Talent.com
South University
Student Success Financial Aid AdvisorSouth University • Orlando, Florida , US
Student Success Financial Aid Advisor

Student Success Financial Aid Advisor

South University • Orlando, Florida , US
30+ days ago
Job type
  • Full-time
Job description

Student Success Financial Aid Advisor

South University Orlando, FL, 5900 Lake Ellenor Drive, Orlando, Florida, United States of America Req #2575 Tuesday, July 2, 2024

What's next for you is the first priority for us! With over 45 programs from associate to doctoral degrees, South University is a private institution dedicated to providing educational opportunities that spark the intellectual, social and professional development of a diverse student population.

Our 120-year storypast, present and futureis a history formed by the many individuals who have developed the education and spirit of community that have become our pledge to the students, faculty, staff, alumni and supporters of South University. Online and at our 8 locations and 2 learning sites, we take pride in our welcoming environment; one-on-one support and personalized attention that helps students define goals and identify the means to pursue them. Our small classes feature hands-on experiences that not only shape students skills and excellence in their chosen fields but also shape their characters through encouraging community involvement, volunteerism and the pursuit of life-long learning.

Visit today to learn more about what makes us stand apart as a place to Belong, Believe and Become , a place where you can make a difference in the lives of students eager to learn and grow.

South University, the right direction for a brighter future.

Benefits :

*Medical

*Dental

*Vision

FSA/HSA

Tuition Assistant Program

Long/Short Term Disability

Life Insurance

Employee Assistance Program

401K Match

Generous Paid Time Off

12 Paid Holidays

* includes domestic partner coverage

POSITION SUMMARY:

This position is responsible for providing student-centered financial and academic counseling to prospective students through the student lifecycle. This position will also ensure the delivery of effective and quality service to students in the following areas: financial aid eligibility, planning, and packaging, as well as course scheduling, attendance appeals, and Satisfactory Academic Progress appeals. This role will work in conjunction with admissions, serving as both the Financial Aid Advisor and Academic Counselor in our grad team model. Responsible for timely response to requests for information, at-risk student interventions, and referrals to University resources, and assisting prior students seeking to return within 60 calendar days from their prior attendance. This is done through adhering to Federal/State regulations for awarding financial aid, advising students of the Universitys policies and procedures, and collaborating with Enrollment, Faculty, Program Directors, and University Support Services on the students behalf. This position provides comprehensive support services and serves as the primary advocate for the assigned student body, aimed to improve the student experience and retention to graduation.

KEY JOB ELEMENTS:

  • Assist students and parents with understanding and completing all forms and providing relevant documents related to financial aid.
  • Assist with the completion of the FAFSA and review of the resulting ISIR. Assign the appropriate budget to the student as well as ensure timely payment of the students aid. Responsible for document collection and uploading to appropriate depository for future access as needed
  • Assist with alternative means of financing any remaining balance after awarding eligible federal, state, or institutional aid
  • Maintain accurate and compliant student records with complete forms and documents to ensure accurate and timely payment of aid.
  • Create financial plans for assigned students in compliance with institutional policies and Federal regulations, communicate the plan to students and parents, and effectively explain the rights and responsibilities of each aid source.
  • Demonstrate proficiency in timely processing and disbursement of aid.
  • Develop course schedules for new, continuing, transfer, and reentry students aligned with course sequencing in the curriculum and provide advisement focused on academic progress toward graduation in the shortest time possible for the student, as applicable to their individual situation.
  • Maintain direct contact with assigned students via phone and e-mail; respond to student inbound communication within established timeframes
  • Monitor students attendance, grades, academic progress, and financial responsibilities, and develop success plans for at-risk students or those experiencing challenges in collaboration with faculty, academic leadership, and University support services.
  • Demonstrate proficiency with understanding and communicating policies in the University Catalog, Student Handbook, and Programmatic Handbooks as they relate to assigned students, such as the Satisfactory Academic Progress Policy, Attendance Policies, Academic Integrity/Academic Honesty Policies, Conduct Policies, and Appeals Procedures.
  • Provide guidance to assigned students for academic procedures such as grade challenges or appeals.
  • Facilitate new students' acclimation to the academic environment prior to the first class by reviewing the enrollment process, providing an overview of the online classroom, and reviewing graduation progression options. Audit student academic records regularly and determine progression towards and candidacy for graduation.
  • Effectively access and perform assigned duties using the Student Information System, Learning Management System, and relevant databases.
  • Other duties as assigned by supervisor.

JOB REQUIREMENTS (Knowledge, Skills, and Abilities):

Knowledge:

  • Masters degree preferred. Bachelors degree in a related degree required or Associates Degree with 3 years of federal or state financial aid or 5 years of related federal or state financial aid
  • Previous experience working with and technical knowledge of student financial aid programs
  • Academic advising or academic counseling experience preferred
  • Customer Service experience preferred
  • Strong basic computer software (MS Office) skills as well as exposure to more concentrated financial aid (Campus Vue/Campus Nexus preferred)

Skills:

  • Excellent customer service skills, as well as strong written and verbal communication skills
  • Strong interpersonal skills with student and faculty populations
  • Effective organizational and problem-resolution skills.
  • Ability to communicate and effectively act as a member of a team.

Abilities:

  • Ability to read, comprehend, and comply with federal and state laws, regulations, and policies pertaining to the provision of student financial aid.
  • Ability to interact effectively as a member of a team and work collaboratively with other departments.
  • Ability to listen to customers (e.g., students, staff, etc.) and to understand and respond positively to their requests
  • Ability to work without close supervision and to set one's own priorities and work schedule

ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position.

While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe, and assess.

Create a job alert for this search

Student Success Financial Aid Advisor • Orlando, Florida , US

Similar jobs

Financial Advisor, Truist Investment Services, Orlando, FL

SunTrust Investment Services, Inc.Orlando, FL, United States
Full-time +2

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Orlando, FL

ChaseOrlando, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Financial Advisor, Truist Investment Services, Orlando, FL

TruistOrlando, FL, United States
Full-time

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients... Show more

 • Promoted

Service Financial Advisor

Foundation Risk PartnersWinter Park, FL, United States
Full-time

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Adv... Show more

 • Promoted

Financial Aid Student Advisor

Full Sail UniversityWinter Park, FL, United States
Full-time

If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University.You'll find your choice of career opportunities... Show more

 • Promoted

Wealth Advisor

Regal SecuritiesOrlando, FL, United States
Full-time

Glenview, IL, Orlando, FL, Fort Myers, FL.We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business.Our vision is to be THE Trusted Advisor for our client... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Orlando, FL

JPMorgan ChaseOrlando, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Working Student - Technical - 1

AmpcusOrlando, FL, United States
Full-time

Working Student - Technical - 1.Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented team.Overview of Position: The intern will assist C... Show more

 • Promoted

Financial Consultant, Truist Investment Services, Winter Park, FL

SunTrust Investment Services, Inc.Winter Park, FL, United States
Full-time +2

Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospecti... Show more

 • Promoted

Outside Sales Advisor

Service Corporation InternationalLongwood, FL, United States
Full-time

Generous compensation package, which consists of variable compensation (uncapped commissions + bonus + monthly contests).We are the largest sales and marketing company in pre-need sales.With almost... Show more

 • Promoted

Aon's Corporate Apprenticeship Program, Business Services - Lake Mary, FL

AONLake Mary, FL, United States
Full-time

The Aon Apprenticeship Program is a highly selective career development opportunity designed for individuals who want to launch a career in Insurance Brokerage through real work, structured develop... Show more

 • Promoted

Remote Student Re-Enrollment Advisor (Temp)

Universal Technical Institute Inc.Orlando, FL, United States
Remote
Temporary

Overview Join a student-focused team where you'll play a crucial role in helping future graduates restart their journey with confidence and excitement.As a Remote Student Re-Enrollment Advisor, you... Show more

 • Promoted

Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market

Bank of AmericaOrlando, FL, United States
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

 • Promoted

Financial Advisor

Moors & CabotWinter Park, FL, United States
Full-time

In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base.This results-driven role will be responsible for designing and... Show more

 • Promoted

Merrill Financial Solutions Advisor - Central Florida Market

Bank of AmericaOrlando, FL, United States
Full-time

At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful.Make a difference where it... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill)

JPMorgan ChaseOrlando, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Customer Sales Advisor

Summit Wash HoldingsOviedo, FL, United States
Full-time

Commissions are paid every pay period.Medical, dental, and vision insurance.Career growth based on performance 75% of employees were promoted within Summit Wash Holdings.Referral bonus up to $800 ... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill)

ChaseOrlando, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyOrlando, FL, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Premier Advisor - Orlando, FL

TruistOrlando, FL, United States
Full-time +2

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.Following is a summary ... Show more