Financial Aid Advisor

Westcliff University; Irvine (CA); On-site; USD 55,000 - 70,000; Full time

Job summary

Westcliff University is seeking a Financial Aid Advisor to support students with federal financial aid eligibility and programs. You will work under the Financial Aid Director to guide applicants through the aid process and improve student access to funding.

Responsibilities include coordinating with Admissions, verifying documentation, presenting aid options, and assisting with FAFSA completion. Strong communication skills and a customer-service mindset are essential.

Qualifications

• Previous experience in a college financial aid office or similar setting.
• Ability to interpret and explain federal financial aid regulations.
• Strong written and verbal communication skills.

Responsibilities

• Collaborate with Admissions to complete the financial aid process for prospective students.
• Follow up with students to collect required documentation.
• Conduct virtual and in-person meetings with students or parents.
• Assist with FSA ID registration and FAFSA completion.
• Present financial aid offers and funding options for program balances.

Skills

Customer service

Written & oral communication

Regulations & policies

Multi-tasking

MS Word, Excel, Google Suite

Education

Bachelor’s degree preferred in Accounting/Finance/Business

Tools

MS Word

Excel

Google Suite

Job description

Description

What if your next job wasn’t just a role, but a place where you truly felt valued, inspired, and empowered? Imagine working for a company that’s dedicated to educating, inspiring, and empowering others, while fostering a family-like atmosphere that genuinely respects and appreciates every team member. Now, imagine that this company also offers A flexible hybrid work schedule

• Strong, guiding values that drive everything we do
• Outstanding benefits to support your well-being
• The opportunity to make a meaningful impact every day

Does that sound like a place where you’d thrive?

If so, keep reading, because this is exactly what Westcliff University is all about. Here’s a glimpse of what makes our culture amazing: At Westcliff, we strive to be the best in all we do, celebrating and supporting each team member as we grow and succeed together.

As a global leader in innovative education, we’re known for our transformative, tech-driven programs and our unwavering commitment to excellence, social responsibility.

Our tagline – Educate. Inspire. Empower. – perfectly sums up our mission: to create opportunities for students and employees to achieve success through hard work and empowerment. By joining the Westcliff team, you’ll have the chance to leave your personal mark on a growing institution, helping us shape the future of education while being part of a supportive and innovative community.

Ready to feel inspired and appreciated while making a real difference?

Job Summary

Under the direction of the Financial Aid Director, the Financial Aid Advisor assists applicants and students with their eligibility for federal financial aid programs. The ideal candidate will be interested in learning about financial aid and working with students.

Duties and Responsibilities

• Work in conjunction with the Admissions Department to complete financial aid process for prospective students.
• Routinely follow up with students until all required documentation is complete.
• Conduct virtual and in-person meetings with prospective students and/or parents.
• Assist with FSA ID registration and FAFSA completion.
• Present financial aid offer letter and funding options for program balance, if a balance exists.
• Complete verification process for selected applicants.
• Resolve conflicting information and other flags on FAFSA applications when present.
• Review financial aid history through NSLDS, addressing any issues or flags.
• Provide loan entrance counseling and assist with Master Promissory Note (MPN) completion.
• Assist student with completion of financial aid forms, ensuring full understanding of rights and responsibilities.
• Package student aid in Student Information System.
• Prepare financial aid file(s) for review by Assistant Director/Director, Financial Aid.
• Attend training webinars to expand financial aid knowledge.
• Complete additional duties as assigned.

Knowledge, Skills, and Abilities Required

• Prior experience working in customer service
• Outstanding written and oral communications skills
• Ability to read, interpret, apply and explain law, rules, regulations and policies regarding Financial Aid programs.
• Able to multi-task and prioritize work
• Proficient in MS Word, Excel, and Google Suite Applications

Experience and Education:

• Bachelor’s Degree preferred in Accounting, Finance, Business Administration or a related field.
• 1-5 years of experience working in a college financial aid office or similar office experience
• Experience working with a College of Nursing program preferred

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an at-will basis, unless otherwise contractually bound.

Westcliff University is an Equal Opportunity Employer