Careers at UMass Amherst

Clerk IV

Apply now Job no: 503867
Work type: Staff Full Time
Location: UMass Amherst
Department: Financial Aid
Union: USA/MTA
Categories: Administrative/Office Support

About UMass Amherst

UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region.


Job Summary

As a member of Financial Aid Services staff, this position performs administrative functions related to the processing of financial aid state grant and other programs, awarding financial aid to students, processing aid adjustments due to enrollment changes and quality controls resolving over awards.  This position performs various duties requiring a high degree of decision making based on standard procedures and knowledge of federal, state and institutional regulations.


Essential Functions

  • Independently reviews and evaluates eligibility for state grant programs. Use professional judgment to verify financial need and adjust awards according to federal, state, and institutional policies. Contact state agencies, students, and parents by email, phone, or in person to resolve conflicting information and request additional documentation. Review and resolve reconciliation errors at year-end.
  • Assists with the process for financial aid adjustments after the census date for summer, fall and spring award periods and other aid adjustments due to enrollment changes.
  • Reviews eligibility requirements for academic and categorical tuition credit programs and award tuition credits through queries and financial aid awarding parameters. Work directly with the Bursar’s and Admissions Offices to ensure accurate awarding.
  • Assists in the evaluation, awarding, and quality control of financial aid awards to students using established policies and procedures.
  • Assists in the evaluation, awarding, and quality control of financial aid merit scholarship awards to incoming students and renewal of awards using established policies and procedures.
  • Provides financial aid information to students, parents, and others, in person, over the phone, through electronic communications, and through outreach activities.
  • Works with production management team to test system upgrades, enhancements and annual student packaging and budgeting systems for accuracy.
  • Recommends and develops procedural guidelines and protocol, with approval of supervisor, to meet both the administration and customer needs.
  • Trains and delegates workload for 1-2 student employees.
  • Contributes to creating a positive and respectful workplace defined by personal and professional competence, integrity, and collaboration.


Other Functions

Perform other duties as directed to meet Awarding Unit, Financial Aid Services/Enrollment Management, and University goals and objectives.


Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • High School diploma or equivalent required.
  • Proficiency in Microsoft Office suite of programs, including email, Excel, and Word required.
  • Excellent written and oral skills required.
  • Ability to make decisions in accordance with Federal, state and University regulations.
  • Attention to detail and ability to work accurately with complex numeric formulas, names, numbers, and codes.
  • Ability to work using professional judgment to make decisions.
  • Ability to deal appropriately with confidential and sensitive information.
  • Ability to multi-task and effectively respond to customer service staff inquires.
  • Ability to work with diverse student body and staff.


Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • Expertise with an integrated student administrative software system (PeopleSoft preferred).
  • Knowledge of state and federal financial aid regulations, and awarding guidelines.


Physical Demands/Working Conditions

Typical office environment.


Work Schedule

M-F, 37.5 hours per week


Salary Information

Grade 13


Special Instructions to Applicants

Please submit a resume, cover letter, and the names and contact information of three professional references. 


UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University.  To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans.  It is the policy of the UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action.

Advertised: Eastern Standard Time
Applications close: Eastern Standard Time

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