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South University · 10 hours ago

Financial Aid Advisor - II

Pittsburgh, PA

Full-time

Onsite

Mid Level

3+ years exp

South University is a supportive educational institution dedicated to helping students achieve their professional goals. The Financial Aid Advisor - II is responsible for guiding students through the financial aid process, developing financial plans, and ensuring compliance with federal and institutional regulations.

Higher Education

Responsibilities

Work cohesively with Admission Representative in order to facilitate outstanding service to prospective students and their parents

Efficiently and accurately package assigned students including includes new, continuing, re-entry and transfer students

Guide students on the financial aid process, including required forms, documents, and process

Create financial plans for assigned students in compliance with institutional policies and Federal regulations, communicate the plan to students and parents, and effectively explain rights and responsibilities for each aid source

Assist students and parents with alternative means of financing any remaining balance after awarding eligible federal, state, or institutional aid

Ensure student files are complete and accurate and that aid is paid to students’ accounts in a timely manner

Review ISIRs, request outstanding documents, and perform all levels of verification and C Code reviews

Utilize reports to review students, analyze work needed, ability to prioritize daily workload independently prioritize workload

Strong Customer Service, ability to calm students and parents, accurately articulate the status of a student’s aid and account

Complete the appropriate training modules within 30 days of the new or revised module becoming available

Assist with or perform special projects as assigned. Other duties as assigned

Qualification

Financial aid experienceCustomer service skillsCommunication skillsMS Office proficiencyProblem-solving skillsMulti-tasking abilityIndependent decision-makingFinancial aid softwareInterpersonal skillsPresentation skills

Required

Bachelor's degree in a related discipline or associate's degree and 3 years of related experience with federal and student financial aid, or 5 years of related experience with federal and student aid

Financial aid or accounting experience required

Customer service, problem-solving experience required

Excellent communication and interpersonal skills

Ability to make small group presentations as well as skill in interacting on a one-on-one basis

The ability to multi-task, work independently, and make decisions based on guidelines

Strong basic computer software (MS Office) skills