Financial Aid Advisor

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🕒 April 10

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Logo of CTI

CTI

501 - 1000 employees

Founded 1988

🏢 Enterprise

📱 Media

📡 Telecommunications

Enterprise • Media • Telecommunications

CTI is a technology company specializing in the design, integration, and support of audio-visual systems. They focus on connecting people through technology by offering consulting, engineering, installation, integration, and maintenance services. CTI serves a diverse range of sectors including broadcast media, education, financial services, healthcare, live events, and government. With a reputation for fair, fast, and flexible service, CTI is committed to offering innovative and practical solutions to meet client needs.

📋 Description

• Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines • Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements • 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

🎯 Requirements

• 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

🏖️ Benefits

• Work from Home (WFH)

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