[Remote] Student Finance Advisor I (Remote)
Note: The job is a remote job and is open to candidates in USA. Colorado State University Global is seeking a Student Finance Advisor I who will provide exceptional service to students by educating them on tuition, fees, and financial aid options. The role involves proactive follow-up with students regarding financial aid documentation and managing payment arrangements for unpaid balances.
Responsibilities
- Advise assigned student population on program costs and all financing options including Title IV, military benefits and employer tuition reimbursement plans available by providing accurate, consistent, and complete information
- Provide proactive customer service to follow up with students to collect necessary documentation to secure federal financial aid, military benefits, employer tuition reimbursement and private educational loans
- Make outreach calls to assigned student population to discuss financial aid packages, help students understand student loan borrowing, and understand return of funds based on R2T4 in the case of a military benefits student utilizing Title IV benefits
- Follow up on documentation required after start date if an exception was approved or student changed financing options
- Ensure student has a financial plan to cover all costs utilizing other financing methods
- Follow up with students with delinquent accounts to make satisfactory payment arrangements
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Receive incoming calls and chats
- Responds to all student communication (email/phone calls) within 24 hours
- Conducts scheduled appointments with new and continuing students
- Monitor and respond to emails across all Student Financial Services inboxes
- Ensure successful student handoff to correct resources of assistance such as disability services, enrollment services, student success counselors, etc
- Other duties as assigned
Skills
- Bachelor's degree from an accredited university or college required
- At least one (1) year of experience in federal financial aid, student accounts and military benefits in either advising or processing positions
- Adaptability & Flexibility
- Critical Thinking
- Customer & Personal Service
- Deductive Reasoning
- Establishing and Maintaining Interpersonal Relationships
- Inductive Reasoning
- Judgment and Decision Making
- Problem-solving
- Reading Comprehension
- Service Orientation Systems Utilization
- Written & Oral Communication
- At least one (1) year of experience working in a higher education environment preferred
Benefits
- Employer contributions to medical, dental, group life, AD&D coverage
- Wellness benefit and training & development opportunities
- Vision, FSA/HSA, voluntary life, and voluntary AD&D coverage
- Critical illness and accident insurance
- 401a retirement account with a generous employer match
- 100% tuition assistance for CSU Global programs (Bachelor’s and Master’s degrees)
- Paid sick time
- Paid vacation time
- 10 holidays per year
- Access to the Colorado State Employee Assistance Program (C-SEAP) resources
- Discounted pet insurance
Company Overview