Student Finance Representative

American Institute•Clifton, NJ

About The Position

The Student Finance Representative, referred to in the description as a Student Finance Advisor, assists prospective American Institute students with pre-enrollment financial aid and funding information. The role also serves current and former students by providing customer service, processing financial aid, and counseling students about loans. Duties vary according to team assignment, departmental needs, and the discretion of the Director of Student Finance. The position involves advising students on eligibility, application procedures, aid programs, costs, indebtedness, loan management, and financial planning, while tailoring information to individual needs. Representatives answer questions about financial aid and alternative funding, handle and resolve student inquiries, maintain telephone coverage during assigned shifts, and assist students by phone or email with financial aid processes and documents. They provide accurate information using training materials, follow applicable regulations and procedures, maintain student data in internal and external systems, attend required training, meet productivity goals, and support enrollment conversion through exceptional service.

Requirements

Ability to provide accurate information about financial aid and funding.
Ability to advise students on loan and grant eligibility and provide follow-up guidance.
Ability to help students complete financial aid documents.
Ability to evaluate and resolve student inquiries, issues, and problems.
Professional, calm, and polite communication with students and internal customers by phone and email.
Ability to maintain an assigned schedule and telephone coverage.
Ability to work with student data in internal and external systems.
Ability to follow federal and institutional regulations, training materials, and standard operating procedures.

Responsibilities

Counsel students on financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management, and financial planning, tailoring information to individual circumstances.
Answer student questions and requests about financial aid programs, eligibility, and alternative funding sources.
Evaluate and resolve student inquiries, issues, and problems, ensuring appropriate action is taken to the student's satisfaction.
Maintain telephone coverage during the assigned shift and answer inbound calls from students and internal customers.
Assist students with financial aid by telephone or email, providing accurate, current information in a calm, polite, and professional manner.
Advise students about loan and grant eligibility status and provide guidance or follow-up when resolution is needed.
Guide students through completion of necessary financial aid documents.
Provide accurate information about students' financial aid by referring to training materials.
Comply with federal and institutional regulations.
Adhere to the assigned schedule and follow standard operating procedures.
Acquire, enter, edit, and update student data in internal and external systems.
Attend required training sessions.
Meet assigned productivity goals and support higher enrollment conversion rates through exceptional student service.
Perform other duties as assigned.

Benefits

Medical insurance, including prescription coverage
Dental insurance
Vision insurance
Flexible spending or health savings account, depending on the medical plan selected
Basic life insurance
Additional voluntary life insurance
Employee Assistance Program
Long-term disability insurance
Short-term disability insurance
Supplemental insurance, including critical illness, accident, and hospital coverage
Paid time off: 15 days accrued in year one
9 paid holidays
1 day of volunteering time off
401(k), eligible after 90 days of employment for team members at least 18 years old
Pet insurance
Identity theft protection