying rules, policies and procedures.
  3. Demonstrated ability to understand and use relational databases.
  4. Experience using word processing, spreadsheets, and e-mail.
  5. Demonstrated skill organizing and prioritizing large volumes of work with a high degree of accuracy.
  6. Demonstrated strong written and customer service skills, and competence communicating information, and procedures in person, by phone, and e-mail while handling sensitive and confidential information.
  7. Experience working with customers, conflict resolution and problem solving while exercising good judgement.
Preferred Qualifications – Experience, Education, Knowledge & Skills
  1. Experience working with relational databases.
  2. Experience working in a higher education environment.
  3. Knowledge of the principles and purposes of financial aid programs.
The Successful Candidate Will

Effectively operate work-related equipment; work effectively in a team-oriented environment; communicate effectively with employees and the public both in person and over the phone; establish and maintain effective working relations with co-workers, stakeholders, and the public; and represent Financial Aid Services and its programs to others in a professional and courteous manner.

Position Special Requirements/Additional Information

This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts Montana State University’s rights to assign or reassign duties and responsibilities to this job at any time.

Physical Demands

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed above are representative of the knowledge, skill, and/or ability required.

This position has supervisory duties? No

Posting Detail Information

Number of Vacancies 4
Desired Start Date At the conclusion of a successful search.
Position End Date (if temporary)
Open Date
Close Date
Applications will be:

Screening of applications will begin on June 26, 2017; however, applications will continue to be accepted until an adequate applicant pool has been established.

Special Instructions
Diversity Statement

Montana State University values diverse perspectives and is committed to continually supporting, promoting and building an inclusive and culturally diverse campus environment. MSU recognizes the importance of work-life integration and strives to be responsive to the needs of dual career couples.

Montana State University is committed to providing a working and learning environment free from discrimination. As such, the University does not discriminate in the admission, access to or conduct of its educational programs and activities nor in its employment policies and practices on the basis of race, color, religion, national origin, ethnicity, creed, service in the uniformed services (as defined in state and federal law), veteran status, gender, age, political beliefs, marital or family status, pregnancy, physical or mental disability, genetic information, gender identity, gender expression, or sexual orientation or preference. In support of the University’s mission to be inclusive and diverse, applications from qualified minorities, women, veterans and persons with disabilities are highly encouraged.

Montana State University makes accommodation for any known disability that may interfere with an applicant’s ability to compete in the hiring process or an employee’s ability to perform the duties of the job. To request an accommodation, contact the Human Resources Office, PO Box 172520, Montana State University, Bozeman MT 59717-2520; 406-994-3651; .

In compliance with the Montana Veteran’s Employment Preference Act, MSU provides preference in employment to veterans, disabled veterans, and certain eligible relatives of veterans. To claim veteran’s preference please complete the veteran’s preference information located in the Demographics section of your profile.

MSU’s Non-Discrimination Policy and Discrimination Grievance Procedures can be located on the MSU Website: .

Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter
Optional Documents

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Please indicate your level of full-time (or part-time equivalent) progressively responsible administrative work experience with an emphasis on customer service and office administration, or an equivalent combination of relevant education and experience.
    • Six (6) months to one (1) year of experience
    • Two (2) to three (3) years of experience
    • More than three years of experience
  2. * Do you possess demonstrated skill in analyzing, interpreting, explaining and applying rules, policies and procedures. Please describe.

    (Open Ended Question)

  3. * Do you possess demonstrated competence performing data entry into and accessing information from a large database?

    (Open Ended Question)

  4. * Do you possess demonstrated skill using personal computers and a variety of software including word processing, spreadsheet, email, and database applications. Experience using Microsoft Office preferred? Please explain.

    (Open Ended Question)

  5. * Do you possess demonstrated skill organizing and prioritizing large volumes of work with a high degree of accuracy? Please describe.

    (Open Ended Question)

  6. * Do you possess demonstrated competence communicating information, procedures, and directions clearly and accurately, in person and by telephone to a large diverse audience, such as students, employees, and the public, and experience providing excellent customer service? Please describe.

    (Open Ended Question)

  7. * Do you possess experience working with customers that demonstrates experience with conflict resolution, problem solving, and using good judgment. Please describe.

    (Open Ended Question)

  8. Do you possess experience working in a higher education environment?
    • Yes
    • No
  9. Do you possess knowledge of the principles and purposes of a variety of financial aid programs? Please describe.

    (Open Ended Question)