Student Financial Services Center Advisor

Job Summary

The Division of Enrollment Management at CU Boulder invites applications for the Student Financial Services Center Advisor position. This role plays a key role in helping students achieve their educational goals by providing proactive, accurate, and seamless financial guidance. The Advisor serves as the primary point of contact, delivering comprehensive, generalist support to students, families, and campus partners across billing, financial aid, and scholarship services.

Working in a centralized service model, the Advisor delivers accurate and consistent support across phone, email, and in‑person interactions, ensuring a seamless and positive customer experience. While providing excellent customer service, the Advisor manages a high volume of inquiries, helps individuals understand their financial accounts, explains financial aid processes, and guides students in making informed financial decisions. Using strong problem‑solving skills and broad cross‑functional knowledge, the Advisor resolves most concerns independently and partners with other teams to address more complex situations.

This role requires a solid understanding of applicable federal (Title IV), State of Colorado, and institutional regulations, as well as tuition and fee structures, including how student‑specific factors impact charges, refunds, disputes, and Tuition Assistance Benefits. The Advisor uses this knowledge to provide clear, accurate information, ensure compliance, and build trust through high‑quality, service‑oriented interactions.

CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.

As one of only 35 U.S. public research institutions in the Association of American Universities (AAU), CU Boulder is about realizing the positive impacts of new knowledge. From offering dozens of exciting programs in a range of academic fields, to serving as one of the world’s most dynamic research and innovation hubs, to working closely through hundreds of public outreach efforts with communities across Colorado and the world, we take pride in helping our students, faculty, staff, and partners turn new insights into productive outcomes that change lives.

• Advising & Case Resolution: Serve as a primary point of contact for students, families, and campus partners. Provide advising on tuition, fees, billing statements, refunds, account balances, and payment options; financial aid processes, appeals, timelines, eligibility, and verification 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 of enrollment changes, withdrawals, and academic decisions.
  
  Interpret student account and financial aid information using university systems such as CU‑SIS and billing platforms. Resolve student issues from start to finish whenever possible, escalating complex cases as appropriate. Maintain accurate documentation of interactions and resolutions in system(s) of record.
• Account Reconciliation, Financial Aid Support, & Issue Resolution: Analyze and reconcile student accounts by reviewing enrollment, charges, payments, and financial aid to ensure accuracy and resolve discrepancies. Apply professional judgment within established guidelines when addressing financial holds, payment concerns, and student account issues. Support financial aid related processes, including appeals and verification requirements, by gathering and reviewing documentation to ensure accurate and complete handoff to processing staff.
  
  Apply foundational knowledge of Title IV, state, and institutional regulations to guide decisions and student support. Assist with scholarship inquiries and the intake, documentation, and routing…