Financial Assistance Advisor

ECPI University; Charlotte (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

ECPI University in Charlotte, NC is seeking a Financial Assistance Advisor to provide financial aid support and advising services to incoming and existing students on campus.

The role oversees daily processing flow, communicates updates to assigned students, and uses analytical skills to guide students through the financial aid process while building strong relationships to support educational goals.

Qualifications

• 2-3 years of related experience; any equivalent combination of education, experience, and/or training.
• Proficiency in Microsoft Office; CampusVue Student database, preferred.
• Well-developed oral and written communication skills; strong organizational and analytical abilities.
• Ability to work under high pressure with significant timeline pressures.
• Able to interact with students, parents, and external contacts, delivering excellent customer service.

Responsibilities

• Advises students about paying for education, financial aid eligibility, procedures, financial assistance programs, costs, indebtedness, and money management; tailors information to the student.
• Collects and analyzes financial data to determine eligibility and awards within guidelines.
• Evaluates unusual documentation and makes adjustments to costs or dependency status as exceptions.
• Answers questions from students, parents, or guardians regarding financial aid.
• Analyzes reports to verify continued eligibility and notifies students of changes.
• Interfaces with lenders, employers, and Student Services staff to resolve concerns.

Skills

Microsoft Office

Communication

Organizational skills

Analytical skills

Customer service

Teamwork

Education

Education/Experience equivalence

Tools

CampusVue Student database

Job description

Charlotte
4800 Airport Center Drive
Charlotte, NC 28208, USA

Description

Overview

This position will work at ECPI University's Charlotte, NC campus location.

Transform your Career at ECPI University

Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum.

Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!!

The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals.

Responsibilities

• Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student.
• Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines.
• Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process.
• Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
• Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation.
• Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns.

Qualifications

Education/Experience

• 2-3 years of related experience.
• Any equivalent combination of education, experience, and/or training.

Skills/Abilities

• Proficiency in Microsoft Office.
• Proficiency in CampusVue Student database, preferred.
• Well-developed oral and written communication skills.
• Excellent organizational and analytical skills.
• Ability to quickly master new methodologies, technologies, and systems.
• Ability to handle a high-pressure environment with significant timeline pressures.
• Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service.
• Ability to work independently and with a team as well as with various constituents.

Benefits of Employment

ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University,

Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

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.