Finance Advisor

What You’ll Do

• Perform and manage multiple system-delivered tasks efficiently and effectively to maximize availability for all inbound and outbound student inquiries, while meeting the department’s standards for productivity and quality. Based on business need, assist other channel teams to ensure all work items are completed on a timely and accurate basis.
• Evaluate students’ accounts to explore financial aid solutions that assist students in attaining their educational goals; effectively analyze complex students’ financial aid situations and communicate findings with students in a way that is easily comprehendible.
• Educate and assist prospective and/or current students regarding policies and requirements for selected financial aid options, including federal student financial aid.
• Facilitate the timely and accurate processing of federal student financial aid and ensure compliance with established regulations, University policies, procedures, and guidelines. Proactively identify potential bottlenecks within the student finance process and initiate steps to resolve those bottlenecks (next issue avoidance).
• Collaborate with Enrollment, Academic Counseling and other internal departments as needed to ensure a positive student experience.
• Adhere to Financial Services quality guidelines which are subject to change.
• Be available to work daily shifts in accordance with assigned full-time (40-hour) work schedule. Occasional overtime may be required as business needs dictate.
• Perform other duties as required or apparent.

NOTE: The Primary Accountabilities above are intended to describe the general content and requirements of the position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the Primary Accountabilities listed above. Specific goals or responsibilities will be documented in incumbents’ performance objectives as outlined by the incumbents’ immediate manager.

Supervisory Responsibilities

None

What You Bring to the Table

Minimum Education and Related Work Experience

• High School Diploma or Equivalent

Additional Qualifications

• Prior experience in an educational environment, particularly financial aid advisement, operations, or other student-facing roles
• Prior experience in a customer/client-service oriented call center with a queued phone system environment
• General knowledge of the higher education industry and Title IV funding
• Ability to handle escalated communication and appropriately de-escalate
• Computer proficiency with an ability to learn and navigate multiple proprietary software applications
• Excellent communication skills with an ability to accurately convey financial aid information through assigned channel(s)
• Able to perform multiple tasks accurately, efficiently and effectively
• Self-motivated with an ability to work independently when required and collaborate in a team environment as appropriate.