Financial Solutions Advisor

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $47k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Logo of UMGC Ventures

UMGC Ventures

51 - 200 employees

Founded 2016

📚 Education

🤝 Non-profit

Education • Non-profit

UMGC Ventures is a 501(c)(3) non-profit supporting organization for University of Maryland Global Campus (UMGC). It serves as a hub for innovation in learning design and development, aiming to create transformational solutions in higher education tailored to the needs of learners, businesses, community organizations, and governments. The organization focuses on digital learning experiences, modularized learning, and developing new credentialing and certification programs to support workforce development. UMGC Ventures is committed to delivering globally accessible, affordable, and quality adult education, leveraging agility and strategic thinking to adapt to evolving educational needs.

📋 Description

• Partner with learners to develop long-term education funding plans • Review federal student aid, military benefits, employer benefits, and self-pay options • Provide guidance through FAFSA, Title IV aid, verification, C-flag requirements, scholarships, disbursements, and enrollment changes • Access and use FAA Access to CPS and NSLDS • Explain R2T4 processes, balances owed, SAP, and course applicability • Counsel learners on active-duty and veterans education benefits • Guide learners through military tuition benefit processes • Provide guidance on monthly payment plan enrollment and maintenance • Administer payments over the phone while adhering to PCI compliance standards • Advise learners about employer tuition reimbursement and partnership benefits • Resolve overdue balances before escalation to collections • Communicate through inbound and outbound calls, email, SMS, case management, and live chat • Document and track learner interactions in the CRM system • Meet monthly department metrics • Participate in virtual open houses, information sessions, webinars, recruitment, and retention activities • Partner with Admissions, Success Coaches, Financial Aid, and Student Accounts departments • Perform other duties as assigned

🎯 Requirements

• An earned bachelor’s degree • Two to three (2-3) years of relevant work experience in an applicable role • Excellent customer service, time management, creative problem solving, interpersonal, oral and written communications skills • Strong attention to detail and accuracy • Must be able to meet and maintain access requirements for secure federal and/or state websites, such as NSLDS • Must not be in default on any federal student loans • Home worksite furniture and equipment must be provided by the successful hire • Broadband internet with upload and download speeds of at least 25MBPS • Ethernet connection for all computing equipment • Ability to work some evening and weekend hours • Ability to work certain holiday hours based on business need • Cover letter and resume required

🏖️ Benefits

• 22 days of paid vacation • 15 days of sick leave • 3 personal days • 16 paid holidays (17 during general election years) • Health care, medical with vision, dental, and prescription plans • Subsidized state of Maryland medical and prescription benefits for eligible Contingent II employees • Health-plan purchase stipend for eligible Contingent II employees • Term Life Insurance • Accidental Death and Dismemberment Insurance • Long-Term Disability Insurance • Retirement stipend equal to 7.25 percent of base salary • Supplemental retirement account (SRA) • 401(k), 403(b), 457(b), and Roth retirement options • Tuition remission at UMGC or University of Maryland College Park • Spouses and dependent children eligible for undergraduate tuition remission after two years of service • UMGC-provided laptop, monitor, headset, and office supplies

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