Financial Aid Advisor

Description

Work from Home (WFH) - Remote work must be performed while residing in California or New Mexico

CIAT Location: San Diego, CA

Reports to: Director of Financial Aid

Status: Non-exempt

Employment Type: Full-time

Summary

Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines. Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements. This position will also evolve into processing other funding types.

Responsibilities

• Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process
• Work closely with admission advisors to complete new enrollment packets each term
• Maintains historic documents and data regarding financial aid files according to federal guidelines
• Adheres to and is knowledgeable of appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party
• Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made
• Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents
• Develop, modify, implement, and maintain the application intake and tracking process for proper documentation of all awards for audit trail
• Prove and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional and other policies, and procedures
• Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance
• Conducts workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues
• Utilize the student management system to record all student account information
• Review the Finance section in ISIR and ensure documentation for all standards is complete, accurate, and well written
• Identify areas of deficiency and bring creative solutions
• Work to financially clear all new student files before the start of the term by collecting documents to clear verifications/c-codes.
• Provide financial projections within the school guidelines that are most favorable to students
• Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed within a maximum of 45 days from the start of the program

Requirements

• Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates …