Financial Aid Trainer

Job Description

Purpose of the Position:

The Learning & Enablement Specialist, Financial Aid is responsible for developing and enabling employees and leaders who support the financial aid lifecycle. In this role, you will serve as a Financial Aid subject matter expert, designing and delivering learning experiences, resources, and ongoing support that help employees understand  expectations, apply processes correctly, and perform their roles confidently and consistently.
Beyond traditional training, you will play a key role in shaping the future of Financial Aid enablement at Unitek. You will help advance how employees access knowledge, develop proficiency, collaborate with colleagues, and receive support in the flow of work. Through emerging technologies, innovative learning approaches, and continuous improvement, you will help build a more effective, scalable, and responsive enablement experience.
Working closely with Financial Aid leadership, campus teams, and business partners, you will help accelerate role readiness, strengthen performance, and promote consistent, compliant Financial Aid practices across Unitek.

Job responsibilities:

Training delivery & facilitation

• Deliver onboarding, role-specific orientation, and ongoing training for Financial Aid employees and leaders.
• Facilitate live virtual and in-person training, workshops, practice sessions, and 
reinforcement activities.
• Provide coaching and follow-up support to help employees apply learning effectively in 
their day-to-day work.
• Adapt delivery based on learner experience, performance needs, and changes to 
Financial Aid processes or requirements.
• Support new employees through role readiness and transition from training into 
independent performance.

Learning design & role enablement

• Design and maintain Financial Aid learning experiences, training materials, job aids, 
process guides, practice activities, and role-based resources.
• Translate complex regulations, policies, processes, and system workflows into clear, 
practical guidance employees can use in their work.
• Contribute to the development and ongoing improvement of Financial Aid RoleReady 
resources, including role toolkits and readiness experiences.
• Create learning solutions that emphasize application and performance rather than 
information alone.
• Ensure learning materials remain current as processes, systems, regulations, and 
organizational expectations change.

Financial Aid subject matter expertise

• Maintain strong working knowledge of Financial Aid operations, including federal Title IV 
requirements and applicable institutional policies and procedures.
• Serve as a trusted resource for Financial Aid processes, workflows, systems, and 
common employee questions.
• Partner with Financial Aid leadership and appropriate compliance or policy owners to 
ensure training accurately reflects current requirements.
• Identify areas where employees may be experiencing confusion, inconsistency, or 
performance risk and recommend enablement solutions.
• Escalate policy, compliance, or process questions that require interpretation or decisions 
from the appropriate business owner.

Knowledge sharing & continuous enablement

• Administer and support Financial Aid peer-to-peer learning and knowledge-sharing 
channels to encourage collaboration, problem-solving, and consistent practices.
• Monitor employee questions and discussions, providing timely answers, guidance, or 
escalation to appropriate subject matter experts.
• Identify recurring questions, knowledge gaps, and opportunities to improve existing 
training, processes, and role-based resources.
• Translate insights from employee interactions into updates and enhancements to 
Financial Aid toolkits, job aids, and other enablement resources.
• Promote awareness, adoption, and ongoing use of available learning and performance support resources.

Innovation & future-state enablement

• Help shape the evolution of Financial Aid enablement by identifying opportunities to 
improve how employees learn, access information, and perform their work.

• Explore and contribute to the adoption of emerging technologies, including AI-enabled knowledge and performance-support solutions, where appropriate.
• Partner with Capability & Enablement leadership to pilot new approaches, evaluate their 
effectiveness, and scale solutions that improve employee readiness and performance.
• Identify opportunities to simplify workflows, reduce repetitive questions, and make rolespecific knowledge easier to access and apply

Business partnership & performance support

• Build strong relationships with Financial Aid leaders and employees to understand 
business needs and performance challenges.
• Partner with leaders to distinguish knowledge or skill gaps from process, system, policy, 
or other performance barriers.
• Recommend training, resources, reinforcement, or other enablement approaches based 
on identified needs.
• Support leaders in reinforcing role expectations and effective practices following 
training.
• Participate in launches or changes that require Financial Aid employee training, 
communication, or adoption support.

Measurement & continuous improvement

• Gather employee and leader feedback to understand the effectiveness and usability of 
Financial Aid learning experiences and resources.
• Monitor training participation, readiness indicators, learner feedback, and other 
available measures of effectiveness.
• Identify opportunities to simplify, improve, consolidate, or retire training and resources.
• Use insights from employee questions, recurring errors, and performance trends to 
continuously improve Financial Aid enablement.
• Contribute to broader Capability & Enablement initiatives and share effective practices 
across functions.

Qualifications

Education, Experience, Knowledge, Skills, and Abilities:

• Demonstrated experience working in Financial Aid within a postsecondary education 
environment.
• Strong working knowledge of federal financial aid requirements, including Title IV 
regulations and related Financial Aid processes.
• Experience using Financial Aid systems, tools, and federal aid platforms.
• Ability to translate complex or highly regulated processes into clear, practical instructions 
for others.
• Strong facilitation, presentation, and communication skills.
• Ability to coach employees and provide constructive, actionable feedback.

• Strong attention to detail and commitment to accuracy, compliance, and consistency.
• Ability to build productive relationships with employees, leaders, and cross-functional 
partners.
• Comfort working in an environment where processes, systems, and regulatory 
requirements evolve.
• Curiosity about emerging technologies and a willingness to experiment with new 
approaches to employee learning and performance support.
• Strong organizational skills and ability to manage multiple priorities and deliverables.

Preferred Experience, Knowledge, Skills, and Abilities:

• Experience training, onboarding, coaching, or developing Financial Aid professionals.
• Experience developing training materials, job aids, process documentation, or other 
performance-support resources.
• Experience supporting employees across multiple campuses or locations.
• Experience with adult learning, instructional design, or learning technology.
• Bachelor's degree preferred; equivalent relevant education and experience will be 
considered.

What success looks like

• Financial Aid employees understand what is expected of them and have the knowledge 
and resources needed to perform their roles.
• New employees reach role readiness more quickly and with greater consistency.
• Training and resources accurately reflect current Financial Aid processes and 
requirements.
• Employees apply Financial Aid processes consistently and know where to go when 
exceptions or questions arise.
• Employees actively use knowledge-sharing channels to ask questions, exchange 
expertise, and solve problems.
• Recurring questions and knowledge gaps lead to improvements in the quality and 
usability of enablement resources.
• Leaders have greater visibility into employee readiness and areas requiring 
reinforcement.
• New enablement approaches and technologies contribute to improved employee 
performance, efficiency, and access to knowledge.
• Financial Aid employees view Capability & Enablement as a practical partner in helping 
them perform successfully

Additional Information

We Offer:

• Medical, Dental and Vision starting the 1st of the month following 30 days of employment
• 2 Weeks’ starting Vacation per year.  Increasing based on years of service with company
• 12 paid Holidays and 2 Floating Holidays
• 401K with a Company Match
• Company Paid Life Insurance at 1x’s your annual salary
• Leadership development and training for career advancement
• Tuition assistance and Forgiveness for you and your family up to 100% depending on program