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Job Information

Montana State University Financial Aid Specialist I in Bozeman, Montana

Position Details

Position Information

Announcement Number STAFF - VA - 20241

For questions regarding this position, please contact:

Ryan Christensen (406) 994-2845

Classification Title Financial Aid Spec I

Working Title Financial Aid Specialist I

Brief Position Overview

The Office of Financial Aid Services (OFAS) evaluates and determines the eligibility of students to receive all forms of financial assistance, including waivers and scholarships, loans, grants, and work-study employment to any student attending MSU Bozeman.

Position Number 4M0188 & 4M1384

Department Financial Aid Services

Division Division of Student Success

Appointment Type Classified

Contract Term Fiscal Year


If other, specify From date

If other, specify End date

FLSA Non-Exempt

Union Affiliation FOCUS-MFPE

FTE 1.0

Benefits Eligible Eligible

Salary $14.44 to $16.31 hourly, commensurate with experience, education, and qualifications. Rate of pay will be determined by the staff compensation plan. For questions, contact

Contract Type Classified Salary

If other, please specify

Recruitment Type Open

Position Details

General Statement

The Office of Financial Aid Services is looking for: Financial Aid Specialist I

MSU Financial Aid is looking for motivated, customer service-oriented team-players who are interested in a great opportunity to support and assist students through the various financial aid processes. Previous financial aid experience beneficial, but not required. This is a great opportunity for anyone looking to work with students, higher education, and learn about financial aid. Our career advancement opportunities help financial aid advisors gain skills, knowledge, and grow in their position through their OFAS training and professional development program. Financial Aid Specialist I are vital in helping students towards completing their degree program through comprehensive advising regarding a variety of available financial programs.

Excellent health care benefits, retirement plan, and half-time resident tuition waiver benefit. Position works Monday through Friday, 8 am to 5 pm, with the occasional opportunity for overtime dependent on office needs.

Duties and Responsibilities

Under the general supervision of the Assistant Directors, the person in this position assists in the administration of student aid programs and activities. The person in this position will:

  • Have an active role in the office phone schedule and facilitate student walk-ins.

  • Disseminate accurate information and effectively communicates with students, parents, university employees, and outside agencies verbally and in writing; provides a high level of customer service.

  • Apply federal, state, and institutional policies and procedures to determine aid eligibility and to ensure correct and timely aid processing.

  • Review a wide variety of aid appeals as a member of the Satisfactory Academic Progress Appeals Committee.

  • Adjust awards, verification processing, and loan appeals; review summer applications.

  • Document processing.

  • Compile, interpret, and format program data.

  • Provide general support to the Assistant Directors, as needed in completing compliance tasks and reports and meeting project deadlines.

  • Assist with management of the federal workstudy program.

  • Perform related duties as assigned.

Required Qualifications – Experience, Education, Knowledge & Skills

  • Progressively responsible administrative work experience with an emphasis on customer service in a main office setting or an equivalent combination of relevant education and/or experience.

  • Demonstrated experience providing accurate and appropriate responses to questions and inquiries in person, over the phone, and through written correspondence while performing detailed work with a high a level of accuracy.

  • Demonstrated experience using computers for performing data entry while also organizing and prioritizing multiple workloads, meeting deadlines, and exercising adaptability to changing priorities while accurately following policies and procedures.

Preferred Qualifications – Experience, Education, Knowledge & Skills

  • Experience in a higher education environment.

  • Knowledge of the principles and purposes of financial aid programs.

  • Experience with relational databases, spreadsheets, & word processing

  • Two to four-year college degree related to business administration or equivalent experience desired.

The Successful Candidate Will

  • Communicate effectively with students, families, and colleagues both in person, through email and over the phone.

  • Work effectively in a team-oriented environment.

  • Establish and maintain effective working relations with co-workers, stakeholders, and the public.

  • Effectively operate work-related equipment.

  • Represent Financial Aid Services and its programs to others in a professional and courteous manner.

Position Special Requirements/Additional Information

This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts Montana State University’s rights to assign or reassign duties and responsibilities to this job at any time.

Physical Demands

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed above are representative of the knowledge, skill, and/or ability required.

This position has supervisory duties? No

Posting Detail Information

Number of Vacancies 1

Desired Start Date Upon completion of a successful search.

Position End Date (if temporary)

Open Date

Close Date

Applications will be:

Screening of applications will begin on January 13, 2020; however, applications will continue to be accepted until an adequate applicant pool has been established.

Special Instructions

Diversity Statement

Montana State University values diverse perspectives and is committed to continually supporting, promoting and building an inclusive and culturally diverse campus environment. MSU recognizes the importance of work-life integration and strives to be responsive to the needs of dual career couples.

Montana State University is committed to providing a working and learning environment free from discrimination. As such, the University does not discriminate in the admission, access to or conduct of its educational programs and activities nor in its employment policies and practices on the basis of an individual’s race, color, religion, national origin, creed, service in the uniformed services (as defined in state and federal law), veteran’s status, sex, age, political ideas, marital or family status, pregnancy, physical or mental disability, genetic information, gender identity, gender expression, or sexual orientation. In support of the University’s mission to be inclusive and diverse, applications from qualified minorities, women, veterans and persons with disabilities are highly encouraged.

Montana State University makes accommodation for any known disability that may interfere with an applicant’s ability to compete in the hiring process or an employee’s ability to perform the duties of the job. To request an accommodation, contact the Human Resources Office, PO Box 172520, Montana State University, Bozeman MT 59717-2520; 406-994-3651; .

In compliance with the Montana Veteran’s Employment Preference Act, MSU provides preference in employment to veterans, disabled veterans, and certain eligible relatives of veterans. To claim veteran’s preference please complete the veteran’s preference information located in the Demographics section of your profile.

MSU’s Non-Discrimination Policy and Discrimination Grievance Procedures can be located on the MSU Website: .