Financial Aid Assistant/Accounting Bursar

Southwest Tech is committed to providing a welcoming environment and a sense of community where all employees can

experience success. We empower and inspire all members of the Southwest Tech community to embrace differences, defend

human dignity, and respect the richness of values and ideas that each person brings to the college.

POSITION Financial Aid Assistant/Accounting Bursar [Full-Time, Benefitted]
APPLY BY August 16, 2026
HIRE DATE August 31, 2026

DIVISION Financial Aid
REPORTS TO Student Financial Assistance Manager
CLASSIFICATION Hourly (Non-Exempt)
POSTING DATE July 30, 2026

SUMMARY

This position provides comprehensive financial aid, student accounts, and veteran education benefits services while
supporting student financial wellness and success. The role combines personalized financial case management with
technical expertise in financial aid administration, student billing, and ERP system support. The position ensures
compliance with federal, state, institutional, and Veterans Affairs regulations while helping students develop and
implement financial plans that support persistence, completion, and long-term financial well-being. The position also
serves as a key resource for financial aid systems administration, process improvement, and operational continuity.

ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE

1. Personalized Financial Success Planning and Financial Case Management

• Conduct individualized financial success planning sessions with students to assess financial

• Maintain an assigned caseload of students, providing ongoing financial coaching, counseling, and case

• Advise students and families regarding financial aid eligibility, FAFSA completion, loan counseling,

• Connect students with emergency funding programs, financial wellness resources, and institutional

• Collaborate with advising, admissions, student success, and academic support teams to provide

• Participate in outreach and recruitment activities that promote financial aid awareness, affordability

2. VA School Certifying Official (SCO)

• Serve as the institution's School Certifying Official (SCO), certifying student enrollment and processing

• Advise prospective and current veteran and military-connected students regarding education benefit

• Monitor student eligibility and compliance with VA education benefit regulations while maintaining

• Collaborate with Financial Aid, Admissions, Registrar, Business Office, and Student Success staff to

3. Provides Comprehensive Financial Aid & Billing Support, Manages Student Payments & Financial

Transactions, and Ensures Compliance & Accuracy in Financial Aid Processing

• Provide comprehensive customer service and support to students, families, faculty, and staff regarding

• Process, review, verify, package, and administer financial aid in compliance with federal, state, Veterans

2 FINANCIAL AID ASSISTANT/ACCOUNTING BURSAR

• Review financial aid files, verification documents, appeals, and exception requests to ensure accuracy,

• Maintain accurate financial aid records and student account information within institutional systems.

• Manage student billing, payment processing, refunds, stipends, receivables, and other student financial

• Reconcile student payments, deposits, financial aid disbursements, and related accounts to ensure

• Support financial aid reporting, reconciliations, audits, and compliance reviews required by institutional,

• Monitor student eligibility, satisfactory academic progress, enrollment status, and compliance

• Assist in maintaining operational continuity, supporting workflow coordination, and serving as a resource

• Maintain confidentiality of student and financial records in accordance with FERPA and other applicable

4. Financial Aid Systems Support and Administration

• Serve as a back- up and support for the financial aid and student account system module owner within

• Analyze, configure, maintain, and enhance financial aid system functionality to improve operational

• Develop and maintain reports, queries, workflows, and automated processes that support departmental

• Identify system issues, recommend solutions, and coordinate testing and implementation of system

• Document procedures, create training materials, and provide guidance to staff regarding financial aid

• Collaborate with Enterprise Systems and Information Technology Services and other departments to

• Monitor system performance and recommend continuous improvements that strengthen operational

TRAINING AND EXPERIENCE
• Education & Experience – Associate’s degree in accounting, business, or a related field, with a minimum of three

years of relevant experience; or an equivalent combination of education and experience sufficient to successfully
perform the essential duties of the position. Prior experience in financial aid, student accounts, or a higher
education setting is preferred.

• Strong Organizational & Multitasking Abilities – Highly organized and detail-oriented, with the ability to manage

• Technology Proficiency – Skilled in the use of Microsoft Office Suite, student information systems (SIS/ERP), and

• Exceptional Interpersonal & Communication Skills – Strong verbal and written communication skills, with the

• Customer Service Excellence – Committed to providing a high level of customer service by actively listening,

KNOWLEDGE

• Financial & Accounting Management: Proficient in

• Customer Service & Student Engagement: Strong

• Office Practices & Administrative Management:

• Communication & Professionalism: Exceptional

• Empathy & Analytical Thinking: Balances

SKILLS

• Student Billing & Payment Systems:

• Financial Aid & Regulatory Compliance

• Technology Proficiency & Data Management:

PHYSICAL REQUIREMENTS STATEMENT
Southwest Tech is committed to creating an inclusive and accessible workplace. While certain job roles may require
physical capabilities, we welcome applicants of all abilities and are committed to providing reasonable accommodations
throughout the hiring process and in the workplace.

APPLICATIONS
Internal and External applicants complete and submit the online employment application at www.swtc.edu/jobs
For questions regarding the application process, or if you need an accommodation, please email Human Resources at
humanresources@swtc.edu or 608.822.2314. (TDD: 608.822.2072)

SALARY RANGES

B22 Hourly: $19.56-$25.37

BENEFITS/SERVICES
Our comprehensive benefit package includes the following and much more:

• Health Insurance

• Dental Insurance

• Vision Insurance

• Life Insurance

• Long-Term Disability

• Health Savings Account

• Health Club Access

• Wisconsin Retirement

• On-campus day care (hourly

• College Savings Program

• Additional Voluntary

• Paid Time Off
  

4 FINANCIAL AID ASSISTANT/ACCOUNTING BURSAR

SELECTION PROCESS
The Review Committee will screen applicants and contact them for an interview. Meeting the minimum qualifications does
not assure the candidate an interview. Final candidate’s employment offer may be subject to completion of a criminal
background check and pre-employment drug screening.

Southwest Tech does not discriminate on the basis of race, color, national origin, sex, disability, or age in its programs and
activities. The Equal Opportunity/Affirmative Action Officer has been designated to handle inquiries regarding non-
discrimination policies. Call 800-362-3322, Ext. 2315 (TDD: 608-822-2072) or write Southwest Tech, 1800 Bronson Blvd.,
Fennimore, WI 53809.