FINANCIAL AID SPECIALIST RESUME EXAMPLE

Published: Mar 24, 2025 - The Financial Aid Specialist distributes aid forms and helps students complete them. Maintains secure student records and coordinates with campus and government offices. Provides guidance on eligibility and ensures compliance with regulations.

Tips for Financial Aid Specialist Skills and Responsibilities on a Resume

1. Financial Aid Specialist, Central University Services, Orlando, FL

Job Summary: 

  • Conducts presentations and training for staff regarding the verification process and federal grants.
  • Keeps abreast of new IRS tax laws and Department of Education Title IV financial aid regulations, especially relating to Federal Grants and verification regulations.
  • Participates in ESS and university-sanctioned meetings, committees, and events, including Open House and information sessions.
  • Collaborates with ESS staff and other departments
  • Assists with the Return of Title IV Fund Calculation
  • Serves as a member of the Satisfactory Academic Progress (SAP) appeals committee and is back-up for the review of students' SAP.
  • Supervises student employees.
  • Prepare reports as requested by the financial aid senior management.
  • Participate in professional student financial assistance associations


Skills on Resume: 

  • Presentation Skills (Soft Skills)
  • Regulatory Knowledge (Hard Skills)
  • Event Participation (Soft Skills)
  • Cross-Department Collaboration (Soft Skills)
  • Fund Calculation (Hard Skills)
  • SAP Evaluation (Hard Skills)
  • Staff Supervision (Soft Skills)
  • Report Preparation (Hard Skills)

2. Financial Aid Specialist, Valley Education Center, Phoenix, AZ

Job Summary: 

  • Performs the federal verification process for Title IV financial aid eligibility
  • Collecting income tax and other necessary documents and counseling financial aid applicants (and parents and spouses, if applicable) 
  • Ensure compliance with Federal Title IV Financial Aid regulations.
  • Runs and coordinates the daily distribution of verification reports and works with the discrepancy reports ensuring issues are resolved in an accurate and timely manner.
  • Codes the verification results on the students' Banner records and changes data on Banner to be uploaded to the Department of Education.
  • Assists the Assistant Director in the administration and awarding of the Federal Financial Aid Grant programs.
  • Responds to inquiries from prospective and current students, parents, and spouses regarding verification and federal Title IV financial aid grants 
  • Sends verification and follow-up notices to students selected for verification and to resolve conflicting information.


Skills on Resume: 

  • Verification Processing (Hard Skills)
  • Document Collection (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Report Coordination (Hard Skills)
  • Data Entry (Hard Skills)
  • Financial Aid Administration (Hard Skills)
  • Customer Communication (Soft Skills)
  • Conflict Resolution (Soft Skills)

3. Financial Aid Specialist, Mountain View College, Denver, CO

Job Summary: 

  • Ensure proper flow of data within the campus information system and offer suggestions for improvement 
  • Record and publish financial literacy data to the financial aid staff.
  • Record and communicate loan information to the appropriate staff in financial aid and the business office.
  • Provide supervisor with appropriate updates regarding issues, concerns, progress, and obstacles related to the achievement of goals.
  • Communicate effectively with faculty, staff and students
  • Maintain current knowledge of federal regulations to ensure compliance.
  • Ensure privacy of data and appropriate storage and disposal.
  • Maintain up-to-date manual of procedures.
  • Attend state association conferences as available.
  • Serve as the Certifying Official for Veterans’ Benefits.
  • Serve as advisor to the Veterans to Chiropractic Club.


Skills on Resume: 

  • Data Management (Hard Skills)
  • Information Reporting (Hard Skills)
  • Internal Communication (Soft Skills)
  • Progress Reporting (Soft Skills)
  • Regulatory Knowledge (Hard Skills)
  • Data Privacy (Hard Skills)
  • Procedure Documentation (Hard Skills)
  • Student Advising (Soft Skills)

4. Financial Aid Specialist, Eastern Education Institute, Charlotte, NC

Job Summary: 

  • Use Microsoft Office and other applications to maintain, track, analyze, present, and report data.
  • Operate a variety of office equipment including personal computer, photocopier, fax, scanner, and printer.
  • Efficiently use campus information system and Department of Education software to process federal funds.
  • Maintain collaborative working relationships with campus constituencies.
  • Provide timely and accurate responses to student inquiries and requests.
  • Assist students and prospective students during campus events.
  • Establish and maintain a positive and professional image of the department and the University.
  • Communicate politely and pleasantly at all times.
  • Analyze and resolve federal loan exceptions in the campus information system.
  • Record and maintain federal work-study timesheets and contracts in a manner that ensures efficiency.
  • Analyze and resolve exceptions with the cohort default rate data.


Skills on Resume: 

  • Microsoft Office (Hard Skills)
  • Office Equipment Operation (Hard Skills)
  • Education Software Usage (Hard Skills)
  • Relationship Building (Soft Skills)
  • Customer Service (Soft Skills)
  • Event Support (Soft Skills)
  • Professionalism (Soft Skills)
  • Data Analysis (Hard Skills)

5. Financial Aid Specialist, Coastal Academic Solutions, Miami, FL

Job Summary: 

  • Ensure that financial aid has been awarded and appropriately disbursed or credited based on the student's status. 
  • Review each student aid recipient’s academic performance and determine whether academic progress is being achieved. 
  • Recalculate or adjust awards and monitor the satisfactory progress of student aid recipients.
  • Verify/validate the accuracy of the financial and family information submitted by students.
  • Assess the need, determine, authorize, and monitor the eligibility of students and award aid according to federal and state rules and institutional policies and procedures. 
  • Recalculate or adjust awards
  • Determine eligibility for federal, state, college, and other aid programs in accordance with all applicable laws, regulations, policies, guidelines, and other governing criteria. 
  • Work with outside agencies 
  • Processes DVR training grants and serves as the main financial aid DVR contact person.
  • Serve as backup to the other Financial Aid Specialists. 
  • Train staff and work-study students in the proper application of regulations, policies, and procedures.


Skills on Resume: 

  • Financial Management (Hard Skills)
  • Academic Assessment (Hard Skills)
  • Award Adjustment (Hard Skills)
  • Data Verification (Hard Skills)
  • Eligibility Assessment (Hard Skills)
  • Regulatory Compliance (Hard Skills)
  • Interagency Coordination (Soft Skills)
  • Training Development (Soft Skills)

6. Financial Aid Specialist, River Town College, Little Rock, AR

Job Summary: 

  • Coordinate the Direct Lending student loan program. 
  • Advise students about loans, default prevention management, loan certification, and reconciliation of loans disbursed to date. 
  • Create and maintain educational materials regarding student loans.
  • Manage and facilitate entrance and exit counseling with students which includes an emphasis on financial literacy and debt management. 
  • Update borrowers on the status of risk of default.
  • Research federal and state regulations and District policy for procedural changes. 
  • Ensure compliance with applicable loans and regulations by monitoring an up-to-date library and by implementing the rules 
  • Advise prospective and enrolled students and parents concerning loans according to state and federal regulations. 
  • Advise students regarding resolution of complex individual financial aid problems.
  • Analyze and evaluate information and make financial aid decisions based on information reported on student applications. 
  • Interpret federal income tax returns as they apply to student eligibility. 
  • Resolve conflicts between application for aid and supporting documentation.


Skills on Resume: 

  • Loan Coordination (Hard Skills)
  • Financial Advising (Soft Skills)
  • Material Development (Hard Skills)
  • Financial Literacy Training (Soft Skills)
  • Regulatory Research (Hard Skills)
  • Compliance Monitoring (Hard Skills)
  • Problem Resolution (Soft Skills)
  • Data Analysis (Hard Skills)

7. Financial Aid Specialist, Northern University Services, Minneapolis, MN

Job Summary: 

  • Evaluate student aid recipients for continued eligibility, and revises or cancel aid
  • Participates in the work of Financial Aid Technicians such as guiding and advising students, prospective students and parents concerning financial aid programs, processes and regulations and explaining complex policies and procedures. 
  • Uses the BANNER System on a daily basis to track documents, revise awards, update student information and generate reports
  • Researches, assembles, and summarizes a variety of information and statistical data, assists the Financial Aid Director in the compilation of various reports
  • Coordinates financial aid services with other Student Service Departments to obtain and relay information related to specific student needs and financial status
  • Participates in professional development activities and attends training workshops
  • Coordinates the processing and awarding of FRC Foundation, Institutional, and various private student scholarships
  • Prepares warrant cancellation requests, initiates and monitors financial aid holds
  • Coordinates special events that relate to financial aid services
  • Provides back-up assistance to other departments 
  • Communicate with students and parents in person, over phone and via email regarding all aspects of the financial aid process and eligibility requirements. 
  • Informs students and parents of financial aid availability, options, and regulations, and assists students with financial aid application and other online documents.
  • Reviews financial aid paperwork to ensure accuracy and completion and reviews files for federal verification.


Skills on Resume: 

  • Eligibility Assessment (Hard Skills)
  • Advisory Skills (Soft Skills)
  • System Proficiency (Hard Skills)
  • Data Analysis (Hard Skills)
  • Interdepartmental Coordination (Soft Skills)
  • Professional Development (Soft Skills)
  • Scholarship Coordination (Hard Skills)
  • Event Coordination (Soft Skills)

8. Financial Aid Specialist, Summit Educational Group, Reno, NV

Job Summary: 

  • Provides lead responsibility for the Financial Aid front line, including lead direction to Financial Aid Technicians and financial aid office student staff, including assigning, reviewing and correcting work, and providing training and direction
  • Provides lead responsibility for Financial Aid electronic data exchanges with the federal government and daily operations of the Banner Financial Aid module, including troubleshooting
  • Resolves the more difficult and complex financial aid questions and problems
  • Provides in-depth financial aid counseling and advising to families and students, which include attempting to resolve problematic circumstances
  • Maintains financial aid website and self-service pages
  • Review external regulations and requirements affecting financial aid, and draft appropriate forms, procedures and policies to ensure compliance
  • Establishes procedures for and coordinates electronic processing, reporting, and submissions with State and Federal financial aid organizations and systems
  • Maintains overall financial records and reconciliations for financial aid
  • Authorizes financial aid disbursements including emergency loans, appeals, waivers, etc.
  • Provides services and educates students and prospective students regarding Veteran’s Benefits
  • Maintains file/record system for assigned area, and processes daily paperwork, which includes the scanning and tracking of student information.
  • Assists with Financial Aid Presentations.
  • Preforms routine office tasks such as typing correspondence, filing, faxing, telephoning, photocopying and document imaging/tracking.


Skills on Resume: 

  • Leadership (Soft Skills)
  • Technical Proficiency (Hard Skills)
  • Problem Resolution (Soft Skills)
  • Counseling (Soft Skills)
  • Web Maintenance (Hard Skills)
  • Regulatory Knowledge (Hard Skills)
  • Process Coordination (Hard Skills)
  • Record Keeping (Hard Skills)

9. Financial Aid Specialist, Gateway Learning Corporation, Memphis, TN

Job Summary: 

  • Distribute financial aid forms and other materials
  • Assist students in completing financial aid forms
  • Provide information and answer questions regarding eligibility for financial aid
  • Maintain current and complete student financial aid files in a secure and confidential manner
  • Communicate with the financial aid office at the Athens Campus in order to coordinate services
  • Communicate as needed with local referral agencies and state and federal government offices to coordinate services
  • Maintain a thorough knowledge of financial aid regulations and applicable federal and state laws and operate in compliance with them
  • Greet current and prospective students to provide appropriate information and assistance on the financial aid process
  • Educate and advise students, parents, and others about the types of financial assistance available
  • Generate and disseminate letters indicating that the financial aid file is incomplete or that financial aid is being awarded
  • Assist in working through the HOPE error report and correcting it
  • Provides the best possible experience for future students when assisting them with the company 
  • Support includes the entire process from how to apply for a PIN to how to sign the company and every step in between.
  • Understands the regulations related to the company and ensures strict adherence to all regulations on each student interaction.
  • Respond to student inquiries outside of the company process and work collaboratively with all departments involved in the student’s experience to answer questions and provide direction to students.
  • Supports the organizational goal of improving the company completion within a timely manner.


Skills on Resume: 

  • Regulatory Compliance (Hard Skills)
  • Data Security (Hard Skills)
  • Document Management (Hard Skills)
  • Communication (Soft Skills)
  • Problem Solving (Soft Skills)
  • Multitasking (Soft Skills)
  • Customer Service (Soft Skills)
  • Coordination (Soft Skills)