Financial Assistance Advisor

ECPI University•Charlotte, NC

1d•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 as they work 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.

Requirements

Two to three years of related experience, or an equivalent combination of education, experience, and training.
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 work in a high-pressure environment with significant timeline pressures.
Ability to interact with employees, potential students, and external contacts at all levels while providing excellent customer service.
Ability to work independently, as part of a team, and with various constituents.

Nice To Haves

Bachelor’s degree.
Proficiency in the CampusVue Student database.
Experience utilizing AI tools.

Responsibilities

Advise students on ways to pay for their education, financial aid eligibility, application procedures, available assistance programs, costs, indebtedness, money management, and financial planning, tailoring 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 make exceptions or adjustments to costs, contributions, need, or dependency status.
Respond in person or in writing to questions and requests from students, parents, and guardians about financial aid programs and eligibility.
Analyze system-generated reports, including grades, enrollment status, and award status, to verify continued compliance and eligibility; notify students of award changes and alternatives.
Work with students, lenders, employers, and Student Services staff to resolve concerns.