CTI

Financial Aid Advisor

CTI

full-time

Posted on:

Location Type: Remote

Location: California • Florida • United States

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Salary

💰 $24 - $32 per hour

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
  • Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance
  • Conduct 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 service 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 which demonstrates the knowledge, skills and abilities to perform the above duties
  • 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 solve 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, with the ability to effectively convey information and interact with students, colleagues, and others
  • 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
  • Self-motivated with a strong work ethic, dedicated to quality, quantity, results and timeliness
  • Demonstrated ability to anticipate needs and exercise independent judgment
  • Excellent analytical skills, problem resolution skills and general business acumen
  • 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 may require work responsibilities outside of normal business hours to accommodate business needs and deadlines
  • Flexible to work longer hours to meet deadlines, if needed.
  • Able to handle sensitive information with a high degree of confidentiality
  • Possess high ethical standards, being an example of professionalism to others
  • Must be able to embody CIAT’s mission, vision, purpose, and values
Benefits
  • Work from Home (WFH) - Remote work must be performed while residing in California, Florida or New Mexico
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial aid evaluationfederal financial aid programsrecordkeeping requirementsaccounting practicesdata processinganalytical skillsproblem resolutionapplication trackingstudent management systemfinancial projections
Soft Skills
detail orientedmultitaskingstrong organizational skillseffective communicationteam playerflexibilityindependent judgmentcustomer serviceprofessionalismadaptability