College Financial Services Advisor – Title IV Funding

Jobtailor; Gilbert (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor in Gilbert, AZ is seeking a Title IV Financial Advisor to support student funding and financial services through the enrollment to graduation cycle. You will advise students, collect documents, review files, and assist with ISIR processing while ensuring compliance with applicable policies.

Strong communication by phone and email is essential, and experience with remote work is a plus. The role requires attention to detail, ability to manage deadlines, and dedication to helping

Qualifications

• High School Diploma required.
• Associate's degree or higher preferred.
• Two years or more experience as a college Title IV financial advisor.
• Experience with federal, state and institutional financial aid policies.
• Experience in student advising 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 communicate effectively orally and in writing.
• Working knowledge of automated student funding systems.
• Ability to keep accurate records and maintain confidentiality.
• Experience working in a remote setting.
• Experience providing customer or client service over the phone.

Responsibilities

• Support student success through Title IV funding and financial services.
• Assist new and continuing students between enrollment and graduation to secure Title IV funding.
• Handle all student outreach, advisement, document collection, file review, and awarding that pertains to those funding sources.
• Comply with all Federal, State, accreditation and institutional policies and procedures.
• Coordinate payment plans with students for balances owed to school.
• Maintain knowledge of SDI’s pricing model and refund policies.
• Communicate daily with students via phone and email communication, while providing exceptional customer service.
• Prepare operational tracking reports as requested by management.
• Assist with file reviews, audits and other regulatory requirements as needed.
• Complete all ISIR review including conflicting information, verification, and C-code resolution.
• Follow all Title IV policies and procedures.
• Award Title IV funds for all eligible students.
• Collect necessary documentation for completion of files.
• Handle exit counseling for all dropped and graduated Title IV loan recipients.
• Send out and collect all necessary post withdrawal disbursement forms.
• Update all necessary systems with pertinent student information.
• Coordinate cancellations and start date changes.
• Produce and send all offer letters.

Skills

Customer service

Communication skills

Independent decision-making

Time management

Remote work experience

Record keeping / confidentiality

Education

High School Diploma

Associate's degree or higher preferred

Job description

Responsibilities

• Support student success through Title IV funding and financial services
• Assist new and continuing students between their enrollment and graduation date to secure Title IV funding
• Handle all student outreach, advisement, document collection, file review, and awarding that pertains to those funding sources
• Comply with all Federal, State, accreditation and institutional policies and procedures
• Coordinate payment plans with students for balances owed to school
• Maintain knowledge of SDI’s pricing model and refund policies
• Communicate daily with students via phone and email communication, while providing exceptional customer service
• Prepare operational tracking reports as requested by management
• Assist with file reviews, audits and other regulatory requirements as needed
• Complete all ISIR review including conflicting information, verification, and C-code resolution
• Follow all Title IV policies and procedures
• Award Title IV funds for all eligible students
• Collect necessary documentation for completion of files
• Handle exit counseling for all dropped and graduated Title IV loan recipients
• Send out and collect all necessary post withdrawal disbursement forms
• Update all necessary systems with pertinent student information
• Coordinate cancellations and start date changes
• Produce and send all offer letters

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