POSITION SUMMARY 

The Financial Aid Advisor, reporting to the Director of Student Financial Services, plays a critical role in supporting prospective and current undergraduate, graduate, and doctoral students at TKU with various financial aid processes. This position involves reviewing financial aid applications and student/parent documents to determine eligibility in accordance with federal and institutional policies. 

RESPONSIBILITIES 

The essential functions, pursuant to the Americans with Disabilities Act, may include the characteristic duties and responsibilities noted herein, however, this list represents examples only, and is not a comprehensive listing of all functions and tasks performed by positions found in this job description.   

Position Specific Responsibilities 

• Analyze financial aid applications and confidential financial data to assess eligibility for assistance from institutional, federal, and state programs. 

• Process student loans, including monitoring aspects such as Master Promissory Notes (MPN), loan counseling, and annual limits. 

• Ensure students continue to meet SAP standards by reviewing their academic performance and communicating with students about their eligibility. 

• Provide timely, professional advice to prospective students and families regarding costs, financial aid policies, procedures, and available funding options. 

• Ensure compliance with federal, state, and institutional regulations by staying informed about current legislation and implementing necessary changes. 

• Communicate effectively with borrowers and maintain supportive interactions with students. 

• Collaborate with team members to manage workload and ensure quality service. 

• Maintain accurate records as required by governing entities (e.g., DOE, TRACS, ABHE) and ensure all reports and documents are filed correctly. 

• Perform other related duties as assigned. 

University-Wide Responsibilities 

• Model core organizational beliefs and values; communicate openly and effectively within and across departments. Establish and maintain professional communication and ensure that all interactions are supportive, courteous, and respectful (TKU Social Covenant).  

• Utilize effective communication skills to present information accurately and clearly both internally and publicly.   

• Participate in professional development activities that are aligned with University, departmental and individual goals.  

• Maintain accurate and complete records as required by governing entities (DOE, TRACS, ABHE, etc.); file all physical and computerized reports, records, and other documents required.  

• Attend and participate in staff meetings and serve on committees as required.  

• Comply with all policies, operating procedures, legal requirements, and verbal and written directives.  

• Perform other related duties as assigned. 

QUALIFICATIONS 

• High school diploma, required. 

• Bachelor’s degree, preferred. 

Experience  

• Accounting experience, required.  

• Minimum of one year experience in financial aid, preferred.  

Competencies:  

• Strong customer service skills, advocating positively for students and parents. 

• Excellent oral and written communication skills, including public speaking (preferred but not required). 

• Strong organizational, analytical, and time management skills. 

• Ability to work independently and collaboratively within a team. 

• Intermediate proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). 

Other Requirements 

• Criminal Background Verification 

MENTAL/PHYSICAL/ENVIRONMENTAL DEMANDS 

• Maintain emotional control under stress with ability to work in high-intensity, fast-paced and flexible environment. 

• Daily listening, speaking and written communication with people. 

• Lift up to 15 lbs