Financial Aid Advisor

PCI Health Training Center; Dallas (TX); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Job summary

PCI Health Training Center in Dallas is seeking a Financial Aid Advisor to guide students through the aid process from application to disbursement. You will interview students, explain funding options, and ensure compliance with Title IV and TWC requirements.

This role supports enrollment by helping with FAFSA, ISIRs, loan counseling, and disbursement coordination, maintaining confidential records, and collaborating with the business office and academics to promote timely, accurate aid packages.

Qualifications

• High school diploma or equivalent; degree preferred.
• 1+ year of financial aid or related experience.
• Familiar with FAFSA and Title IV aid programs.
• Strong attention to detail with confidential records.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office; comfortable with student information/aid systems.

Responsibilities

• Conduct individual financial aid interviews with prospective and continuing students to review funding options.
• Assist students with FAFSA, ISIRs, and gathering required documentation.
• Verify documents and ensure files are accurate and complete before packaging.
• Package and award federal (Pell Grant, Direct Loans), state, institutional, and other aid per Title IV regulations and school policy.
• Conduct entrance and exit loan counseling and communicate borrower rights and responsibilities.
• Explain enrollment agreements, tuition charges, refunds, and Return of Title IV Funds (R2T4) implications to students.
• Monitor Satisfactory Academic Progress (SAP) impacts on eligibility and coordinate with academics as needed.
• Maintain audit-ready student files and timely record activity in the school's information system.
• Coordinate disbursements with the business office and follow up on missing documents and balances.
• Support students with VA education benefits and other third-party funding where applicable.
• Respond to student and family inquiries promptly, professionally, and with empathy.
• Uphold confidentiality under FERPA and all applicable privacy standards.
• Support compliance with ACCSC accreditation standards, U.S. Department of Education, and TWC requirements.

Skills

Communication skills

Attention to detail

Customer service

Microsoft Office

Education

Associate's or Bachelor's degree

Tools

COD

NSLDS

Student information systems

Job description

Benefits

• 401(k)
• Dental insurance
• Health insurance

The Financial Aid Advisor guides prospective and enrolled students through the financial aid process from application to disbursement. Working one‑on‑one with students and their families, the Advisor explains funding options, packages federal and state aid in compliance with Title IV and Texas Workforce Commission (TWC) requirements and helps students understand their financial responsibilities so they can start and complete their healthcare training program with confidence. This is a student‑facing role central to PCI's mission of removing barriers to a healthcare career.

Key Responsibilities

• Conduct individual financial aid interviews with prospective and continuing students to review funding options, costs, and payment plans.
• Assist students with completing the FAFSA, reviewing ISIRs, and gathering required documentation.
• Perform verification, resolve conflicting information, and ensure files are accurate and complete before packaging.
• Package and award federal (Pell Grant, Direct Loans), state, institutional, and other aid in accordance with Title IV regulations and school policy.
• Conduct entrance and exit loan counseling and clearly communicate borrower rights and responsibilities.
• Explain enrollment agreements, tuition charges, refund policy, and Return of Title IV Funds (R2T4) implications to students.
• Monitor students for Satisfactory Academic Progress (SAP) impacts on eligibility and coordinate with academics as needed.
• Maintain accurate, audit‑ready student files and record activity in the school's information system in a timely manner.
• Coordinate disbursements with the business office and follow up on missing documents and outstanding balances.
• Support students with VA education benefits and other third‑party funding where applicable (Texas Veterans Commission–approved programs).
• Respond to student and family inquiries promptly, professionally, and with empathy.
• Uphold confidentiality under FERPA and all applicable privacy standards.
• Support compliance with ACCSC accreditation standards, U.S. Department of Education, and TWC requirements.

Required Qualifications

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
• 1+ year of experience in financial aid, admissions, customer service, or a related role — financial aid experience at a Title IV, career, or proprietary institution strongly preferred.
• Working knowledge of the FAFSA and federal Title IV aid programs preferred; willingness to train required.
• Strong attention to detail and accuracy with confidential records and figures.
• Excellent interpersonal and communication skills, both written and verbal.
• Proficiency with Microsoft Office and comfort learning student information / financial aid systems.

Preferred Qualifications

• Familiarity with ACCSC‑accredited and/or TWC‑regulated career schools.
• Experience with COD, NSLDS, and student information systems.
• Bilingual (English/Spanish) is a plus.

Competencies

Student‑focused and service‑oriented; organized and deadline‑driven; ethical and detail‑conscious with a strong compliance mindset; able to explain complex financial concepts in plain language; collaborative team member.

Work Environment

On‑campus office setting with regular one‑on‑one student interaction. Some evening hours may be required to support students in evening/night programs. [Occasional travel between Dallas and Richardson campuses may be required.]