Finance Advisor jobs in United States
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University of Phoenix · 3 hours ago

Finance Advisor

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

University of Phoenix is seeking a Finance Advisor who will communicate with students regarding their financial aid accounts and provide guidance throughout the student lifecycle. The role involves researching financial aid processes, educating students on their options, and resolving any issues related to financial aid.

EdTechEducationHigher EducationSTEM EducationUniversities

Responsibilities

Perform and manage multiple system-delivered tasks efficiently and effectively to maximize availability for all inbound and outbound student inquiries, while meeting the department’s standards for productivity and quality. Based on business need, assist other channel teams to ensure all work items are completed on a timely and accurate basis
Evaluate students’ accounts to explore financial aid solutions that assist students in attaining their educational goals; effectively analyze complex students’ financial aid situations and communicate findings with students in a way that is easily comprehendible
Educate and assist prospective and/or current students regarding policies and requirements for selected financial aid options, including federal student financial aid
Facilitate the timely and accurate processing of federal student financial aid and ensure compliance with established regulations, University policies, procedures, and guidelines. Proactively identify potential bottlenecks within the student finance process and initiate steps to resolve those bottlenecks (next issue avoidance)
Collaborate with Enrollment, Academic Counseling and other internal departments as needed to ensure a positive student experience
Adhere to Financial Services quality guidelines which are subject to change
Be available to work daily shifts in accordance with assigned full-time (40-hour) work schedule. Occasional overtime may be required as business needs dictate
Perform other duties as required or apparent

Qualification

Financial aid knowledgeCustomer service experienceCommunication skillsComputer proficiencyProblem-solving skillsAttention to detailTeam collaborationSelf-motivated

Required

High School Diploma or Equivalent
Prior experience in an educational environment, particularly financial aid advisement, operations, or other student-facing roles
Prior experience in a customer/client-service oriented call center with a queued phone system environment
General knowledge of the higher education industry and Title IV funding
Ability to handle escalated communication and appropriately de-escalate
Computer proficiency with an ability to learn and navigate multiple proprietary software applications
Excellent communication skills with an ability to accurately convey financial aid information through assigned channel(s)
Able to perform multiple tasks accurately, efficiently and effectively
Self-motivated with an ability to work independently when required and collaborate in a team environment as appropriate

Company

University of Phoenix

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University of Phoenix is a higher learning education institute that provides both online and classroom tutoring platforms.
dateFounded in 1976
location
Phoenix, Arizona, USA
people-size5001-10000 employees
web-link
http://www.phoenix.edu

Funding

Current Stage
Late Stage
Total Funding
$25.51M
2020-04-06Series Unknown· $0.13M
2018-06-14Series Unknown· $0.39M
2017-09-29Grant· $25M

Leadership Team

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Chris Lynne
President and Trustee
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Recent News

PR Newswire
University of Phoenix students continue to report strong satisfaction in national survey
2026-01-12
PR Newswire
University of Phoenix releases white paper on Credit for Prior Learning as a catalyst for internal mobility and retention
2026-01-05
GlobeNewswire
DATA BREACH ALERT: Edelson Lechtzin LLP is Investigating Claims on Behalf of University of Phoenix Customers Whose Data May Have Been Compromised
2025-12-24
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