Financial Solutions Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with learners to create sustainable education funding strategies.

• Assess federal student aid, military benefits, employer contributions, and self-financing options.

• Offer assistance with FAFSA, Title IV aid, verification, C-flag stipulations, scholarships, disbursements, and changes in enrollment.

• Utilize FAA Access to CPS and NSLDS effectively.

• Clarify R2T4 procedures, outstanding balances, SAP, and course relevance.

• Advise learners on education benefits available to active-duty members and veterans.

• Assist learners in navigating military tuition benefit processes.

• Provide support for the enrollment and management of monthly payment plans.

• Process payments over the phone while ensuring compliance with PCI standards.

• Inform learners about employer tuition reimbursement and partnership advantages.

• Address overdue balances to prevent escalation to collections.

• Engage in communication through inbound and outbound calls, emails, SMS, case management, and live chat.

• Record and monitor learner interactions in the CRM system.

• Achieve monthly departmental performance metrics.

• Take part in virtual open houses, informational sessions, webinars, recruitment, and retention initiatives.

• Collaborate with Admissions, Success Coaches, Financial Aid, and Student Accounts teams.

• Execute other assigned responsibilities.

⛳️ Requirements

• A completed bachelor’s degree.

• Two to three (2-3) years of relevant experience in a related position.

• Exceptional customer service, time management, creative problem-solving, interpersonal, and both oral and written communication skills.

• High level of attention to detail and precision.

• Must meet and uphold access requirements for secure federal and/or state websites, including NSLDS.

• Must not be in default on any federal student loans.

• The successful candidate must provide home worksite furniture and equipment.

• Broadband internet connection with upload and download speeds of at least 25MBPS is required.

• An Ethernet connection is necessary for all computing devices.

• Willingness to work some evenings and weekends as needed.

• Availability to work during certain holidays based on operational needs.

• Submission of a cover letter and resume is required.

🏝️ Benefits

• 22 days of paid vacation.

• 15 days of sick leave.

• 3 personal days.

• 16 paid holidays (17 during general election years).

• Health care coverage, including medical with vision, dental, and prescription plans.

• Subsidized state of Maryland medical and prescription benefits for eligible Contingent II employees.

• Health-plan purchase stipend for qualifying Contingent II employees.

• Term Life Insurance coverage.

• Accidental Death and Dismemberment Insurance.

• Long-Term Disability Insurance.

• Retirement stipend equal to 7.25 percent of base salary.

• Supplemental retirement account (SRA) options.

• 401(k), 403(b), 457(b), and Roth retirement plans available.

• Tuition remission for courses at UMGC or the University of Maryland College Park.

• Spouses and dependent children qualify for undergraduate tuition remission after two years of service.

• UMGC will provide a laptop, monitor, headset, and office supplies.