Financial Aid Advisor - II

South University; Pittsburgh (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Job summary

South University seeks a Financial Aid Advisor to assist students with financial planning and aid processes. This role involves creating financial plans, guiding students through applications, and ensuring compliance with regulations. The ideal candidate will have a background in financial aid or accounting, strong communication skills, and the ability to work in a dynamic environment.

Benefits

Medical

Vision

FSA/HSA

Long/Short Term Disability

Life Insurance

Employee Assistance Program

401K Match

Paid Time Off

12 Paid Holidays

Qualifications

• Bachelor’s degree or relevant experience required.
• Financial aid or accounting experience necessary.
• Ability to make presentations and interact effectively.

Responsibilities

• Guide students on financial aid processes and create financial plans.
• Ensure student files are complete and aid is timely.
• Work with admissions to provide excellent service.

Skills

Customer service

Problem-solving

Communication

Interpersonal skills

Multi-tasking

Education

Bachelor’s degree in a related discipline

Associate’s degree and 3 years of related experience

5 years of related experience with federal and student aid

Tools

MS Office

Campus Vue/Campus Nexus

Job description

South University provides a warm, supportive learning environment that will encourage you to join a community of faculty, staff and students eager to play a role in helping you achieve your professional goals, on campus and online.

The South University 125-year story—past, present, and future—is a history formed by the many individuals who have developed the education and spirit of community that have become our pledge to students, faculty, staff, alumni and supporters of South University. Whether you have been part of the University family for many years, have recently come our way, or are thinking about joining us, you will find South University to be a place you can call home.

What's next for you is the first priority for us!

Visit www.southuniversity.edu today to learn more about what makes us stand apart as a place where you can make a difference in the lives of students eager to learn and grow.

South University, the right direction for a brighter future.

*Medical

*Vision

FSA/HSA

Long/Short Term Disability

Life Insurance

Employee Assistance Program

401K Match

Paid Time Off

12 Paid Holidays

SUMMARY:

Responsible for providing general financial aid knowledge and overviews to new, continuing, and returning students. Develop, negotiate and finalize student financial plans consistent with financial planning policies and procedures and with Federal/State regulations for awarding aid. Explain and guide students and parents through the application process, including verification, conflicting information, and C Code Resolution. Counsel students on all acceptances and other matters related directly to the student financial plan.

Assure that the South University philosophy: quality services to clients; development, growth, involvement and recognition of employees; sound economic principles; and an environment which is conducive to innovation, positive thinking and expansion is considered in carrying out the duties and responsibilities of this position.

KEY JOB ELEMENTS:

• Work cohesively with Admission Representative in order to facilitate outstanding service to prospective students and their parents.
• Efficiently and accurately package assigned students including includes new, continuing, re-entry and transfer students.
• Guide students on the financial aid process, including required forms, documents, and process.
• Create financial plans for assigned students in compliance with institutional policies and Federal regulations, communicate the plan to students and parents, and effectively explain rights and responsibilities for each aid source.
• Assist students and parents with alternative means of financing any remaining balance after awarding eligible federal, state, or institutional aid
• Ensure student files are complete and accurate and that aid is paid to students’ accounts in a timely manner.
• Review ISIRs, request outstanding documents, and perform all levels of verification and C Code reviews.
• Utilize reports to review students, analyze work needed, ability to prioritize daily workload independently prioritize workload.
• Strong Customer Service, ability to calm students and parents, accurately articulate the status of a student’s aid and account.
• Complete the appropriate training modules within 30 days of the new or revised module becoming available.
• Assist with or perform special projects as assigned. Other duties as assigned

JOB REQUIREMENTS:

• Bachelor’s degree in a related discipline or associate’s degree and 3 years of related experience with federal and student financial aid, or 5 years of related experience with federal and student aid.
• Financial aid or accounting experience required.
• Customer service, problem-solving experience required.
• Excellent communication and interpersonal skills.
• Ability to make small group presentations as well as skill in interacting on a one-on-one basis.
• The ability to multi-task, work independently, and make decisions based on guidelines.
• Strong basic computer software (MS Office) skills as well as exposure to more concentrated financial aid software (Campus Vue/Campus Nexus preferred)

WORK ENVIRONMENT:

The environment is dynamic and goal-oriented requiring multi-tasking of responsibilities at all times. This position requires the ability to work effectively with a variety of personalities both within the school and with the public. A caring and self-directed nature is essential. Must possess a desire and ability to study, practice and obtain additional knowledge and skills on an ongoing basis to remain well versed in financial aid program offerings, policies and procedures. The operating environment requires strict adherence to all regulatory requirements and internal policies. The position works extensively with the financial aid staff and the admissions department personnel. Outside contacts include prospective students and applicants, their families and guests, and others such as government agencies, public school systems and private businesses.

The duties and characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.

South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive.

About the company

South University is a private university with its main campus in Savannah, Georgia, United States.

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