Remote Financial Advisor; CFA or CFP

Financial Aid Advisor

Position Summary:

The Financial Aid Advisor works in a team environment to administer institutional, state, federal, and private financial aid to UA Little Rock students in compliance with institutional policies, state law, and federal regulations/law. This position requires an aptitude for analysis, attention to detail, and expert communication skills.

The Financial Aid Advisor provides exceptional customer service to UA Little Rock students, potential students, parents, faculty, and staff. The Financial Aid Advisor must be able to interpret policy, law, and regulation, and assess its distinct, detailed applicability to each circumstance. This position is governed by state and federal laws and agency/institution policy.

• Work with a team of Financial Aid Advisors to provide customer service to students seeking financial assistance;
• Process all documents and requests from students and agencies to ensure the timely delivery of financial aid to the student body at UA Little Rock;
• Interpret policies and procedures and articulate necessary information to students, parents, staff, faculty, and others while providing guidance through all processes from application to payment;
• Pay attention to detail when interpreting questions, entering data, seeking assistance from colleagues, and providing answers and information while assisting a prospective student with the Free Application for Federal Student Aid (FAFSA) form or performing complex verification of a student's financial aid file;
• Respect student privacy and adhere to the Family Educational Rights and Privacy Act (FERPA) and Health Insurance Portability and Accountability Act (HIPAA) regulations;
• Familiar with the Higher Education Act of 1965 and amendments that authorize the administration of federal financial aid and interpret regulations in reviewing documents received and counseling students;
• Working knowledge of Internal Revenue Service (IRS) regulations and applying an understanding of regulations to federal student aid compliance;
• Regularly attend professional development training in order to stay informed of changes to federal and state aid programs and apply knowledge in support of UA Little Rock's administrative capability to administer financial aid;
• Exercise professional judgment, document rationale, and support evidence of decisions under 34 CFR of the Higher Education Act of 1965;
• Analyze information on various U.S. Department of Education databases to assist with problem resolution for students;
• Analyze various system-generated reports to verify the eligibility of students receiving aid under federal regulations, state law, and institutional policy, and then communicate effectively with students to explain eligibility and alternatives to amend situations of changed eligibility;
• Work flexible hours as needed
  1) during peak work demands,
  2) in order to provide financial aid presentations, and/or
  3) to attend professional development activities;
• Work with students who have experienced a significant change in financial circumstances to determine the eligibility of a professional judgment;
• Walk students through the professional judgment process;
• Collect and review documents submitted for students' professional judgment requests;
• Exercise professional judgment to determine whether adjustments should be made to student financial aid applications;
• Update Banner accurately after approval of professional judgment requests;
• Prepare and lead dynamic and informative financial aid presentations to the campus, within the local community, and the state in support of access, affordability, and accountability (presentations may be off‑campus and outside regular business hours);
• Subscribe to federal updates for review of the Federal Register, Dear Colleague Letters, electronic announcements, and other sources of information to stay informed and immediately apply knowledge to daily responsibilities;
• Perform other duties as assigned.

• Knowledge of institutional, state, and federal financial aid policies, regulations, and law;
• Knowledge of computers and ability to accurately use software applications;
• Ability…