CTI

Financial Aid Advisor

CTI

full-time

Posted on:

Origin:  • 🇺🇸 United States • California

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Salary

💰 $24 - $27 per hour

Job Level

Mid-LevelSenior

About the role

  • Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines
  • Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements
  • Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process
  • Work closely with admission advisors to complete new enrollment packets each term
  • Maintains historic documents and data regarding financial aid files according to federal guidelines
  • Adheres to and is knowledgeable of appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party
  • Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made
  • Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents
  • Develop, modify, implement, and maintain the application intake and tracking process for proper documentation of all awards for audit trail
  • Prove and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional and other policies, and procedures
  • Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance
  • Conducts workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues
  • Utilize the student management system to record all student account information
  • Review the Finance section in ISIR and ensure documentation for all standards is complete, accurate, and well written
  • Identify areas of deficiency and bring creative solutions
  • Work to financially clear all new student files before the start of the term by collecting documents to clear verifications/c-codes
  • Provide financial projections within the school guidelines that are most favorable to students
  • Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed within a maximum of 45 days from the start of the program
  • Adhere to CIAT’s compliance requirements to ensure all Federal, State, accreditation, and institutional policies and procedures are being met
  • Follow communication guidelines to ensure high levels of customer satisfaction and professionalism
  • Embody CIAT’s mission, vision, purpose and values

Requirements

  • Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training
  • Broad knowledge of federal financial aid programs and recordkeeping requirements
  • Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software
  • General knowledge of accounting practices, data processing and computer applications
  • Detail oriented, outstanding research and analytical skills
  • Ability to multitask
  • Works with a sense of urgency, while engaging and listening to experts
  • Exhibits a high degree of flexibility in adapting to a rapidly changing environment
  • Problem solves rapidly and effectively
  • Strong organizational skills with the proven ability to prioritize
  • Process tasks in a timely manner
  • Work independently with minimal supervision
  • Capability to handle confidential and sensitive information, following confidentiality guidelines
  • Strong communication skills, both verbal and written
  • Ability to communicate effectively and professionally with other team members
  • Team player with a positive, can-do attitude
  • Proficient in the use of standard Microsoft Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project and ability to learn additional software products