Financial Services Advisor

Essential Functions

• Provide advising throughout the financial aid process to prospective and current students and their families
• Complete financial aid processing, including Title IV
• Keep adequate and timely records
• Ensure the processing of financial aid records are in accordance with federal and state regulations
• Prepare departmental reports
• Follow up on all prospective and current students in a timely manner
• Keep up to date with compliance requirements, including and not limited to federal and state regulations, deadlines, and school policies as they apply to federal, state, and institutional student aid and cash management
• Attend and actively participate in school functions and professional financial aid training sessions
• Maintain student confidentiality in accordance with FERPA regulations
• Responsible for collecting tuition payments which includes invoicing, payment collection and enforcing compliance with payment policy
• Process refund calculations for withdrawals
• Any other duties or special projects as assigned

Behaviors and Competencies

• Maintains current knowledge of changes and updates to financial aid rules and regulations, including Title IV
• Has strong interpersonal skills
• Ability to interpret and effectively communicate complex financial aid regulations and apply them appropriately in different situations
• Proficiently uses Microsoft Word, PowerPoint, and Excel
• Ability to perform simple accounting procedures
• Possesses record-keeping and maintenance skills
• Ability to process computer data and can format and generate reports
• Knowledge of customer service standards and procedures
• Ability to make administrative/procedural decisions and judgments
• Ability to complete moderately complex administrative paperwork
• Is a self-starter and can work independently

Benefits

• Generous benefits
• Health, dental, and vision
• PTO
• Vacation time
• Discounted products and services
• Two+ years of experience in Financial Aid roles or sufficient transferable experience to demonstrate practical equivalence