Financial Aid Specialist

Posted: 03/31/2022


We offer a Retirement plan through the Wisconsin Retirement System as well as other supplemental retirement 403b and 457 plans. In addition, we have the option to contribute to the Wisconsin EdVest 529 Education Savings Plan.

Looking for time off? We offer prorated PAID leave for vacation, personal time, sick leave (we call this paid leave of absence) and holidays. We have Friday's off in the summer and a Holiday break from Christmas through New Year's to give you a break from the busy semester!

There are many additional benefits we offer including tuition reimbursement, professional development, a free on-site wellness/fitness center and an on-site childcare center. There are also employee discounts on plans with US Cellular, Sprint, Sports Core, and more. For additional information on all of our vast array of benefits, check out our benefits guide by clicking HERE.


Flexibility required to include day/evening/weekend hours, based upon the needs of the college


Lakeshore Technical College – Cleveland, Wisconsin

Position Overview:

Advise enrolled and prospective customers concerning available financial aid. Maintain state grant, loan, and scholarship programs.  Provide technical back up to the Financial Aid Manager. Provide an exceptional customer service experience to both internal and external customers throughout every interaction.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Job Responsibilities:

•    Outside scholarships:  Enter scholarships that come from private donors onto the scholarship update flyer. Disseminate scholarship information to appropriate divisions and websites. Collaborate with donors regarding operations as requested.

•    Produce office communications:  Utilize appropriate software to set up, test, and produce communications. Assign and generate exit counseling communications to students who received student loan(s) and who are graduating, withdrawing, or do not return. Monitor incoming ISIRs for discrepancies and student outreach.  

•    Provide Exceptional Customer Service:  Advise enrolled and prospective customers concerning the financial aid process. Direct students to on-line forms, applications and scholarship information. Access database systems to answer financial aid questions. Provide frontline financial aid customer service to internal and external customers. Assist students with completing various types of forms, applications, and documentations needed for the completion of the financial aid file. Explain technical or complicated information concerning individual financial aid eligibility awards/in an informed and sensitive manner. 

•    Perform financial aid functions: Update financial aid file requirements as needed. Utilize appropriate software to design, test, and implement student financial aid online forms. 

•    Maintain records of financial aid:  Maintain accuracy and up-to-date information in the electronic student file using appropriate software and hardware. Scan, link, and import all applicable financial aid forms using multiple media such as paper, email, and NextGen software.

•    Maintain compliancy:  Understand and apply all state and federal regulations pertaining to the application for and distribution of student financial aid. Assist financial aid manager as needed. Develop and implement procedures as needed. Participate in trainings and conferences as necessary to maintain current knowledge of latest regulations and guidance.

•    State Financial Aid Programs:  Nominate, award, and track financial assistance operated through HEAB for Nursing Loan, TIP Grant, Handicapped, Minority Retention Grant, Academic Excellence Scholarship, and Technical Excellence programs. Explain and communicate related district policies and procedures to federal and state agencies and/or other external sources.

•    Determine Satisfactory Academic Progress: Review each student aid recipient's academic performance and determine whether academic progress is being achieved and communicate results to internal and external customers. Analyze warning/probation/suspension/academic appeals and plans.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education, Experience and/or Certificates, Licenses, Registration:

High school diploma or equivalent and related associate degree or equivalent with two to three years recent related occupational experience required. Bachelor’s degree is preferred.

Note: If educational/certification requirements are not met, candidates may be considered, however the expectation would be that they be met within 5 years of employment.

Other Skills and Abilities:

Knowledge of LTC District and WTCS programs beneficial. Experience in higher education preferred. Ability to work with and maintain confidential information is required. Ability to coordinate multiple tasks under pressures of deadlines. Other required skills include exemplary customer service, attention to detail, telephone techniques, human relations, oral and written communication skills, problem solving skills, typing, data entry, proofreading, and standard math computations. Function with initiative, flexibility, and creativity in a fast-paced environment; apply appropriate protocols; and work with high-volume demands. Ability to deal with customer concerns and frequent interruptions. Exemplify college values in all staff and student interactions, as well as services delivered. Ability to establish and maintain effective working relationships and relate successfully with staff, students, and people of diverse cultural, social, or educational backgrounds. An individual fluent in more than language is beneficial. 

Ability to read, analyze, and  interpret  general  business periodicals,  professional  journals,  technical procedures,  or  governmental  regulations.  Ability  to  write  reports, business  correspondence,  and procedure  manuals.  Ability  to  effectively  present  information  and  respond  to  questions  from  groups  of managers,  clients, customers,  and  the  general  public. 

Ability to calculate figures and amounts such as proportions, percentages. Ability to apply concepts of basic algebra. Ability to calculate grade point averages and percentages of completion for existing and forecasted grades.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Technology Skills
Beginner Level Skills: Be familiar with basic hardware; create a simple text document in MS Word, use and maintain voice mail, use file manager, use network file manager, use and maintain a personal calendar, navigate through Windows, access PeopleSoft, understand database concepts, send and receive attachments, access a bulletin board, navigate through the Internet, schedule meetings, use email to communicate.

Intermediate Level Skills: Subscribe and unsubscribe to external listservs, set up and use a laptop and printer, use mail merge in MS Word, and create simple charts and graphs, and possess ability to create/read spreadsheets. Perform MS Excel functions such as conditional formatting, subtotaling, pivot tables, sorting, filtering, and combining lists.

Advanced Level Skills: Use the net commercially (Internet courses).Proficient in Microsoft Office Suite and Internet-based software applications. Working knowledge of educational software applications related to student data, record-keeping and reporting. Experience with PeopleSoft preferred.

Type of Position: Part Time Position

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