Financial Aid Specialist

United StatesUnited States·Santa Monicamid
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Quick Summary

Overview

Meridian University · Financial ServicesFull-time · On-site · Los Angeles Campus (Santa Monica, CA) · Mon–Fri,

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About the Role

~1 min read
  • Review ISIRs, resolve comment codes and conflicting information, and complete verification in accordance with Title IV and institutional policy
  • Determine eligibility and package federal Direct Loans and other aid sources for graduate students; confirm cost of attendance, enrollment status, and Satisfactory Academic Progress before each award Process loan origination and resolve origination and disbursement errors through COD
  • Coordinate with Admissions and Financial Services on payment intentions so that incoming students arrive with aid in place.
  • Conduct daily NSLDS checks and audits against Salesforce and 3rd party reports.
    • Prepare, review, and execute each quarter's disbursement cycle in partnership with our third-party financial aid servicer and the financial aid team
    • Maintain an accurate, current count of expected and actual disbursements; reconcile what was scheduled against what was paid, and close every discrepancy
    • Track students whose enrollment changes mid-year (leaves of absence, status changes, withdrawals, and graduations) and adjust their aid accordingly
    • Complete Return of Title IV Funds (R2T4) calculations for withdrawn students and report adjustments within required timelines
    • Monitor and resolve Title IV credit balances and refunds
      • Complete NSLDS Enrollment Reporting Roster (ERR) cycles accurately and on schedule; reconcile each roster against Meridian's records before submission
      • Support annual Financial Value Transparency and Gainful Employment (FVT/GE) reporting and other federal data submissions
      • Process VA education benefit certifications in coordination with Financial Services
      • Maintain complete, audit-ready student files and documentation; support FSA audit preparation and program reviews
      • Stay current with changes to federal student aid regulations and bring forward their operational implications
        • Serve as a responsive, knowledgeable point of contact for students navigating loans, disbursements, and eligibility questions; resolve financial aid cases with clarity and care
        • Maintain accurate financial aid records in Salesforce and Meridian's internal platforms; flag data gaps and help close them
        • Document the processes you run, improve them, and hold the standard for how the work gets done
        • Collaborate with Student Services, Registrar, and Financial Services to keep enrollment and aid data aligned
          • Precision — You treat every number as a commitment to a student. You check your work, reconcile before you report, and do not let a discrepancy sit unresolved.
          • Ownership — You own the cycle end to end. You manage your own deadlines, surface issues early, and close loops without being asked. Self-manages well.
          • Student care — You understand that behind every disbursement is a person depending on it. You explain complex rules in plain language and resolve issues with both accuracy and kindness.
          • Systems thinking — You are not satisfied with working a list by hand each quarter. You look for the root of recurring problems and help build the tracking and automation that prevents them.Innovation — You consistently find ways to improve systems, uplevel current processes, and collaborate with the team to close the loop on improvements.

          Requirements

          ~1 min read
          • Eligibility to access federal financial aid and department of education COD, NSLDS, and FPS/ISIR systems
          • At least two years of experience administering federal Title IV aid at a college or university
          • Working knowledge of Title IV regulations, including verification, R2T4, SAP, and Direct Loan processing
          • Understanding and experience implementing OB3 financial aid changes
          • Hands-on experience with federal systems such as COD, NSLDS, and FPS/ISIR processing Demonstrated precision with data: reconciling records, catching errors, and maintaining audit-ready documentation
          • Strong written communication skills; ability to explain financial aid clearly to students and colleagues
          • Self-management capabilities: independent ownership of deadlines, visible systems, and proactive issue resolution
          • Bachelor's degree or higher
          • Financial aid experience at a graduate institution or a school operating on a quarter or non-standard term calendar
          • Experience completing NSLDS Enrollment Reporting and FVT/GE reporting
          • VA School Certifying Official experience
          • Experience working with a third-party financial aid servicer
          • Experience with Salesforce or a comparable CRM; comfort with Excel and data validation
          • NASFAA credentials or ongoing professional development in financial aid administration
          • Experience in a fast-moving, startup-style environment

            Responsibilities

            ~1 min read
            Health Medical, dental, vision, and life insurance — 100% of employee premiums covered
            Retirement 401(k)
            Time Off PTO + 6 sick days/year + 8 paid holidays
            Wellbeing Spotify, Calm, and Audible subscriptions
            Meals Weekly catered team lunches + coffee & snacks stipend

            About Meridian University
            Founded more than 30 years ago, Meridian University enrolls students globally in its unique, hybrid and 100% online graduate degree, certificate, and public programs. The University offers master's and doctoral programs in Psychology, Education and Business with diverse concentrations available within each of these programs.Meridian graduates engage in varied professional contexts that include coaching, psychotherapy, organizational development, facilitation, social healing, social entrepreneurship, and transformative leadership. The University's integrated, innovative curriculum is designed to be experiential and transformative.

            Meridian University's facilities include the Los Angeles Campus, San Francisco Bay Area Center, and additional centers outside of California.

            Application & Onboarding Process
            Select applicants are invited to a 15-minute initial interview, followed by a 30-minute second interview. Final candidates proceed to a mutual diligence stage, which may include assessments tailored to the role. Candidates who advance are offered a paid, multi-week project-based contract prior to any full-time offer. Full-time team members complete a structured four-week onboarding process with a dedicated onboarding manager.

            How to Apply
            A cover letter and resume are required. In your cover letter, please address:

            • Your alignment with Meridian's vision, mission, and core values
            • Your experience administering Title IV aid, including the federal systems you have worked in directly
            • A specific example of a discrepancy you found in aid, enrollment, or disbursement data: how you caught it, how you resolved it, and what you changed to prevent it from recurring
            • How you have supported a student through a complex financial aid situation that required both accuracy and care

              Please do not call, email, or drop in regarding your application. Due to application volume, we are unable to respond to all candidates.

              Meridian is committed to diversity across all criteria-of-difference in its staff, faculty, and students. We do not consider race, ethnicity, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status in hiring or admissions decisions.

              Location & Eligibility

              Where is the job
              Santa Monica, United States
              On-site at the office
              Who can apply
              US

              Listing Details

              First seen
              October 14, 2026
              Last seen
              October 14, 2026

              Posting Health

              Days active
              0
              Repost count
              0
              Trust Level
              58%
              Scored at
              October 14, 2026

              Signal breakdown

              freshnesssource trustcontent trustemployer trust

              A private university offering graduate degrees in Psychology, Education, and Business with a focus on transformative learning.

              Employees
              30
              Founded
              1993
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              Financial Aid Specialist