Financial Aid Advisor II

Essential Duties and Responsibilities :

1. Award Letter Creation (New Student Focus): Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete documentation to students in a timely manner. Distributes documents to appropriate inter-office staff. Creates an award letter based on accurate information from the ISIR, government websites, and internal information and processes. Notes status accurately in internal tracking CRM systems. Reviews for accuracy award letters created by new members of the team.
2. Continuing Student Focus : Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete documentation to students in a timely manner. Distributes documents to appropriate inter-office staff. Notes status accurately in internal tracking CRM systems.
3. Packaging : Enters data into Banner. Tracks and monitors student award letter to ensure funds are accurately disbursed and in a timely manner.
4. Follow Up/Next Steps : Monitors student’s progress in terms of submitting required financial documents, and other state and federal forms. Ensures file is accurate and complete according to verification standards. Follows up on all items preventing or delaying the awarding process to ensure student’s financial aid file is complete and ready to be originated and disbursed at or before the end of the semester. Contacts internal and external departments through phone and email as necessary. Proactively contacts students to submit missing documents and advise of deadlines.
5. Customer Service : Counsels prospective students and/or parents regarding financial aid, includes review of financial aid package. Assists students in person, through telephone or email, researching answers to questions, or obtaining appropriate solutions to problems or concerns posed by students. Maintains availability to serve students through peak contact times.
6. Compliance : Adheres to all Federal and State financial aid guidelines. Must satisfy all federal financial aid requirements so that student aid is accurately disbursed. Maintains confidential information per FERPA regulations. Maintains accuracy of student records and notifies his/her manager of conflicting information, missing documentation, and changes effecting student’s aid eligibility. Participates in external and internal auditing functions when asked.

Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

College Competencies:

• Accountability—Takes ownership
• Brand Ambassadorship—Understands our brand and messages it to the students
• Embracing Change—Adapts to changing circumstances by accepting and responding positively to different ideas and approaches.
• Values—Recognizes the impact of the position on others and acts consistent with BSC core values to ensure positive outcomes
• Accuracy and Timeliness—Shows careful attention to detail and uses processes to check and readjust for accuracy. (FA)
• Communication—Describes thoughts clearly, explains perspectives on issues, and identifies expectations. (FA)
• Perception and Judgement—Conducts proper and effective analysis and compares data and information from different sources. (FA)
• Profession-related Acumen—Formulates, analyzes and processes transactions according to professional standards and internal control procedures. (FA)

Key Competencies and Skills :

• Verbal and written communication skills
• Listening skills
• Problem analysis and problem solving
• Customer service orientation
• Organizational skills
• Attention to detail
• Judgment
• Adaptability
• Team work
• Stress tolerance
• Resilience

Qualifications :

• Bachelor’s degree required, and must not be in default of a federal student loan
• Experience in a fast-paced customer service environment, discussing complex financial situations
• Computer Skills: familiar with Microsoft Office, multiple internet browsers
• Phone Skills: Demonstrated customer service over the phone

Physical Demands and Work Environment :

Position requires standing or sitting in a stationary position as well as the occasional need to lift, carry, push, and/or move objects up to 10 pounds.

Position also requires the use of computer technology/equipment.

Position requires the ability to hear conversations and receive information in person and over the telephone.

Position requires the ability to convey detailed and important instructions or ideas accurately, loudly, or quickly.

Background Check or Licensing Requirements :

This position requires the successful completion of a criminal background check.

Salary Range:

$48,500 - $51,000 ($23.32 - $24.52 per hour)

This position is eligible for overtime.

Please note that the compensation information is a good faith estimate of the base pay for this position. The selected candidate’s actual base pay for this role will take into account a wide range of non-discriminatory factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. At Bryant & Stratton College, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Information about the total compensation package for this position will be provided during the interview process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Bryant & Stratton College is an Equal Opportunity Employer.

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.