Financial Aid Advisor II

SUMMARY:                 Responsible for providing general financial aid knowledge and overviews to new, continuing, and returning students.  Develop, negotiate and finalize student financial plans consistent with financial planning policies and procedures and with Federal/State regulations for awarding aid. Explain and guide students and parents through the application process.  Counsel students on all acceptances and other matters related directly to the student financial plan. Assure that the South University philosophy: quality services to clients; development, growth, involvement and recognition of employees; sound economic principles; and an environment which is conducive to innovation, positive thinking and expansion is considered in carrying out the duties and responsibilities of this position.   KEY JOB ELEMENTS: Work cohesively with Admission Representative in order to facilitate outstanding service to prospective students and their parents.   Efficiently and accurately package assigned students including includes new, continuing, re-entry and transfer students.   Guide students on the financial aid process, including required forms, documents, and process.      Create financial plans for assigned students in compliance with institutional policies and Federal regulations, communicate the plan to students and parents, and effectively explain rights and responsibilities for each aid source.   Assist students and parents with alternative means of financing any remaining balance after awarding eligible federal, state, or institutional aid   Ensure student files are complete and accurate and that aid is paid to students’ accounts in a timely manner.   Responsible for completing all financial files accurate and timely for all assigned students.   Review ISIRs and request outstanding documents.    Complete Basic Verification and C Code Reviews for students as necessary.    Utilize reports to review students, analyze work needed, and work with the Director of Financial Aid for priorities.      Strong Customer Service.   Complete the appropriate training modules within 30 days of the new or revised module becoming available.   Assist with or perform special projects as assigned. Other duties as assigned       JOB REQUIREMENTS: Bachelor’s degree in a related discipline or associate’s degree and 1 year of related experience with federal and student financial aid, or 3 years of related experience with federal and student aid.  Financial aid or accounting experience preferred. Customer service, problem-solving approach to work. Excellent communication and interpersonal skills.  Ability to make small group presentations as well as skill in interacting on a one on one basis. The ability to multi-task, work independently, and make decisions based on guidelines. Strong basic computer software (MS Office) skills as well as exposure to more concentrated financial aid software (Campus Vue/Campus Nexus preferred) WORK ENVIRONMENT:   The environment is dynamic and goal-oriented requiring multi-tasking of responsibilities at all times. This position requires the ability to work effectively with a variety of personalities both within the school and with the public.  A caring and self-directed nature is essential.  Must possess a desire and ability to study, practice and obtain additional knowledge and skills on an ongoing basis to remain well versed in financial aid program offerings, policies and procedures. The operating environment requires strict adherence to all regulatory requirements and internal policies.  The position works extensively with the financial aid staff and the admissions department personnel.  Outside contacts include prospective students and applicants, their families and guests, and others such as government agencies, public school systems and private businesses.     The duties and 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, 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. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.  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.