Financial Solutions Advisor

About the role

The Office of Financial Solutions at the University of Maryland Global Campus (UMGC) seeks a Financial Solutions Advisor (FSA). The FSA works closely with learners to develop long-term funding plans and remove financial barriers to academic success.

Responsibilities

• Thoroughly understand eligibility requirements and available grant and loan types under the Title IV program.
• Navigate the Free Application for Federal Student Aid (FAFSA) process.
• Partner with learners throughout the application process, ensuring they have the necessary documents for verification and C-flag requirements.
• Identify and promote scholarship opportunities requiring FAFSA completion.
• Utilize FAA Access to CPS and NSLDS to access information about student loans.
• Inform learners about important dates and deadlines related to aid disbursement, balance due dates, and UMGC's disenrollment policy.
• Collaborate with Success Coaches on future course scheduling and Satisfactory Academic Progress (SAP).
• Stay current with Title IV regulations and UMGC scholarship opportunities.
• Provide comprehensive counseling to learners regarding active duty and veterans' education benefits.
• Guide learners through the process of receiving military tuition benefits.
• Offer guidance on self-pay and employer benefit options, including monthly payment plans, tuition reimbursement, and determining eligibility for partner programs.
• Communicate directly with learners to resolve overdue balances before escalation to collections.
• Maintain knowledge of state and institutional policies and regulations regarding payment due dates, disenrollment, and the UMGC billing system.

Required Education and Experience

• An earned bachelor’s degree and two to three (2-3) years of relevant work experience in an applicable role.
• Excellent customer service, time management, creative problem-solving, interpersonal, oral, and written communications skills.
• Strong attention to detail and accuracy.

Preferred Education and Experience

• Previous experience in financial aid, student accounts, student finance, higher education admissions or enrollment management, recruiting, educational or training-industry sales, consultative inside sales of a service offering, call center or high-volume, customer service environment.
• Experience leveraging CRM or call center applications and tools, such as a dialer.
• Bilingual English/Spanish.
• Able to meet and maintain access requirements for secure federal and/or state websites, such as the National Student Loan Data System (NSLDS).

General Responsibilities

• Accurately document, maintain, and track all learner interactions, information, and progression through the Customer Relations Management system.
• Meet departmentally set metrics standards monthly.
• Work some evening and weekend hours.
• May be required to work certain holiday hours based on business need.
• Engage in recruitment and retention activities, including attending virtual open house events, information sessions, and webinars to offer funding guidance to new and returning learners.
• Participate in other duties as assigned.

Benefits Package

• Generous Time Off: 22 days of paid vacation, 15 days of sick leave, 3 personal days, and 16 paid holidays (17 during general election years).
• Comprehensive Health Coverage: Access to health care, medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date.
• Insurance Options: Term Life Insurance, Accidental Death and Dismemberment Insurance, and Long-Term Disability (LTD) Insurance.
• Tuition Remission: CII employees are eligible immediately for Tuition Remission at UMGC or at University of Maryland College Park. Spouses and dependent children are eligible for undergraduate tuition remission after two years of service.