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Student Finance Advisor I

United States, Columbia · Job Posted December 15, 2025
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Job Description

The role is responsible for promoting student success through accurate and responsive advisement in student finance and service-related areas, providing support and advocacy as needed for students throughout the student lifecycle. This position is responsible and accountable for the advisement of students within their group and serving as a primary point of contact for the student(s) within their assigned portfolio. Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our TEACH values and fosters a culture of CARE consistent with our mission, vision, and purpose.

Job Responsibility

  • Promote student success through accurate and responsive advisement in student finance and service-related areas
  • Provide support and advocacy as needed for students throughout the student lifecycle
  • Serve as a primary point of contact for the student(s) within their assigned portfolio
  • Support students with Financial Aid advising and awareness of overall financial literacy
  • Function as a role model for our TEACH values and fosters a culture of CARE
  • Supports the new student intake process by working with admissions to answer incoming student questions, provide a thorough review of program and student costs, and outline all possible options to fund their education
  • Create and confirm an accurate financial plan by establishing timeframes to complete any application process
  • Continuously reviews student accounts to advise students on their financial eligibility
  • Responsible for maintaining student satisfaction through facilitation of inbound and outbound phone calls, emails, and SMS communication
  • Using a high level of discretion and independent judgment continuously evaluates the financial plans throughout the student lifecycle and makes appropriate adjustments
  • Utilizes appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information
  • Accurately and thoroughly documents all interactions in the appropriate institutional systems
  • Analyzes student data to identify triggers, indicating a need for proactive outreach
  • Coaches students to explore alternatives to overcome barriers to persistence or graduation
  • Makes appropriate resource referrals when necessary
  • Collaborates with other departments and functional areas to deliver an optimal student experience
  • Maintain a thorough understanding of all Title IV programs, policies, and procedures, including institutional and international, federal, and state regulations
  • Complies with applicable international, federal, and state laws
  • Identifies opportunities and solutions that improve current methods and actively participates in the change of a constantly evolving organization
  • Promote student self-service tools during advising sessions and new student orientation
  • Engages students through a variety of communication channels
  • Performs other duties as assigned
  • Complies with all policies and standards

Requirements

  • Bachelor's Degree Required
  • Outstanding customer service skills with 1+ years of customer service or related experience Required
  • 1-year of experience in Higher Education Preferred
  • Experience with Student Financial Aid software application Preferred
  • Ability to work a variety of office hours, including evenings, weekends, and travel as needed
  • High level of interpersonal, communication, and problem-solving skills
  • Ability to work independently as well as function as part of a team
  • Must be a self-starter with the ability to prioritize effectively
  • PC skills in Microsoft Office, Internet applications, and database software
  • Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)
  • Self-motivated and willing to take ownership of and quickly resolve complex issues

Nice to have

  • 1-year of experience in Higher Education
  • Experience with Student Financial Aid software application

What we offer

  • Health, dental, vision, life and disability insurance
  • 401k Retirement Program + 6% employer match
  • 15 Days of Paid Vacation Days each Calendar Year
  • 12 Paid Holidays + 2 floating holidays

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