Financial Aid Services Advisor

Paul Mitchell Schools•Columbus, OH

17d

About The Position

The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The advisor is responsible to advise prospective and current students and their families about the financial aid process and provide information on available programs and procedures. He or she is responsible to follow up in support of the completion of financial aid applications. The Financial Services Advisor also determines eligibility within the parameters of institutional, state, and federal requirements. The Financial Services Advisor is responsible to maintain a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria. A successful candidate will understand financial aid processing, be able to effectively articulate financial options, and demonstrate a high degree of accuracy to ensure compliance. The Financial Services Advisor must have strong communication and customer service skills. He or she must also have an unwavering commitment to providing exceptional customer service, following the law, and abiding by diversity, equity, and inclusion policies.

Requirements

Maintains current knowledge of changes and updates to financial aid rules and regulations, including Title IV
Has strong interpersonal skills
Ability to interpret and effectively communicate complex financial aid regulations and apply them appropriately in different situations
Proficiently uses Microsoft Word, PowerPoint, and Excel
Ability to perform simple accounting procedures
Ability to communicate effectively, both orally and in writing
Possesses record-keeping and maintenance skills
Ability to process computer data and can format and generate reports
Knowledge of customer service standards and procedures
Ability to make administrative/procedural decisions and judgments
Ability to complete moderately complex administrative paperwork
Is a self-starter and can work independently

Responsibilities

Provide advising throughout the financial aid process to prospective and current students and their families
Complete financial aid processing, including Title IV
Keep adequate and timely records
Ensure the processing of financial aid records are in accordance with federal and state regulations and prepare departmental reports
Follow up on all prospective and current students in a timely manner
Keep up to date with compliance requirements, including and not limited to federal and state regulations, deadlines, and school policies as they apply to federal, state, and institutional student aid and cash management
Attend and actively participate in school functions and professional financial aid training sessions
Ensure goal of timely turnaround for all financial aid applications
Maintain student confidentiality in accordance with FERPA regulations
Any other duties or special projects as assigned