Financial Aid Advisor

National Association of Student Financial Aid Administrators; Media (Delaware County); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Pennsylvania Institute of Technology seeks a Financial Aid Advisor to support students and families with comprehensive financial aid guidance. Responsibilities include counseling applicants on aid options, determining eligibility, and processing forms accurately while ensuring compliance with state and federal rules.

The role may be hybrid, with in-office days required. The candidate should have experience in financial aid and customer service.

Qualifications

• 1-3 years Financial Aid Experience; 3-5 years customer service preferred or equivalent combination of education and experience.
• Bachelors Degree preferred, Associate Degree required.
• Familiarity with student loan programs.
• Knowledge of Anthology; and
• Knowledge of processing aid for standard and non-standard terms preferred.

Responsibilities

• Process financial aid applications and counsel students and parents on all aspects of financial aid.
• Provide loan counseling and information regarding the application process and eligibility.
• Explain state and federal financial assistance options, including alternative financing or institutional payment plans.
• Determine Title IV eligibility through approved needs analysis software.
• Review applications and statements for completeness and accuracy.
• Process forms per state/federal and institutional regulations.
• Update tracking system for new applications and missing documents.
• Participate in new student orientations, exit interviews, and open houses as needed.
• Performs other duties as assigned.

Skills

Customer service

Communication

Organizational skills

Negotiation

Problem solving

Counseling

Education

Associate degree

Bachelor's degree preferred

Tools

MS Word

Excel

Anthology

Job description

The Financial Aid Advisor must have exceptional customer service, organizational and prioritization skills; strong oral and written communication skills; be able to communicate effectively, and have negotiation and problem solving abilities; as well as the desire to work closely with a diverse student population. This position has the potential to be hybrid, and will require 3 days per week in the office.

General Duties:

• Responsible for processing financial aid applications and counseling students and parents on all aspects of financial aid.
• Provide students and parents with loan counseling and accurate information regarding the application process and their eligibility for
• State and Federal financial assistance, including alternative financing, and/or institutional payment plans.
• Determine students' Title IV eligibility through an approved needs analysis financial aid software system.
• Review financial applications and consumer statements for completeness and accuracy.
• Process all forms in accordance with State/Federal and institutional regulations.
• Update tracking system for new applications and missing documents for timely follow up and completion.
• Participate in new student orientations, exit interviews, and open houses as needed.
• Performs other duties as assigned.
  

Requirements:

• 1-3 years Financial Aid Experience; 3-5 years customer service preferred or equivalent combination of education and experience;
• Bachelors Degree preferred, Associate Degree required;
• Basic Computer Skills, MS Word, Excel etc;
• Familiarity with student loan programs;
• Knowledge of Anthology; and
• Knowledge of processing aid for standard and non-standard terms preferred.

Pennsylvania Institute of Technology shall, in its discretion, modify or adjust the position to meet the school's changing needs. This job description is not a contract and may be adjusted as deemed appropriate at the employer's sole discretion.

Pennsylvania Institute of Technology (P.I.T.) has a policy regarding post-offer background screening for all appropriate faculty, staff, and volunteers of the College. This policy includes but is not limited to verifying credentials, criminal history, credit status, and other information related to employment decisions.

The College requires all new employees to have successfully completed background clearances. New employees must complete the background clearances prior to hire and, for those employees having direct contact with minors other than those described above, prior to the time they will begin having direct contact with minors and every 60 months thereafter. The College also reserves the right to require any employee to have a background check in its discretion during employment. Clearances required include a PA Statewide Criminal Record search, PA Child Abuse History, and FBI Criminal History record fingerprint search. A criminal record may be considered justification not to hire or for employment termination, depending on the circumstances and record.

Pennsylvania Institute of Technology complies with all applicable anti-discrimination laws. PIT's policy is to employ individuals who best meet the qualifications established for a position without regard to age, race, gender, political belief, sexual orientation or non-job-related disability. Equal opportunity is given in all areas of employment practice, including hiring, working conditions, employee treatment, promotion, and other terms and conditions of employment.