Financial Assistance Advisor

ECPI University•Charlotte, NC

7h•Onsite

About The Position

The Financial Assistance Advisor provides financial aid support and advising services to incoming and existing students at ECPI University’s Charlotte, North Carolina campus. The role oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors use critical-thinking, communication, and analytical skills to guide and encourage students through the financial aid process, while building relationships that support students’ educational goals. The advisor explains financial aid options and eligibility, evaluates student financial information and documentation, processes awards within applicable guidelines, and helps students address changes or concerns affecting their aid. The role also responds to questions from students and their families and coordinates with lenders, employers, and Student Services staff.

Requirements

2–3 years of related experience.
Proficiency in Microsoft Office.
Well-developed oral and written communication skills.
Excellent organizational and analytical skills.
Ability to quickly master 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, as part of a team, and with various constituents.
Any equivalent combination of education, experience, and/or training.

Nice To Haves

Bachelor’s degree preferred.
Proficiency in the CampusVue Student database preferred.
Utilizing AI tools preferred.

Responsibilities

Advise students on ways to pay for education, financial aid eligibility and application procedures, assistance programs, costs, indebtedness, money management, and financial planning; tailor information to each student’s needs and circumstances.
Collect and analyze student financial data to determine financial aid eligibility and make awards within federal, donor, and institutional guidelines.
Evaluate documentation or information about unusual or mitigating circumstances and use judgment to adjust or revise costs, contribution, need, or dependency status as exceptions to prescribed processes.
Respond in person or in writing to questions, inquiries, 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 students’ continued compliance and eligibility under federal and institutional guidelines.
Notify students of changes to award eligibility and explain alternatives for addressing the situation.
Work with students, lenders, employers, and Student Services staff to resolve concerns.