Advisor (Financial Aid, Registration, Student Accounts)

Adelphi University • Village of Garden City, NY

77d • $52,000 - $57,000

About The Position

In support of student recruitment and retention, advise students and families on the financial aid application process, federal, state and institutional aid programs, student account billing and payment processes, current and past due balances/collections and registration and records. Support students throughout their Adelphi University education while maintaining excellent customer service.

Requirements

• Ability to make independent decisions based on training.
• Ability to prioritize workload according to volume, urgency, etc.
• Ability to work with high volume in person and telephone contact.
• Ability to be organized and pay attention to detail.
• Ability to work cooperatively with others.
• Ability to present to large groups.
• Positive attitude and friendly demeanor.
• Excellent interpersonal and communication skills.
• Knowledge of Microsoft Word, Excel and the Internet.
• Ability to work on a computer for extended periods.
• Sit at a desk for extended periods.
• Associate’s degree (Bachelor’s Degree is preferred) and/or one to three years of current financial aid, student accounts, cashier, registrar or student service experience in a fast-paced customer-service oriented higher education environment.
• Required to attend events as needed (Evenings & Weekends).
• Working extra hours may be required.

Nice To Haves

• Bilingual English/Spanish is preferred.

Responsibilities

• Serve as “one-stop advisor” for students and families concerning financial aid, billing and registration. Counsels students and families in- person and virtually. Greets students/families at the front counter. Respond to a large volume of phone, email, and in-person inquiries in a timely manner. Participate in outbound phone call campaigns.
• Assist prospective and current students with financial aid inquiries. Explain the application processes, eligibility and renewal criteria, awarding and disbursement of funds. Discuss aid as it relates to a student’s account, payment and financing options for out of pocket tuition, residential life and health insurance expenses. Inform students of outside scholarship opportunities.
• Accurately advise and assess current students’ financial aid/billing history, needs and potential problems in making payments due to the University. Advise students on financial aid and academic appeal processes where appropriate.
• Answer inquiries about and perform processes for course registrations and exceptions, course schedules, transcripts, degree audits and graduation.
• Advise students on student loan application, repayment options and default prevention.
• Collect and review financial aid, registrar, cashier and student’s accounts forms, tax and other documents for accuracy and completeness, track and distribute documents to appropriate inter-office staff. Assist with inbound mail and document tracking and external mailing campaigns.
• Review, assess and remove financial aid holds/registration blocks and late payment fees, where appropriate.
• Advise students on third party and self-service programs used by the university such as Bank Mobile, Gallagher (health insurance), Payment Plans, CLASS, eCampus
• Review and process daily refunds in accordance with federal, state and institutional guidelines. (we will need all hands on deck during critical processing cycles)
• Receive & process payments made in person or by mail (credit cards, checks, cash). Complete Bank Deposit Detail at end of day/shift to include:
• Advise students on academic, financial & medical petition processes, third party billing, company reimbursement agreements and account balances, requesting transcripts and replacing diplomas
• Process outside scholarship checks and private loans
• Engage as needed with other key departments such as Admissions, Residential Life and athletics to ensure a seamless process for students/parents.
• Conduct College Nights & Financial Aid Literacy workshops, and other speaking events both on and off campus.
• As experience is acquired, act as a resource for other personnel.
• Perform other job-related duties as assigned.

Benefits

• Adelphi University provides a comprehensive benefit package for faculty and staff employees. For a list of benefits provided to employees, please click here.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 11-50 employees