Stony Brook Medicine · 4 weeks ago
Senior Financial Aid Advisor
Stony Brook Medicine is seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join their team. The Senior Advisor will play a crucial role in supporting students by advising them on financial aid options, implementing policies, and engaging in outreach activities to ensure resource awareness.
Association
Responsibilities
Provide specialized financial aid advising to students participating in EOP, Study Abroad programs, and Foster Youth initiatives, as well as those utilizing Veterans Benefits or enrolled through cross-registration, consortium agreements, or preparatory coursework
Assist students and families in understanding complex eligibility criteria, program-specific requirements, and how enrollment in unique programs impacts aid
Offer clear guidance on completing required documentation, managing enrollment changes, and maintaining compliance with federal, state, and institutional regulations tied to these populations
Educate students on budgeting, financial literacy, and responsible borrowing, with tailored support for those in special programs who may encounter unique financial challenges
Serve as a primary resource for campus partners working with these populations, helping ensure coordinated support and seamless student experiences
Support the Associate Director in developing and delivering comprehensive training for staff on policies and procedures affecting special populations
Oversee the review and processing of special and unusual circumstances that may impact a student’s cost of attendance or financial ability to continue enrollment
Serve as a primary advisor for students seeking financial aid re-evaluations, guiding them through documentation requirements, eligibility considerations, and timelines
Exercise professional judgment in accordance with federal regulations to address changes in financial circumstances, dependency overrides, cost of attendance adjustments, and other individualized needs
Manage the full lifecycle of financial aid appeals, including intake, review, decision-making, and communication with students and families
Provide clear, accurate explanations of decisions to ensure students understand outcomes and next steps, while maintaining a consistent and equitable review process
Collaborate with campus partners when appeals involve academic progress, emergency funding, or complex student circumstances requiring coordinated support
Identify trends in appeals and professional judgment requests to help inform policy review, staff training, and process improvements
Develop, implement, and update financial aid policies and procedures in compliance with federal, state, and institutional regulations
Continuously monitoring and staying informed about changes and updates to federal and state financial aid regulations
Monitor changes in financial aid regulations and industry best practices to ensure compliance and optimize service delivery
Collaborate with relevant departments to streamline processes and enhance efficiency in financial aid administration
Collect, analyze, and interpret data related to financial aid usage, enrollment patterns, and outcomes for special cohorts
Produce reports and dashboards to track key indicators, identify trends, and support program evaluation and institutional planning
Work closely with financial aid colleagues and cross-campus partners to ensure consistent, equitable service for special cohorts
Participate in team meetings, staff trainings, and professional development opportunities to maintain expertise in policies affecting these populations
Conduct targeted financial aid workshops and orientations for special cohorts, both virtually and in person
Perform strategic outreach to ensure timely submission of required documentation for students in these programs
Support financial aid appeal processes that involve specialized circumstances commonly experienced by these student groups
Serve as a liaison to departments, schools, and colleges that directly support special cohorts and perform other related duties as assigned
Qualification
Required
Master's degree (foreign equivalent or higher). In lieu of a master's degree, a bachelor's degree (foreign equivalent or higher) plus five years of full-time experience in a financial aid office and an active FAAC designation, or a bachelor's degree (foreign equivalent or higher) with five (5) years of full-time financial aid experience and active enrollment in a master's program with ongoing progress toward completion
Three (3) years of full time experience in a Financial Aid Office or one year of full-time experience in a Financial Aid Office with 8+ NASFAA Credentials
Proficiency in using Enterprise Resource Planning (ERP) software for large organizations
Strong customer service skills
Demonstrated experience presenting, training, or conducting workshops
Experience engaging and communicating with students and their families
Preferred
Three (3) or more years of experience in a Financial Aid Office, including demonstrated supervisory experience
Seven (7) or more years of progressive experience working with Federal Student Aid and Scholarship programs
NASFAA Credentials
Certified Financial Aid Administrator (FAAC) designation
Experience with Oracle Campus Solutions (PeopleSoft) as a Financial Aid Management System within a higher education institution
Supervisory experience
Five full time years of progressive experience working with Federal Student Aid and Scholarship programs
8+ NASFAA Credentials
Certified Financial Aid Administrator (FAAC) designation
Experience with PeopleSoft as a Financial Aid Management System within a higher education institution
Benefits
$4000 UUP annual location pay, paid biweekly
Company
Stony Brook Medicine
Stony Brook Medicine expresses our shared mission of research, clinical care and education – a mission embraced by our faculty, staff, researchers, and students.
Funding
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Late StageLeadership Team
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