Advisor (Financial Aid, Registration, Student Accounts)

Adelphi University•Village of Garden City, NY

5d•$52,000 - $57,000

About The Position

The Advisor supports student recruitment and retention by providing one-stop assistance to students and families with financial aid, student accounts, billing and payments, registration, and records. The Advisor counsels students in person and virtually, responds to high volumes of inquiries, and helps students navigate university processes throughout their Adelphi education while providing excellent customer service. The role includes reviewing and processing financial aid and student account matters, assisting with payments and refunds, supporting registration and records processes, and coordinating with other university departments. The Advisor may also participate in workshops and speaking events on and off campus and, as experience is acquired, serve as a resource for other personnel. The position reports to the Associate Director, One-Stop Student Services Center.

Requirements

Associate’s degree, 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.
Ability to make independent decisions based on training.
Ability to prioritize workload according to volume and urgency.
Ability to work with high volumes of in-person and telephone contact.
Organization and 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 and sit at a desk for extended periods.
Required to attend events as needed, including evenings and weekends.
Working extra hours may be required.

Nice To Haves

Bachelor’s degree preferred.
Bilingual English/Spanish preferred.

Responsibilities

Serve as a one-stop advisor to students and families on financial aid, billing, and registration; counsel them in person and virtually and greet visitors at the front counter.
Respond promptly to a high volume of phone, email, and in-person inquiries and participate in outbound calling campaigns.
Assist prospective and current students with financial aid applications, eligibility and renewal criteria, awards, disbursements, scholarship opportunities, and financial aid as it relates to student accounts.
Explain payment and financing options for tuition, residential life, and health insurance expenses.
Assess students’ financial aid and billing history, needs, and potential payment problems; advise on financial aid and academic appeal processes when appropriate.
Answer questions and perform processes related to course registration and exceptions, schedules, transcripts, degree audits, and graduation.
Advise students on loan applications, repayment options, and default prevention.
Collect and review financial aid, registrar, cashier, and student accounts forms and documents for accuracy and completeness; track and distribute documents to appropriate staff.
Assist with inbound mail, document tracking, and external mailing campaigns.
Review, assess, and remove financial aid holds, registration blocks, and late payment fees when appropriate.
Advise students on university third-party and self-service programs, including Bank Mobile, Gallagher, payment plans, CLASS, and eCampus.
Review and process daily refunds in accordance with federal, state, and institutional guidelines, with additional support during critical processing cycles.
Receive and process in-person or mailed credit card, check, and cash payments; complete Bank Deposit Detail at the end of the day or shift.
Advise students on academic, financial, and medical petition processes, third-party billing, company reimbursement agreements, account balances, transcript requests, and replacement diplomas.
Process outside scholarship checks and private loans.
Coordinate as needed with Admissions, Residential Life, athletics, and other departments to support students and parents.
Conduct College Nights, financial aid literacy workshops, and other speaking events on and off campus.
As experience is acquired, act as a resource for other personnel.
Perform other job-related duties as assigned.