Finance Advisor

University of Phoenix; Phoenix, Northern (AZ, KY); Hybrid; USD 24,000 - 51,000; Full time

Job summary

University of Phoenix offers a remote Finance Advisor role designed to guide students through financial aid processes and account management. You will engage via multiple channels, educate on options, and help resolve issues with care and accuracy.

The position emphasizes a detailed, compliant approach to federal aid, strong communication, and collaboration with campus partners. It requires a customer-focused mindset and ability to work independently from home.

Qualifications

• High school diploma or equivalent required.
• Experience in educational environment or student-facing roles preferred.
• Experience in a call center with a queued phone system.
• Knowledge of higher education and Title IV funding.
• Strong communication skills and ability to de-escalate.
• Proficiency with multiple proprietary software applications.
• Ability to multitask and work independently or in a team.

Responsibilities

• Handle inbound/outbound student inquiries and manage workflow.
• Evaluate students’ accounts and explain financial aid options clearly.
• Educate prospective and current students on financial aid policies and requirements.
• Process federal financial aid accurately and ensure compliance.
• Collaborate with Enrollment and Academic Counseling to enhance the student experience.
• Adhere to quality guidelines and be flexible with shifts as needed.

Skills

Attention to detail

Excellent communication skills

Problem solving

Team collaboration

Education

High School Diploma or Equivalent

Tools

Call center software

Job description

At the University of Phoenix, we are committed to the future of work by providing a fully remote, work-from-home environment. This strategy enables us to attract top talent nationwide. Are you looking for a rewarding and fulfilling position that offers challenging work and the opportunity to make a significant impact while collaborating with a team of fun, innovative individuals? Would you prefer to work with an organization that positively contributes to the world? If so, we would love to hear from you!

Are you searching for a rewarding, fulfilling position that offers challenging work and the ability to make a big impact while working side-by-side with a team of fun, innovative people? Ideally, would you like this position to be with an organization that makes a positive contribution to the world? If so…we would love to hear from you!

About Us

University of Phoenix is a leading higher education institution founded in 1976 by Dr. John Sperling. Our mission is to improve the lives of our students, their families and future generations through higher education. Our values (which hopefully you share) are: Brave. Honest. Focused.

Our University values and embraces all team members and their unique perspectives. We fundamentally believe in fostering an environment which deeply respects, celebrates, and actively encourages a diverse workforce. We are committed to hiring – and learning from – those who share our passion to help others achieve their educational aspirations.

We offer excellent benefits, an effective recognition program, and outstanding learning and development tools, including tuition vouchers for employees and their qualified family members.

About the Position

A Finance Advisor uses one or more communication channels, such as inbound calls, outbound calls or written correspondence, to communicate with students via assigned channel(s) and complete work items. An individual researches students’ financial aid accounts and provides explanations of financial aid processes and account management throughout the student lifecycle to provide an optimal customer experience related to education financing. As needed, an individual appropriately de-escalates situations with students who have questions and/or issues with their financial aid and effectively resolves any issues.

A Finance Advisor conducts research regarding students’ finance needs and related issues, determines the best course of action to communicate to the student and ensures that financial aid processes are completed in accordance with established guidelines. Additionally, an individual may be required to complete other job duties as business needs dictate.

About You

• You are known for your attention to detail and have a strong commitment to complete tasks on time.
• You thrive in an environment that has established guidelines and you have resources to support your success.
• You are a natural problem solver.
• You have excellent communication skills.
• You thrive in an environment that is supportive with continuous feedback from peers and leaders.

IMPORTANT: You must reside in one of the following states: AZ, ID, MT, NM, NV, UT, WY, TX

Schedule: The role starts on November 2nd. This position will work 8:00am - 5:00pm AZ standard time during the first 12 weeks of training. After that, the position is expected to be 10:00am - 7:00pm in your time zone.

What You’ll Do

• Perform and manage multiple system-delivered tasks efficiently and effectively to maximize availability for all inbound and outbound student inquiries, while meeting the department’s standards for productivity and quality. Based on business need, assist other channel teams to ensure all work items are completed on a timely and accurate basis.
• Evaluate students’ accounts to explore financial aid solutions that assist students in attaining their educational goals; effectively analyze complex students’ financial aid situations and communicate findings with students in a way that is easily comprehendible.
• Educate and assist prospective and/or current students regarding policies and requirements for selected financial aid options, including federal student financial aid.
• Facilitate the timely and accurate processing of federal student financial aid and ensure compliance with established regulations, University policies, procedures, and guidelines. Proactively identify potential bottlenecks within the student finance process and initiate steps to resolve those bottlenecks (next issue avoidance).
• Collaborate with Enrollment, Academic Counseling and other internal departments as needed to ensure a positive student experience.
• Adhere to Financial Services quality guidelines which are subject to change.
• Be available to work daily shifts in accordance with assigned full-time (40-hour) work schedule. Occasional overtime may be required as business needs dictate.
• Perform other duties as required or apparent.

NOTE: The Primary Accountabilities above are intended to describe the general content and requirements of the position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the Primary Accountabilities listed above. Specific goals or responsibilities will be documented in incumbents’ performance objectives as outlined by the incumbents’ immediate manager.

Supervisory Responsibilities

None

Minimum Education and Related Work Experience

• High School Diploma or Equivalent

Additional Qualifications

• Prior experience in an educational environment, particularly financial aid advisement, operations, or other student-facing roles
• Prior experience in a customer/client-service oriented call center with a queued phone system environment
• General knowledge of the higher education industry and Title IV funding
• Ability to handle escalated communication and appropriately de-escalate
• Computer proficiency with an ability to learn and navigate multiple proprietary software applications
• Excellent communication skills with an ability to accurately convey financial aid information through assigned channel(s)
• Able to perform multiple tasks accurately, efficiently and effectively
• Self-motivated with an ability to work independently when required and collaborate in a team environment as appropriate.

University of Phoenix is an equal opportunity employer.

If you are an active-duty military member seeking employment when off-duty, compliance with Department of Defense Joint Ethics Regulation, 5500-7-R, is required prior to starting employment with University of Phoenix. You are advised to contact your base Judge Advocate General to seek such approval and answer any questions.

Pay Range

The hourly pay rate range is $17.36 (minimum), $27.31 (midpoint), and $37.26 (maximum). The annualized amount, not including eligible overtime pay, is $36,100 (minimum), $56,800 (midpoint), and $77,500 (maximum).*

*Typical hiring range is between the minimum and midpoint of the above pay range. Actual starting base pay may vary based on factors such as education, experience, skills, location and budget. Compensation above the midpoint is generally associated with experienced, long-tenured employees who have demonstrated sustained performance and expertise in the role.

Your work is critical to helping adult learners achieve their dreams, and we’re committed to rewarding you for your efforts. We offer a competitive, comprehensive total rewards package designed to help you achieve your health, financial, educational and work-life balance goals.

Full-time employees are eligible for:

• Medical, dental and vision plans; Flexible Spending Accounts; Health Savings Accounts; Life and Disability insurance; and our Wellness incentive program;
• Competitive 401(k) employer match;
• Substantial tuition discount for you and eligible dependents; and,
• A generous time off package, including paid vacation, sick time and company holidays.*

*For more details around paid time off benefits, please click here .