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Academic and Finance Advisor I
Workforce and Community EducationAcademic and Finance Advisor supporting students throughout their academic journey at National University. Providing academic and financial assistance for student success and graduation.
About the role
Key responsibilities & impact- Manage student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools.
- Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success.
- Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards.
- Advise students on financial aid requirements, university policies, and changes to their course of study.
- Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables.
- Maintain professionalism while supporting escalated students and delivering University communications.
- Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment.
- Maintain regular and reliable attendance, and perform other duties as assigned.
Requirements
What you’ll need- Bachelor's degree preferred
- Minimum of one (1) year of experience in advising, customer service or related is required
- Experience in student services or training and development in a collegial setting preferred
- Experience working in a fast-paced customer or student-centric position preferred
- Experience in higher education and technology-driven enterprise preferred
- All skills, abilities, and education will be considered for minimum qualifications.
- Knowledge of academic and business practices in an online university environment.
- Knowledge of University policies, procedures, and updates.
- Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students.
- Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines.
- Understanding of financial aid programs, the FDCP Act, and standard payment practices.
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting.
- Maintains confidentiality and integrity in all interactions and documentation.
- Skilled in written communication, report preparation, and the use of technology for online engagement.
- Collaborative team player who contributes to a positive and productive work environment.
- Knowledge of and alignment with the University’s mission, vision, and goals.
- Proficient in Microsoft Office.
- Must be eligible to receive access to the National Student Loan Data System (NSLDS).
Benefits
Comp & perks- medical
- dental
- vision
- 403b with match
- paid holidays
- PTO
- free education benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Student Load ManagementAcademic Progress MonitoringReport PreparationTechnology UtilizationSatisfactory Academic Progress (SAP) Compliance
Soft Skills
Professional CommunicationConflict De-escalationCollaborationDetail-orientedOrganizational Skills