Stevenson University Online (Official Page) ยท 1 month ago
Financial Aid Advisor II
Stevenson University Online is seeking a Financial Aid Advisor II who will provide direct service to students and their families regarding the financial aid process. The role involves evaluating financial aid applications and determining aid packages in accordance with federal, state, and institutional policies.
Higher Education
Responsibilities
Provide financial aid counseling and front-line customer service to current and prospective students, parents, and staff families by phone, in person, chat, and email with the goal of delivering exceptional service
Advise students and parents about options and opportunities to pay for college. Answer questions concerning financial aid, scholarships, and work study including benefits, eligibility criteria, the application process, policies and procedures, deadlines, loan information and requirements, and the impact of taking out student loans
Apply customer service skills, knowledge, advocacy, and professional judgment to address simple and complex situations; ensure stakeholder financial aid needs are served in a timely manner and a positive experience. Make necessary referrals to other student services offices
Conduct needs analysis, interpret, apply, and explain complex regulations in compliance with federal criteria to determine the relative eligibility of each financial aid applicant to award federal student aid
Assure compliance with Title IV Federal regulations in addition to state regulations in regards to delivery of funds to students
Conduct verification of student and parent application data in compliance with federal criteria. Verify the accuracy of information provided on applications for federal and/or state aid programs
Guide student through the submission process for professional judgment exceptions, appeals and petitions in accordance with federal statutes. Provide support to students experiencing family, personal or economic crises which may impact academic performance
Correspond with students in writing, in person or by phone regarding outstanding documents necessary to complete the financial aid application process
Process and maintain student documentation via the electronic document imaging system
Conduct financial aid presentations on and off campus
Stay current on financial aid rules and procedures. Recommend changes to processes to create improvements
Attend professional conferences, trainings, and meetings related to enrollment management, billing, and financial aid
Qualification
Required
Bachelor's degree from an accredited institution in an appropriate area of specialization
Two years of professional full-time experience in financial aid
Experience with personal computers using Microsoft Office (Excel, Word, Outlook) software
Knowledge of federal and state financial aid programs
Knowledge of Title IV program fund regulations
Knowledge of U.S. Department of Education rules and regulations
Excellent interpersonal, verbal and written communication skills
Skilled in researching regulatory information and resolving complex financial questions
Skilled in organizing resources and establishing priorities
Ability to prioritize and manage a significant caseload
Ability to interpret and explain regulatory information related to the financial aid process
Ability to diffuse and respond professionally to stressful situations and difficult people
Ability to provide professional customer service
Adhere to the highest professional and ethical standards to maintain data confidentiality and integrity
Ability to work independently to complete assignments
Ability to present effectively to small and large groups
Ability to interact in a professional manner with staff, faculty, students, and the community in a service-oriented environment
Ability to think critically and creatively, have a high standard of integrity, and be motivated to incorporate best practices into the organizational structure
Company
Stevenson University Online (Official Page)
Stevenson University Online (SUO) delivers high-quality, career-relevant programs in a personalized environment.
Funding
Current Stage
Early StageCompany data provided by crunchbase