Serves as central point of contact as Advisor to prospective and current students. Ensures timely, accurate, and student-centered service with
regard to the student financial account. Serves as the student's primary point of contact and advocate with regard to other University offices and external financial agents. Responsible for working through the financial aid application process with student customers to determine eligibility for Title IV Financial Aid. Process requires accuracy, completeness and adherence to University aid policies and Federal Regulations. Requires initiative and strong operations management results regarding responsibilities. Requires a consistent and effective interface with University Financial Aid and Accounts Receivable processing centers as well as applicable Student Service Team members. Effectively communicates all financial options and information to students as well as applicable University employees. Responsibilities are carried out with minimum supervision and through personal initiative. Serves as an integral member of a Student Services Team. Essential Functions: Conducts Financial Advisory Sessions for new, transfer, re-entry, and returning students. In cooperation with Enrollment Advisors, conducts in-person, telephone, or video appointments with new students prior to first enrollment to provide a personalized orientation to the University's financial policies and student-specific information to assist students with financial awareness and planning. In cooperation with Academic/Re-entry Advisors, conduct in-person, telephone, or video appointments with re-entry students as requested to provide a personalized review of the University's financial policies and student-specific information. Serves as a dedicated Finance Advisor to a portfolio of active students of up to 500 students. Is responsible for communicating information and collecting required documents necessary for financial clearance for each term. Manages the financial clearance and financial drop processes each term in accordance with established metrics and expected standards of service. Requires an effective interface and collaboration with other University offices, primarily the University Financial Aid and Accounts Receivable processing teams, regarding student account processing, account questions, and concerns while serving as students' primary point of contact and advocate. Will require exercising effective e problem solving skills and managing difficult conversations. Must understand and continuously expand knowledge of relevant Title IV financial aid regulations; education assistance programs through VA, military, states, and employers; student finance as well as University programs, policies, procedures, and systems Must ensure students are provided tools and information to understand how to set up a payment plan and additionally provides support to payment plan set up processes in J1. Cooperates effectively with applicable Student Services Team (SST) members. Actively supports the objectives of SST advisors with retention efforts. Fosters a support system for the student by connecting the learner with appropriate University personnel and services. Participates in regular meetings with supervisor and team, meetings, and campus events. Other duties as assigned
