Financial Aid Records Specialist

This is a fully remote position, open to applicants in Utah.

📋 Description

• Ensure the accuracy, organization, and security of financial aid records, forms, templates, and electronic documentation in compliance with federal, state, institutional, and lender standards.

• Manage federal and private loan records along with reporting processes, which includes monitoring loan requirements, enrollment reporting, borrower status, aggregate loan limits, and disbursement timelines.

• Create and revise departmental procedures, forms, and training materials to support consistent operations, regulatory adherence, audit preparedness, and staff onboarding.

• Detect discrepancies in records and outstanding requirements, coordinate corrections with personnel, and escalate policy or compliance issues to leadership as necessary.

• Assist with inquiries related to records, system testing, procedural improvements, special projects, audits, and ongoing enhancement initiatives.

• Ensure the maintenance of accurate and secure records, timely completion of reporting and documentation, and support for compliant, audit-ready departmental processes.

⛳️ Requirements

• An associate degree in business, higher education, office administration, information systems, or a related field, or an equivalent combination of education and relevant experience is required.

• A minimum of two (2) years of progressively responsible experience in administrative roles, records management, compliance, or student services is required.

• Experience in higher education, financial aid administration, regulatory compliance, or handling confidential records is preferred.

• Familiarity with student information systems, document management systems, or other enterprise databases is highly desirable.

• A working knowledge of federal Title IV financial aid programs, FERPA, and financial aid compliance requirements is preferred.

• Experience in developing procedures, maintaining documentation, or creating training materials for staff is preferred.

• Advanced proficiency in Microsoft Office applications, especially Excel and Word, is preferred.

• Ability to analyze, interpret, and apply detailed federal regulations, institutional policies, and technical procedures while demonstrating sound judgment.

• Capability to organize, prioritize, and manage multiple tasks, deadlines, and interruptions while ensuring accuracy in a remote work setting.

• Availability of 20–25 hours per week.

• No licensure or certification is required.

🏝️ Benefits

• 20 paid holidays.

• Employer-matched 401(k) with immediate vesting.

• Financial wellness coaching.

• Retirement planning support.