Student Financial Services Center Advisor

University of Colorado Boulder; Boulder (CO); Hybrid; USD 47,000 - 63,000; Full time

Benefits offered by this job

Tuition assistance for you and depend

ECO Pass for local transit

Job summary

University of Colorado Boulder seeks two Student Financial Services Center Advisors to deliver comprehensive, generalist support to students, families, and campus partners. You will handle billing, financial aid, and scholarship services in a centralized service model, communicating across phone, email, and in-person interactions.

Responsibilities include advising on tuition and fees, explaining financial aid processes, and resolving issues while maintaining accurate documentation.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 1+ years of professional, job related experience in customer service or student-facing roles.
• Experience in higher education, student services, or call center environments.

Responsibilities

• Serve as the primary contact for students, families, and campus partners in a high-volume, customer-facing environment.
• Provide advising on tuition, fees, billing statements, refunds, account balances, and payment options.
• Explain financial aid processes, appeals, timelines, eligibility, and verification requirements.
• Assist with account reconciliation, financial aid support, and issue resolution.
• Apply knowledge of Title IV, state, and institutional regulations to guide decisions.

Skills

Customer service

Communication

Problem solving

Education

Bachelor’s degree or equivalent

Tools

CU-SIS

Billing platforms

PeopleSoft

Salesforce

Microsoft Office

Job description

Job Summary

The Enrollment Management division at CU Boulder welcomesapplications for two Student Financial Services CenterAdvisors! Student Financial Services within the EnrollmentManagement division plays a key role in helping students achievetheir educational goals. We provide proactive, accurate, andseamless financial guidance to support student success and campusoperations, serving as a trusted source of expertise for students,families, campus partners, the community, and one another.

The Student Financial Services (SFS) Advisor serves as a primarypoint of contact, delivering comprehensive, generalist support tocustomers, primarily students, families, and campus partners,across billing, financial aid, and scholarship services. Workingwithin a centralized service model, this position delivers accurateand consistent support across phone, email, and in-personinteractions, ensuring a seamless and positive customerexperience.

While providing excellent customer service, the Advisor manages ahigh volume of inquiries, helps individuals understand theirfinancial accounts, explains financial aid processes, and guidesstudents in making informed financial decisions. Using strongproblem-solving skills and broad cross-functional knowledge, theAdvisor resolves most concerns independently and partners withother teams to address more complex situations.

This role requires a solid understanding of applicable federal(Title IV), State of Colorado, and institutional regulations, aswell as tuition and fee structures, including how student-specificfactors impact charges, refunds, disputes, and Tuition AssistanceBenefits. The Advisor uses this knowledge to provide clear,accurate information, ensure compliance, and build trust throughhigh-quality, service-oriented interactions. CU is an Equal Opportunity Employer and complies with allapplicable federal, state, and local laws governingnondiscrimination in employment. We are committed to creating aworkplace where all individuals are treated with respect anddignity, and we encourage individuals from all backgrounds toapply, including protected veterans and individuals withdisabilities.

Who We Are

As one of only 35 U.S. public research institutions in theAssociation of American Universities (AAU), CU Boulder is aboutrealizing the positive impacts of new knowledge.

From offering dozens of exciting programs in a range of academicfields, to serving as one of the world’s most dynamic research andinnovation hubs, to working closely through hundreds of publicoutreach efforts with communities across Colorado and the world, wetake pride in helping our students, faculty, staff, and partnersturn new insights into productive outcomes that change lives.

What Your Key Responsibilities Will Be

Advising & Case Resolution

• Serve as a primary point of contact for students, families, and campus partners in a high-volume, customer-facing environment.
• Provide advising on:
  • Tuition, fees, billing statements, refunds, account balances,and payment options;
  • Financial aid processes, appeals, timelines, eligibility, andverification requirements;
  • Financial planning and funding options, including loans,grants, scholarships, College Opportunity Fund (COF), 529 plans,and additional aid opportunities.
• Assess financial holds and the financial implications ofenrollment changes, withdrawals, and academic decisions.
• Interpret student account and financial aid information usinguniversity systems (e.g., CU-SIS, billing platforms).
• Resolve student issues from start to finish whenever possible,escalating complex cases as appropriate.
• Maintain accurate documentation of interactions and resolutionsin system(s) of record.

Account Reconciliation, Financial Aid Support, & IssueResolution

• Analyze and reconcile student accounts by reviewing enrollment,charges, payments, and financial aid to ensure accuracy and resolvediscrepancies.
• Apply professional judgment within established guidelines whenaddressing financial holds, payment concerns, and student accountissues.
• Support financial aid related processes, including appeals andverification requirements, by gathering and reviewing documentationto ensure accurate and complete handoff to processing staff.
• Apply foundational knowledge of Title IV, state, andinstitutional regulations to guide decisions and studentsupport.
• Assist with scholarship inquiries and the intake,documentation, and routing of external scholarship checks inaccordance with established procedures.

Outreach, Special Projects, & Continuous Improvement

• Participate in outreach events (e.g., orientations, admittedstudent events, managing a resource table).
• Contribute to knowledgebase updates and processdocumentation.
• Identify trends in student questions and recommend service orcommunication improvements.
• Engage in ongoing training, committee work, professionaldevelopment, and cross-functional skill development.

Other duties as assigned

What You Should Know

• Final candidate must successfully pass a fingerprinted criminaland financial background check and cannot be in default on astudent loan either upon hire or while employed in thisposition.
• Hybrid work schedule with 2-3 days in office.
• Two positions to be hired.

What We Can Offer

• The annual salary for this position is $55,100

Benefits

At the University of Colorado Boulder, we are committed to supporting the holistic health and well-being of our employees. Our comprehensive benefits package includes medical,dental, and retirement plans; generous paid time off; tuition assistance for you and your dependents; and an ECO Pass for local transit. As one of Boulder County’s largest employers, CU Boulder offers an inspiring academic community and access to world-class outdoor recreation. In fact, CU Boulder has been named one of Forbes' America's Best Large Employers , ranking #4 among large employers in Colorado and #28 among universities nationwide. Explore additional perks and programs through the CU Advantage program.

Be Statements

Be dynamic. Be visionary. Be Boulder.

What We Require

• Bachelor’s degree or equivalent combination of education andexperience.
• 1+ years of professional, job related experience in customerservice or student-facing roles.

What You Will Need

• A strong commitment to providing an extraordinary customerexperience.
• Ability to interpret financial information and apply basicaccounting principles with accuracy and attention to detail.
• Ability to learn and interpret policies, procedures, andsystems.
• Applies federal, state, and institutional policies to ensurecompliance and accurate guidance.
• Demonstrated ability to work in a fast-paced, high-volumeenvironment.
• Identifies and implements improvements to processes andservices.
• Strong communication skills (written and verbal).
• Strong computer skills including software (Microsoft Officecompetency, email communication tools, and web-basedapplications).
• Clearly conveys complex information in writing, verbally, andin presentations.
• Builds trust through honesty, reliability, and ownership ofoutcomes.
• Works effectively in a fast-paced environment and proactivelysolves problems.
• Works collaboratively and fosters a respectful, inclusiveenvironment.

What We Would Like You to Have

• Experience in higher education, student services, or callcenter environments.
• Exposure to financial aid, billing, or student accountfunctions.
• Experience with student information systems (e.g.,PeopleSoft/CU-SIS) or CRM platforms (e.g., Salesforce).
• Basic understanding of federal financial aid (Title IV)regulations.
• Knowledge of State of Colorado financial aid regulations.
• Written and oral fluency in Spanish.