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University of Minnesota
Student Finance Counselor 2
🇺🇸
Hybrid - Twin Cities, Minnesota
🕑
Full-Time
💰
$25 - $26
per Hour
💻
Financial Aid
🗓️
October 2nd, 2026
CRM
Salesforce
Edtech.com's Summary
The University of Minnesota is hiring a Student Finance Counselor 2. This role involves supporting the Verification process, managing financial aid appeals using professional judgment, and providing counseling on financial aid issues to students, parents, and staff using tools like Salesforce, PeopleSoft, and Perceptive Content.
Highlights
- Review verification documents, compare FAFSA data, and update student records using Perceptive Content and FAFSA Partner Portal.
- Process financial aid appeals by analyzing documentation and applying professional judgment to adjust eligibility and awards.
- Manage appeals related to Unaccompanied/Homeless Youth and Unusual Circumstances, following federal guidelines.
- Monitor and respond to Student Aid Index (SAI) changes impacting financial aid eligibility and conduct necessary outreach.
- Handle inquiries and case management through Salesforce for verification-related communications.
- Required skills include proficiency with PeopleSoft Campus Solutions, CRM platforms, Google/Microsoft spreadsheets, and strong knowledge of federal and state financial aid regulations.
- Requires a BA/BS degree with two years of relevant experience or equivalent combination of education and work experience totaling six years.
- Excellent communication skills and ability to counsel diverse student populations on financial aid matters.
- Compensation ranges from $25.00 to $26.45 per hour depending on education, qualifications, and experience.
- The position is full-time, regular, civil service with comprehensive benefits including retirement plans, health coverage, tuition benefits, and loan forgiveness opportunities.
Student Finance Counselor 2 Full Description
Student Finance Counselor 2
Job ID
376394
Location
Twin Cities
Job Family
Student Services
Full/Part Time
Full-Time
Regular/Temporary
Regular
Job Code
8462SF
Employee Class
Civil Service
About the Job
This position will support the Verification process and provide individualized outreach and follow-up to students federally and institutionally selected for Verification. This position will work in conjunction with the Verification team and support V1 (standard verification) and V5 (identity verification) reviews and process updates.
Additionally, this position will support the Student Aid Index (SAI) Change review process and apply professional judgment when reviewing financial aid appeals to determine financial aid eligibility.
This position will provide excellent customer service and substantial support/counseling via email and Zoom appointments to the general population of students, parents, and the University community on various financial aid issues. An extensive knowledge of Salesforce and financial aid is required to respond to inquiries from students, parents, and One Stop related to additional information requests.
Essential Job Functions
FAFSA Data Verification: (25%)
● Quickly and accurately review incoming verification documents in Perceptive Content.
● Effectively use PeopleSoft and Perceptive Content to complete checklists and leave comments on student records.
● Accurately compare FAFSA data with submitted forms and tax documents, and make required corrections in FAFSA Partner Portal (FPP) in accordance with OSF Verification procedures.
● Run weekly queries to monitor Verification information and to detect anomalies or situations that require a resolution.
● Remain current on federal and institutional Verification policies and procedures, as well as updates to tax return data and requirements.
● Support annual review and update of Verification forms in Jadu, as well as periodic revisions to forms or process changes.
● Regularly assess Verification procedures and identify opportunities to improve efficiency, equity, and consistency in processing.
Essential Job Functions
FAFSA Data Verification: (25%)
● Quickly and accurately review incoming verification documents in Perceptive Content.
● Effectively use PeopleSoft and Perceptive Content to complete checklists and leave comments on student records.
● Accurately compare FAFSA data with submitted forms and tax documents, and make required corrections in FAFSA Partner Portal (FPP) in accordance with OSF Verification procedures.
● Run weekly queries to monitor Verification information and to detect anomalies or situations that require a resolution.
● Remain current on federal and institutional Verification policies and procedures, as well as updates to tax return data and requirements.
● Support annual review and update of Verification forms in Jadu, as well as periodic revisions to forms or process changes.
● Regularly assess Verification procedures and identify opportunities to improve efficiency, equity, and consistency in processing.
Professional Judgement Appeal processing (25%)
● Use professional judgment to adjust FAFSA data and repackage students for financial aid appeals to include but not limited to Special Circumstances.
● Provide start-to-finish service using professional judgment and individual discretion in both simple and complex issues involving minimal supervisory guidance.
● Accurately counsel students on impact to their record based on the type of appeal submitted.
● Thoroughly investigate appeals as well as supporting documentation to make decisions; contact appropriate parties for further information when needed.
● Understand and utilize financial aid professional judgment guidelines to recalculate student eligibility for financial aid; award additional aid according to all state, federal, and University regulations.
● Analyze and manage a large volume of records quickly and accurately.
● Communicate results of appeal to students and parents in a professional manner.
● Use professional judgment to adjust FAFSA data and repackage students for financial aid appeals to include but not limited to Special Circumstances.
● Provide start-to-finish service using professional judgment and individual discretion in both simple and complex issues involving minimal supervisory guidance.
● Accurately counsel students on impact to their record based on the type of appeal submitted.
● Thoroughly investigate appeals as well as supporting documentation to make decisions; contact appropriate parties for further information when needed.
● Understand and utilize financial aid professional judgment guidelines to recalculate student eligibility for financial aid; award additional aid according to all state, federal, and University regulations.
● Analyze and manage a large volume of records quickly and accurately.
● Communicate results of appeal to students and parents in a professional manner.
Unaccompanied/Homeless Youth and Unusual Circumstances: (20%)
● Manage the review and processing of Unaccompanied/Homeless Youth (UHY) and Unusual Circumstances (UC) appeals in Perceptive Content.
● Conduct individual appointments with students to assess their circumstances and make UHY and UC determinations in accordance with federal regulations and institutional policies.
● Remain current on relevant federal policies and implementation guidance, including the McKinney-Vento Act, and apply changes to processes as appropriate
● Serve as primary contact for student and staff questions regarding the UHY and UC appeals process.
Student Aid Index (SAI) Change Outreach: (15%)
● Run queries to identify FAFSA transactions that have been corrected and resulted in a change to the student’s SAI.
● Review SAI changes to determine whether they impact the student’s financial aid eligibility and as needed, conduct outreach to resolve incomplete or conflicting information.
● Regularly assess SAI change policies and procedures to ensure compliance with federal regulations while promoting efficient and accurate processing.
● Serve as primary contact for student and staff questions regarding the SAI Change process.
● Run queries to identify FAFSA transactions that have been corrected and resulted in a change to the student’s SAI.
● Review SAI changes to determine whether they impact the student’s financial aid eligibility and as needed, conduct outreach to resolve incomplete or conflicting information.
● Regularly assess SAI change policies and procedures to ensure compliance with federal regulations while promoting efficient and accurate processing.
● Serve as primary contact for student and staff questions regarding the SAI Change process.
Salesforce Outreach: (10%)
● Manage the Salesforce Verification Queue by responding to daily inquiries from students, parents, and One Stop counselors regarding additional information requests.
● Provide accurate, timely information to students regarding verification requirements, financial aid policies, and next steps.
● Review and reassign Salesforces cases to the appropriate queue, One Stop, or OSF counselor for follow-up and resolution.
● Collaborate with other units (IT, UX, etc.) to develop and update communication templates, processes, and student-facing communications.
Attend and participate in meetings and OSF committee work as assigned: (5%)
● Attend regularly-scheduled meetings.
● Participate in unit, OSF, and ASR committee activities.
● Update unit colleagues with regard to new knowledge; initiate and distribute information to colleagues that may affect and enhance their work.
● Implement new information into job functions where appropriate.
● Identify and attend training sessions needed to ensure knowledgeable and accurate job performance.
● Provide input in a positive manner.
● Listen actively to others.
● Work promptly and attentively.
● Work effectively as a team member.
Qualifications
Required
● BA/BS degree and two years of progressively responsible experience in counseling, financial aid, advocacy work and/or student services. An equivalent combination of relevant education and related professional work experience totaling six years may be substituted in place of a degree.
Preferred (Core Competencies)
● Proven effective communication skills with a variety of audiences (individual and large group), strong customer service focus, time management skills, and ability to meet deadlines.
● Knowledge of University, state, and federal financial aid regulations and procedures
● Prior work experience demonstrating service orientated mindset (i.e. counseling, coaching, etc.).
● Technology experience with PeopleSoft Campus Solutions, Google/Microsoft suite (specifically spreadsheets), and CRM platforms.
● Ability to analyze situations and adopt an effective course of action.
*The employer reserves the right to change or add duties to this position as long as the changes and/or additions are consistent with the job classification.
● Proven effective communication skills with a variety of audiences (individual and large group), strong customer service focus, time management skills, and ability to meet deadlines.
● Knowledge of University, state, and federal financial aid regulations and procedures
● Prior work experience demonstrating service orientated mindset (i.e. counseling, coaching, etc.).
● Technology experience with PeopleSoft Campus Solutions, Google/Microsoft suite (specifically spreadsheets), and CRM platforms.
● Ability to analyze situations and adopt an effective course of action.
*The employer reserves the right to change or add duties to this position as long as the changes and/or additions are consistent with the job classification.
About the Department
The Office of Student Finance (OSF) is part of the Office of Enrollment Management (OEM) at the University of Minnesota Twin Cities. OSF is committed to cultivating and sustaining an environment that is diverse, equitable, and inclusive. We are better able to serve and represent our University community by ensuring we value differences and individuality.
The knowledge, skills, and abilities of all OSF employees include job knowledge, communication, problem solving/analysis, development, leadership, teamwork, and customer service.
OSF manages the initial components of the student finance lifecycle for all University of Minnesota students. OSF calculates financial aid eligibility and manages the awarding, origination, disbursement, recalculation, and return of financial aid. This compliance-forward unit also manages the student finance portion of internal and external audits and partners closely with units on billing, accounts receivable, and loan/account collections work.
OSF supports hybrid and flexible working arrangements. Work arrangements are determined in coordination with supervisors depending on the nature of the unit and position. The arrangement for this position will be determined upon hire between employee and supervisor.
Pay and Benefits
Pay Range: $25.00-$26.45 per hour; depending on education/qualifications/experience
Time Appointment:100% Appointment
Position Type: Civil-Service & Non-Faculty Labor Represented Staff
Please visit the Office of Human Resources website for more information regarding benefit eligibility.
The University offers a comprehensive benefits package that includes:
- Competitive wages, paid holidays, and generous time off
- Continuous learning opportunities through professional training and degree-seeking programs supported by the Regents Tuition Benefit Program
- Low-cost medical, dental, and pharmacy plans
- Healthcare and dependent care flexible spending accounts
- University HSA contributions
- Disability and employer-paid life insurance
- Employee wellbeing program
- Excellent retirement plans with employer contribution
- Public Service Loan Forgiveness (PSLF) opportunity
- Financial counseling services
- Employee Assistance Program with eight sessions of counseling at no cost
- Employee Transit Pass with free or reduced rates in the Twin Cities metro area
While our salary ranges provide a framework, it is important to note that most of the
time, the initial pay may not reach the maximum of the range. This approach ensures
that compensation reflects the value and unique contributions of each candidate while
maintaining equity within our organization. As part of our commitment to fair and
equitable compensation, please be aware that the salary offered to incoming candidates
will be based on their individual credentials and experience.
How To Apply
Applications must be submitted online. To be considered for this position, please click the Apply button and follow the instructions. You will be given the opportunity to complete an online application for the position and attach a cover letter and resume.
Additional documents may be attached after application by accessing your "My Job Applications" page and uploading documents in the "My Cover Letters and Attachments" section.
>>Please include a Resume, Cover Letter.<<
Priority Deadline Note: The application review will begin on Otober 19th, 2026
Diversity
The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.
The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U: http://diversity.umn.edu
Employment Requirements
Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.
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