Financial Aid Advisor

Responsibilities

• Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirements
• Aid in the completion of financial aid forms, including the FAFSA, Master Promissory Note, and other institutional documentation
• Offer guidance on budgeting, financial literacy, and loan repayment strategies
• Evaluate and process financial aid applications in accordance with federal, state, and institutional policies
• Determine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs
• Monitor and verify documentation for accuracy and compliance
• Stay informed about changes in federal, state, and institutional financial aid regulations
• Facilitate financial aid practices that meet compliance standards and maintain accurate records
• Prepare and submit required reports to governing agencies
• Understand and comply with all applicable Federal regulations/procedures per the annual Federal Handbook
• Collaborate with other departments to support student success and resolve financial aid-related issues
• Conduct workshops, presentations, and outreach activities to educate students and families about financial aid opportunities
• Conduct entrance and exit interviews as required by Federal regulation
• Maintain accurate records of student interactions and financial aid determinations using appropriate software systems
• Generate reports and analyze data to identify trends and improve processes

Qualifications

• High School diploma (or GED)
• Associate's degree in relevant field (preferred)
• Two (2) years of experience working in financial aid (preferred)
• Minimum three (3) years of customer service or sales experience (preferred)
• Minimum one (1) year performing data entry and professional customer service experience (required)
• One (1) year of experience in a proprietary online higher education environment (preferred)

Skills

• Apply knowledge and skills to complete tasks with minimal supervision
• Identify straightforward problems and recommend potential solutions
• Communicate clearly and effectively with peers and stakeholders
• Identify and demonstrate active listening and empathy in interactions
• Manage multiple tasks in a dynamic environment
• Use productivity software and collaboration tools with confidence
• Show initiative and accountability for assigned outcomes
• Perform routine tasks and seek guidance for new situations
• Make timely decisions that keep the organization moving forward
• Apply effective and efficient processes with a focus on continuous improvement

Standard Abilities

• Able and willing to: Communicate, think, learn, and reason
• Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks
• Safely ambulate and/or maneuver when on-site at Company locations
• Use good judgment, problem-solving and decision-making skills
• Manage confidentiality and manage sensitive information with discretion
• Work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously
• Gain, understand and apply information and data as it relates essential functions of the position
• Foster long-term relationships with stakeholders