WGU Advancement

Financial Aid Counselor

WGU Advancement

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Salary

💰 $49,800 - $74,600 per year

About the role

  • Provide professional and timely assistance to students regarding questions and concerns students may have regarding any aspect of financial aid requirements and/or eligibility
  • Initiate communication by phone call or email to students when needed
  • Provide professional assistance to students by advising and assisting them with financial planning, federal and state aid programs and application requirements, collecting data and keep accurate records
  • Coordinate the scheduling of appointments with students for financial aid counseling requests
  • Document student application and interviews including special or unique circumstances related to the students’ academic and financial situation
  • Maintain professionalism and remain calm when students are frustrated or have a difficult time understanding documentation requirements
  • Conduct presentations on financial aid programs and policies to university constituents
  • Ability to understand billing cycles and financial processes, providing timely interventions for students
  • Coordinate communication between student and other teams, providing problem solving resolutions or request for needed intervention
  • Communicate effectively and consistently with appropriate internal department members from financial services, admissions, registrar and student accounts as needed
  • Perform other job-related duties as assigned

Requirements

  • Bachelor's degree in related field
  • 3+ years of experience in financial aid at the postsecondary level
  • Knowledge of Federal Title IV regulations, procedures, and eligibility requirements
  • Must be in good standing with the US Department of Education, no loans in default
  • Experience with Financial Aid Management systems
  • Excellent customer service skills required
  • Excellent phone etiquette required
  • Knowledge of federal regulations pertaining to federal student aid, including needs analysis and eligibility assessment
  • Skills in developing presentations and informing those in financial need
  • Skills in verbal, written and interpersonal communication
  • Skills in the use of Microsoft Office programs such as Word, Excel, PowerPoint, Outlook, etc.
  • Ability to analyze and solve problems in an effective and professional manner
  • Ability to work independently and to organize a heavy workload.
  • Ability to communicate effectively with a diverse group of individuals to meet their needs
  • Must be able to travel as needed to in-person events and conferences
Benefits
  • Bonuses
  • Medical, dental, vision, telehealth, and mental healthcare
  • Health savings account and flexible spending account
  • Basic and voluntary life insurance
  • Disability coverage
  • Accident, critical illness, and hospital indemnity supplemental coverages
  • Legal and identity theft coverage
  • Retirement savings plan
  • Wellbeing program
  • Discounted WGU tuition
  • Flexible paid time off for rest and relaxation with no need for accrual
  • Flexible paid sick time with no need for accrual
  • 11 paid holidays
  • Other paid leaves, including up to 12 weeks of parental leave
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial aidfinancial planningfederal Title IV regulationseligibility assessmentneeds analysisdata collectionrecord keepingpresentation developmentproblem solvingcustomer service
Soft Skills
communicationinterpersonal skillsorganizational skillsprofessionalismcalmness under pressureindependencetime managementadaptabilityactive listeningconflict resolution
Certifications
Bachelor's degree