Financial Aid Advisor

HRPivot; New York (NY); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Paid time off and holidays

Growth within well-established school

Collaborative team culture

Job summary

HRPivot is seeking an entry-level Financial Aid Advisor who will help students and families navigate financial aid. You will upload and scan documents, pre-qualify applicants, access NSLDS for Title IV eligibility, and assist with FAFSA completion.

This role emphasizes customer service, data entry into CampusVue, adherence to Title IV rules, and collaboration with Admissions. A bachelor's degree is preferred, strong communication, and familiarity with CRM systems are important.

Qualifications

• Bachelor's degree preferred; high school diploma required.
• 0-3 years in the industry; 2 years of administrative experience.
• Strong customer service mindset and effective communication.
• Experience in outbound call centers and use of CRM systems.

Responsibilities

• Scan financial aid documents into CVUE and set appointments.
• Pre-qualify prospective students and check Title IV eligibility via NSLDS.
• Assist with FAFSA completion and input awards into CampusVue.
• Ensure aid disbursement complies with Title IV rules and deadlines.
• Support financial aid workshops and outreach; conduct exit interviews.
• Communicate clearly with students and families about requirements.

Skills

Good communication

Organizational skills

Administrative skills

Technology proficiency

Time management

Regulatory knowledge

Education

Bachelor's degree preferred

High School diploma required

Tools

Microsoft Office

CRM experience

CampusVue

NSLDS access

Job description

In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and prospective students and parents regarding financial aid eligibility, while providing quality customer service. A Financial Aid Advisor performs at a entry level in all core competencies of the position and possesses the following skills; good communicator, organizational, administrative, technology, time management skill sets, and knowledge of federal/state regulation as they are all essential to the position.

Essential Job Duties

• Positive, consistent role model that exhibits core EDUCATE Values at all times.
• Scan all financial Aid documents into CVUE
• Confirm all Financial Aid appointment settings
• Assists Admissions Team with prospective students by pre-qualifying potential students and accessing NSLDS for Title IV eligibility and determining dependency status.
• Assist with the completion of the FAFSA, and determines eligibility for Title IV Federal Aid programs, and inputs financial aid awards into CampusVue system.
• Ensures that awarded financial aid is packaged in accordance with Title IV regulations in regards to disbursement dates, verification completed if applicable and appropriately disbursed and credited to the students' account; identifies problems related to award delivery and communicates with the appropriate individual or department for resolution.
• Assist with financial aid workshops or outreach programs for students, parents, faculty, and staff.
• Complete Exit interview.
• Must be able to communicate effectively in classrooms during scheduled orientations and/or contacting students in regards to financial aid matters such as paperwork needed, payments, etc.
• Performs other job-related duties as assigned.

Job Requirements

• Bachelor's degree preferred, High School diploma required
• 0-3 Years of Industry related experience
• 2 Years of Administration experience
• Dedicated to providing an exceptional student experience
• Experience in a professional outbound call center
• Passion for financial aid, education, and continuous learning environment
• Possess a sincere interest in helping others achieve life’s goals
• Ability to understand and appreciate students and co-workers
• Ability to work a flexible schedule to include some evenings and Saturdays
• Basic Microsoft Office and CRM experience
• Proficiency with technology and student management systems

Compensation & Benefits

• Competitive salary, commensurate with experience
• Comprehensive benefits package
• Paid time off and holidays
• A collaborative, mission-driven team culture
• Opportunities for growth within a well-established institution

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