Financial Aid Advisor

Milwaukee Succeeds; Wisconsin; On-site; USD 28,000 - 35,000; Full time

Benefits offered by this job

Tuition waiver

Tuition reimbursement

Health insurance

Paid time off

Retirement plan with company match

Job summary

Herzing University is seeking a Financial Aid Advisor to support students with funding for their education. This on-site role at Wisconsin Midwest Region Campuses involves counseling on FAFSA, reviewing eligibility, and packaging and awarding financial aid funds.

On-the-job training and opportunities for growth are provided. Responsibilities include meeting with students, explaining funding options, and maintaining caseloads while ensuring compliance with Title IV and VA requirements.

Qualifications

• Strong customer services and organizational skills.
• Experience with Student Information Systems (CampusNexus & Regent preferred).
• Bachelor's degree preferred; Title IV administration/VA certifying official preferred.

Responsibilities

• Meet with new students to understand funding needs and guide FAFSA completion; review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds.
• Utilize financial aid software to review student documents and eligibility criteria to finalize financial aid awards.
• Provide gap funding options and help students meet their financial needs and educational goals.
• Counsel students on financial literacy and wellness to promote responsible borrowing.
• Manage a student caseload and support students in resolving financial aid issues.
• Reach out to students requiring action on documents, loan acceptances, and past due balances.
• Revise financial aid award packages due to changes in schedules or eligibility.

Skills

Customer service

Organizational skills

Time management

Critical thinking

Education

Bachelor's degree preferred

Title IV administration/VA certification preferred

Tools

CampusNexus

Regent

Job description

Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > My Company > View Opportunities to apply using the internal application process.

Overview:
A 40-hour schedule will be determined based on business needs Monday-Friday between 8am and 5pm with one later shift, scheduled until 7pm. There will be the occasional need for weekend hours. This role will be on-site at one of the following Midwest Region Campuses in Wisconsin: Kenosha, Brookfield, Madison.

The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This role requires strong customer service and attention to detail. This individual may work directly with students, providing counseling and assistance on all aspects of the financial aid process, or the individual may work to package, process, and award financial aid funds.
Financial Advisors receive onboarding support through our On-the-Job Training Program and have opportunity for growth by means of our Career Pathways.

Requirements:

• Great customer services skills and experience.
• Excellent organizational and time management skills.
• Excellent critical thinking skills.
• Exceptional knowledge of Microsoft Office including Word, Excel and Outlook.
• Experience/knowledge of Student Information Systems (CampusNexus & Regent preferred).
• Bachelor's degree preferred.
• Title IV administration/VA certifying official preferred.
• Bachelor's degree preferred.

Compensation is determined based on the qualifications, experience, and circumstances of each hire. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan with company match. The hourly pay range for this position is $20.54 to $24.16 (Associate level) or $21.74 to $25.58(Advisor level).

Responsibilities:

• Meet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds.
• Utilize financial aid software to review student documents and eligibility criteria to finalize financial aid awards.
• Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals.
• Counsel students on financial literacy and wellness topics for the purpose of educating and encouraging responsible borrowing practices.
• Manage a student caseload, striving to build relationships and support students in resolving all matters related to their financial aid funding.
• Perform regular outreach to students requiring action including needed documents, loan acceptance, and past due balances.
• Revise financial aid award packages due to updates such as changes in course schedules, approved breaks, eligibility changes, and other factors.

Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time.

Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution.

PHYSICAL REQUIREMENTS:

• Must be able to remain in a stationary position most of the time.
• Must be able to occasionally move around the work location.
• Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals.
• Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone.
• Visually or otherwise identify, observe and assess.
• Occasionally move, carry, or lift 10 pounds.

It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. https://www.herzing.edu/nondiscrimination-policy

Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at https://www.herzing.edu/title-ix.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.