Financial Aid Advisor

Financial Aid Advisor

The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The advisor is responsible to advise prospective and current students and their families about the financial aid process and provide information on available programs and procedures. He or she is responsible to follow up in support of the completion of financial aid applications. The Financial Services Advisor also determines eligibility within the parameters of institutional, state, and federal requirements.

The Financial Services Leader is responsible to maintain a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria.

A successful candidate will understand financial aid processing, be able to effectively articulate financial options, and demonstrate a high degree of accuracy to ensure compliance. The Financial Services Advisor must have strong communication and customer service skills.

He or she must also have an unwavering commitment to providing exceptional customer service, following the law, and abiding by diversity, equity, and inclusion policies.

Provide advising throughout the financial aid process to prospective and current students and their families

Complete financial aid processing, including Title IV

Keep adequate and timely records

Ensure the processing of financial aid records are in accordance with federal and state regulations and prepare departmental reports

Follow up on all prospective and current students in a timely manner

Keep up to date with compliance requirements, including and not limited to federal and state regulations, deadlines, and school policies as they apply to federal, state, and institutional student aid and cash management

Attend and actively participate in school functions and professional financial aid training sessions

Ensure goal of timely turnaround for all financial aid applications

Maintain student confidentiality in accordance with FERPA regulations

Any other duties or special projects as assigned

Maintains current knowledge of changes and updates to financial aid rules and regulations, including Title IV

Has strong interpersonal skills

Ability to interpret and effectively communicate complex financial aid regulations and apply them appropriately in different situations

Proficiently uses Microsoft Word, PowerPoint, and Excel

Ability to perform simple accounting procedures

Ability to communicate effectively, both orally and in writing

Possesses record-keeping and maintenance skills

Ability to process computer data and can format and generate reports

Knowledge of customer service standards and procedures

Ability to make administrative/procedural decisions and judgments

Ability to complete moderately complex administrative paperwork

Is a self-starter and can work independently

Two+ years of experience in Financial Aid roles or sufficient transferable experience to demonstrate practical equivalence

Associate's degree required

Bachelor's degree preferred

Department: Financial Services

Primary Supervisor: Financial Services Leader

Location: 1008 Meeting St, West Columbia, SC 29169 (not eligible for remote work)

Employment Status: Full time

Hours of Employment: 40 hours/week M,W,F, 8:30am-5pm T, TH, 10:30am-7pm

The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Physical Demands- While performing the duties of this job, the employee is required to walk, stand, and move about while communicating orally and operating technology for extended periods of time in the classroom, at promotional events, or while assisting students. While performing administrative tasks, the employee will walk and move to access file cabinets, office machinery, or attend functions outside of their personal work area; sit and remain in a stationary position for long periods of time; reach, stretch and use hands, fingers, and arms to perform work, operate computers, office machinery, or handle small objects; and regularly lift and move up to 30 pounds. The employee may occasionally be required to balance, stoop, kneel, and crawl under desks or in confined spaces. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, the ability to look at the computer screen for extended periods of time, and the ability to adjust focus. The employee must be able to communicate clearly and exchange accurate information through speaking, hearing, and applying discernment.

Paul Mitchell the School Columbia provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.