Student Financial Advisor

The job description provides detailed information about the role of a Student Financial Advisor at Tallahassee Community College, including major functions, duties, minimum education/experience, and required skills and abilities. However, the formatting can be improved for better readability and engagement by using appropriate HTML tags such as headings, lists, and paragraphs. Additionally, some content is repetitive or redundant, which can be streamlined to enhance clarity and conciseness.

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Job Description: Student Financial Advisor

Major Function: The Student Financial Advisor is a member of the College’s Financial Aid Office, reporting to the Assistant Financial Aid Director. The role supports the mission of the College and the Financial Aid Office by combining knowledge of Federal, State, and Institutional award programs with excellent interpersonal and communication skills. The Advisor exemplifies the highest standards of customer service, serving as the primary point of contact for students and their families. Responsibilities may include managing a caseload or assisting the general student population, ensuring accurate information regarding processing timelines, documentation, and eligibility requirements for aid.

Primary Duties:

• Meet with students and families in person, via phone, or through Zoom/Teams to assist with applications and answer questions about eligibility, awards, and disbursement of funds. Refer students to appropriate departments for further assistance.
• Review incoming documents, compare them to required action items, and resolve pre-verification conflicts during the verification process. Conduct administrative responsibilities for program compliance, including FAFSA verification, Return to Title IV, Pell Grant disbursement, and Florida Student Assistance Grant reporting and reconciliation.

Minimum Education and Experience:

Associate's degree with 2 years of clerical or customer service experience required, or an equivalent combination of education and experience. A Bachelor’s degree is preferred.

Knowledge, Skills, and Abilities:

• Knowledge of Title IV programs, federal and state regulations related to institutional compliance, and financial aid procedures.
• Familiarity with software such as EDExpress, EDConnect, COD, and Financier.
• Strong organizational, communication, and interpersonal skills, including discretion and good judgment in handling confidential matters.
• Ability to counsel students, interpret complex data, and manage multiple priorities in a busy environment.
• Proficiency in using various systems to process Title IV aid and in maintaining accurate student records.

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