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University of Phoenix
Finance AdvisorUniversity of Phoenix • Phoenix. AZ , US
Finance Advisor

Finance Advisor

University of Phoenix • Phoenix. AZ , US
30+ days ago
Job type
  • Full-time
Job description

About the Position

The Finance Advisor-Inbound answers incoming customer calls in a fast paced environment, speaking to financial aid processes, and assisting students with overcoming obstacles throughout the student lifecycle.


The Finance Advisor-Inbound is committed to customer satisfaction and an ability to make quick and accurate decisions with empathy and integrity, and focuses on providing an optimal student experience relating to students financing their education. This role communicates with students regarding their finance options while ensuring financial processes are completed in accordance with established guidelines. The Finance Advisor-Inbound may also be directed to complete other job duties as needed. Those in this role are natural problem solvers, on many occasions dealing with customer issues and account discrepancies require research, de-escalation, and effective issue resolution. An individual must be able to make outbound calls, respond to emails and chat based on business need.


About You

  • You are known for your attention to detail and have a strong commitment to complete tasks on time.
  • You thrive in an environment that has established guidelines and you have resources to support your success.
  • You are a natural problem solver.
  • You have excellent communication skills.
  • You thrive in an environment that is supportive with continuous feedback from peers and leaders.

IMPORTANT: You must reside in one of the following states: AZ, CO, ID, NM, NV, OR, TX, UT, WY

What You’ll Do

  • Be available to work daily shifts in accordance with assigned full-time (40-hour) work schedule. Occasional overtime may be required as business needs dictate.
  • Educate and assist prospective and/or current student regarding policies and requirements for selected finance options, including federal student financial aid.
  • Provide timely, accurate, and comprehensive customer service to students. Utilize critical thinking, creativity, and problem solving to address and resolve student issues to ensure a positive student experience.
  • Evaluate student accounts to explore solutions that assist students in attaining their educational goals.
  • Facilitate the processing of federal student financial aid to ensure compliance with established regulations, policies, procedures, and guidelines.
  • Communicate and collaborate as needed with internal departments regarding student customer service.
  • Adhere to Financial Services quality guidelines which are subject to change.
  • Demonstrate personal and professional integrity as outlined in the Company Code of Business Ethics.
  • Proactively identify potential bottlenecks within the student finance process and initiate steps to resolve those bottlenecks (next issue avoidance).
  • Communicate effectively with prospective and/or current students, primarily via inbound calls. Based on business need, must make outbound calls and respond to emails, and chat as required.
  • Work in a fast paced environment effectively analyzing and communicating complex student situations.
  • Perform other duties as assigned or apparent.

NOTE: The primary accountabilities above are intended to describe the general content and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the primary accountabilities listed above. Specific goals or responsibilities will be documented in the incumbents’ performance objectives as outlined by the incumbents’ immediate supervisor or manager.

Supervisory Responsibilities

None

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Finance Advisor • Phoenix. AZ , US

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