Financial Solutions Advisor

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

📋 Description

• Collaborates closely with learners to create long-term funding strategies for their education, effectively eliminating financial barriers to academic achievement.

• Conducts a thorough review of all available funding options tailored to each learner’s specific situation.

• Identifies financial literacy resources and proposes solutions designed to provide learners with an educational investment that aligns with their aspirations.

• Communicates with learners through various channels, including email, SMS (text messaging), live chat, inbound calls, and outbound calls.

• Diligently documents, maintains, and tracks all learner interactions, data, and progress within the Customer Relations Management system.

• Achieves monthly performance metrics established by the department.

• Engages in recruitment and retention activities, such as participating in virtual open houses, informational sessions, and webinars to provide funding advice to both new and returning learners.

⛳️ Requirements

• A completed bachelor’s degree along with two to three (2-3) years of relevant professional experience in a related field.

• Candidates should demonstrate exceptional customer service, time management, creative problem-solving, interpersonal, oral and written communication skills, with a strong emphasis on detail and accuracy.

• Prior experience in any of the following domains: financial aid, student accounts, student finance, higher education admissions or enrollment management, recruitment, educational or training-industry sales, consultative inside sales for services, call center, or high-volume customer service environments.

• Familiarity with CRM or call center tools and applications, such as dialers, is preferred.

• Bilingual proficiency in English and Spanish.

• Must be capable of meeting and maintaining access requirements for secure federal and/or state websites, including the National Student Loan Data System (NSLDS).

🏝️ Benefits

• Generous Time Off: Enjoy 22 days of paid vacation, 15 days of sick leave, 3 personal days, and 16 paid holidays (17 during general election years).

• Comprehensive Health Coverage: Access to healthcare, including medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date.

• Insurance Options: Term Life Insurance, Accidental Death and Dismemberment Insurance, and Long-Term Disability (LTD) Insurance.

• Retirement Stipend: Contingent II employees receive a retirement stipend equal to 7.25 percent of their base salary and can contribute to a supplemental retirement account (SRA).

• Supplemental Retirement Plans: Include 401(k), 403(b), 457(b), and various Roth options.

• Tuition Remission: CII employees are eligible immediately for Tuition Remission at UMGC or at the University of Maryland College Park.