Financial Aid Counselor
Lynn University
## Financial Aid CounselorApplylocations: Green Centertime type: Full timeposted on: Posted Yesterdayjob requisition id: R0003785Summary:The Financial Aid Counselor provides and supports the vision and mission of the university and the Office of Financial Aid (OFA) by establishing and maintaining the highest level of customer service to Lynn students and parents. The Financial Aid Counselor awards students financial aid, processes the awards and advises the students on all aspects of financial aid and their student account. They will apply and be knowledgeable on all institutional, state and federal regulations. They ensure that they meet the mission and goal of the university. The counselor will participate in special projects and communication/outreach activities. The Financial Aid Counselor will provide accurate information to students and parents in-person or via e-mail, virtual platform and phone. The Financial Aid Counselor will provide high-quality, cross-functional administrative services that supports all OFA team members by promoting and coordinating student-oriented training sessions that focus on retention, recruitment, and are conducive to an overall campus team-building environment. The counselor will work closely with the Specialists to ensure the highest quality customer service for students, parents and the Lynn community.Job Description:**Essential duties and responsibilities*** Package and process financial aid for students* Advise students and/or parents on financial aid package and OFA-related processes* Counselor assists Student Accounts in the management of the accounts receivable with the primary goal of decreasing delinquent accounts and encouraging timely payments* Call students that are missing information or documents to expedite processing of their financial aid* Assist in special projects as requested by OFA leadership* Assist in completion of other counselors’ work during paid time-off or unplanned absencesDaily Functions* Perform verification* Package financial aid* Update status of financial aid as needed* Update all pertinent loan data prior to origination* Review and approve student Refund Request Forms* Contact students for missing financial aid forms as needed* Contact students that have paid a deposit but have not sent in their ISIR* Counsel students and/or parents about financial aid and financing options* Answer phone calls concerning financial aid and account balances* Consult with Admission, Registrar, Advising and other departments to help resolve student issues and concernsWeekly Functions* Recalculate financial aid as needed* Review assigned student population to ensure timely disbursement of aid* Assist the Financial Aid Committee in reviewing financial aid appeals, Satisfactory Academic Progress (SAP), Professional Judgment (PJ) and endowed scholarship applicationsSemester Functions:* Graduated/withdrawal worksheets* Assist with the student check-in process (new and continuing students)* Adjust loan amounts and dates when returns are required* Review pre-disbursement reports and revise award amounts if needed due to a change in the number of credit hours* Conduct financial aid informational meetings as requested* Participate in graduation send-off events* Conduct New Student Financial Planning meetings via ZoomYearly Functions* Assist in yearly audit* Assist in outreach communication events geared towards their specific student population* Assist in SAP process, to include canceling aid and notifying studentsFunctions as Needed * Assist the OFA Leadership Team* Veterans Affairs (VA) certifications* Attend seminars, conferences, webinars and other training opportunities* Work flex-hours or extra hours during peak periods* Assist in completion of other counselors’ work during paid time-off or unplanned absences* Assist at OFA front counter* Assist in any function in relation to the operation of the OFA Department* Assist in ensuring completion of loan entrance and exit counseling requirements* Attend/present at Preview Days, Admitted Student Experience (ASE) and other on-campus activities* Participate in off-campus financial aid events (FAFSA nights, parent sessions, etc.)**Preferred knowledge, skills, and abilities*** Microsoft Suite, PowerFaids, Jenzabar, Workday, federal regulations pertaining to Title IV aid, Florida state programs**Minimum qualifications*** Bachelor’s degree from an accredited college or university preferred* Three to five years related experience. #J-18808-Ljbffr
- A higher education institution is seeking a dedicated Financial Aid Advisor to assist students with the FAFSA, determine title IV eligibility, and create funding estimates. The ideal candidate will have a Bachelor's degree and knowledge of financial aid processes, with...SuggestedFull timeAfternoon shift
- A healthcare revenue cycle management firm is seeking a Financial Counselor in Deerfield Beach, FL. This full-time role focuses on evaluating patients' financial needs and creating tailored financial agreements to alleviate burdens. Candidates should possess attention to...SuggestedFull time
$55k - $65k
Financial Counselor - Exact Billing Solutions (EBS) Location: Lauderdale Lakes, FL Salary: $55,000 - $65,000 per year About Exact Billing Solutions... ...responsibility due. Assist patient families in obtaining aid with financial assistance from federal, local, state agencies...SuggestedFull timeLocal areaFlexible hours- ...The Financial Aid Officer will: - Assist the student with filling out the FAFSA - Determine the student's title IV eligibility - Create cost estimates and explain funding options to the students and parents - Work with students to obtain the documentation necessary...SuggestedFull timeFlexible hoursWeekend workAfternoon shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written...SuggestedWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$70k - $250k
...As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry...Full timeContract workWork experience placementWork at officeRelocation- ...Northwestern Mutual College Financial Representatives internship provides guidance, a framework, and Fortune 500 backing to build an integrated financial planning practice from the ground up. You will learn prospecting, strategy, client meetings, and licensing prep. The...Full timeInternshipFlexible hours
- ...About the Role As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships...Work from homeVisa sponsorshipFlexible hours
- ...Financial Solutions Advisor - E. Palmetto Area Boca Raton, Florida To proceed with your application, you must be at least 18 years... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills:...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$250k
...Personal Banker SAFE Act is an entry level position responsible for aiding the execution of sales, products or service activities in... ...tools to uncover opportunities, and present product offers and financial solutions. Understand and comply with Citibank policies, standards...Full time$130k - $150k
...yr - $150,000.00/yr Additional compensation types Annual Bonus and Stock options Our Boca Raton office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the...Full timeWork at office- ...Job Description Job Description We're looking for a motivated Financial Aid Officer to join our team! The Financial Aid Officer is responsible for providing exemplary customer service and support to the students who are applying for admission. You will be responsible...Work at office
- …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen working with individuals and businesses to reach common goals?...
$61k - $250k
A financial services company in Boca Raton is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. Candidates should possess a Bachelor's degree and demonstrate strong relationship-building skills. Performance-based earnings...- ...Cetera Wealth Management Group, a leading network of independent firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your independence is your greatest asset. We’re not here to change how you...Full time
- Northwestern Mutual is seeking Financial Advisors who help clients live more and worry less through personalized financial planning and an education-forward approach. You will build client relationships, learn and apply our products, and access mentors and training to grow...
- Northwestern Mutual in Boca Raton, FL, is hiring Financial Representatives to build a client base and deliver personalized financial solutions. You will grow relationships, learn Northwestern Mutual products, and leverage industry training and mentors to succeed in your...
- ...Opportunity for advancement Training & development Vision insurance Ready to turn your experience into something more meaningful? Barish Financial of Northwestern Mutual is guided by a mission to provide financial guidance that empowers individuals and organizations to achieve...Temporary workWork at officeVisa sponsorshipFlexible hours
- Barish Financial of Northwestern Mutual is seeking a Financial Planner to join a mission-driven team delivering personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, understand their needs, and guide them toward...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$70k
...bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business...Full timeWork at office- ...Fairygodboss is seeking a Private Client Advisor in Deerfield Beach, Florida, to provide comprehensive financial planning and advice to clients. This role requires at least 2 years of experience in financial advising, with a focus on building client relationships and delivering...
- ...A prominent wealth management firm in Florida is seeking a motivated Service Financial Advisor to enhance client relationships and support comprehensive financial planning. This role requires strong interpersonal skills and a customer service mentality, ensuring client...Flexible hours
- ...parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Striano Financial Group of Northwestern Mutual is proud to be recognized for both professional excellence and a strong culture of belonging. In 2025...Work at officeWork from homeVisa sponsorshipFlexible hours
- Occupation Elevation is looking for experienced auditors to transition into strategic advisory work. The role supports senior finance leadership, focusing on complex accounting and finance transformation initiatives. Ideal candidates will have 3–6 years of experience in...Flexible hours
- ...Northwestern Mutual is offering an internship program for College Financial Representatives in Boca Raton, Florida. The program provides guidance and resources to build a financial planning practice. Interns will learn to prospect clients, develop business strategies,...Full timeInternshipFlexible hours
- ...Our client, a consumer products organization, is seeking an FP&A Analyst to lead financial planning, forecasting and business performance analysis initiatives. This person will be tasked with developing financial models, preparing budgets and forecasts, analyzing operating...
- ...Yesterdayjob requisition id: R155094**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and...Flexible hours
- ...committed to obtaining their CFP. The ideal candidate will have a robust background in preparing complex client deliverables and financial models, bringing 2+ years of dedicated experience within an RIA or family office setting. Responsibilities Construct sophisticated...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Aid Counselor. Be the first to apply!
- financial advisor training program Boca Raton, FL
- financial planning assistant Boca Raton, FL
- estate planning consultant Boca Raton, FL
- financial advisor development program Boca Raton, FL
- wealth advisor Boca Raton, FL
- financial planner cfp Boca Raton, FL
- financial consultant Boca Raton, FL
- financial counselor Boca Raton, FL
- associate corporate finance Boca Raton, FL
- finance associate Boca Raton, FL

