Financial Aid Advisor
About The Position
The Financial Aid Advisor will provide direct financial aid counseling and customer service via telephone, e-mail/electronic notification and in person to students and their families regarding financial aid application, eligibility, awards, processes, guidelines and standards. The Financial Aid Advisor is responsible for assisting with major administrative processes such as Verification, State Programs, Satisfactory Academic Progress, Loan Certification, Financial Literacy, etc. The Financial Aid Advisor will be assigned to support specific financial aid programs. The Financial Aid Advisor will represent the university at recruitment functions. The successful incumbent will have excellent customer service and interpersonal skills, exercising strong organizational and time-management skills with an exceptional attention to detail. Essential for this role is the adeptness to work independently as well as part of a team with a collaborative approach to problem solving. Assist in the review of student/family income analysis to ensure compliance with state and federal. Conduct financial aid workshops and orientations virtually and in-person as needed. Review and evaluate financial aid applications for eligibility in accordance with appropriate regulations and policies. Advise students and families about financial aid application, awards, and general financial aid processes. Assist appropriate financial aid leadership team members in the administration of special programs including but not limited to, financial Aid Communications and outreach, verification, professional judgment, etc. Work with the Customer Service Team to improve the office’s proactive approach for student outreach regarding their financial aid processes. Professionally communicate with students over the phone, via email, and in-person regarding missing documents and the impact effect on their financial aid. Perform strategic outreach to ensure student response and timely submission of financial aid documents Other duties or projects as assigned as appropriate to rank and departmental mission.
Requirements
- Bachelor’s Degree (foreign equivalent or higher)
- Two [2] years of full-time financial aid experience
- Working knowledge of financial aid programs
- Experience interacting with students and their families
- Experience with financial aid automated systems
- Computer proficiency with Microsoft Office products or Google Apps
- Experience presenting, training, and/or conducting workshops
Nice To Haves
- Master’s Degree (foreign equivalent or higher)
- Experience advising students and or families on financial aid processes
- Financial Aid experience in a SUNY or NY State University
Responsibilities
- Provide direct financial aid counseling and customer service via telephone, e-mail/electronic notification and in person to students and their families regarding financial aid application, eligibility, awards, processes, guidelines and standards.
- Assist with major administrative processes such as Verification, State Programs, Satisfactory Academic Progress, Loan Certification, Financial Literacy, etc.
- Support specific financial aid programs.
- Represent the university at recruitment functions.
- Assist in the review of student/family income analysis to ensure compliance with state and federal regulations.
- Conduct financial aid workshops and orientations virtually and in-person as needed.
- Review and evaluate financial aid applications for eligibility in accordance with appropriate regulations and policies.
- Advise students and families about financial aid application, awards, and general financial aid processes.
- Assist appropriate financial aid leadership team members in the administration of special programs including but not limited to, financial Aid Communications and outreach, verification, professional judgment, etc.
- Work with the Customer Service Team to improve the office’s proactive approach for student outreach regarding their financial aid processes.
- Professionally communicate with students over the phone, via email, and in-person regarding missing documents and the impact effect on their financial aid.
- Perform strategic outreach to ensure student response and timely submission of financial aid documents.
- Perform other duties or projects as assigned as appropriate to rank and departmental mission.
Benefits
- $4000 UUP annual location pay, paid biweekly
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
