Financial Aid Advisor

Required Qualifications

Bachelor’s Degree (foreign equivalent or higher) and two years of full‑time financial aid experience including a working knowledge of financial aid programs; or one year of full‑time experience working in a financial aid office with 5+ NASFAA credentials. Experience interacting with students and their families; experience with financial aid automated systems; computer proficiency with Microsoft Office products or Google Apps; experience presenting, training, and/or conducting workshops.

Master’s Degree (foreign equivalent or higher). Experience advising students and/or families on financial aid processes. Financial Aid experience in a SUNY or NY State University.

The Financial Aid Advisor will provide direct financial aid counseling and customer service via telephone, e‑mail/electronic notification and in person to students and their families regarding financial aid application, eligibility, awards, processes, guidelines and standards. The Advisor is responsible for assisting with major administrative processes such as Verification, State Programs, Satisfactory Academic Progress, Loan Certification, Financial Literacy, etc. The Advisor will be assigned to support specific financial aid programs and represent the university at recruitment functions.

The successful incumbent will have excellent customer service and interpersonal skills, strong organizational and time‑management skills with exceptional attention to detail, and the ability to work independently as well as part of a collaborative team.

Assist in the review of student/family income analysis to ensure compliance with state and federal regulations.

Conduct financial aid workshops and orientations virtually and in‑person as needed.

Review and evaluate financial aid applications for eligibility in accordance with appropriate regulations and policies.

• Advise students and families about financial aid application, awards, and general financial aid processes.
• Assist financial aid leadership team members in administering special programs including financial aid communications and outreach, verification, professional judgment, etc.
• Work with the Customer Service Team to improve the office’s proactive approach for student outreach regarding their financial aid processes.
• Communicate professionally with students over the phone, via email, and in‑person regarding missing documents and the impact on their financial aid.

Perform strategic outreach to ensure student response and timely submission of financial aid documents.

Other duties or projects as assigned, as appropriate to rank and departmental mission.

This position will be based on campus in Stony Brook, NY.

This is a full‑time appointment. FLSA exempt position, not eligible for overtime provisions. Minimum salary threshold must be met to maintain FLSA exemption.

In addition to the employee’s base salary, this position is eligible for $4,000 UUP annual location pay, paid biweekly.

For this position, we are unable to sponsor candidates for work visas.

Stony Brook University is committed to excellence in diversity and the creation of an inclusive learning and working environment. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, familial status, sexual orientation, gender identity or expression, age, disability, genetic information, veteran status and all other protected classes under federal or state laws.