Advisor (Financial Aid, Registration, Student Accounts)

Adelphi International; Village of Garden City (NY); On-site; USD 52,000 - 57,000; Full time

Job summary

Adelphi University is seeking an Advisor within the One-Stop Student Services Center to guide students and families through financial aid, registration, and student accounts. The role emphasizes accurate information, strong customer service, and timely responses to inquiries both in person and virtually.

Responsibilities include advising on aid applications, billing options, course registration, and refunds processing, with opportunities to participate in outreach events and workshops.

Qualifications

• Associate’s degree (Bachelor’s Degree preferred) and/or one to three years of current financial aid, student accounts, cashier, registrar or student service experience in a fast-paced customer-service oriented higher education environment.
• Bilingual English/Spanish is preferred.
• Required to attend events as needed (Evenings & Weekends).
• Working extra hours may be required.

Responsibilities

• Serve as “one-stop advisor” for students and families concerning financial aid, billing and registration. Counsels students and families in-person and virtually, greets at front counter, and responds to inquiries in a timely manner.
• Assist prospective and current students with financial aid inquiries, explain application processes, eligibility, awarding and disbursement of funds, and discuss aid relative to a student’s account.
• Advise students on financial aid and academic appeal processes where appropriate.
• Answer inquiries about and perform processes for course registrations and related records.
• Advise students on loan applications, repayment options and default prevention.
• Process and review documents for accuracy, track and distribute to inter-office staff; assist with inbound mail.

Skills

Independent decision making

Prioritization

High-volume communication

Organizational skills

Team collaboration

Public speaking

Interpersonal skills

Microsoft Word/Excel

Education

Associate degree (Bachelor's preferred)

1–3 years higher education experience

Tools

Microsoft Word

Excel

Internet

Job description

Advisor (Financial Aid, Registration, Student Accounts)

One-Stop Student Services Center

JOB SUMMARY:

In support of student recruitment and retention, advise students and families on the financial aid application process, federal, state and institutional aid programs, student account billing and payment processes, current and past due balances/collections and registration and records. Support students throughout their Adelphi University education while maintaining excellent customer service.

SALARY INFORMATION:

In compliance with New York’s Pay Transparency Act, the annual base salary range for this position is $52,000 - $57,000. Adelphi University considers factors such as departmental budgets, scope and responsibilities of the position, candidate’s work experience, education/training, key skills, internal peer equity, as well as market and organizational considerations when extending an offer. The above hiring range represents the University’s good faith and reasonable estimate of the range of possible compensation at the time of posting. An annual base salary higher than the range may be warranted in circumstances where a candidate has demonstrable equivalent prior higher education experience at another University.

Adelphi University provides a comprehensive benefit package for faculty and staff employees. For a list of benefits provided to employees, please click here.

REPORTS TO:

Associate Director, One-Stop Student Services Center

RESPONSIBILITIES & DUTIES

1. Serve as “one-stop advisor” for students and families concerning financial aid, billing and registration. Counsels students and families in- person and virtually. Greets students/families at the front counter. Respond to a large volume of phone, email, and in-person inquiries in a timely manner. Participate in outbound phone call campaigns.

2. Assist prospective and current students with financial aid inquiries. Explain the application processes, eligibility and renewal criteria, awarding and disbursement of funds. Discuss aid as it relates to a student’s account, payment and financing options for out of pocket tuition, residential life and health insurance expenses. Inform students of outside scholarship opportunities.

3. Accurately advise and assess current students’ financial aid/billing history, needs and potential problems in making payments due to the University. Advise students on financial aid and academic appeal processes where appropriate.

4. Answer inquiries about and perform processes for course registrations and exceptions, course schedules, transcripts, degree audits and graduation.

5. Advise students on student loan application, repayment options and default prevention.

6. Collect and review financial aid, registrar, cashier and student’s accounts forms, tax and other documents for accuracy and completeness, track and distribute documents to appropriate inter-office staff. Assist with inbound mail and document tracking and external mailing campaigns.

7. Review, assess and remove financial aid holds/registration blocks and late payment fees, where appropriate.

8. Advise students on third party and self-service programs used by the university such as Bank Mobile, Gallagher (health insurance), Payment Plans, CLASS, eCampus

9. Review and process daily refunds in accordance with federal, state and institutional guidelines. (we will need all hands on deck during critical processing cycles)

10. Receive & process payments made in person or by mail (credit cards, checks, cash). Complete Bank Deposit Detail at end of day/shift to include:

11. Advise students on academic, financial & medical petition processes, third party billing, company reimbursement agreements and account balances, requesting transcripts and replacing diplomas

12. Process outside scholarship checks and private loans

13. Engage as needed with other key departments such as Admissions, Residential Life and athletics to ensure a seamless process for students/parents.

14. Conduct College Nights & Financial Aid Literacy workshops, and other speaking events both on and off campus.

15. As experience is acquired, act as a resource for other personnel.

16. Perform other job-related duties as assigned.

REQUIREMENTS (Knowledge, Skills and Abilities):

1. Ability to make independent decisions based on training.

2. Ability to prioritize workload according to volume, urgency, etc.

3. Ability to work with high volume in person and telephone contact.

4. Ability to be organized and pay attention to detail.

5. Ability to work cooperatively with others.

6. Ability to present to large groups.

7. Positive attitude and friendly demeanor.

8. Excellent interpersonal and communication skills.

9. Knowledge of Microsoft Word, Excel and the Internet.

PHYSICAL REQUIREMENTS:

1. Ability to work on a computer for extended periods.

2. Sit at a desk for extended periods.

EDUCATIONAL/EXPERIENCE/ REQUIREMENTS

1. Associate’s degree (Bachelor’s Degree is preferred) and/or one to three years of current financial aid, student accounts, cashier, registrar or student service experience in a fast-paced customer-service oriented higher education environment.

2. Bilingual English/Spanish is preferred.

3. Required to attend events as needed (Evenings & Weekends).

4. Working extra hours may be required.

HOURS:

The One-Stop Student Services Center will be open Monday, Tuesday, Thursday, Friday 8:30am - 4:30pm and Wednesday 8:30am - 7:00pm (staggered shifts, subject to change).

ABOUT ADELPHI

Adelphi University, New York, is a highly awarded, nationally ranked, powerfully connected doctoral research university dedicated to transforming students’ lives through small classes with world-class faculty, hands-on learning and innovative ways to support academic and career success. Adelphi is one of just four companies and the only university on Long Island to be named among America’s Best Employers by State for 2023 by Forbes. Adelphi offers exceptional liberal arts and sciences programs and professional training, with particular strength in our Core Four—Arts and Humanities, STEM and Social Sciences, the Business and Education Professions, and Health and Wellness. Recognized as a Best College by U.S. News & World Report, Adelphi is Long Island’s oldest private coeducational university, serving more than 7,400 students at its beautiful main campus in Garden City, at learning hubs in Brooklyn, the Hudson Valley and Suffolk County, and online. The University offers students 70 undergraduate programs, 93 master’s degree and doctoral programs, and 64 certificate programs in the liberal arts, the sciences and professional training. With powerful partnerships throughout the New York area, more than 119,000 graduates across the country, a growing enrollment of students from 44 states and 76 countries, and rising rankings from top publications and organizations, Adelphi is a dynamic community that plays a leadership role on Long Island and in the region.