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Financial Aid Records Specialist
Rocky Mountain University of Health Professions. Maintain accurate, organized, secure financial aid records, forms, templates, and electronic documentation in accordance with federal, state, institutional, and lender requirements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial aid administration, regulatory compliance, and records management, with a strong ability to develop procedures and maintain accurate documentation. Proficient in analyzing federal regulations and managing confidential records in a higher education environment.
Highest-signal resume keywords
Financial Aid AdministrationRegulatory ComplianceRecords ManagementStudent Information SystemsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Records ManagementFinancial Aid ComplianceDocument Management SystemsProcedural DevelopmentData AnalysisReportingTraining DocumentationEnrollment ReportingLoan MonitoringAudit Readiness
Soft Skills
Organizational SkillsAttention to DetailTime ManagementProblem-SolvingCommunication Skills
Tools & Technologies
Microsoft ExcelMicrosoft WordStudent Information SystemsEnterprise Databases
Industry Keywords
Higher EducationTitle IVFERPAConfidential RecordsCompliance Requirements
About the role
Key responsibilities & impact- Maintain accurate, organized, secure financial aid records, forms, templates, and electronic documentation in accordance with federal, state, institutional, and lender requirements
- Administer federal and private loan records and reporting processes, including monitoring loan requirements, enrollment reporting, borrower status, aggregate loan limits, and disbursement schedules
- Develop and update departmental procedures, forms, and training documentation supporting consistent operations, regulatory compliance, audit readiness, and staff onboarding
- Identify record discrepancies and outstanding requirements, coordinate corrections with staff, and escalate policy or compliance exceptions to leadership as appropriate
- Support records-related inquiries, system testing, procedural enhancements, special projects, audits, and continuous improvement efforts
- Maintain accurate and secure records, complete reporting and documentation on time, and support compliant, audit-ready departmental processes
Requirements
What you’ll need- Associate degree in business, higher education, office administration, information systems, or a related field, or an equivalent combination of education and directly related experience required
- Minimum of two (2) years of progressively responsible administrative, records management, compliance, or student services experience required
- Experience in higher education, financial aid administration, regulatory compliance, or managing confidential records preferred
- Experience working with student information systems, document management systems, or other enterprise databases highly desirable
- Working knowledge of federal Title IV financial aid programs, FERPA, and financial aid compliance requirements preferred
- Experience developing procedures, maintaining documentation, or creating staff training materials preferred
- Advanced proficiency with Microsoft Office applications, particularly Excel and Word, preferred
- Ability to analyze, interpret, and apply detailed federal regulations, institutional policies, and technical procedures while exercising sound judgment
- Ability to organize, prioritize, and manage multiple tasks, deadlines, and interruptions while maintaining accuracy in a remote work environment
- Availability: 20–25 hours per week
- No licensure or certification required
Benefits
Comp & perks- 20 paid holidays
- Employer-matched 401(k) with immediate vesting
- Financial wellness coaching
- Retirement planning support