Student Finance Advisor

American Institute; Toms River (NJ); On-site; USD 33,000 - 34,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Pet Insurance

Job summary

American Institute seeks a full-time Student Finance Advisor to assist prospective students with pre-enrollment financial aid, provide accurate information on funding, and support current students with loan guidance and documentation. The role emphasizes customer service, compliance, and helping students navigate aid programs.

Responsibilities include advising on eligibility, responding to inquiries, updating student data, and meeting productivity goals while adhering to procedures.

Qualifications

• Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management and financial planning; individualizes information to the particular needs and situation of the
• Answers questions, inquiries or requests from students, regarding financial aid programs and eligibility as well as Alternative Funding Sources
• Able to evaluate and resolve student inquiries, issues, and problems and ensure that the appropriate action is taken to the satisfaction of the student
• Maintain telephone coverage during assigned shift and be available to answer inbound calls from students and internal customers
• Assist students in all aspects of the financial aid process via telephone or e‑mail by delivering accurate, up‑to‑date information in a calm, polite, professional demeanor
• Be able to advise the student on Loan/Grant Eligibility Status and provide guidance/follow up where resolution is needed
• Be able to assist the students with completing necessary Financial Aid documents by providing guidance in a calm, professional manner
• Be able to provide accurate information regarding student’s Financial Aid by referencing to training materials
• Act in compliance with Federal and Institutional regulations
• Adhere to set schedule
• Acquire, enter, edit, and update Student Data in various internal and external systems
• Attend required training sessions
• Follow all Standard Operating Procedures
• Assists the business to maintain higher enrollment conversion rates by providing exceptional customer service to our students
• Meet assigned productivity goals

Responsibilities

• Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management and financial planning
• Answers questions, inquiries or requests from students, regarding financial aid programs and eligibility as well as Alternative Funding Sources
• Able to evaluate and resolve student inquiries, issues, and problems and ensure that the appropriate action is taken to the satisfaction of the student
• Maintain telephone coverage during assigned shift and be available to answer inbound calls from students and internal customers
• Assist students in all aspects of the financial aid process via telephone or e‑mail by delivering accurate, up‑to‑date information in a calm, polite, professional demeanor
• Be able to advise the student on Loan/Grant Eligibility Status and provide guidance/follow up where resolution is needed
• Be able to assist the students with completing necessary Financial Aid documents by providing guidance in a calm, professional manner
• Be able to provide accurate information regarding student’s Financial Aid by referencing to training materials
• Act in compliance with Federal and Institutional regulations
• Adhere to set schedule
• Acquire, enter, edit, and update Student Data in various internal and external systems
• Attend required training sessions
• Follow all Standard Operating Procedures
• Assists the business to maintain higher enrollment conversion rates by providing exceptional customer service to our students
• Meet assigned productivity goals

Job description

American Institute seeks a full-time Student Finance Advisor to assist prospective students with pre-enrollment financial aid, provide accurate information on funding, and support current students with loan guidance and documentation. The role emphasizes customer service, compliance, and helping students navigate aid programs.

Responsibilities include advising on eligibility, responding to inquiries, updating student data, and meeting productivity goals while adhering to procedures.