Phase2 Technology
Financial Aid Counselor II - Office of Scholarships and Financial Aid
Phase2 Technology, Austin, Texas, us, 78716
Financial Aid Counselor II - Office of Scholarships and Financial Aid
Hiring Department:
Office of Scholarships and Financial Aid
Position Open To:
All Applicants
Weekly Scheduled Hours:
40
FLSA Status:
Exempt
Earliest Start Date:
Nov 12, 2025
Position Duration:
Expected to Continue Until Dec 31, 2026
Location:
UT MAIN CAMPUS
General Notes Our goal is to recruit and support staff and students with a wide range of backgrounds, ideas and viewpoints. This position is noted as fixed term due to its funding allocation. Continuation in successive years is possible beyond December 31, 2026 depending upon funding extension, workload, and job performance. This requisition includes three positions: P_1000092017, P_1000031924, and P_1000031922. Must be eligible to work in the United States on a full‑time basis for any employer.
Purpose The Financial Aid Counselor II position is responsible for ensuring compliance with federal, state, and university regulations throughout assigned processes. The FAC II possesses a level of knowledge that allows them to assist with setting procedures, monitoring various reports, and ensuring completion of projects as assigned by their direct supervisor and upper management.
Responsibilities
Run daily and weekly reports and automated processes required to remain Title IV compliant regarding state, federal, and institutional funds. Assist with financial aid processing, including monitoring output, verifying applicant eligibility, and resolving eligibility issues. Review and resolve financial aid files. Award state, university, and federal financial aid funds to students as needed. Work as a member of a designated team within the Office of Financial Aid, including specialized tasks as assigned.
Maintain and provide content support for specialized activities within assigned team. Monitor and resolve escalations from Texas One Stop, including any issue that is beyond a general understanding of financial aid. Maintain policies and procedures manual and aid the section supervisor as needed. Design, prepare, and maintain forms, reports, and files. Maintain important dates on the Operational Calendar as it relates to Title IV activities. Assist Team Manager and/or Assistant Director in completing timely tasks within specified deadlines. Assist with developing and updating written informational materials regarding the policies and procedures involved in applying for financial aid. Assist with developing and updating presentations for financial aid workshops.
Recalculate student eligibility based on corrections made by the student or the financial aid office. Communicate with aid applicants to clarify discrepant information, as needed. Resolve conflicting data as identified by the US Department of Education. Award aid to students not handled by automated packaging due to changes in eligibility.
Manage complex escalations within assigned team, including direct counseling of students and requesting of information by phone or email. Review information provided for conflict and completeness. Have a high level of understanding of the financial aid process and professionalism to accurately and understandably present and request information and documentation.
Interact with other University departments, state and federal agencies, and industry partners. Serve as liaison for department to other parts of the university; exchange information and coordinate activities, as needed. Provide training to staff on information required based on assigned team.
Attend professional development and training meetings. Assist students during orientation and registration as requested. Evaluate unsatisfactory academic progress appeals as needed. Assist supervisors as directed. Perform other related duties incidental to the work described for a Financial Aid Counselor.
Required Qualifications Bachelor's degree. Combination of at least two years’ experience in student financial aid, student personnel administration, student services, or related experience. Must be organized, detail-oriented, and customer-focused. Must have superior communication and time-management skills and a professional demeanor. Must be capable of multi-tasking in a high-stress environment. Should be willing to work evenings and weekends during peak processing periods. Must prioritize work assignments to complete work within required time periods. Must divest of any stock or ownership interest in student loan lender before start of employment. Shares in publicly traded mutual fund or similar investment vehicle are exempt. For more info, read the UT Austin Policy on Individual Conflicts of Interest. As a condition of hire and continued employment, must be in good standing on all federal student loans and must grant permission for the office to access NSLDS to verify such standing.
Relevant education and experience may be substituted as appropriate.
Preferred Qualifications Master's Degree. Extremely detail oriented. Excellent interpersonal skills. Ability to handle stressful situations with composure. Knowledge of and proficiency with software including MS Word and Excel. Ideal candidate will be able to set priorities and manage multiple projects. Knowledge of state and federal financial aid programs typically acquired from two or more years of experience working in the Office of Financial Aid or more than two years working in the financial aid industry. Ability to remain productive in a fast-paced, shared space environment with frequent interruptions. Ability to make presentations to individuals and groups of various sizes. Demonstrated public speaking skills.
Salary Range $48,000 + depending on qualifications
Working Conditions
May work around standard office conditions
Repetitive use of a keyboard at a workstation
Required Materials
Resume/CV
3 work references with their contact information; at least one reference should be from a supervisor
Letter of interest
Employment Eligibility Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University‑Wide or Open Recruiting, to include both promotional opportunities and lateral transfers. Staff who are promotion/transfer eligible may apply for positions without supervisor approval.
Retirement Plan Eligibility The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length.
Background Checks A criminal history background check will be required for finalist(s) under consideration for this position.
Equal Opportunity Employer The University of Texas at Austin, as an equal opportunity/affirmative action employer, complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. The University is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, or veteran status in employment, educational programs and activities, and admissions.
Pay Transparency The University of Texas at Austin will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Employment Eligibility Verification If hired, you will be required to complete the federal Employment Eligibility Verification I‑9 form. You will be required to present acceptable and original documents to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment. Failure to do so will result in loss of employment at the university.
E‑Verify The University of Texas at Austin use E‑Verify to check the work authorization of all new hires effective May 2015. The university's company ID number for purposes of E‑Verify is 854197. For more information about E‑Verify, please see the following:
E‑Verify Poster (English and Spanish) [PDF]
Right to Work Poster (English) [PDF]
Right to Work Poster (Spanish) [PDF]
Compliance Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. Responsible employees under Title IX are defined and outlined in HOP‑3031.
Clery Act Reporting The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may access the most recent report here or obtain a copy at University Compliance Services, 1616 Guadalupe Street, UTA 2.206, Austin, Texas 78701.
#J-18808-Ljbffr
Office of Scholarships and Financial Aid
Position Open To:
All Applicants
Weekly Scheduled Hours:
40
FLSA Status:
Exempt
Earliest Start Date:
Nov 12, 2025
Position Duration:
Expected to Continue Until Dec 31, 2026
Location:
UT MAIN CAMPUS
General Notes Our goal is to recruit and support staff and students with a wide range of backgrounds, ideas and viewpoints. This position is noted as fixed term due to its funding allocation. Continuation in successive years is possible beyond December 31, 2026 depending upon funding extension, workload, and job performance. This requisition includes three positions: P_1000092017, P_1000031924, and P_1000031922. Must be eligible to work in the United States on a full‑time basis for any employer.
Purpose The Financial Aid Counselor II position is responsible for ensuring compliance with federal, state, and university regulations throughout assigned processes. The FAC II possesses a level of knowledge that allows them to assist with setting procedures, monitoring various reports, and ensuring completion of projects as assigned by their direct supervisor and upper management.
Responsibilities
Run daily and weekly reports and automated processes required to remain Title IV compliant regarding state, federal, and institutional funds. Assist with financial aid processing, including monitoring output, verifying applicant eligibility, and resolving eligibility issues. Review and resolve financial aid files. Award state, university, and federal financial aid funds to students as needed. Work as a member of a designated team within the Office of Financial Aid, including specialized tasks as assigned.
Maintain and provide content support for specialized activities within assigned team. Monitor and resolve escalations from Texas One Stop, including any issue that is beyond a general understanding of financial aid. Maintain policies and procedures manual and aid the section supervisor as needed. Design, prepare, and maintain forms, reports, and files. Maintain important dates on the Operational Calendar as it relates to Title IV activities. Assist Team Manager and/or Assistant Director in completing timely tasks within specified deadlines. Assist with developing and updating written informational materials regarding the policies and procedures involved in applying for financial aid. Assist with developing and updating presentations for financial aid workshops.
Recalculate student eligibility based on corrections made by the student or the financial aid office. Communicate with aid applicants to clarify discrepant information, as needed. Resolve conflicting data as identified by the US Department of Education. Award aid to students not handled by automated packaging due to changes in eligibility.
Manage complex escalations within assigned team, including direct counseling of students and requesting of information by phone or email. Review information provided for conflict and completeness. Have a high level of understanding of the financial aid process and professionalism to accurately and understandably present and request information and documentation.
Interact with other University departments, state and federal agencies, and industry partners. Serve as liaison for department to other parts of the university; exchange information and coordinate activities, as needed. Provide training to staff on information required based on assigned team.
Attend professional development and training meetings. Assist students during orientation and registration as requested. Evaluate unsatisfactory academic progress appeals as needed. Assist supervisors as directed. Perform other related duties incidental to the work described for a Financial Aid Counselor.
Required Qualifications Bachelor's degree. Combination of at least two years’ experience in student financial aid, student personnel administration, student services, or related experience. Must be organized, detail-oriented, and customer-focused. Must have superior communication and time-management skills and a professional demeanor. Must be capable of multi-tasking in a high-stress environment. Should be willing to work evenings and weekends during peak processing periods. Must prioritize work assignments to complete work within required time periods. Must divest of any stock or ownership interest in student loan lender before start of employment. Shares in publicly traded mutual fund or similar investment vehicle are exempt. For more info, read the UT Austin Policy on Individual Conflicts of Interest. As a condition of hire and continued employment, must be in good standing on all federal student loans and must grant permission for the office to access NSLDS to verify such standing.
Relevant education and experience may be substituted as appropriate.
Preferred Qualifications Master's Degree. Extremely detail oriented. Excellent interpersonal skills. Ability to handle stressful situations with composure. Knowledge of and proficiency with software including MS Word and Excel. Ideal candidate will be able to set priorities and manage multiple projects. Knowledge of state and federal financial aid programs typically acquired from two or more years of experience working in the Office of Financial Aid or more than two years working in the financial aid industry. Ability to remain productive in a fast-paced, shared space environment with frequent interruptions. Ability to make presentations to individuals and groups of various sizes. Demonstrated public speaking skills.
Salary Range $48,000 + depending on qualifications
Working Conditions
May work around standard office conditions
Repetitive use of a keyboard at a workstation
Required Materials
Resume/CV
3 work references with their contact information; at least one reference should be from a supervisor
Letter of interest
Employment Eligibility Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University‑Wide or Open Recruiting, to include both promotional opportunities and lateral transfers. Staff who are promotion/transfer eligible may apply for positions without supervisor approval.
Retirement Plan Eligibility The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length.
Background Checks A criminal history background check will be required for finalist(s) under consideration for this position.
Equal Opportunity Employer The University of Texas at Austin, as an equal opportunity/affirmative action employer, complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. The University is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, or veteran status in employment, educational programs and activities, and admissions.
Pay Transparency The University of Texas at Austin will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Employment Eligibility Verification If hired, you will be required to complete the federal Employment Eligibility Verification I‑9 form. You will be required to present acceptable and original documents to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment. Failure to do so will result in loss of employment at the university.
E‑Verify The University of Texas at Austin use E‑Verify to check the work authorization of all new hires effective May 2015. The university's company ID number for purposes of E‑Verify is 854197. For more information about E‑Verify, please see the following:
E‑Verify Poster (English and Spanish) [PDF]
Right to Work Poster (English) [PDF]
Right to Work Poster (Spanish) [PDF]
Compliance Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. Responsible employees under Title IX are defined and outlined in HOP‑3031.
Clery Act Reporting The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may access the most recent report here or obtain a copy at University Compliance Services, 1616 Guadalupe Street, UTA 2.206, Austin, Texas 78701.
#J-18808-Ljbffr