College Financial Services Advisor – Title IV Funding

University of Arizona- SIROW (Southwest Institute for Research on Women)

Financial Services Advisor supporting student success through Title IV funding at Sonoran Desert Institute. Assisting students from enrollment to graduation with financial aid processes and policies.

Posted 6/19/2026full-timeGilbert • Arizona • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Support student success through Title IV funding and financial services
Assist new and continuing students between their enrollment and graduation date to secure Title IV funding
Handle all student outreach, advisement, document collection, file review, and awarding that pertains to those funding sources
Comply with all Federal, State, accreditation and institutional policies and procedures
Coordinate payment plans with students for balances owed to school
Maintain knowledge of SDI’s pricing model and refund policies
Communicate daily with students via phone and email communication, while providing exceptional customer service
Prepare operational tracking reports as requested by management
Assist with file reviews, audits and other regulatory requirements as needed
Complete all ISIR review including conflicting information, verification, and C-code resolution
Follow all Title IV policies and procedures
Award Title IV funds for all eligible students
Collect necessary documentation for completion of files
Handle exit counseling for all dropped and graduated Title IV loan recipients
Send out and collect all necessary post withdrawal disbursement forms
Update all necessary systems with pertinent student information
Coordinate cancellations and start date changes
Produce and send all offer letters

Requirements

What you’ll need

High School Diploma, required
Associate's degree or higher preferred
Two years or more experience as a college Title IV financial advisor
Experience with financial aid programs and federal, state and institutional regulations and policies
Experience in student advising methods and financial aid instructions
Knowledge of financial aid need analysis and packaging
Ability to exercise independent judgment and make decisions
Ability to produce large volumes of accurate work under pressure and meet deadlines
Ability to provide guidance and instructions to a wide variety of students
Ability to work with initiative and innovation; ability to communicate effectively orally and in writing
Working knowledge of automated student funding systems
Ability to keep accurate records and maintain confidentiality
Ability to establish and maintain cooperative and harmonious working relationships with a wide range of individuals in a variety of work settings
Experience working in a remote setting
Experience providing customer or client service over the phone

Benefits

Comp & perks

Highly competitive compensation
Award winning culture
Employee Stock Ownership Plan (ESOP)
Comprehensive benefits package with 100% company-paid medical option for employee
401(k) with generous company match and no vesting
Employee Assistance Program (EAP)
Pet Insurance
Company-paid Life insurance
Paid Time Off (Vacation, Sick, and Volunteer time off!)
14 Paid holidays
Referral program
Education Tuition Benefit program
Career development opportunities with a growing company
A team who is dedicated to your success!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial aid programsTitle IV fundingfinancial aid need analysispackagingISIR reviewC-code resolutiondocument collectionfile reviewexit counselingaudits

Soft Skills

customer servicecommunicationindependent judgmentdecision makingguidanceinitiativeinnovationrecord keepingconfidentialityrelationship building

Certifications

High School DiplomaAssociate's degree