Financial Aid Advisor

University of California, Irvine•Irvine, CA

7d•Hybrid

About The Position

The Financial Aid Advisor applies professional financial aid concepts to a limited number of financial aid functions and provides information and interpretation of standard policies, procedures, and regulations. Working independently under general supervision, the advisor interprets financial aid policies and procedures and agency regulations. The advisor counsels students and parents on University, Federal, and State financial aid programs, student budgets, and fee payments; analyzes student data; verifies documentation to determine eligibility for student aid programs; and processes documents for the initial and follow-up evaluation of student files.

Requirements

Basic knowledge of policies, regulations, and practices for awarding financial aid.
Basic knowledge of student loan programs, funding processes, Federal regulations, and the Federal loan processing system.
Basic knowledge of University policies, processes, and procedures.
Basic knowledge of advising and counseling techniques.
Ability to apply policy knowledge to individual situations.
Problem identification and critical thinking skills.
Ability to calculate financial aid accurately and with attention to detail.
Organizational skills and ability to prioritize work and meet deadlines.
Written and verbal communication skills, active listening skills, and customer service orientation.
Ability to assess processes and recommend improvements.
Good interpersonal skills.
Bachelor's degree in a related area and/or equivalent experience or training.
1–3 years of related experience.
Must complete and pass a U.S. Department of Justice background check.
Must provide proof of work authorization.

Nice To Haves

Proficiency with standard office software, internet, and email applications.
Basic knowledge of common University-specific computer application programs.
Experience using complex databases.
Experience using student financial planning or student billing systems.
Experience using content management software.

Responsibilities

Advise students and parents on University, Federal, and State financial aid programs, student budgets, and fee payments.
Interpret financial aid policies, procedures, and agency regulations.
Analyze student data and verify documentation, including IRS, DHS, and Social Security records, to determine eligibility for student aid programs.
Process documents for the initial and follow-up evaluation of student files.
Provide information and interpretation of standard financial aid policies, procedures, and regulations.