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Finance aid officer work from home jobs - 49 jobs

  • Financial Aid Advisor

    Emory 4.5company rating

    Remote job

    Discover Your Career at Emory University Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community. Description The Office of Financial Aid is seeking a Financial Aid Advisor to join their team! KEY RESPONSIBILITIES: Awards federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations. Advises students and parents regarding availability of financial aid, the eligibility requirements and the application process. Provides information on scholarship and loan options, alternative financing and debt management. Coordinates scholarship and loan/grant programs and fee waiver programs. Oversees financial aid registration activities. Handles special disbursement procedures for external loans. Assists in the development and implementation of summer school and study abroad policies and procedures and prepares expense budgets for students. Acts as a liaison between the department and study abroad administrators. Disseminates information to financial aid liaisons by attending meetings and providing updates regarding changes in regulations and organizational policies. Generates reports as needed. Performs related responsibilities as required. MINIMUM QUALIFICATIONS: Bachelor's degree and one year of financial aid or related experience, or an equivalent combination of education, training and experience. NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee. Additional Details Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: ************ (V) | ************ (TDD). Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call ************ (Voice) | ************ (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
    $40k-47k yearly est. Auto-Apply 2d ago
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  • Financial Aid Coordinator Manager

    California Institute of Applied Technology 4.5company rating

    Remote job

    Full-time Description Work from Home (WFH) - Remote work must be performed while residing in California or New Mexico or Florida CIAT Campus Locations: San Diego, CA and Albuquerque, NM Reports to: Director of Financial Aid Status: Exempt Employment Type: Full-time Summary The Financial Aid Coordinator Manager at CIAT will lead and oversee a dedicated team of Financial Aid Coordinators to support active and returning students through their educational journey. This role ensures students have seamless, transparent, and supportive financial aid experience each term to ensure continuous funding through graduation. The ideal candidate will bring a passion for education, a strong understanding of federal, state, and institutional financial aid regulations, and proven experience managing and motivating teams in a vocational or technical school environment. Responsibilities Recruit, coach, motivate, and supervise our growing team of Financial Aid Coordinators Monitor and improve critical KPIs and performance metrics for each Financial Aid Coordinator Support termly financial processing goals by ensuring Financial Aid Coordinators provide accurate student financial statements, forecasts, and financial guidance Coach Financial Aid Coordinators on effective processes in helping students navigate the Free Application for Federal Student Aid (FAFSA) process and interpret their financial aid awards Oversee the administration of financial aid programs, including federal, state, institutional, and private aid Support student escalations by handling student inquiries and complaints with care and a customer service approach Coach Financial Aid Coordinators to effectively provide counseling on financial aid applications, deadlines, and award processes Assist students and families with renewing financial aid and other funding options Adhere to SAP policies and guidelines, coaching Financial Aid Coordinators on effective strategies in motivating and educating students on the funding impacts of SAP Ensure compliance with relevant regulations such as Title IV, state-specific rules, and institutional policies Monitor and track financial processing and clearance Maintain current knowledge of all funding sources offered by the institution Provide ongoing training to team members on policy and process changes Collaborate with internal stakeholders, including Admissions, Student Services, and Career Services, to support student recruitment and retention goals Ensure that the institution follows federal, state, and institutional regulations Prepare for and manage financial aid audits and reviews Submit necessary reports required for various governing bodies, such as the Department of Education, and annual audits to the Financial Aid Director for final review and approval Adhere to compliance deadlines and perform periodic reviews to determine compliance status Work with the Financial Aid Director to develop and revise department policies and procedures Communicate policy updates to students and staff as needed Coach, and counsel employees, in partnership with HR Provide professional growth opportunities for employees Manage and enforce timekeeping policies to ensure accuracy and timely process of employee's timecards Contribute to team effort by accomplishing results as needed Process timely, accurate, fair, without bias, performance reviews Embody CIAT's mission, values, and support the goals of the department Ensure a safe, secure, and ethical work environment Requirements Bachelor's degree preferred, or equivalent work experience Previous Financial Aid management experience preferred Minimum 5 years of experience in higher education financial aid positions, including administering Title IV, VA, private education financing, scholarships, and employer-sponsored funding Minimum 2 years of experience using enterprise CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics Experience recommending financing options to students to help them meet their career goals Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others Strong organizational skills to manage multiple and rapidly changing priorities to meet the needs and expectations of employees Self-motivated with a strong work ethic; dedicated to quality, quantity, and timeliness of results Able to handle sensitive information with a high degree of confidentiality Possess high ethical standards, being an example of professionalism to others Demonstrated ability to anticipate needs and exercise independent judgment Excellent analytical skills, problem-resolution skills, and general business acumen Proficient skills in MS Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project, and ability to learn additional software products Proficient in data analysis, reporting, and Microsoft Excel skills to present forecasting models, conversion rate analysis, benchmark performance metrics, and goal setting Exhibits a high degree of flexibility in adapting to a rapidly changing environment Position may require work responsibilities outside of normal business hours to accommodate business needs and deadlines A computer savvy and technical mindset willing to learn new systems that are deployed and build automated processes to streamline manual activities Strong presentation, public speaking, and writing skills Possess a sincere interest in helping others achieve life goals Takes a customer-service-oriented approach in collaboration with internal departments to support student recruitment and student retention goals Self-motivated, goal-oriented, assertive, results-driven, high energy, and highly ethical Team player with a positive, can-do attitude Possess high ethical standards, being an example of professionalism to others Must be able to embody CIAT's mission, vision, purpose, and values Ability to work collaboratively with colleagues, academic departments, and administration to support student success, achieve institutional goals and contribute to a positive and inclusive culture Position Type and Expected Hours of Work Days and hours of work are Monday through Friday. Occasional weekend and evening hours may be required. Supervisory Responsibility This position supervises a team of Financial Aid Coordinators. Values Values such as integrity, excellence, customer service, teamwork and mutual respect are some of those that remain constant, regardless of changes in our company. When identifying company values, it is important that those values are being demonstrated in the course of business each day. Our values set expectations for how employees and managers interact with every person while representing the company. We are passionate about education and student success We value integrity and excellence in our employees and students We treat ourselves and our students with dignity and respect We believe in and encourage innovation at our school to better help our students succeed We have a customer centric focus, and we want people highly committed to achieving goals, where our success equals student's success We are accountable for our actions, and if errors occur, we focus on preventing future errors and moving forward We have a growth mindset, always looking for ways to improve, with a sincere belief that every student can do better and achieve their goals We expect every employee to be an example of conduct and professionalism, being a role model to students and colleagues We commit to fostering an inclusive and supportive learning environment that respects the diversity of students' backgrounds, experiences, and perspectives We foster lifelong learning and professional development Physical Demands These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions. Essential functions of this role require sitting for extended periods of time Daily use of a company computer and related software applications at a workstation Ability to type, use a computer to search for information and input information while speaking on the phone is required The employee will frequently be required to use the computer, mouse and telephone to conduct the regular tasks of this role The employee will be required to compute simple to simple mathematical calculations as a normal part of this role Work Environment While performing the responsibilities of this remote position, the job holder will work in a home office environment. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job. This role routinely involves using standard office equipment such as computers, phones, and virtual communication tools. Employees are expected to ensure that their home office is a safe and ergonomic working environment. Employees must maintain data security and confidentiality in accordance with company policies and use secure connections for all work-related activities. Expectations regarding work hours, availability, and time tracking will be clearly communicated and must be adhered to. The company is not responsible for maintaining home office environments beyond the provision of reasonable accommodations and necessary work-related equipment. Workers' compensation and liability for injuries that occur in the home office will be covered as per company policy and applicable laws. This remote work policy is designed to comply with all relevant local, state, and federal laws. AAP/EEO Statement California Institute of Applied Technology provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, the California Institute of Applied Technology complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. California Institute of Applied Technology expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of California Institute of Applied Technology's employees to perform their job duties may result in discipline up to and including discharge. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice. Salary Range The salary range for the Financial Aid Coordinator Manager is $75,000 -$100,000 yearly/DOE. However, the expected starting salary for this position is $75,000 - $85,000 yearly/DOE. We base salary offers on a variety of considerations, such as education, experience, equity and other business and organizational needs. #ZR Salary Description $75,000 - $85,000 yearly/DOE
    $75k-100k yearly 27d ago
  • Financial Aid Advisor

    TCS Education

    Remote job

    The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. This is a hybrid position, requiring regular on-campus presence during peak periods, student-facing events, and scheduled days each week, combined with remote responsibilities focused on processing, compliance, and student support. The role ensures accurate and compliant delivery of financial aid in alignment with federal, state, and institutional regulations. The hybrid expectations are 2 days per week on campus and 3 days per week remote, however may be subject to adjustments based on student needs. This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility, and options * Collect and review documentation required to verify financial aid eligibility * Package and revise financial aid awards for new and continuing students * Track, process, and maintain financial aid documents in the student information system * Prepare and distribute financial aid award letters * Serve as a primary point of contact for students with financial aid questions * Present financial aid information at student events, workshops, and financial literacy sessions * Support financial aid-related campus events during peak periods * Stay current on financial aid regulations by attending trainings and workshops * Collaborate with The Community Solution Education System Financial Aid Director and staff * Provide exceptional customer service and timely responses to student inquiries * Perform other duties as assigned Required Knowledge, Skills, and Abilities * Knowledge of Title IV regulations, Direct Loan programs, and financial aid compliance * Familiarity with CampusVue or similar student information systems * Strong communication, customer service, and problem-solving skills * High accuracy, attention to detail, and ability to meet deadlines * Ability to work independently with minimal supervision * Proficiency with standard office software and web-based platforms * Ability to work effectively with diverse student populations Education * Minimum High School Diploma * Bachelor's degree preferred, but not required Experience * 1-2 years of experience in financial aid or related student services area * 1- 2 years of experience with student information systems, CRM tools, or financial aid software preferred Working Conditions / Physical Requirements * Hybrid work schedule (combination of on-campus- 2 days per week - and remote work - 3 days per week) * Ability to perform sedentary work and operate office equipment (computer, printer, phone) * Ability to work occasional evening or weekends based on peak periods or events Compensation & Benefits This opportunity is budgeted at $26.27 - 28.21 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below. ************************************ The Community Solution is an Equal Opportunity Employer. Application Process Please note the screening, recruitment, and selection process is managed by recruiting staff and hiring managers with the aid of artificial intelligence to evaluate candidates against job requirements. The artificial intelligence tool is a resource only and all employment decisions are made by staff members. When you apply, it is recommended you utilize the option to parse your resume into the application. To ensure your experience is accurately reflected, please review and complete all application fields-even if you auto-fill from your resume. For the best results, tailor your resume to the job description, highlight key qualifications and skills, and use clear, consistent formatting. This helps our AI tools read and assess your application more effectively. We are committed to regularly monitoring the process for fairness and remove personally identifiable information during evaluation.
    $26.3-28.2 hourly Auto-Apply 51d ago
  • Financial Aid Advisor

    TCS Education System

    Remote job

    The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. This is a hybrid position, requiring regular on-campus presence during peak periods, student-facing events, and scheduled days each week, combined with remote responsibilities focused on processing, compliance, and student support. The role ensures accurate and compliant delivery of financial aid in alignment with federal, state, and institutional regulations. The hybrid expectations are 2 days per week on campus and 3 days per week remote, however may be subject to adjustments based on student needs. This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: Advise incoming and current students on financial aid resources, eligibility, and options Collect and review documentation required to verify financial aid eligibility Package and revise financial aid awards for new and continuing students Track, process, and maintain financial aid documents in the student information system Prepare and distribute financial aid award letters Serve as a primary point of contact for students with financial aid questions Present financial aid information at student events, workshops, and financial literacy sessions Support financial aid-related campus events during peak periods Stay current on financial aid regulations by attending trainings and workshops Collaborate with The Community Solution Education System Financial Aid Director and staff Provide exceptional customer service and timely responses to student inquiries Perform other duties as assigned Required Knowledge, Skills, and Abilities Knowledge of Title IV regulations, Direct Loan programs, and financial aid compliance Familiarity with CampusVue or similar student information systems Strong communication, customer service, and problem-solving skills High accuracy, attention to detail, and ability to meet deadlines Ability to work independently with minimal supervision Proficiency with standard office software and web-based platforms Ability to work effectively with diverse student populations Education Minimum High School Diploma Bachelor's degree preferred, but not required Experience 1-2 years of experience in financial aid or related student services area 1- 2 years of experience with student information systems, CRM tools, or financial aid software preferred Working Conditions / Physical Requirements Hybrid work schedule (combination of on-campus- 2 days per week - and remote work - 3 days per week) Ability to perform sedentary work and operate office equipment (computer, printer, phone) Ability to work occasional evening or weekends based on peak periods or events Compensation & Benefits This opportunity is budgeted at $26.27 - 28.21 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below. ************************************ The Community Solution is an Equal Opportunity Employer. Application Process Please note the screening, recruitment, and selection process is managed by recruiting staff and hiring managers with the aid of artificial intelligence to evaluate candidates against job requirements. The artificial intelligence tool is a resource only and all employment decisions are made by staff members. When you apply, it is recommended you utilize the option to parse your resume into the application. To ensure your experience is accurately reflected, please review and complete all application fields-even if you auto-fill from your resume. For the best results, tailor your resume to the job description, highlight key qualifications and skills, and use clear, consistent formatting. This helps our AI tools read and assess your application more effectively. We are committed to regularly monitoring the process for fairness and remove personally identifiable information during evaluation.
    $26.3-28.2 hourly Auto-Apply 49d ago
  • Financial Aid Advisor

    The Community Solution 4.3company rating

    Remote job

    The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. This is a hybrid position, requiring regular on-campus presence during peak periods, student-facing events, and scheduled days each week, combined with remote responsibilities focused on processing, compliance, and student support. The role ensures accurate and compliant delivery of financial aid in alignment with federal, state, and institutional regulations. The hybrid expectations are 2 days per week on campus and 3 days per week remote, however may be subject to adjustments based on student needs. This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: Advise incoming and current students on financial aid resources, eligibility, and options Collect and review documentation required to verify financial aid eligibility Package and revise financial aid awards for new and continuing students Track, process, and maintain financial aid documents in the student information system Prepare and distribute financial aid award letters Serve as a primary point of contact for students with financial aid questions Present financial aid information at student events, workshops, and financial literacy sessions Support financial aid-related campus events during peak periods Stay current on financial aid regulations by attending trainings and workshops Collaborate with The Community Solution Education System Financial Aid Director and staff Provide exceptional customer service and timely responses to student inquiries Perform other duties as assigned Required Knowledge, Skills, and Abilities Knowledge of Title IV regulations, Direct Loan programs, and financial aid compliance Familiarity with CampusVue or similar student information systems Strong communication, customer service, and problem-solving skills High accuracy, attention to detail, and ability to meet deadlines Ability to work independently with minimal supervision Proficiency with standard office software and web-based platforms Ability to work effectively with diverse student populations Education Minimum High School Diploma Bachelor's degree preferred, but not required Experience 1-2 years of experience in financial aid or related student services area 1- 2 years of experience with student information systems, CRM tools, or financial aid software preferred Working Conditions / Physical Requirements Hybrid work schedule (combination of on-campus- 2 days per week - and remote work - 3 days per week) Ability to perform sedentary work and operate office equipment (computer, printer, phone) Ability to work occasional evening or weekends based on peak periods or events The Community Solution offers a generous compensation and benefits package, as well as the opportunity to work for a leader in the field of education. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below. ************************************ The Community Solution is an Equal Opportunity Employer. Application Process Please note the screening, recruitment, and selection process is managed by recruiting staff and hiring managers with the aid of artificial intelligence to evaluate candidates against job requirements. The artificial intelligence tool is a resource only and all employment decisions are made by staff members. When you apply, it is recommended you utilize the option to parse your resume into the application. To ensure your experience is accurately reflected, please review and complete all application fields-even if you auto-fill from your resume. For the best results, tailor your resume to the job description, highlight key qualifications and skills, and use clear, consistent formatting. This helps our AI tools read and assess your application more effectively. We are committed to regularly monitoring the process for fairness and remove personally identifiable information during evaluation.
    $42k-50k yearly est. Auto-Apply 49d ago
  • Financial Aid Counselor

    The Los Angeles Film School 4.1company rating

    Remote job

    Job Description Purpose: The position is meant to help counsel students in completing their financial aid, translate the complexities of how financial aid and billing work, and ensure students are set up to succeed in their program. Essential Duties & Responsibilities (those that must be performed with or without an ADA Accommodation): Guide students and parents throughout the financial aid process in pursuit of first and subsequent degrees. Exercise independent professional judgement with minimal supervision to counsel students on optimal financial package based on individual circumstances. Represent the financial aid department at monthly Open House events and convey advice on how to secure tuition and living expenses to students and parents. Work closely with the Management to research, analyze, implement, and update the Financial Aid Strategies for students based on specific socioeconomic background. Serve as a financial aid content expert for the school, working with all departments to ensure accurate understanding of issues, handling of questions and review of documents. Ensure compliance with laws, regulations, accreditation standards and professional guidelines regarding student enrollment and financial aid. Contact students to secure documents necessary to complete files and verification prior to the student's start date. Coordinate efforts with students and lenders in relation to private loans. Counsel students and parents on PLUS applications, including denial options. Enter all correspondence and communication with students into systems. Ensure students do not exceed the cost of education limits. Comply with federal regulations as outlined in the Department of Education handbook. Offsite training is necessary to stay current on all Financial Aid Issues. Maintain touch point process with each student for regular contact prior to start. Once hired you must pass provided with FA essentials training with 75% or better. Applicants must not currently be or have been in default on student loans. Able to communicate student academic progress as it pertains to financial aid. Assist in calculating the revised billing for students' new enrollment. Explain the financial aid and tuition charges as outlined in the students' financial plans. Coordinate with the Admissions Specialist in ensuring all students' questions are answered and ensure they are prepared for their new enrollment. Coordinate with the Financial Aid Processor to ensure all financial aid is appropriately packaged. Coordinate with other departments to ensure the billing is correct. Meet monthly completion metrics as outlined by management. Non-Essential Duties & Responsibilities (those that must be performed with or without an ADA Accommodation): · Adhere to policies and procedures of The Los Angeles Film School. · Maintain strict confidentiality of company and personnel information. · Adhere to company attendance standards. Other Responsibilities: · Perform other duties as assigned. Supervisory Responsibilities None Competencies | Knowledge | Skills | Abilities: Self-motivated and able to balance multiple tasks simultaneously among changing priorities and deadlines. Excellent verbal and written communications skills. Ability to effectively and positively communicate with a customer-service oriented attitude. Professional, upbeat, social and dependable. Creative problem solver who works well in a team environment. Ability to relate, understand, and engage with students. Strong attention to detail and organizational skills. Understand and accurately apply customer service techniques. Outstanding customer service skills. Confident presenting general information to students both live and using video software. Comfortable in a fast-paced environment interacting with a diverse group of staff & students. Education | Experience: Bachelor's Degree from an accredited college or university preferred but not required. Experience in higher education preferred but not required. Certificates | Licenses | Registrations: N/A Computer Skills: Knowledge of Microsoft Word, Excel, and PowerPoint (or Mac equivalent). Must be comfortable with navigating standard e-mail systems, internal computer storage. Ability to learn new programs as required Environmental Factors (are those that are required and performed with or without an accommodation): Hybrid work schedule two days in office the rest from home. (Subject to change as required by management). Need High Speed Internet connection when working from home. Physical Demands (are those that are required and performed with or without an accommodation): N/A Emotional & Mental Demands (are those that are required and performed with or without an accommodation): Ability to assist complex student situations and diverse groups. Ability to professionally handle crisis situations with an upset student This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Powered by ExactHire:188804
    $49k-71k yearly est. 6d ago
  • Financial Advising Expert

    Weekday Ai

    Remote job

    This role is for one of the Weekday's clients We are seeking experienced Financial Advisors to collaborate on a cutting-edge project with a leading AI research lab. In this role, you will apply your expertise in financial advising to help design, test, and refine advanced AI systems that replicate real-world wealth management, retirement planning, and investment advisory workflows. Your insights will be critical in ensuring AI-powered solutions are accurate, compliant, and effective in delivering high-quality financial advice. You will directly influence how AI handles core advisory functions such as retirement planning, investment portfolio construction, cash flow planning, and personalized financial strategies. Requirements Key Responsibilities Evaluate AI-generated financial plans and outputs for accuracy, compliance, and client suitability Calibrate investment and retirement planning models for soundness and alignment with client needs Simulate and review workflows such as asset allocation, risk profiling, and retirement income planning Refine AI-generated reports, recommendations, and financial documents for real-world client use cases Collaborate asynchronously with AI and product teams to enhance reliability and trust in AI-driven advisory systems Ideal Qualifications 2+ years of experience as a Financial Advisor, Wealth Manager, or related advisory role Bachelor's degree in Finance, Business, Economics, or related field; advanced certifications (CFP, CFA, CPA, ChFC) are a strong plus Strong knowledge of financial planning principles, including retirement, estate, and investment planning Excellent client-facing communication skills with the ability to explain complex strategies clearly Familiarity with compliance, regulatory standards, and fiduciary responsibilities in financial advising Project Timeline Start Date: Immediate Duration: 1-2 months Commitment: ~20 hours/week, part-time Schedule: Fully remote and asynchronous - flexible working hours Compensation & Contract Competitive rate: $70-$95 USD/hour (based on experience) Performance-based bonuses available Independent contractor role
    $32k-43k yearly est. Auto-Apply 60d+ ago
  • Student Financial Aid Officer III

    University of Texas at Dallas 4.3company rating

    Remote job

    Are you interested in helping students achieve their educational and professional goals? Are you looking for a rewarding opportunity in higher education that provides a hybrid remote work schedule, employee tuition assistance, a comprehensive benefits package, and a supportive and collaborative work environment? The Office of Financial Aid is looking for an individual with financial aid or other higher education experience to fill our Student Financial Aid Officer III position. Apply now to join our team! The Student Financial Aid Officer III performs a variety of job duties associated with the coordination, awarding, disbursement, and returning of state, federal, and institutional financial aid assistance programs as part of the Office of Financial Aid Counseling Team. This position advises students and families about financial aid processes and requirements, collaborates with other University departments to promote a holistically positive student experience, and works with other Office of Financial Aid teams to ensure efficient and accurate processing of financial aid. Essential Duties And Responsibilities Provide information to current and prospective students regarding financial aid program requirements and procedures. Serve as the primary point of contact for current and prospective students within a specific caseload. Facilitate the application for financial aid process by assisting students with completing appropriate and required forms; by advising them of their rights and responsibilities concerning financial aid; and, by providing them with the status of their applications. Counsel and advise students about financial aid eligibility, aid programs, and costs. Assist students with estimating educational expenses in order to calculate needs for the aid year and to prepare a financial plan. Counsel students on federal, state, and private education loan requirements such as entrance and exit counseling, repayment options, and overall debt management. Participate in the review of student financial aid eligibility, verification, student academic progress, and unusual circumstances pertaining to financial aid. Ensure compliance with all financial aid policies, procedures, and regulations in the review of financial aid applications; exercise sound judgment when interpreting federal and state regulations for specific student situations. Maintain competency and professional growth through self-directed professional reading, attending professional development courses, and attending trainings as required. Serve as point of contact for other UT Dallas departments (Admissions, Bursar, Advising, Military and Veteran Center) regarding financial aid questions and concerns. Conduct internal and external financial aid presentations at open houses, orientations, financial aid workshops, etc., occasionally requiring weekend or evening work hours. Demonstrate integrity and ethical behavior in working with confidential information and maintain a high level of confidentiality.
    $31k-36k yearly est. 60d+ ago
  • Financial Aid Officer-Hybrid Schedule

    Columbia University In The City of New York 4.2company rating

    Remote job

    * Job Type: Officer of Administration * Bargaining Unit: * Regular/Temporary: Regular * End Date if Temporary: * Hours Per Week: full time * Standard Work Schedule: * Building: * Salary Range: $75,000-$77,000 The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting. Position Summary The incumbent, reporting directly to the Assistant Director of Financial Aid Client Services, is responsible for counseling and advising students on all related financial aid programs, eligibility criteria, application procedures, costs, indebtedness, and financial planning at all contracted schools. The incumbent provides proactive, student-centered advising with increased emphasis on private and alternative financing options to support students impacted by changes in federal loan eligibility and aggregate loan limits. Responsibilities * The incumbent oversees related communication with students and parents and serves as a primary point of contact for financial aid call center inquiries, ensuring timely, accurate, and consistent information is provided to students and families. This includes managing inquiry volume related to federal, private, and alternative loan programs; resolving complex or escalated cases; and identifying trends in student inquiries to inform outreach, training, and process improvements. Responsibilities include supporting service-level expectations for response time, accuracy, and customer satisfaction, without formal supervisory authority. * The incumbent cultivates relationships with internal and external members of the University community, as well as external lending partners and scholarship providers as appropriate. The Officer reviews and interprets financial aid application data, determines student eligibility, and awards new and continuing students in accordance with School packaging philosophies, federal and institutional policies, and evolving regulatory requirements. * The incumbent assists in the review and annual update of Costs of Attendance (COA), packaging procedures, standard and custom reports, and selection sets, and troubleshoots technical and data-related issues impacting aid delivery. Particular attention is given to identifying students whose federal loan eligibility is constrained and proactively supporting alternative funding strategies. * Along with the Assistant Director, the incumbent maintains and updates financial aid content on the Student Financial Services website, including student-facing information related to private loan options, responsible borrowing, and financial wellness, as well as the database of external fellowships and grants. The Officer contributes to the development of clear communications and resources to help students and families understand borrowing limits, financing gaps, and available alternatives. * The incumbent is responsible for enhanced pre-collection and early intervention efforts for currently enrolled students, particularly those affected by federal loan aggregate limit reductions. This includes proactively contacting students with debit balances, assisting students and families in securing appropriate financing, and providing individualized financial planning support to help meet their financial obligations to the University. * The Officer provides first-class, student-focused support using workshops, individual appointments, web-based tools, email, social media, telephone contact, and call center platforms to disseminate accurate, timely, and clear information. The role includes increased financial literacy and debt counseling, with emphasis on comparing federal and private borrowing, understanding loan terms, and promoting responsible borrowing practices. * The incumbent may assist with the development and maintenance of call center scripts, knowledge base articles, and standardized responses related to financial aid counseling, loan borrowing limits, and alternative financing options. The incumbent may also contribute to tracking and analyzing call center metrics-such as inquiry volume, resolution time, and escalation frequency-to support service improvements and staffing assessments. * The incumbent is expected to follow office policies and procedures for all processes and responsibilities. * This position is expected to exercise professional judgment in extenuating circumstances, as defined by Department of Education regulations, when analyzing data and individual student financial situations to make informed decisions and adjustments to student records, while maintaining compliance and delivering an exceptional customer service experience. * Performs related duties and special projects as assigned, including participation in initiatives related to changes in federal loan programs, aggregate loan limits, call center service delivery, and expansion of private and alternative financing support. Minimum Qualifications * Bachelor's degree and/or its equivalent * Minimum of 2-4 years related experience Preferred Qualifications * Demonstrated knowledge of Federal Student Aid regulations and understanding of Financial Aid systems preferred. * Knowledge of federal and private loan programs is strongly preferred. * Experience with SIS Informs and PowerFAIDS Financial Aid system strongly preferred. Other Requirements * Knowledge of accounting concepts as well as competence in Excel required. * A demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines is needed. * Strong proficiency in Microsoft Office (Word, Excel, Access required). * Must be detail-oriented with organizational and problem-solving skills, and be able to manage deadline oriented projects. * Must be able to demonstrate critical thinking, interpersonal, oral and written communication skills. * In addition, the successful candidate must be able to work well with all levels of employees, be flexible in nature, have sound judgment with an open and collaborative style that encourages teamwork and cooperation beyond the immediate team to the broader organization. * Must have a passion for excellent customer service. Equal Opportunity Employer / Disability / Veteran Columbia University is committed to the hiring of qualified local residents.
    $75k-77k yearly 12d ago
  • Financial Aid Counselor

    Penn State University

    Remote job

    APPLICATION INSTRUCTIONS: * CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday. * CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday. * If you are NOT a current employee or student, please click "Apply" and complete the application process for external applicants. Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants. POSITION SPECIFICS Penn State Abington is seeking applicants for the position of Financial Aid Counselor. This position primarily provides personal and financial aid application counseling to students and families, assists in the administration of the financial aid program, and makes decisions to award funds to students eligible for scholarships, grants, and college work-study. The Financial Aid Counselor is also responsible for auditing and reconciling financial aid accounts and packaging financial aid awards and the dissemination of information for student financial assistance through face to face, email, and phone counseling. Job Responsibilities: * Advise and counsel students and parents regarding the financial aid process * Provide in-take services, taking student/parent phone calls, responding to email, assisting visitors within the office * Analyze and evaluates student financial needs, and advises on availability of financial assistance * Monitor and coordinate the processing of verification and certification changes needed due to eligibility changes resulting from FAFSA data changes * Develop and maintain strong working knowledge of all federal, state, and University student aid regulations, policies, and procedures * Responsible for awarding, monitoring, and oversight of federal, state and university student aid * Work with the Office of Student Aid's Application and Eligibility Services staff to monitor both eligibility and review aid processes * Collaborate with other campus aid representatives, University personnel and outside agencies in the administration of aid applicants' verification and certification eligibility reviews programs * Coordinates the financial aid communication strategies * Works some evening and weekends representing the Office of Financial Aid at admission and financial aid events. * Presents financial aid information to small and large audiences Required & Preferred Qualifications: * Typically requires a Bachelor's degree in a related field and 3+ years of relevant experience or an equivalent combination of education and experience. * Proficient and comprehensive knowledge of all federal, state and University student aid regulations, policies, and procedures * Dedication to excellent customer service and the motivation to help students succeed * Ability to communicate in an effective and professional manner with detailed and sensitive information. * Strong work ethic and attention to detail. * Critical thinking and creative problem-solving skills. * Ability to work independently and collaboratively. * Demonstrated commitment to access and inclusion. * Excellent writing, presentation, and organizational skills. * Proficiency in student information systems and Microsoft Office is preferred. * Willingness to work some evenings and weekends as needed. This position requires successful completion of the following background checks: * PA State Police Criminal Background Check * PA Child Abuse History Clearance Form * Federal (FBI) Fingerprint Criminal Background Check Application Instructions: For full consideration, applicants must submit a cover letter and resume with their application. Campus Information: Abington, PA is a northern suburb of Philadelphia known for its diversity and accessibility. Located just 45 minutes outside of center city, residents can easily travel to and from Philadelphia and Abington's surrounding communities such as Willow Grove, Glenside, Roslyn, and Jenkintown by SEPTA trains, regional rails, and buses, making it an ideal place to live and work. As a staff member at Penn State Abington, you will enjoy access to popular destinations such as Keswick Village, home of the Keswick Theater, Willow Grove Park, Briar Bush Nature Center, and Abington Arts Center. You can enjoy outdoor recreation at any of Abington's 20+ public parks, as well as shopping, dining, and other historic arts, museums, entertainment, and community events of the greater Philadelphia region while working in a diverse, lively, and engaging campus community. Penn State offers a competitive and generous benefits package for full-time staff which includes: * Health insurance, dental and vision coverage * Retirement plans * 75% tuition discount for employees, eligible spouses, and dependent children to attend Penn State * Paid time off including holidays, vacation, sick days, and paid parental leave Visit *************************** for additional information about benefits. MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS Bachelor's Degree 3+ years of relevant experience; or an equivalent combination of education and experience accepted Required Certifications: None BACKGROUND CHECKS/CLEARANCES This position requires the following clearances in addition to applicable background checks: PA State Police Criminal Background Check, PA Child Abuse History Clearance Form, and Federal (FBI) Fingerprint Criminal Background Check. Penn State does not sponsor or take over sponsorship of a staff employment Visa. Applicants must be authorized to work in the U.S. SALARY & BENEFITS The salary range for this position, including all possible grades, is $46,400.00 - $67,300.00. Salary Structure - Information on Penn State's salary structure Penn State provides a competitive benefits package for full-time employees designed to support both personal and professional well-being. In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time. One of the standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children. For more detailed information, please visit our Benefits Page. CAMPUS SECURITY CRIME STATISTICS Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here. EEO IS THE LAW Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact ************. The Pennsylvania State University is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university's teaching, research, and service mission. Federal Contractors Labor Law Poster PA State Labor Law Poster Penn State Policies Copyright Information Hotlines
    $46.4k-67.3k yearly Auto-Apply 60d+ ago
  • Financial Aid Counselor I

    Regent University 2.8company rating

    Remote job

    The Financial Aid Counselor I position will serve as an embedded representative directly supporting student-facing positions (inclusive of but not limited to Academic Advisors and Admissions Counselors). This position will field a high volume of internal contacts within a call center environment, in addition to engaging in direct contact with Regent University students as needed to resolve complex cases, escalated accounts, in support of new hire training experiences. The Financial Aid Counselor I serves as an expert in financial aid and payment plan options. Work Location: Virginia Beach, VA [capability of remote work in case of inclement weather] Essential duties: * Answer simple and complex financial aid questions accurately and efficiently. * Maintain an expert level knowledge base on federal, state, institutional, and external award programs. * Stay current on other programs and policies that are important to students, such as admissions protocol, financial aid, international admissions, military affairs, and student housing. * Provide extraordinary service to both internal and external customers within the organization. * Successfully navigate internal organization structures in support of a 'one-stop-shop' student experience. * Field a high volume of contacts relating to financial aid, payment plans, and account collections. * Coordinates and participates in financial aid events. Qualifications: * Bachelor's Degree or commensurate higher education experience required Candidates must have: * Excellent verbal and written communication skills * Strong leadership skills * Commitment to Regent's core values of Excellence, Innovation, and Integrity Regent University does not discriminate in employment in its programs or activities on the basis of race, color, national or ethnic origin, sex, disability, age or veteran status. For full Non-Discrimination Policy click here. Benefits: Regent offers a wide range of generous benefits including health, life and disability insurance; flexible spending accounts; tuition incentives; fully vested retirement plans; life and disability insurance options, time off, and more. All regular faculty and staff serving at Regent and working a minimum of 30 hours per week will receive an attractive benefits package.
    $29k-34k yearly est. 14d ago
  • Financial Aid Counselor

    The Pennsylvania State University 4.3company rating

    Remote job

    APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday. CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday. If you are NOT a current employee or student, please click “Apply” and complete the application process for external applicants. Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants. POSITION SPECIFICS Penn State Abington is seeking applicants for the position of Financial Aid Counselor. This position primarily provides personal and financial aid application counseling to students and families, assists in the administration of the financial aid program, and makes decisions to award funds to students eligible for scholarships, grants, and college work-study. The Financial Aid Counselor is also responsible for auditing and reconciling financial aid accounts and packaging financial aid awards and the dissemination of information for student financial assistance through face to face, email, and phone counseling. Job Responsibilities: Advise and counsel students and parents regarding the financial aid process Provide in-take services, taking student/parent phone calls, responding to email, assisting visitors within the office Analyze and evaluates student financial needs, and advises on availability of financial assistance Monitor and coordinate the processing of verification and certification changes needed due to eligibility changes resulting from FAFSA data changes Develop and maintain strong working knowledge of all federal, state, and University student aid regulations, policies, and procedures Responsible for awarding, monitoring, and oversight of federal, state and university student aid Work with the Office of Student Aid's Application and Eligibility Services staff to monitor both eligibility and review aid processes Collaborate with other campus aid representatives, University personnel and outside agencies in the administration of aid applicants' verification and certification eligibility reviews programs Coordinates the financial aid communication strategies Works some evening and weekends representing the Office of Financial Aid at admission and financial aid events. Presents financial aid information to small and large audiences Required & Preferred Qualifications: Typically requires a Bachelor's degree in a related field and 3+ years of relevant experience or an equivalent combination of education and experience. Proficient and comprehensive knowledge of all federal, state and University student aid regulations, policies, and procedures Dedication to excellent customer service and the motivation to help students succeed Ability to communicate in an effective and professional manner with detailed and sensitive information. Strong work ethic and attention to detail. Critical thinking and creative problem-solving skills. Ability to work independently and collaboratively. Demonstrated commitment to access and inclusion. Excellent writing, presentation, and organizational skills. Proficiency in student information systems and Microsoft Office is preferred. Willingness to work some evenings and weekends as needed. This position requires successful completion of the following background checks: PA State Police Criminal Background Check PA Child Abuse History Clearance Form Federal (FBI) Fingerprint Criminal Background Check Application Instructions: For full consideration, applicants must submit a cover letter and resume with their application. Campus Information: Abington, PA is a northern suburb of Philadelphia known for its diversity and accessibility. Located just 45 minutes outside of center city, residents can easily travel to and from Philadelphia and Abington's surrounding communities such as Willow Grove, Glenside, Roslyn, and Jenkintown by SEPTA trains, regional rails, and buses, making it an ideal place to live and work. As a staff member at Penn State Abington, you will enjoy access to popular destinations such as Keswick Village, home of the Keswick Theater, Willow Grove Park, Briar Bush Nature Center, and Abington Arts Center. You can enjoy outdoor recreation at any of Abington's 20+ public parks, as well as shopping, dining, and other historic arts, museums, entertainment, and community events of the greater Philadelphia region while working in a diverse, lively, and engaging campus community. Penn State offers a competitive and generous benefits package for full-time staff which includes: Health insurance, dental and vision coverage Retirement plans 75% tuition discount for employees, eligible spouses, and dependent children to attend Penn State Paid time off including holidays, vacation, sick days, and paid parental leave Visit *************************** for additional information about benefits. MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS Bachelor's Degree 3+ years of relevant experience; or an equivalent combination of education and experience accepted Required Certifications: None BACKGROUND CHECKS/CLEARANCES This position requires the following clearances in addition to applicable background checks: PA State Police Criminal Background Check, PA Child Abuse History Clearance Form, and Federal (FBI) Fingerprint Criminal Background Check.Penn State does not sponsor or take over sponsorship of a staff employment Visa. Applicants must be authorized to work in the U.S. SALARY & BENEFITS The salary range for this position, including all possible grades, is $46,400.00 - $67,300.00. Salary Structure - Information on Penn State's salary structure Penn State provides a competitive benefits package for full-time employees designed to support both personal and professional well-being. In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time. One of the standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children. For more detailed information, please visit our Benefits Page. CAMPUS SECURITY CRIME STATISTICS Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here. EEO IS THE LAW Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact ************. The Pennsylvania State University is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university's teaching, research, and service mission. Federal Contractors Labor Law Poster PA State Labor Law Poster Penn State Policies Copyright Information Hotlines
    $46.4k-67.3k yearly Auto-Apply 60d+ ago
  • Financial Aid Advisor

    Emory Healthcare/Emory University 4.3company rating

    Remote job

    **Discover Your Career at Emory University** Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community. **Description** The Office of Financial Aid is seeking a Financial Aid Advisor to join their team! KEY RESPONSIBILITIES: + Awards federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations. + Advises students and parents regarding availability of financial aid, the eligibility requirements and the application process. + Provides information on scholarship and loan options, alternative financing and debt management. + Coordinates scholarship and loan/grant programs and fee waiver programs. + Oversees financial aid registration activities. + Handles special disbursement procedures for external loans. + Assists in the development and implementation of summer school and study abroad policies and procedures and prepares expense budgets for students. + Acts as a liaison between the department and study abroad administrators. + Disseminates information to financial aid liaisons by attending meetings and providing updates regarding changes in regulations and organizational policies. + Generates reports as needed. + Performs related responsibilities as required. MINIMUM QUALIFICATIONS: + Bachelor's degree and one year of financial aid or related experience, or an equivalent combination of education, training and experience. NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee. **Additional Details** Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: ************ (V) | ************ (TDD). Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call ************ (Voice) | ************ (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination. **Connect With Us!** Connect with us for general consideration! **Job Number** _159862_ **Job Type** _Regular Full-Time_ **Division** _EVP Provost Academic Affairs_ **Department** _Office of Financial Aid_ **Job Category** _Admissions and Student Life_ **Campus Location (For Posting) : Location** _US-GA-Atlanta_ **_Location : Name_** _Emory Campus-Clifton Corridor_ **Remote Work Classification** _Hybrid Remote_ **Health and Safety Information** _Not Applicable_
    $29k-34k yearly est. 7d ago
  • Financial Aid Assistant Director at Online Christian University

    City Vision University

    Remote job

    The Financial Aid Assistant Director reports to the Director of Financial Aid and Accounting and serves as a peer to the Financial Coordinator (who handles CVU bookkeeping/accounting and non-financial aid student finances) and includes the following duties: Student Support. To serve as the first line of support to students via email, phone, video conferencing and text in the following areas: Assisting students with the completion of the Free Application for Federal Student Aid (FAFSA) and other aspects of the financial aid process. Clearing Students for Financial Aid: Collecting Verifications & Other Documents - Communicating aid eligibility and verification needs with students. Assisting students in collecting documents needed for financial aid and verifications. Working with students to clear blockers if able. VA Documentation - Assisting students with military and veterans aid including answering student questions, collecting needed documentation from students, preparing informational documents for students as required by the VA & DoD, maintaining active accounts and reporting student enrollment in various systems, updating DoD and military systems with school costs and degree or course offerings as needed, and attending VA and related training as required. Financial Aid Administration: To maintain organization and documentation of student financial and financial aid files in the following areas: ISIR Import Process - Processing student Financial Aid Applications (ISIRs), determining aid eligibility, entering aid offers into our SIS, and documenting aid blockers. Working with our financial aid servicer (Campus Ivy/Portico) in processing and packaging federal student aid including Getting Support from Campus Ivy. Add Institutional Awards - Administering our institutional scholarship program to identify students and scholarships for various partner organizations. NSLDS Reporting - Assisting in federal and state enrollment reporting into the US Department of Education's NSLDS system and Missouri's Proprietary Student Record Application. Financial Aid Checklist and Term Documentation - Preparing and tracking the documentation for anticipated disbursements each term. Disbursement Batch Processing - Working with our financial aid servicer (Campus Ivy/Portico) to disburse federal aid to students. Attending annual FSA financial aid training and additional training as needed. Ensuring Compliance with all US Department of Education Financial Aid Requirements. General Attend regular staff meetings & supervision meetings including an annual in-person staff gathering. Participate and lead staff chapel and prayer on Zoom. Required: Individuals must have at least an accredited Bachelor's degree or at least one year of previous experience in federal financial aid administration Have a demonstrated commitment to our Christian mission, vision and values focused on serving those who are poor and addicted Individuals applying for this position should have very strong organizational skills and should be very detail-oriented. Very strong technical expertise is required (extensive experience or training with Google Docs, Google Spreadsheets, Microsoft Word, Excel Spreadsheets and Windows). U.S. citizen or lawful permanent resident alien with valid work authorization. This position is classified as a Ministerial role, as it involves the distinct religious functions of:1) supporting the spiritual needs of students and 2) leading the staff in corporate worship and prayer. Desired Previous experience in federal financial aid administration Previous experience with QuickBooks Online Compensation $60,000/year Free tuition in City Vision University (undergraduate or graduate) Health insurance (employer's portion) Work from home (anywhere in the United States) ADA Requirements: Physical, Mental, and Environmental Demands 1. Physical & Sensory Demands Stationary & Digital Work: Must remain stationary (75-90% of time) to operate a computer, keyboard, and mouse. Requires repetitive hand/finger motion for extensive data entry and navigating multiple software systems. Visual & Auditory: Requires close visual acuity to analyze financial data and detect minute errors in regulations. Must clearly communicate complex instructions via video conferencing and phone. 2. Mental & Cognitive Demands Regulatory Analysis: Must analyze and apply complex federal/state regulations (e.g., Title IV) with high accuracy under strict deadlines. Agility & Self-Regulation: Requires adaptability to fluctuating priorities in a fast-paced environment. Must self-manage time and focus effectively without direct supervision. 3. Emotional Demands Resilience & Empathy: Frequently interacts with at-risk populations in crisis. Must maintain professional composure and empathy while enforcing financial policies. Conflict Resolution: Ability to de-escalate stressful interactions regarding aid eligibility and manage the emotional weight of traumatic student narratives. 4. Work Environment Remote Compliance: 100% remote. Must provide a private, quiet workspace free of distractions to ensure FERPA compliance. Tech Proficiency: Requires reliable internet and fluency in digital workflows (Zoom, Google Workspace, SIS, CRM). About City Vision University City Vision University is an online-only, Christian institution with the goal of providing radically affordable education to those serving poor and addicted individuals. We currently offer Certificates, Bachelor's, Associate's and Master's in Addiction Counseling Nonprofit Management, Business and Ministry and a Doctorate in Organizational Leadership and Innovation.
    $60k yearly Auto-Apply 8d ago
  • Financial Aid Advisor I

    Nightingale College 3.7company rating

    Remote job

    The Advisor I, Learner Funding (Financial Aid) prepares and assists in the application and delivery of Federal Student Aid and military funds for new and current learners, in accordance with federal, state, and institutional regulations and guidelines. The incumbent provides document review for accuracy, compliance, and completeness in preparation for the delivery and coordination of federal, state, and institutional funds. The Advisor I, Learner Funding provides support to the Learner Funding Advisor Function by tracking Institutional Student Information Records (ISIR), reviewing learners' documents to clear verification, C codes, Unusual Enrollment History (UEH), and conflicting data, verifying data accuracy, and assisting in preparing disbursements for electronic delivery of Title IV and military funds to the College. The Advisor I, Learner Funding services new and current learners by correctly advising learners and parents regarding academic and career objectives in relation to higher education funding. The Advisor, Learner Funding, is required to provide superior customer service in a manner that maintains the integrity of the funding process in order to contribute to the successful completion of the program. current learners, in accordance with federal, state, and institutional regulations and guidelines. The Advisor, Learner Funding, is required to provide superior customer service in a manner that maintains the integrity of the funding process in order to contribute to the successful completion of the program. Role and Responsibilities: Analyzes learners' eligibility for a variety of aid programs, including Title IV, military, and other funding. Provides financial aid estimates and packaging to learners in a manner that clearly communicates obligations to complete the program and the impact of financial responsibility. Assists all learners, learner families, and other relevant parties who may be involved in funding options and accurately answers questions about funding. Accurately updates the Master Cohort List daily with incoming enrollment activities. Updates and maintains learner records in the Student Information System (SIS). Completes the verification process, which includes the review of verification documents, verifying data matches the Institutional Student Information Record (ISIR), ensuring no conflicting information, and accurately making all necessary ISIR corrections. Ensures documents associated with ISIR rejections, C-codes, and conflicting information meet Title IV requirements to clear issues. Fluently works with Common Origination and Disbursement (COD) and National Student Loan Data System (NSLDS). Collaborates with other functions to provide the highest level of service for learners. Participates in biweekly Learner Funding meetings, including 1:1s, coaching meetings, trainings, and team meetings. Attends meetings and conferences as necessary to enhance existing knowledge of financial aid policies, practices, and procedures. Maintains the highest level of customer service in a courteous, prompt, and successful manner and handles confidential and sensitive information with discretion. Participates in the successful implementation of other functional projects as they arise. Qualifications and Education Requirements: A high school diploma or GED is required. Minimum of two years of professional experience, preferably in an institution of higher learning or student funding. Demonstrated knowledge of Federal Student Aid and/or military funding is required. Demonstrated proficiency in Microsoft Office, including Word, Excel, Outlook, and SharePoint. Knowledge and Experience in Financial Aid and CMX Nexus (Campus Vue). Budgeted Hiring Range$25.67-$25.67 USD All new hires are required to attend New Collaborator Orientation (NCO) in Salt Lake City, Utah. The College will cover travel, lodging, and other accommodations. Nightingale's commitment to diversity and inclusion is reflected both in our learners and collaborators because we believe the best outcomes for learners from underserved and diverse populations are achieved through collaborators with similar backgrounds and cultures. Nightingale Education Group is an equal opportunity employer. Our Mission (not just words on the wall, we live it, love it, and daily contribute to it): With the primary focus on higher learning in healthcare professions, Nightingale Education Group contributes to elevating education, health, and employment systems through facilitation of academic achievement, personal growth, and professional development of its learners, alumni, and collaborators, while serving diverse communities. At Nightingale Education Group, our Innovative Education model helps transform rural health landscapes through our blended-distance learning platform. Every person involved with Nightingale Education Group helps to change the lives of our learners, our communities, and ultimately the world by adding to the quality of healthcare. We are proud to have graduated nearly 5,000 nurses serving communities in need. We are serious about our outcomes and have a little bit of fun getting there. The professional and personal development of our learners and our collaborators is our company's foundation. Not only do we develop strategies that promote a positive work-life integration, but we also create an environment that invites you to become an expert in your field, be it through higher education or professional development. Put simply, we elevate employment, elevate health, and elevate education. We're so happy that you've found us! Employment is contingent upon successful completion of a background check and drug screen.
    $25.7-25.7 hourly Auto-Apply 17d ago
  • Director of Financial Aid Intake

    Bryan College 3.8company rating

    Remote job

    At Bryan University we believe in challenging the boundaries of traditional education and in liberating the innate greatness in people. We know that online learning is the best option for students looking to transform their lives. We offer career-focused degree programs that empower Bryan University graduates with the knowledge and practical skills that lead directly to professional careers. Visit ****************************************** to learn more about what makes us stand apart. This is a remote, work-from-home position. We will consider applicants that reside in the following states: Arizona, Idaho, Nevada, Texas, and Utah. Pay Range: $90,000.00 - $95,000.00 Bryan University has been recognized as one of the Top Companies to Work for in Arizona for the past 7 years in a row! We offer a robust benefits package that includes: *Medical *Dental *Vision HSA Telemedicine An Award-Winning Wellness Program Tuition Assistant Program Short- and Long-Term Disability Options Life Insurance Employee Assistance Program 401K with Company Match Generous Paid Time Off Volunteer Paid Time Off 11 Paid Holidays An Empowering Company Culture Computer Equipment Provided Work from Home (* includes domestic partner coverage) Director of Financial Aid Intake Department: Student Finance Reports To: Vice President of Student Finance FLSA Status: Exempt Position Summary The Director of Financial Aid Intake leads Financial Aid intake operations to ensure students are financially ready to begin their programs in a timely, accurate, and compliant manner. This role oversees intake-related Financial Aid functions, including document collection, packaging readiness, verification flow, and start clearance, while maintaining strict adherence to federal, state, and institutional requirements. The Director partners cross-functionally with Admissions, Registrar, and Student Services to support start readiness through clearly defined processes and service-level agreements (SLAs), while preserving Financial Aid compliance, governance, and audit defensibility. This is a Financial Aid leadership role and does not carry enrollment or revenue ownership. Core Values: Deliver Delight Every Time - We keep learner success at the center of every interaction to provide exceptional service and a delightful student experience. Value each student and employee interaction. Provide the best service externally to students and internally to one another. Make decisions that reflect a commitment to students' welfare and success. Continuously Improve - As lifelong learners, we intentionally find opportunities to grow and improve, both as individuals and as an organization. Take time to develop and practice relevant skills and behaviors. Dig deeper into systems, data, and processes to understand problems and create impactful solutions. Welcome challenges and feedback. Win Together - We act with integrity, empathy, and transparency while assuming positive intent in each other's communications and decisions. Seek understanding from one another first, over-responding. Recognize how words and actions impact our students, employees, and the organization as a whole. Trust and Be Trusted - We take ownership of our responsibilities and actions to students and colleagues. Keep commitments and deliver results on time to teams. Comply with policies and procedures. Proactively find solutions to issues. Own it - We navigate challenges and celebrate successes together as a diverse community. Collaborate to solve issues and build solutions in the best interest of the organization and our stakeholders. Recognize roadblocks and celebrate achievements. Utilize a diversity of perspectives through sharing knowledge and resources. Primary Outcomes & Success Metrics This role is directly accountable for driving strong Financial Aid intake outcomes, including: Financial Aid packaging timeliness against established institutional targets Enrollment start readiness as it relates to Financial Aid completion and clearance 30-day and 90-day Financial Aid collections rates for first-year students (as influenced by accurate and timely aid packaging) Student experience (NPS or equivalent metrics) related to Financial Aid intake and enrollment interactions Success in this role is measured by improved intake efficiency, reduced friction in the start process, strong compliance outcomes, and a positive student experience. Key Responsibilities Lead Financial Aid intake operations from application through program start. Oversee intake workflows, including document collection, packaging readiness, and verification processing. Supervise intake-focused Financial Aid leadership and staff to ensure consistent compliance execution. Ensure all intake activities comply with Title IV regulations and institutional policies. Establish, maintain, and monitor intake SLAs with Admissions, Registrar, and Student Services. Monitor intake readiness metrics and proactively identify risks, bottlenecks, and process improvement opportunities. Partner with Student Finance leadership to mitigate intake-related risks impacting start readiness or compliance. Communicate intake performance, trends, risks, and mitigation strategies to leadership. Support audit readiness through strong intake documentation, controls, and workflow consistency. Required Qualifications 7+ years of experience in Financial Aid or Student Finance, including progressive leadership responsibility. Strong working knowledge of Title IV regulations and Financial Aid intake processes. Demonstrated experience leading packaging, verification, or intake readiness functions. Proven ability to manage teams and workflows in a regulated, high-volume environment. Strong organizational, analytical, and communication skills. Preferred Qualifications Experience in private, online, or multi-campus higher education environments. Familiarity with Financial Aid and enrollment-related systems such as Anthology, Salesforce, NSLDS, COD, or similar platforms. Experience supporting internal or external audits or regulatory reviews. Core Competencies Compliance-focused leadership Intake and workflow optimization Cross-functional collaboration Outcome-driven performance management Data-informed decision making Clear accountability and governance Calm, effective leadership in high-volume environments Governance Note This role supports Financial Aid intake readiness and compliance and does not own enrollment targets, revenue goals, or institutional Financial Aid policy decisions. Enrollment outcomes are supported through accurate, timely, and compliant Financial Aid intake processes and strong cross-functional coordination. EEO and Accessibility Statement: Bryan University is an equal-opportunity employer committed to providing a welcoming and inclusive work environment for all. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other legally protected status. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive. We provide reasonable accommodations to individuals with disabilities and strive to ensure accessibility in our facilities, products, and services.
    $90k-95k yearly Auto-Apply 16d ago
  • Financial Aid Advisor

    Bryant & Stratton College Careers 3.7company rating

    Remote job

    Unlock your full potential in the innovative and inclusive environment at Bryant & Stratton College. We are a career-focused, private, nonprofit college built differently to serve the needs of students, alumni, associates, employers, and the community. Founded in 1854, Bryant & Stratton College offers real-world education leading to bachelor's, associate's, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. We offer a comprehensive benefits package that includes competitive salaries, medical/dental/vision insurance, generous paid time off, 401(k), and company-paid college tuition for associates and their families. Bryant & Stratton College is a Public Service Loan Forgiveness eligible employer.  RESPONSIBILITIES: Meet with new students to complete the new student enrollment process, including but not limited to FAFSA's, student loan application, entrance counseling, PLUS loan information, State and Federal Grants, payment plans, and award letters in conjunction with the Admissions team. Meet with continuing students to complete all aspects of required financial aid to ensure proper packaging. Tracking all aid and loans from the beginning the paperwork up until the aid has been awarded. Entering and monitoring all new student aid information in BANNER. Processing and monitoring PLUS pre-approval applications. New student file management, including setting up files, tracking documentation needed, completing verification when needed, etc. Tracking and monitoring all State and Federal Grants to ensure approval. Participation in high school and non-trad scholarship events in coordination with the Admissions Team. Participate in appropriate on campus classes, orientation, and campus events. Package tracking. Tracking all necessary enrollment requirements. All duties the manager sees fit to assign. SKILLS AND EXPERIENCE: Demonstration of strong communication and organizational skills essential. Ability to interact and work effectively with faculty, staff and students. Expected leadership abilities, integrity and problem solving skills. Associates degree required, Bachelor's degree preferred. 40 hour work week 1 Day Remote Option after completion of 6 month probation Please note that the compensation information is a good faith estimate of the base pay for this position. The selected candidate's actual base pay for this role will take into account a wide range of non-discriminatory factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. At Bryant & Stratton College, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Information about the total compensation package for this position will be provided during the interview process SALARY: $41,000 - $42,500 ($19.71 - $20.43 per hour) This position is eligible for overtime. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Bryant & Stratton College is an Equal Opportunity Employer.
    $41k-42.5k yearly 60d+ ago
  • Financial Aid Processor II

    South University 4.2company rating

    Remote job

    Responsible for electronically processing a high volume of loan applications and guarantees, financial aid applications, COD grant payment data, and other financial aid information. Incumbent must assure that the South University philosophy: quality services to clients; development, growth, involvement, and recognition of employees; sound economic principles; and an environment that is conducive to innovation, positive thinking, and expansion is considered in carrying out the duties and responsibilities of this position. This position offers a hybrid remote work arrangement. KEY JOB ELEMENTS: Award student financial aid based on the student's funding plan. This includes Title IV loans, Pell, and FSEOG. Award Institutional grants based on the MOU Award Employee Tuition Assistance vouchers Review ISIRs for conflicting information. Perform Verification on ISIRs received Clear C-codes on ISIR Review Post Screen ISIRs Process Late Disbursements Process Transfer Monitor Alert Import and Export COD, NSLDS, and CPS files using EdConnect Resolve COD origination rejects Resolve validation rejects Perform Daily batching of Funds Perform Daily Posting of Funds Perform Return of Title IV calculation Perform Institutional Refund Calculation Review accounts for canceled students Review and Award Pell based on Enrollment level after the term starts Email Initial and Secondary Education plans for VA students REQUIREMENTS: 3 years of financial aid experience required. Associate's Degree Preferred. Two or more years of support experience in a key data entry role, preferably in a Financial Aid office. Knowledge of CARS, CampusVue, Lawson or similar is helpful, although the ability to learn new software may substitute. Knowledge of Title IV regulations relating to student loan processing preferred. Excellent written and verbal communication skills. Strong interpersonal skills with both executive and school staff populations. Superior organization, prioritization, self-motivation, and problem resolution skills. Comfort in a computing environment; high level of proficiency in word processing and spreadsheet software. Proficiency in all Microsoft Office Applications, experience with CARS system or CampusVue and Department of Education Software, preferred Ability to complete work in a timely fashion in accordance with federal regulations. Ability to learn new software packages quickly and with minimal support. Ability to listen to customers (e.g. staff, etc.) and to understand and respond positively to their requests. Ability to work without close supervision and to set one's own priorities. ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, via video conference, through email and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe and assess. South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student, and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures, and perspectives can thrive.
    $28k-31k yearly est. 5d ago
  • Hybrid Head Teller / Financial Services Advisor

    Myusa Credit Union

    Remote job

    MyUSA Credit Union is a $350 million financial institution with offices in Middletown (2), Trenton, Kettering (2), Moraine, Springfield and Vandalia. We are seeking interested candidates for a Hybrid Head Teller / Financial Services Advisor (personal banker) position at our Kettering (Dorothy Lane) location. The Hybrid position requires an aggressive, enthusiastic, member service driven person who is motivated to succeed. Hybrid Responsibilities include: Interview, counsel, and assist members regarding all of their financial service needs Process new account and loan requests; service existing accounts Knowledge in all aspects of the Credit Union's products and services Successfully refer products and services to new and existing members Expected to assist in all general areas of branch operations Hybrid Qualifications include: Live the values: Positive Empowerment, Compassionate Relationships, Transformative Service, and Collaborative Innovation. (Visit ************************* to learn more) The ideal candidate should have a high school diploma or equivalent financial services industry experience. Bachelor's Degree preferred or equivalent course work, training, and financial services experience Familiarity with branch operations and financial services products and services preferred Effective communication skills (oral and written) Able to demonstrate excellent interpersonal and organizational skills Strong computer skills and ability to operate standard office machines needed to perform the job MyUSA Credit Union is an equal opportunity employer. Job Type: Full-time Benefits: 401(k) Matching Generous Paid Time Off Company paid Life, AD&D and Disability Insurance Credit Union membership Health, Dental, & Vision insurance Employee Assistance Program Flexible Spending Account Health Savings Account Referral program Physical setting: Office Schedule: Day shift Education: High school or equivalent (Required)
    $30k-63k yearly est. 20d ago
  • Financial Aid Processor

    Southern Oregon University 4.2company rating

    Remote job

    Date application must be received for priority consideration by: February 2, 2026 Closing Date or if blank, Open Until Filled: Job Family Group: Administrative and Professional Division/Department: Student Affairs/Financial Aid Compensation Range (commensurate with experience): $3,362.04 - $3,693.90 monthly or $40,344.51 -$44,326.80 annually FLSA Status: Exempt Appointment Basis: 12-month Time Type: Full-time Benefits Eligible: Yes Renewable/Non-renewable/Grants/Limited Duration: Renewable This position must possess and maintain a current, valid Driver's License: Yes This position is designated as a critical, security-sensitive, or safety-sensitive position; therefore, the incumbent must successfully complete a Criminal Background Check: Yes Lead Work/Supervisory Responsibilities: No Remote Work Type: On Campus Work Hours: M-F (8:00a - 5:00p) Hours are subject to change with notice. Visa Sponsorship: This employer will not sponsor applicants for visas SPECIAL INSTRUCTIONS TO APPLICANT: Each applicant is required to provide (as attachments to the online application) the following supplemental documents: (1) a letter providing some detail of the applicant's qualifications and interest in the position; and (2) current resume/CV. - PLEASE NOTE - during the application process, you will be prompted to attach these documents in the area titled "Resume." Please either combine ALL documents into ONE attachment, OR upload each item separately in this section. Failure to upload ALL of the required documents may disqualify application from consideration. For inquiries and additional information, please contact Human Resource Services via email at *********** or by phone at *************. To view SOU's very generous benefits and pension programs available to eligible positions, please visit *************************************************************************************************************** Our benefits package is an important complement to the offered salary and our Total Compensation Calculator, ****************************************** demonstrates our value and commitment to our employees. POSITION DESCRIPTION: This position is responsible for counseling current students and educating prospective students and their families about federal, state, local, and institutional aid programs. This position is also responsible for all fee remission processing, verifying, and updating student documents that affect student aid, as well as monitoring academic progress for continued aid disbursement. This position exercises independent professional judgment beyond prescribed polices and procedures to carry out the university's mission and policy to recruit and retain students. The decisions made by this person commit this office to a specific course of action, carry fiduciary responsibility and accountability for managing financial aid program expenditures, and determine whether or not a student receives financial assistance. This position is solely responsible for all decisions related to processing financial aid applications. Professional judgment may be invoked regarding student files. The decisions made by this individual commit this office to a specific course of action, including financial aid program expenditures. Minimum Requirements Bachelor's degree in a related field One year of successful professional work experience is required that may be relevant to this position. Preferred Requirements Minimum of 2 years progressively more responsible experience in financial aid Experience with the Banner Financial Aid system Experience in giving presentations (high school financial aid, college fairs, etc.) Previous experience as a Financial Aid Processor/Counselor/Advisor Essential Functions Duties - The following examples of typical work activities are meant to illustrate the general range of work functions and are not meant to be all-inclusive or restrictive: (30%) Duties Include: Reviews and processes student verification documentation daily. Analyzes federal tax documents (and/or tax information) and family information against information on the FAFSA in order to determine eligibility for federal, state, and institutional aid and makes changes to the FAFSA when necessary. If errors are present, notify individuals of filing status corrections. Review for appropriate household information, review capital gains and compare with reported assets, compare tax returns with self-reported information on FAFSA, and determine eligibility for federal, state, and institutional aid. When complete and correct, determine eligibility for federal, state, and institutional aid. Processing is typically split by last name, but also could be by student population (examples include athletics, TRIO, Bridge, etc). Must be able to use judgment to identify conflicting information in student files and identify the necessary steps needed for the student to resolve it. This is case by case, and each student's situation must be reviewed carefully and considerately. Evaluates the eligibility for and appropriateness of all financial aid processed. Analyzes regulations and participates in the development of the SOU Financial Aid Office policy and procedure for administering financial aid from all sources. This position will be required to maintain knowledge of all scholarship program criteria, federal regulations, and University policies related to financial aid programs and establish administrative procedures to ensure the proper processing and documentation of scholarships. May be asked to assist with both internal and external audits as needed. Adjust student aid when necessary due to the receipt of outside resources (scholarships and 3rd party payments). If the third-party payment changes the student's eligibility for any financial aid program, they will have to be repackaged in accordance with federal financial aid regulations. Requires a heavy amount of time processing reports to continuously monitor and adjust for student eligibility while also balancing a high level of customer service. (25%) Duties Include: Provide direct customer service to current students, prospective students, parents, and supporters, both in person and by Zoom, as well as respond to phone and email requests from the same. Provide expert assistance and advice for those seeking student aid from federal, state, institutional and private sources. May require uncomfortable conversations and sometimes escalated situations. Must be able to communicate these complex rules around financial aid in a professional and empathic manner. Work with these populations to find and solve their financial aid problems and facilitate the delivery of their financial aid. Counsel students regarding debt and their rights and responsibilities as a student loan borrower. Advise students about their annual and aggregate loan limits. Requires detailed knowledge of federal and state regulations combined with general knowledge of institutional policies and procedures, especially those involving Admissions, Registration, and Student Accounts. Requires access to several secure sites, including OSAC/Oregon Opportunity Grant, National Student Loan Data System (NSLDS), Common Origination and Distribution (COD), and Financial Aid Administrator Access (FAA- Access). Participates in office outreach events to include planning and presenting financial aid workshops, seminars, etc., which may be outside of traditional office hours, off campus, and/or out of town. Collaborate with campus partners and serve on committees as needed. Conduct outreach to students who need additional assistance by email, phone, and in person with follow-up. This might include students with outstanding requirements, in a denied status, outstanding financial aid offers, encouraging FAFSA submission, etc. Communicate with students throughout their time at SOU on any financial aid needs for their file. (35%) Duties Include: Monitor the FWS Waitlist and reallocate FWS funds according to FWS regulations throughout the year. Provide and authorize the cancellation of unused FWS mid-year. And, re-award FWS to eligible students based on projected available funding levels. With the target goal of spending, while not overspending the allotted Campus-Based FWS funding allocated for the academic year. Assist in further developing the FWS program at SOU. Program Management: Performs program assignments at the discretion of the Director and Senior Financial Aid Manager. Manages multiple Federal or State aid programs, including but not limited to: Pell Grant, Dual Enrollment, Oregon Opportunity Grant, Federal Loan Programs, Return to Title IV, Veterans, private loan processing, scholarships, and Direct Loan functions and graduate programs as needed. This can include, but is not limited to, independently reconciling, processing, administering, and application. Monitors programs for compliance with Federal, State, and Institutional regulations, manages the SAP administration and communication to both students and those who request the information on behalf of the student. Serve on committees as needed by the Office of Financial Aid policies and procedures. Keep current and aware of the financial aid processing calendar independently to make sure program processes are happening when they should be. (10%) Financial Aid Appeal Request Review: Exercises professional judgment when processing unusual circumstances and special circumstance appeals that come through the office. This will require strict adherence to the policy and procedures at SOU in addition to Federal regulation requirements. Review and approve or deny student's requests for budget increases, as needed and reduction of AGI as originally filed on FAFSA to make students eligible for additional aid by using professional judgment under institutional guidelines. Requires knowledge of the acceptable reasons permitted, documents required, and knowledge of how to effect those changes in Banner. Other Duties as Assigned: Due to the consistent and constant changes in Financial Aid on a Federal, State, and Institutional level, this position will have other duties as assigned to meet the needs of the office in addition to remaining in compliance with regulatory updates. Skills, Knowledge, and Abilities Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing. Demonstrated customer service experience requiring a very high level of diplomacy and professionalism to effectively handle a broad range of sensitive interpersonal situations. Demonstrated ability to interpret and consistently apply a wide variety of complex policies and procedures where specific guidelines may not always exist. Ability to work with frequent changes in policies and procedures, under pressure of deadlines in a fast-paced environment. Strong analytical and research skills; ability to gather, evaluate, and to develop well-reasoned conclusions and recommendations. Ability to proactively assess work operations and anticipate potential problems; ability to develop and implement strategies for preventing/resolving problems. Ability to effectively perform work of a highly sensitive and confidential nature that requires access to information. Ability to exercise sound judgment and discretion, tact, and diplomacy. Initiative in independently planning, organizing, and performing work assignments within broadly defined parameters. Ability to coordinate several functions and determine the relative importance of each; ability to work with a high level of productivity and accuracy/attention to detail. Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines. Excellent computer skills and proficiency with a variety of computer applications, including word processing, spreadsheets, databases, online systems, social media platforms, Internet, as well as online calendaring and email. Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in and outside the University, with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds. Ability to adapt to and work effectively in a heavily bureaucratic environment which requires regular interaction with a number of levels within the organization and multiple outside agencies. Working knowledge, or ability to quickly learn, of university infrastructure, policies, and procedures. Ability to provide training and direction to others, as well as student assistants. Demonstrated ability to meet deadlines, anticipate needs, prioritize multiple tasks, follow through, and work independently without supervision while handling frequent interruptions and rapidly shifting priorities. Skilled at keeping detailed records and following up on various issues. Skilled at streamlining processes to create efficiencies when necessary. Demonstrated ability to work effectively as a team player, coordinate several functions, and determine the relative importance of each; ability to work with a high level of productivity and accuracy/attention to detail. Demonstrated office operations or project management experience. Ability to manage stressful situations with tact and diplomacy and to use sound judgment and discretion, particularly as it relates to handling sensitive and/or confidential information. Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines. Physical Demands Regular office activities such as standing or sitting for long periods of time, working with computers, interacting with the general public via phone, email, and in-person. Special Conditions Must be willing to travel and attend training programs off-site for occasional professional development. Must be able to work additional hours and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis. Must be able to successfully pass a pre-employment background check. Under the provisions of the Fair Labor Standards Act (FLSA), this position classification is defined as exempt and is not subject to overtime regulations. The person holding this position is considered a “mandated reporter” under the Oregon Revised Statutes and is required to comply with the requirements set forth by the Oregon Department of Human Services. _________________________ SOU is an equal access AA/EOE committed to achieving a diverse and inclusive workforce In compliance with the Americans with Disabilities Act (ADA), Southern Oregon University will provide, if requested, reasonable accommodation to applicants in need of accommodation in order to provide access to the application, interviewing, and selection process. You are not required to note the presence of a disability on this application. If, however, you require a reasonable accommodation in the application and/or interview process due to disability, requests must be made in a timely manner to Human Resources. Diversity Statement: Southern Oregon University is a welcoming community committed to inclusive excellence and the celebration of diversity. Without diversity, our educational process is diminished. Working together in support of our commitment to diversity, we strengthen and enrich our role as learners, educators, and members of a tightly connected global community. We encourage those who share in our commitment to diversity, to join our community and we expect all our employees to demonstrate an ability and desire to create an inclusive campus community. SOU Land Acknowledgement We want to take this moment to acknowledge that Southern Oregon University is located within the ancestral homelands of the Shasta, Takelma, and Latgawa peoples who lived here since time immemorial. These Tribes were displaced during rapid Euro-American colonization, the Gold Rush, and armed conflict between 1851 and 1856. In the 1850s, the discovery of gold and settlement brought thousands of Euro-Americans to their lands, leading to warfare, epidemics, starvation, and villages being burned. In 1853 the first of several treaties were signed, confederating these Tribes and others together - who would then be referred to as the Rogue River Tribe. These treaties ceded most of their homelands to the United States, and in return, they were guaranteed a permanent homeland reserved for them. At the end of the Rogue River Wars in 1856, these Tribes and many other Tribes from western Oregon were removed to the Siletz Reservation and the Grand Ronde Reservation. Today, the Confederated Tribes of Grand Ronde Community of Oregon (******************* and the Confederated Tribes of Siletz Indians (**************** are living descendants of the Takelma, Shasta, and Latgawa peoples of this area. We encourage YOU to learn about the land you reside on and to join us in advocating for the inherent sovereignty of Indigenous people. Notice to Prospective Employees Section 485 of the Higher Education Act, and The Federal Crime Awareness and Campus Security Act of 1990 (now referred to as the “Clery Act”), require that prospective employees be notified of the availability of SOU's Annual Security and Fire Safety Report. The report provides the annual statistics and campus policies for the reporting of and responding to campus crimes and fires; access to campus facilities; conduct code and campus policies on the use, possession, and sale of drugs/alcohol; and educational/information programs to inform the campus community about campus security procedures and crime prevention. An electronic copy of the Annual Security Report (ASR) can be accessed at the following link: ****************************************************** A physical copy of the ASR is available at no charge upon request. To request a copy, please visit the Office of the General Counsel located in Churchill Hall, 1250 Siskiyou Boulevard, Ashland, Oregon 97520. For more information, call ************, or email ************************.
    $40.3k-44.3k yearly Auto-Apply 5d ago

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