Financial Services Advisor

November 14

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University of Arizona- SIROW (Southwest Institute for Research on Women)

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1979

📚 Education

🌍 Social Impact

🤝 Non-profit

Description

• The Financial Services Advisor is responsible for assisting new and continuing students between their enrollment and start date to secure funding via Title IV. • The Financial Services Advisor handles all student outreach, advisement, document collection, file review, and awarding that pertains to these fund sources. • Communicates daily with students via phone and email communication, while providing exceptional customer service • Complies with all Federal, State, accreditation and institutional policies and procedures • Coordinates payment plans with students for balances owed to school • Maintains knowledge of SDI’s pricing model and refund policies • Prepares operational tracking reports as requested by management • Assists with file reviews, audits and other regulatory requirements as needed • Completes all ISIR review including conflicting information, verification, and C-code resolution • Follows all Title IV policies and procedures • Awards Title IV funds for all eligible students • Collects necessary documentation for completion of files • Handles exit counseling for all dropped and graduated Title IV loan recipients • Sends out and collects all necessary post withdrawal disbursement forms • Updates all necessary systems with pertinent student information • Coordinates cancellations and start date changes • Produces and sends all award letters • Other tasks as assigned

Requirements

• Associate's Degree in finance, public administration, accounting, human resources, counseling; or a related field is required • Bachelor’s degree preferred • Two or more years of Title IV financial aid experience, required • Two or more years of student advising or customer service experience, required • Related experience (such as bank loan officer, tax consultant, student records, counseling or admissions) may be substituted for up to one year of the Title IV financial aid required experience. • Equivalent combination of training and experience will be considered

Benefits

• Highly competitive compensation • Employee Stock Ownership Plan (ESOP) • Comprehensive benefits package with 100% company-paid medical option for employee • 401(k) with generous company match • Employee Assistance Program (EAP) • Pet Insurance • Company-paid Life insurance • Paid Time Off (Vacation, Sick, and Volunteer time off!) • 14 paid holidays • Referral program • Education Tuition Benefit program • Career development opportunities with a growing company • A team who is dedicated to your success!