Financial Assistance Advisor - Remote

ECPI University • ,

139d • Remote

About The Position

The Financial Assistance Advisor advises students remotely on ways to pay for their education, financial aid eligibility and applications, assistance programs, costs, indebtedness, money management, and financial planning. The advisor tailors information to each student’s circumstances and evaluates financial data to determine eligibility and make awards consistent with federal, donor, and institutional guidelines. The role also reviews unusual or mitigating circumstances and may exercise judgment to adjust costs, contributions, need, or dependency status as exceptions to standard processes. The advisor responds to students’ and families’ questions, monitors continued eligibility and compliance, communicates award changes and alternatives, and works with students, lenders, employers, and Student Services staff to resolve concerns.

This is a remote position requiring a dedicated, distraction-free home office, adherence to a set schedule, and continuous communication with managers and coworkers. The home setup must accommodate dual monitors, a computer, and a VPN device, and must have a hard-wired high-speed internet connection meeting the specified speed and latency requirements. Only cable, DSL, or fiber internet services are supported, subject to availability.

Requirements

• 2–3 years of related experience, or an equivalent combination of education, experience, and/or training.
• Proficiency with standard office and mobile applications, including word processing, presentations, email, calendaring, teleconferencing, text messaging, computers, and smartphones or tablets.
• Proficiency in Microsoft Office.
• Well-developed oral and written communication skills.
• Excellent organizational and analytical skills.
• Ability to quickly learn new methodologies, technologies, and systems.
• Ability to handle a high-pressure environment with significant timeline pressures.
• Ability to provide excellent customer service when interacting with employees, potential students, and outside contacts at all levels.
• Ability to work independently, with a team, and with various constituents.
• For remote work: a dedicated office space free from distractions and background noise; ability to adhere to a set schedule and maintain continuous, active communication with managers and coworkers; a home office able to accommodate dual monitors, a computer, and a VPN device; hard-wired high-speed internet with at least 6 Mbps download, 1.5 Mbps upload, and latency/ping of 40–45 ms or lower; supported internet service must be cable, DSL, or fiber, depending on availability. Internet provider name and test results must be provided before hire.

Nice To Haves

• Bachelor’s degree preferred.
• Experience utilizing AI tools preferred.
• Experience with the CampusVue Student database preferred.

Responsibilities

• Advise students using remote technologies such as Zoom and Microsoft Teams about education payment methods, financial aid eligibility and application procedures, assistance programs, costs, indebtedness, money management, and financial planning; tailor information to individual needs and circumstances.
• Collect and/or analyze students’ financial data to determine financial aid eligibility and make awards under federal, donor, and institutional guidelines.
• Evaluate unusual or mitigating circumstance documentation or information and exercise judgment to adjust costs, contribution, need, or dependency status as exceptions to prescribed processes.
• Respond in person or in writing to questions and requests from students, parents, or guardians about financial aid programs and eligibility.
• Analyze system-generated reports, including grades, enrollment status, and award status, to verify continued eligibility and compliance; notify students of award eligibility changes and alternatives.
• Work with students, lenders, employers, and Student Services staff to resolve concerns.

Benefits

• Tuition scholarship program for employees and immediate family members after 90 days of employment.
• Competitive compensation and medical/dental benefit plans.
• 401(k) participation with possible employer contributions.
• Professional growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed