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Position Classification Description

Position Class Code / Title: B4005 / Br/Div Financial Aid Advisor
Recruitment Tier: Tier 1
FLSA: Non-Exempt
Grade: 09

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.


Evaluates, assesses, and coordinates provision of financial aid to students of a geographically remote and separately administered branch or divisional component of the University. Advises students and parents regarding the financial aid process, and provides information on available programs, procedures, and eligibility requirements. Evaluates student academic progress; reviews and rules on academic progress appeals. Participates in systems/procedures planning and management, as appropriate. Oversees and coordinates the activities of lower level staff and/or student support personnel, and serves as primary point of financial aid advisement and coordination for the unit.

Duties and Responsibilities

  1. Analyzes and evaluates financial viability of students and families, and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process.
  2. Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made.
  3. Conducts orientations, and entrance and exit interviews, in accordance with university, state, federal, and other agency guidelines.
  4. Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents.
  5. Responds to inquiries and researches and resolves problems related to transactions handled by the unit; serves as liaison with other constituencies in the resolution of day-to-day administrative and operational issues.
  6. Serves as liaison with state, federal, tribal, and other agencies; keeps abreast of student assistance opportunities and program regulations.
  7. Oversees the collection, management, and reporting of data in accordance with the objectives of the position; participates in the development and implementation of data management systems and procedures, as appropriate.
  8. Trains and serves as an operational resource to other staff and/or students, as appropriate; may supervise student employees or lower-level staff.
  9. Conducts workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues.
  10. Participates in committee readings for scholarship selection and academic progress appeals.
  11. Provides academic advisement and crisis intervention referrals; arranges for tutorial support, as necessary.
  12. Serves as Campus Security Authority as outlined by the Clery Act.
  13. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 1 year of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Ability to communicate effectively, both orally and in writing.
  • Skill in the use of personal computers and related software applications.
  • Ability to analyze and solve problems.
  • Ability to verify and assess student eligibility for financial aid.
  • Interviewing skills.
  • Ability to make evaluative judgments.
  • Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments.
  • Ability to investigate and analyze information and draw conclusions.
  • Knowledge of financial aid policies, procedures, and eligibility requirements.
  • Knowledge of federal and state laws, regulations, and policies concerning the provision of financial aid to students.
  • Knowledge of data management systems and processes.
  • Ability to develop and present educational programs and/or workshops.
  • Knowledge of the policies and eligibility requirements of a range of federal, state, and agency scholarship programs for tertiary students.

Distinguishing Characteristics

    Position requires: a) reviewing and evaluating eligibility, and awarding financial aid to students in accordance with policies, regulations, and guidelines; b) providing definitive advice to students and families regarding financial aid options, programs, procedures, and requirements; c) reviewing and approving loan applications, promissory notes, and other financial documents; d) financial aid data collection and management, and participation in development and implementation of data management systems/procedures; e) supervision of technical support staff and/or students; f) coordination of all financial aid advisement activities and services for the branch campus.

Conditions of Employment

  • This position is represented by a labor union and is subject to the terms and conditions of the USUNM Collective Bargaining Agreement.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017