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Financial Aid Officer

Position:  Financial Aid Officer

Status:  Full time, Exempt (30 hours per week)

Reports to:  Vice President of Finance and Administration

Mission of Position:

The Financial Aid Officer serves as the institution's primary contact to assist students in planning and identifying resources for their financial needs.  This position will provide support and resources to students to assist in creating a positive environment of learning by developing a healthy financial path to reduce post-graduation student debt.

Areas of Responsibility:

The Financial Aid Officer has the following areas of responsibility:

  • This position coordinates the daily operations of all the seminary financial assistance, including federal direct loans (Title IV funds). 
  • This position is the primary point of contact for students and primary contact with Financial Aid Services (FAS, Inc.), the third-party consulting processor for the direct loan program.  The position also works closely with the Vice President of Finance and Administration. 

The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

Duties and Responsibilities:

The Financial Aid Officer is responsible for a variety of duties and activities that support the Business Office at Phillips Theological Seminary, including (but not limited to):

  • Student Financial Resources Management:  Assist students in identifying eligibility for Direct Loans (Stafford Loan) program with FAS, Inc., seminary grant and scholarship opportunities, and external resources of funding.   Coordinate disbursement of funds of financial resources, maintenance of electronic records, and financial statistical data.
  • Maintain and understand institutional compliance responsibility with the Department of Education (DOE) program requirements including but not limited to:  accurate and organized files, consumer information regulations, annual reporting of the institution (IPEDS and other reporting requirements).  
  • Financial Counseling: Provide individual counseling with students focused upon reducing student debt load upon graduation including a financial literacy program, requirements of Direct Loans counseling, financial planning consisting of a cost calculator, and outreach materials to assist students.
  • Assist with Student Orientation as it relates to financial aid.
  • Reconciling student financial aid data provided to the Business Office to ensure all payments have been made, refunds are accounted for, and expenditures are reported.
  • Develop and maintain an appropriate financial aid policies and procedures manual, develop and maintain performance measures of student debt, and effectiveness of the financial aid program. 
  • Handle the Veterans benefit processing.
  • Compilation and submission of all institutional, state and federal reports concerning Title IV student aid programs.
  • Preparing for and participating in program reviews and audits.
  • Keep current on changes in laws and regulations to ensure that the school remains in compliance.  Attend professional training events as necessary.
  • Improve endowed scholarship process and procedure, and assist in the assignment of endowed scholarship funds to students based on established criteria, in conjunction with the Stewardship Director. 
  • Attend Financial Aid committee monthly meetings
  • Develop tools for benchmarking and for student use regarding financial aid data and student debt.
  • Perform monthly bank account reconciliations for the Vice President of Finance and Administration.
  • Perform initial handling of Business Office cash receipts and Gift cash receipts for the Business Office.

Knowledge, Skills and Abilities:

  • Self-directed individual
  • Working knowledge of accounting processes and procedures
  • Excellent interpersonal/written communication skills as demonstrated in a variety of customer service experiences
  • Strong organizational skills with the ability to prioritize and meet deadlines
  • Proficient use of Microsoft Office software products including but not limited to Word, Excel, PowerPoint, and Access
  • Demonstrated experience with various Federal processing systems (CODS, NSLDS, FAAccess, etc.)
  •  Sensitivity to working in a multicultural and very diverse setting
  • Ability to work independently and as a member of a team with emphasis on collaboration and tact; professionalism, confidentiality and flexibility are critical to success in this role.

Credentials and Experience:

  • Bachelor’s Degree in business, education, administration or related field preferred, or a minimum of 4 years of related experience
  • Prior experience in handling higher education financial aid programs and Direct Loan (Stafford Loan) requirements
  • Veterans benefit certification a plus

Application Instruction

Please email a cover letter expressing interest in the position, being as specific as you can, and detailing relevant professional experience, education, and training, along with a resume, including the names and contact information of at least four professional references to gwen.derrick@ptstulsa.edu.




Phillips Theological Seminary offers Christian graduate theological education
in service of intelligent, just, and compassionate religious and civic communities. We welcome
students to a safe space for truth-seeking conversations about the Bible, Jesus, and faithful living.
Courses available on campus and online for certificate, diploma, MDiv, MAMC, MASJ, & MTS
programs, and on campus for the DMin program.

Phillips Theological Seminary

901 N. Mingo Road
Tulsa, OK 74116

p 918-610-8303
f 918-610-8404

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