Financial Assistance Advisor jobs in United States
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ECPI University · 2 months ago

Financial Assistance Advisor

ECPI University is dedicated to helping students achieve their academic and career goals through a unique education model. The Financial Assistance Advisor will advise students on financial aid eligibility, application procedures, and financial planning while analyzing financial data to determine aid eligibility.

Higher Education

Responsibilities

Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the particular needs and situation of the student
Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines
Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process
Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility
Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation
Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns

Qualification

Microsoft OfficeCampusVue Student databaseAI toolsAnalytical skillsCustomer serviceOral communicationWritten communicationOrganizational skillsTeamwork

Required

2-3 years of related experience
Proficiency in Microsoft Office
Well-developed oral and written communication skills
Excellent organizational and analytical skills
Ability to quickly master new methodologies, technologies and systems
Ability to handle a high pressure environment with significant timeline pressures
Able to interact with employees, potential students and outside contacts of all levels, providing excellent customer service
Ability to work independently and with a team as well as with various constituents

Preferred

Bachelor's degree preferred
Proficiency in CampusVue Student database, preferred
Utilizing AI tools preferred

Benefits

Tuition scholarship program available to employees and their immediate family members after 90 days of employment
Competitive compensation and medical/dental benefit plans
401(k) participation with possible employer contributions

Company

ECPI University

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According to the National Student Clearinghouse Research Center, the average time it takes for a student to earn their bachelor’s degree is 5.8 years.

Funding

Current Stage
Late Stage

Leadership Team

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Neil Amari, CPA
Chief Financial Officer
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Barbara Larar
Chief Operating Officer
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Company data provided by crunchbase