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Financial Aid Officer

Apply now Job no: 498796
Work type: Full-time
Location: Oshkosh and Fox Cities Campuses
Categories: Non-Instructional Academic Staff

Official Title: Financial Aid Officer
Business Title: Financial Aid Officer
Employment Class: Non-Instructional Academic Staff
FTE: 1.0
Compensation: $38,277-$43,000
FLSA Status: Exempt
Terms of Employment: Annual
Position Summary:

Financial Aid Officer positions work with students, parents, staff, and the community to provide quality customer service to all who seek the services of the Financial Aid Office.  Financial aid positions require strong communicators who are team players willing and able to keep informed of the changes in Federal Student Aid and Wisconsin state aid regulations.  This position will carry out responsibilities while at the UW Oshkosh and UW Fox Cities campuses and occasionally at special events at other locations as needed.  The individual in this position will provide financial aid counseling to support the financial needs for students at each of these campuses, as part of the recruitment and retention process. This individual evaluates and verifies financial aid applications, assists with reporting to facilitate the awarding of financial aid to qualifying students, triages financial aid processes, and awards financial aid.


Audits financial aid applications for awarding financial aid to qualifying students according to established policies and in compliance with federal and state regulations

Awards financial aid to qualifying students

Triages processes or applications if issues arise

Assists in collecting, preparing, and analyzing financial aid data for stakeholders

Serves as a point of contact to third party stakeholders about financial aid information and processes

May hire, train, and supervise student employees



Responsible for counseling and communicating with students and families regarding financial aid eligibility and disbursement via telephone, email, and in person.  Involvement with calling campaigns to work with students to complete any verification requirements leading to packaging financial aid for students.  Responsible for walk-in traffic and office coverage.  Monitor federal and state regulations in order to meet compliance when processing aid. Work with students who are experiencing special circumstances and utilizing professional judgment in issues of financial dependency. Maintain accurate and complete documentation for students assigned for verification and processing within a specific alpha range.  Daily processing of student application paperwork in order to meet federal and state guidelines associated with all types of assistance.


This position will manage programs to serve the needs of the Financial Aid Office. This will involve collaborating with the Financial Aid team, other departments, and staff on each campus. Also, this position will be responsible for working with UW Fox Cities students and staff; working at both UW Oshkosh and UW Fox Cities campuses, and occasionally at special events at other locations as needed.


Utilize the web, print, and other resources to remain current with federal eligibility issues, compliance, and processing.  Present on various financial aid topics to groups of various sizes on and off campus.  Counsel students on aid eligibility issues including R2T4, Satisfactory Academic Progress, and alternate financing options.


Other duties associated with the Financial Aid Office may be assigned to this position based on the needs of the unit.  These will be determined by the Director of Financial Aid in collaboration with the Associate Director.



  1. A Bachelor's degree.
  2. Demonstrates recognition of the value of individual and cultural difference; creates and supports a work environment where talents and abilities are valued.
  3. Experience working with diverse populations.
  4. Strong documented skills in the following areas:  customer service, written and oral communication, presentation skills, collaboration and teamwork, leadership, attention to detail.
  5. Knowledge of financial aid policies, regulations, and procedures and work experience within a university organizational structure.
  6. Intermediate to high proficiency with MSWord, Excel, and other technology.
  7. Possess and exercise good communication skills-e.g., presentation, verbal, writing, relationship building, negotiating, listening.
  8. Ability to analyze and problem solve.
  9. Manage multiple tasks and effectively organize work to meet tight deadlines.
  1. A Master's Degree.
  2. Proficiency with the PeopleSoft Student Information System, especially the functions of Financial Aid, Enrollment, Student Financials, and Build Community.
  3. One to three years of experience working in student financial aid.
To Apply:

Applicants must submit the following documents using the online application:

  1. Cover Letter
  2. Resume
  3. Contact Information for Three References
  4. Copy of Unofficial Transcripts

For questions regarding your application and additional options to apply, contact Human Resources at or 920-424-1166.

Application Deadline:

TO ENSURE CONSIDERATION: Applications received by November 12, 2021 are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. Application materials will be evaluated and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration.

If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources.

Legal Notices:

AA/EO Statement
The University of Wisconsin Oshkosh (UWO) is an equal opportunity and affirmative action employer committed to assembling a diverse, broadly trained faculty and staff. We strongly encourage women, minorities, people with disabilities and veterans to apply. UWO, in compliance with applicable laws and in furtherance of its commitment to fostering an environment that welcomes and embraces diversity, does not discriminate on the basis of race, color, national origin, religion, sex, sexual orientation, gender identity/expression, disability, or protected veteran status.

DEI Statement
Diversity drives innovation, creativity, and progress. At the University of Wisconsin Oshkosh, the culture, identities, life experiences, unique abilities, and talents of every individual contribute to the foundation of our success. Creating and maintaining an inclusive and equitable environment is of paramount importance to us. This pursuit prepares all of us to be global citizens who will contribute to the betterment of the world. We are committed to a university culture that provides everyone with the opportunity to thrive.

Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact or 920-424-1166. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.

Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.

CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.

Work Authorization
The University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term.

Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see, or call UWO Police Department, at (920) 424-1212 for a paper copy.


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Equal Opportunity and Affirmative Action Employer

All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.

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Reasonable Accommodations

The University of Wisconsin Oshkosh is committed to the full inclusion of all qualified individuals. As part of this commitment, UW Oshkosh will ensure that persons with disabilities are provided reasonable accommodations. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Office of Human Resources, Equal Opportunity, Equity & Affirmative Action, (920) 424-1166 or