[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 available to cover program costs. This role involves proactive communication with students to ensure they secure financial aid and make satisfactory payment arrangements.
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
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