College Financial Services Advisor – Title IV Funding

Job not on LinkedIn

November 21

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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University of Arizona- SIROW (Southwest Institute for Research on Women)

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Education • Social Impact • Non-profit

University of Arizona-SIROW (Southwest Institute for Research on Women) is a research institute at the University of Arizona focused on collaborative outreach, education, intervention, and research projects that address social change. SIROW is dedicated to advancing gender and LGBTQ+ equality, education and workforce development, social justice, and community health. It houses programs such as the M. A. in Program Design & Evaluation and the Women in Science and Engineering (WISE) initiative. The institute is involved in efforts addressing issues like housing insecurity, homelessness, and the opioid epidemic, aiming for a more just and equitable society.

11 - 50 employees

Founded 1979

📚 Education

🌍 Social Impact

🤝 Non-profit

📋 Description

• The Financial Services Advisor I (FSA) is responsible for assisting new and continuing students between their enrollment and graduation date to secure funding via Title IV funding sources. • FSAs handle all student outreach, advisement, document collection, file review, and awarding that pertains to those funding sources. • Complies with all Federal, State, accreditation and institutional policies and procedures • Coordinates payment plans with students for balances owed to school • Maintains knowledge of SDI’s pricing model and refund policies • Communicates daily with students via phone and email communication • Prepares operational tracking reports as requested by management • Assists with file reviews, audits and other regulatory requirements as needed • Completes all ISIR review including conflicting information, verification, and C-code resolution • Follows all Title IV policies and procedures • Awards Title IV funds for all eligible students • Collects necessary documentation for completion of files • Handles exit counseling for all dropped and graduated Title IV loan recipients • Sends out and collects all necessary post withdrawal disbursement forms • Updates all necessary systems with pertinent student information • Coordinates cancellations and start date changes • Produces and sends all offer letters • Other tasks as assigned

🎯 Requirements

• High School Diploma, required • Associate's degree or higher preferred • Two years or more experience as a college Title IV financial advisor • Experience with financial aid programs and federal, state and institutional regulations and policies • Experience in student advising methods and financial aid instructions • Knowledge of financial aid need analysis and packaging • Ability to exercise independent judgment and make decisions • Ability to produce large volumes of accurate work under pressure and meet deadlines • Ability to provide guidance and instructions to a wide variety of students • Ability to work with initiative and innovation; ability to communicate effectively orally and in writing • Working knowledge of automated student funding systems • Ability to keep accurate records and maintain confidentiality • Ability to establish and maintain cooperative and harmonious working relationships with a wide range of individuals in a variety of work settings • Experience working in a remote setting • Experience providing customer or client service over the phone

🏖️ Benefits

• Highly competitive compensation • Award winning culture • Employee Stock Ownership Plan (ESOP) • Comprehensive benefits package with 100% company-paid medical option for employee • 401(k) with generous company match • Employee Assistance Program (EAP) • Pet Insurance • Company-paid Life insurance • Paid Time Off (Vacation, Sick, and Volunteer time off!) • 14 Paid holidays • Referral program • Education Tuition Benefit program • Career development opportunities with a growing company • A team who is dedicated to your success!