Senior Financial Aid Advisor

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

📋 Description

• Actively counsel students on financial aid matters throughout each academic year.

• Establish strong relationships while delivering clear, precise information and effective solutions.

• Assess and adjust financial aid packaging for eligibility across both undergraduate and graduate programs.

• Calculate and initiate offers for financial aid and payment plans.

• Keep student packaging updated throughout their academic journey.

• Ensure that all required documentation and financial aid processing are accurate, timely, and compliant with relevant regulations.

• Inform students about their borrower rights and responsibilities, FAFSA completion, loan decisions, scholarships, and alternative funding options.

• Manage an assigned caseload of students and implement effective contact and follow-up strategies.

• Address and resolve financial aid issues, hidden obstacles, escalated requests, and complex processes.

• Collaborate with campus and University Administration teams to ensure timely and accurate disbursement of funds.

• Assume the responsibilities of the Financial Aid Manager in their absence and provide training, mentorship, and support to newer Financial Aid Advisors.

• Carry out additional duties as assigned.

⛳️ Requirements

• A Bachelor’s degree from an accredited institution is preferred; however, experienced candidates without a degree who possess over 10 years of financial aid experience and relevant education may be considered.

• A minimum of 6 years of customer service experience is required.

• A minimum of 6 years of financial aid experience is required.

• Candidates must not be in default on a federal student loan or owe repayment on a federal grant.

• Consent to audio and video recording of financial aid appointments for training and quality assurance purposes is required.

• Must demonstrate the highest levels of integrity, professional ethics, and confidentiality.

• Possess strong customer service skills with an emphasis on student success.

• Excellent verbal and written communication skills are essential.

• Higher-than-average computer proficiency is required.

• Strong multitasking and time-management abilities are necessary.

• Capability to adapt to a dynamic, fast-paced environment is important.

• Ability to work independently in a remote setting is required.

• Willingness to work alternate hours, including nights and weekends, to support students across different time zones.

🏝️ Benefits

• Opportunities for professional growth within a solution-oriented culture.

• A culture of teamwork, collegiality, transparency, and a focus on student-centric values.

• A remote work environment that supports flexibility.

• Access to training, mentoring, and ongoing support on a daily basis.

• Alternate work hours, including nights and weekends, as necessary.

• Bonus eligibility: No.