Financial Aid Success Coach

# Financial Aid Success Coach Hot Job MARSHALL, TX 75670## Overview Position Type Full Time## Description
** Financial Aid Success Coach
** Position Description#
** Position Overview
** The Financial Aid Success Coach guides an assigned caseload of Wiley students and their families from the FAFSA to a funded, cleared, and sustainable path to graduation. The Coach owns each student's financial aid file from application through disbursement and stays with that student every year until they finish.

This is a coaching role built on a compliance foundation. The Coach determines eligibility, packages aid, and completes verification with accuracy. The Coach also reaches out before deadlines pass, explains options in plain language, and helps students and families make a plan they can afford.

The successful candidate is detail driven, warm, persistent, and comfortable with numbers, regulations, and honest conversations about money.#
** Essential Duties and Responsibilities**##
** Caseload Coaching and Family Guidance
*** Manages an assigned caseload of new and continuing students from aid application through graduation.
* Meets with students and families in person, by phone, by text, and by video to explain aid offers, costs, balances, and options.
* Builds an individual financial plan with each student that covers grants, scholarships, work, loans, and payment arrangements.
* Reaches out before deadlines to students with missing documents, incomplete files, unaccepted awards, or unpaid balances.
* Responds to student and family inquiries within one business day.
* Explains borrowing, repayment, and loan limits so students and parents can make informed decisions.
* Explains how aid, charges, payments, and refunds interact on the student account, and works with Student Billing to research and resolve complex account concerns.
* Identifies cases that need additional review, professional judgment, or specialized support and routes them promptly.##
** Aid Processing and Compliance
*** Reviews FAFSA records, resolves conflicting information, and completes verification for the assigned caseload.
* Determines eligibility and packages federal, state, institutional, and private aid according to regulation and University policy.
* Processes award revisions, loan originations, and adjustments for enrollment changes.
* Reviews Satisfactory Academic Progress and assists students with appeals and academic plans.
* Prepares professional judgment and dependency override cases for review by the Executive Director.
* Supports Return of Title IV Funds calculations and withdrawal counseling as assigned.
* Maintains accurate, complete, and confidential student files in PowerFAIDS, Jenzabar, and Admission Pros.##
** Program Administration and Special Populations
*** Administers assigned aid programs from awarding through disbursement, reconciliation, and ongoing program management.
* Assignments may include federal grants and loans, Federal Work Study, Texas state aid, institutional grants, and endowed and donor funded scholarships.
* Serves as the designated financial aid resource for assigned student populations, which may include student athletes, first generation students, students with high financial need, transfer students, veterans, and international students.
* Builds working relationships with the campus offices that serve those populations and provides individualized support.##
** Enrollment and Retention Partnership
*** Partners with Admissions and Recruitment to move admitted students from aid offer to financial clearance.
* Partners with Student Success Coaches to resolve financial barriers for students who are at risk of not returning.
* Coordinates with Student Billing and the Registrar on holds, balances, and registration.
* Tracks the caseload each week and reports who is packaged, who is cleared, and who needs intervention.
* Flags students with unmet need early and connects them to scholarships, work opportunities, and emergency resources.##
** Outreach and Financial Education
*** Leads FAFSA completion sessions and financial aid workshops on campus, in high schools, and in the community.
* Presents at orientation, registration, recruitment, and family events.
* Delivers financial literacy, entrance counseling, and exit counseling.
* Helps keep forms, web content, and communications accurate and easy to understand.##
** Office Operations
*** Serves at the front counter and on the phones on a rotating basis.
* Cross trains on other program areas to provide…