California Institute of Applied Technology · 18 hours ago
Financial Aid Advisor
United States
Full-time
Remote
Mid Level
$24/hr - $32/hr
4+ years expCalifornia Institute of Applied Technology is seeking a Financial Aid Advisor who will evaluate, approve, and award financial aid to students according to federal, state, and school regulations. The role involves advising students and parents on financial aid options and processing various funding types.
EducationInformation Technology
Responsibilities
Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process
Work closely with admission advisors to complete new enrollment packets each term
Maintains historic documents and data regarding financial aid files according to federal guidelines
Adheres to and is knowledgeable of appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party
Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made
Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents
Develop, modify, implement, and maintain the application intake and tracking process for proper documentation of all awards for audit trail
Prove , and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional and other policies, and procedures
Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance
Conduct workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues
Utilize the student management system to record all student account information
Review the Finance section in ISIR and ensure documentation for all standards is complete, accurate and well written
Identify areas of deficiency and bring creative solutions
Work to financially clear all new student files before the start of the term by collecting documents to clear verifications/c-codes
Provide financial projections within the school guidelines that are most favorable to students
Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed within a maximum of 45 days from the start of the program
Adhere to CIAT’s compliance requirements to ensure all Federal, State, accreditation, and institutional policies and procedures are being met
Follow communication guidelines to ensure high levels of customer service and professionalism
Embody CIAT’s mission, vision, purpose, and values
Qualification
Preferred
Preferred bachelor's or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties
Broad knowledge of federal financial aid programs and recordkeeping requirements
Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software
General knowledge of accounting practices, data processing and computer applications
Detail oriented, outstanding research and analytical skills
Ability to multitask
Works with a sense of urgency, while engaging and listening to experts
Exhibits a high degree of flexibility in adapting to a rapidly changing environment
Problem solve rapidly and effectively
Strong organizational skills with the proven ability to prioritize
Process tasks in a timely manner
Work independently with minimal supervision
Capability to handle confidential and sensitive information, following confidentiality guidelines
Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others
Ability to communicate effectively and professionally with other team members
Team player with a positive, can-do attitude
Proficient in the use of standard Microsoft Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project and ability to learn additional software products
Self-motivated with a strong work ethic, dedicated to quality, quantity, results and timeliness
Demonstrated ability to anticipate needs and exercise independent judgment
Excellent analytical skills, problem resolution skills and general business acumen
Ability to work collaboratively with colleagues, academic departments, and administration to support student success, achieve institutional goals and contribute to a positive and inclusive culture
Position may require work responsibilities outside of normal business hours to accommodate business needs and deadlines
Flexible to work longer hours to meet deadlines, if needed
Able to handle sensitive information with a high degree of confidentiality
Possess high ethical standards, being an example of professionalism to others
Must be able to embody CIAT's mission, vision, purpose, and values
Company
California Institute of Applied Technology
California Institute of Applied Technology is an award-winning technical college helping students launch and advance their career in the competitive job market.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kara Sturdevant
Academic Partnerships Liaison
Recent News
2026-01-08
Computer Weekly
2025-11-08
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