Financial Aid Advisor I

Position Summary:

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).