Student Finance Representative

American Institute•Clifton Park, NY
•$25 - $26

About The Position

American Institute is seeking a Student Finance Representative. The role is described in the posting as a Student Finance Advisor. The advisor assists prospective students with pre-enrollment financial aid by providing accurate information about funding, and supports current and former students through financial aid processing, customer service, and loan counseling. Responsibilities may vary according to team assignment, department needs, and the discretion of the Director of Student Finance.

Responsibilities

  • Counsel students on financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management, and financial planning, tailoring information to each student's situation.
  • 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 the financial aid process 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 and follow-up when resolution is needed.
  • Guide students through completion of required financial aid documents.
  • Provide accurate financial aid information by consulting training materials.
  • Comply with federal and institutional regulations.
  • Adhere to the set schedule and follow standard operating procedures.
  • Acquire, enter, edit, and update student data in internal and external systems.
  • Attend required training sessions.
  • Support higher enrollment conversion rates by delivering exceptional student service.
  • Meet assigned productivity goals.

Benefits

  • Medical insurance, including prescription coverage
  • Dental insurance
  • Vision insurance
  • Flexible spending account 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, such as critical illness, accident, and hospital coverage
  • Paid time off: 15 days accrued in year one
  • Nine paid holidays
  • One day of volunteer time off
  • 401(k), eligible after 90 days of employment and for team members at least 18 years old
  • Pet insurance
  • Identity theft protection
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