College Financial Services Advisor – Title IV Funding

Responsibilities

• Support student success through Title IV funding and financial services
• Assist new and continuing students between their enrollment and graduation date to secure Title IV funding
• Handle all student outreach, advisement, document collection, file review, and awarding that pertains to those funding sources
• Comply with all Federal, State, accreditation and institutional policies and procedures
• Coordinate payment plans with students for balances owed to school
• Maintain knowledge of SDI’s pricing model and refund policies
• Communicate daily with students via phone and email communication, while providing exceptional customer service
• Prepare operational tracking reports as requested by management
• Assist with file reviews, audits and other regulatory requirements as needed
• Complete all ISIR review including conflicting information, verification, and C-code resolution
• Follow all Title IV policies and procedures
• Award Title IV funds for all eligible students
• Collect necessary documentation for completion of files
• Handle exit counseling for all dropped and graduated Title IV loan recipients
• Send out and collect all necessary post withdrawal disbursement forms
• Update all necessary systems with pertinent student information
• Coordinate cancellations and start date changes
• Produce and send all offer letters

• High School Diploma, required
• Associate's degree or higher preferred
• Two years or more experience as a college Title IV financial advisor
• Experience with financial aid programs and federal, state and institutional regulations and policies
• Experience in student advising methods and financial aid instructions
• Knowledge of financial aid need analysis and packaging
• Ability to exercise independent judgment and make decisions
• Ability to produce large volumes of accurate work under pressure and meet deadlines
• Ability to provide guidance and instructions to a wide variety of students
• Ability to work with initiative and innovation; ability to communicate effectively orally and in writing
• Working knowledge of automated student funding systems
• Ability to keep accurate records and maintain confidentiality
• Ability to establish and maintain cooperative and harmonious working relationships with a wide range of individuals in a variety of work settings
• Experience working in a remote setting
• Experience providing customer or client service over the phone