Position Summary
The Financial Planning Advisor assists students and their families in navigating financial aid options to bridge the gap between available resources and educational expenses. This role is responsible for developing and finalizing student financial plans, ensuring students receive appropriate funding through federal, state, institutional, and veteran education benefits.
The Financial Planning Advisor must maintain professionalism, confidentiality, and compliance with financial aid regulations while providing excellent customer service and support to students, staff, and university departments.
Essential Responsibilities
- Maintain knowledge of federal, state, and institutional financial aid regulations, policies, and procedures.
- Provide financial aid counseling and guidance to prospective, current, and returning students and their families.
- Develop personalized tuition and financial aid plans to ensure students are properly funded.
- Assist students with financial aid applications, scholarships, loan counseling, and payment plans.
- Evaluate student financial aid eligibility, package and award Title IV funds, and ensure regulatory compliance.
- Process and maintain accurate financial aid records using Ellucian Colleague, Softdocs, COD, NSLDS, and other financial aid systems.
- Review and audit financial aid documentation to ensure accuracy and compliance before disbursement.
- Monitor student eligibility, academic progress, enrollment changes, and financial aid adjustments.
- Coordinate with the Business Office regarding student accounts, disbursements, refunds, payment plans, and collections.
- Administer, certify, and maintain accurate records of veteran education benefits.
- Collaborate with Admissions, Registrar, and other university departments to ensure accurate student financial information.
- Provide ongoing financial guidance, mentorship, and support to students throughout their enrollment.
Knowledge/Skills/Abilities
- Strong understanding of financial aid programs, regulations, and procedures.
- Excellent communication, interpersonal, and customer service skills.
- Strong analytical, mathematical, and problem-solving abilities.
- Ability to multitask, prioritize responsibilities, and work independently in a fast-paced environment.
- Proficiency in computer systems and financial aid software.
- Strong attention to detail, organization, and confidentiality.
- Commitment to student success and a collaborative work environment.
Required Qualifications
- High School Diploma/GED and some college/university credits.
Preferred Qualifications
- Minimum one year of experience awarding student financial aid in a technical school, college, or university.
- Knowledge of federal student aid programs, regulations, and financial need analysis.
- Strong analytical, mathematical, and organizational skills.
- Ability to multitask and work independently.
Professional/Public Activities
- Participate in continuing professional development, webinars, and relevant conferences.
- Actively participate in the Hallmark Character Program to promote the university’s core values.
Benefits
- Comprehensive medical, dental, and vision insurance.
- 401(k) retirement plan.
- Generous paid time off (PTO) and company-paid holidays.
- Educational incentives, including tuition assistance and support for professional certifications.
- Ongoing professional development and training opportunities.
- Career growth and advancement opportunities.
- Supportive and collaborative work environment.