UNM Logo

Position Classification Description

Position Class Code / Title: G0034 / Financial Aid Advisor
Recruitment Tier: Tier 1
FLSA: Non-Exempt
Grade: 08

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.


Within a centralized financial aid structure, advises students and parents regarding the financial aid process and provides information on available programs, procedures and eligibility. Evaluates students' financial aid requests and makes award adjustments and recalculations on less complex financial aid issues. Evaluates student academic progress relative to UNM's policy; reviews and adjudicates academic progress appeals. Oversees activities of lower graded staff and student personnel. Implements and coordinates specific individual programs and assignments requiring special knowledge in accordance with the overall objectives of the department.

Duties and Responsibilities

  1. Provides advice and counsel about available financial aid opportunities, eligibility requirements and the application process to students and parents; analyzes and evaluates financial aid eligibility for students.
  2. Exercises professional judgment to determine if adjustments should be made; makes award adjustments and recalculations on less complex cases, as appropriate.
  3. Presides over the collection, management and reporting of data in accordance with the objectives of the position; participates in the development and implementation of departmental procedures, as appropriate.
  4. Conducts student orientations, entrance and exit interviews in accordance with federal, university and agency guidelines.
  5. Reviews loan related financial documents for accuracy and provides signature approval/disapproval.
  6. Responds to inquiries by researching and resolving problems related to transactions handled by the department; serves as liaison with other UNM departments in the resolution of day-to-day administrative or operational issues; provides crisis intervention referrals, as appropriate.
  7. Coordinates one or more specific administrative programs or service areas, as assigned.
  8. Participates in the review and adjudication of appeals for scholarships and academic progress.
  9. May oversee activities of Financial Aid Assistants and/or student support.
  10. Serves as Campus Security Authority as outlined by the Clery Act.
  11. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • High school diploma or GED; at least 3 years 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.
  • Skill in the use of personal computers and related software applications.
  • Ability to communicate effectively, both orally and in writing.
  • Knowledge of customer service standards and procedures.
  • Ability to analyze and solve problems.
  • Ability to present educational programs, workshops and/or orientations.
  • Interviewing skills.
  • Ability to make evaluative judgments.
  • Knowledge of federal and state laws, regulations, and policies pertaining to the provision of student financial aid.
  • Knowledge of financial aid policies, procedures, and eligibility requirements.
  • Ability to lead and functionally supervise staff.

Distinguishing Characteristics

    Position requires: a) Making determinations regarding adjustments and recalculations on less complex financial aid awards; b) providing advice to students regarding financial aid opportunities, eligibility, and application process; c) reviewing loan related documents for accuracy; and d) participating in committee readings for scholarship and academic progress.

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