Financial Solutions Advisor

UMGC Ventures

Financial Solutions Advisor at UMGC actively partners with learners to develop funding plans for education. Removing financial obstacles and providing resources for academic success through multiple communication channels.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $47,000 per yearWebsite

About the role

Key responsibilities & impact

Actively partners with learners and develops long term funding plans for their education, helping to remove financial obstacles to academic success.
Consultatively reviews all funding options available based on a learner’s unique circumstance.
Surfaces financial literacy resources and approaches solutions aimed at providing learners with an educational investment aligned with their goals.
Engages with learners in a variety of communication channels including email, SMS (text messaging), live chat, inbound calls, and outbound calls.
Accurately document, maintain, and track all learner interactions, information, and progression through the Customer Relations Management system.
Meet departmentally set metrics standards monthly.
Participate in recruitment and retention activities including attending virtual open house events, information sessions and webinars to offer funding guidance to new and returning learners.

Requirements

What you’ll need

An earned bachelor’s degree and two to three (2-3) years of relevant work experience in an applicable role.
Candidates must possess excellent customer service, time management, creative problem solving, interpersonal, oral and written communications skills, with strong attention to detail and accuracy.
Previous experience in any of the following areas: financial aid, student accounts, student finance, higher education admissions or enrollment management, recruiting, educational or training-industry sales, consultative inside sales of a service offering, call center or high-volume, customer service environment.
Experience leveraging CRM or call center applications and tools, such as a dialer is also preferred.
Bilingual English/Spanish.
Must be able to meet and maintain access requirements for secure federal and/or state websites, such as the National Student Loan Data System (NSLDS).

Benefits

Comp & perks

Generous Time Off: Enjoy 22 days of paid vacation, 15 days of sick leave, 3 personal days, and 16 paid holidays (17 during general election years).
Comprehensive Health Coverage: Access to health care, medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date.
Insurance Options: Term Life Insurance, Accidental Death and Dismemberment Insurance, and Long-Term Disability (LTD) Insurance.
Retirement Stipend: Contingent II employees receive a retirement stipend equal to 7.25 percent of their base salary and are eligible to contribute to a supplemental retirement account (SRA).
Supplemental Retirement Plans: include 401(k), 403(b), 457(b), and various Roth options.
Tuition Remission: CII employees are eligible immediately for Tuition Remission at UMGC or at University of Maryland College Park.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial aidstudent accountsstudent financehigher education admissionsenrollment managementconsultative inside salescall center experiencecustomer service

Soft Skills

customer servicetime managementcreative problem solvinginterpersonal skillsoral communicationwritten communicationattention to detailaccuracy