Financial Aid Technical Operations Specialist

  • Colgate University
  • Hamilton, NY 13346, USA
  • Oct 18, 2019
Full time Business/Financial Affairs/Financial Aid

Job Description


Colgate University

Financial Aid Technical Operations Specialist

Requisition Number: 2019S117P
Full Time/Part Time: Full Time
Division: Admission and Financial Aid
Department: Financial Aid

Department Statement:
The Financial Aid Technical Operations Specialist role focuses on executing technical processes which support the administration of financial aid award and disbursements. The position also assists the department in meeting regulatory compliance and operational efficiency by serving as the primary technical contact between the Financial Aid Office and ITS. This role requires a blend of student financial aid functional knowledge, technical proficiency, and data analysis skills.

Responsible for providing support in the general operation of the Financial Aid Office.

Responsible for maintaining a high degree of confidentiality, judgment, and discretion in assisting students and parents in understanding the financial aid process.

Accountable for the execution of all administrative procedures and processes central to the department, which may include written and oral communication with internal and external constituent populations, greeting visitors and managing phone calls.

Responds to administrative inquiries about the department and when appropriate, refers to other Colgate resources.

Manage calendars, contacts and email correspondence related to the Financial Aid Technical Operations Specialist role and for departmental staff.

Maintain administrative data sets, edit and format documents, and produce standard reports with accuracy.

Responsible for accurate and timely data entry. Ability to respond to supervisor feedback.

Accountable for first level, basic support and issue resolution of financial aid issues.

Maintains compliance with all relevant university and governmental payroll regulations.

Accountable for familiarity with and compliance with NCAA recruiting rules.

Preferred and Required Qualifications

Professional Experience/Qualifications
• One year of administrative experience is required or a combination of education and experience with comparable skills.
• Excellent written communication, proofreading, grammar, and spelling skills are required.
• Proficiency in computer applications including MS Office and Google docs, is required.
• Must be capable of working collegially and effectively with a diverse group of visitors, students, parents, and staff daily.
• Excellent customer service and verbal communication skills are critical to assist, guide effectively, and counsel students on financial aid processes and program requirements.
• Strong analytical, conceptual, and problem-solving skills. Excellent organizational skills. Demonstrated ability to manage projects with independence, respond to a high volume of requests, and meet deadlines.

Preferred Qualifications
• The ideal candidate will have prior work experience in a university setting.
• Prior experience in a financial aid office is preferred.
• Basic accounting skills are preferred.
• MS Query and Banner experience is highly desirable.
• Previous experience with customers on regulations and policy.
• Knowledge and demonstrated experience working with data systems.
• Experience with federal student aid processing systems is preferred.

Associates Degree preferred. Highs School or equivalent required.


Physical Requirements

Other Information

Work Schedule:
Weekdays 8:00 - 4:30

Job Open Date:

Job Close Date:

Open Until Filled

Special Instructions Summary

Application Details

EEO Statement
It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.

Clery Act
The Campus Safety Department will provide upon request a copy of Colgate’s Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. To obtain a copy, contact the Campus Safety Compliance Manager via e-mail at You may also access the report from the Campus Safety web page at:

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