Talent.com
Financial Aid Advisor, Customer Service
Financial Aid Advisor, Customer ServiceUniversity Of Texas Southwestern Medical Cent (The) • Dallas, TX, United States
No longer accepting applications
Financial Aid Advisor, Customer Service

Financial Aid Advisor, Customer Service

University Of Texas Southwestern Medical Cent (The) • Dallas, TX, United States
13 days ago
Job type
  • Full-time
Job description

WHY UT SOUTHWESTERN?

With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!

JOB SUMMARY

UT Southwestern Medical Center is seeking an experienced and organized Financial Aid Advisor in the Office of Student Financial Aid. Our student population needs an energetic and dedicated approach to delivering customer service and support for the Financial Aid team.  This hybrid position offers the best of both worlds—two or three days a week on our Dallas campus and two days working from home for added flexibility.

The Financial Aid Advisor plays a critical role in guiding students throughout the financial aid process. As a Financial Aid Advisor, the selected applicant will have the important responsibility to assist prospective and current students with financial aid options to fund their education. The selected individual will have the opportunity to provide professional advising services for over 2000 graduate / professional students across our four schools : Medical School, School of Health Professions, School of Public Health, and Graduate School of Biomedical Sciences. They will utilize strong communication and analytical skills to proactively interpret student needs and devise timely and appropriate solutions, and support student success through proactive financial aid assistance, They will collaborate with financial aid advising staff, leadership, administrative partners across the university, and external partners in the community to deliver exceptional service to our students. In addition, the position provides support for the operational functions of the office. This includes administrative tasks such as management of document intake and scheduling, as well as coordinating management of departmental files.

Join our talented and dedicated team and make a meaningful impact on future health leaders.

BENEFITS

UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include :

  • PPO medical plan, available day one at no cost for full-time employee-only coverage
  • 100% coverage for preventive healthcare-no copay
  • Paid Time Off, available day one
  • Retirement Programs through the Teacher Retirement System of Texas (TRS)
  • Paid Parental Leave Benefit
  • Wellness programs
  • Tuition Reimbursement
  • Public Service Loan Forgiveness (PSLF) Qualified Employer
  • Learn more about these and other UTSW employee benefits!

EXPERIENCE AND EDUCATION

Required

  • Education
  • Associate's Degree or

    High School Diploma or GED

  • Experience
  • 1 year Of financial aid experience with Associate's Degree. or

    3 years Of financial aid experience with High School Diploma and

    Preferred

  • Experience
  • Experience in PeopleSoft Campus Solutions

    JOB DUTIES

  • Counsel students and families on financial aid eligibility, application procedures, and available funding options
  • Guide students through the FAFSA process, documentation requirements, and award acceptance.
  • Explain loan terms and repayment responsibilities
  • Track and image student documents and emails to ensure compliance
  • Manage active office email inbox, ensuring timely responses within established service levels
  • Provide, as requested, documents showing a student’s cost of attendance, financial aid eligibility etc. for purposes of housing, insurance, and private scholarships
  • Deliver resourceful and thoughtful customer service through multiple modalities (phone, email, in-person) to assist students in completing the financial aid            process.
  • Maintain compliance with Department of Education regulations by verifying and updating students’ records as needed.
  • Identify and resolve disbursement barriers to ensure timely financial aid disbursement.
  • Stay current with evolving financial aid regulations and best practices; conduct an annual review of document request descriptions and instructions are up            to date and accurate
  • Conduct proactive outreach to students regarding financial aid status, documentation needs, and funding options.
  • Collaborate with academic and student services teams to ensure a seamless student experience.
  • Provide counseling or referral for students facing financial challenges that may impact their enrollment.
  • Maintain positive working relationships with students, colleagues, and external agencies.
  • Work closely with the Financial Aid leadership and other stakeholders to optimize financial aid processes.
  • Contribute to department meetings, training sessions, and continuous improvement initiatives.
  • Document student interactions and financial aid processes to ensure accurate records and compliance.
  • Manage online booking system for students to access staff for in-person and virtual meetings
  • Assist with scheduling for Director and Associate Director as needed
  • Monitor supplies and inventory, and track office resources and purchasing
  • Required Knowledge, Skills, and Abilities

  • Demonstrate competency in maintaining a positive and respectful attitude, and taking ownership of one’s actions and responsibilities through challenging             situations
  • Ability to troubleshoot and problem-solve independently, referring to the supervisor only those situations that warrant escalation
  • Demonstrate integrity in dealings with students, colleagues, faculty and staff, and other stakeholders
  • Professional demeanor, the ability to work independently, understand goals and deadlines and possess excellent communication and organizational skills.
  • Strong customer service skills with a passion for helping others.
  • Detail-oriented with the ability to manage multiple tasks in a fast-paced environment.
  • Excellent communication and counseling skills.
  • Ability to work independently while contributing to a collaborative team environment.
  • Previous experience in a higher education or financial aid setting.
  • Familiarity with Title IV regulations and student financial aid policies.
  • The ability to be adaptable and flexible as we grow and evolve as an organization and department.
  • Performs other duties as assigned.

    SECURITY AND EEO STATEMENT

    Security

    This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information. To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 113.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.

    EEO Statement

    UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.

    Create a job alert for this search

    Financial Aid Advisor • Dallas, TX, United States

    Related jobs
    Customer Service / Benefits Advisor (Work from home)

    Customer Service / Benefits Advisor (Work from home)

    Professional Career Solutions • Rowlett, Texas
    Remote
    Full-time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show more
    Last updated: 30+ days ago • Promoted
    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Professional Careers • Richardson, Texas
    Remote
    Full-time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show more
    Last updated: 25 days ago • Promoted
    Customer Advocate

    Customer Advocate

    AE Perkins • Dallas, TX, US
    Remote
    Full-time
    Quick Apply
    The Customer Advocate serves as the initial point of contact for plan participants, assisting them with inquiries related to their benefits, such as Flexible Spending Accounts, Health Savings Accou...Show more
    Last updated: 28 days ago
    Financial Advisor

    Financial Advisor

    First National Bank of Omaha • Plano, TX, United States
    Full-time
    At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.The F...Show more
    Last updated: 30+ days ago • Promoted
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard Group • Dallas, TX, United States
    Full-time
    Join Vanguard as a Certified Financial Advisor in Plano, TX.Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Cer...Show more
    Last updated: 16 days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Dallas, TX, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 20 days ago • Promoted
    Financial Advisor - Texas Trust Credit Union

    Financial Advisor - Texas Trust Credit Union

    LPL Financial Holdings, Inc. • Dallas, TX, United States
    Full-time
    Your career path should lead to real opportunity.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 75248 Dallas, TX, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financi...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Addison, TX, United States
    Full-time
    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 becomi...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC Financial Services Group • Dallas, TX, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 17 hours ago • Promoted • New!
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Dallas, TX, United States
    Full-time
    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 becomi...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Texas Trust Credit Union

    Financial Advisor - Texas Trust Credit Union

    LPL Financial • Dallas, TX, US
    Full-time
    Financial Advisor Texas Trust Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage locat...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    BOK Financial • Addison, TX, United States
    Full-time
    Pay Transparency Salary Range : .BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Invest...Show more
    Last updated: 16 hours ago • Promoted • New!
    Regional Sales Advisor - Merchant Services

    Regional Sales Advisor - Merchant Services

    Huntington • Dallas, TX, US
    Full-time
    Business / Middle Market Sales Representative.Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business / middle market spa...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor III - Dallas / Fort Worth

    Wealth Advisor III - Dallas / Fort Worth

    Truist Inc • Dallas, TX, United States
    Full-time +2
    The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show more
    Last updated: 20 days ago • Promoted
    North Texas Customer Service Team Member-Addison

    North Texas Customer Service Team Member-Addison

    Stryker • Addison, Texas, USA
    Full-time
    Maintain customer accounts by reconciling invoices and applying items to accounts receivable.Assist with processing transactions in order entry resolving issues and developing ad hoc reports.Utiliz...Show more
    Last updated: 22 days ago • Promoted
    Financial Advisor (Training Provided)

    Financial Advisor (Training Provided)

    Spectrum Financial Group • Dallas, TX, United States
    Full-time
    Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment ad...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor II

    Financial Advisor II

    Frost Bank • Dallas, TX, United States
    Full-time
    It's about helping others establish a financial foundation and build their dreams.Are you passionate about teaching others the basics of financial planning and making a positive difference in their...Show more
    Last updated: 20 days ago • Promoted