Financial Aid Advisor – Military Division

Role Overview

• 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.
• A dedicated Financial Advisor within the Military Division, helping active-duty personnel, reservists, and veterans navigate financial decisions unique to military life.
• Work closely with admission advisors to complete new enrollment packets each term.
• Maintains historical documents and data regarding financial aid files according to VA and federal guidelines.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 VA and financial aid when needed; exercises professional judgment to determine whether adjustments should be made.
• Reviews for accuracy and provide signature approval/disapproval of loan applications, promissory notes, and other financial documents for both VA and Title IV.
• In accordance with proof, 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.
• Conduct workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues.
• Utilize the student management system and enrollment manager to record all student account information.
• Review DD214 and Certificate of Eligibility and collect all required documentation for all students utilizing benefits.

Requirements

• Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties
• Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software
• General knowledge of accounting practices, data processing and computer applications
• Detail oriented, outstanding research and analytical skills
• Ability to multitask
• Works with a sense of urgency, while engaging and listening to experts
• Exhibits a high degree of flexibility in adapting to a rapidly changing environment
• Strong organizational skills with the proven ability to prioritize
• Process tasks in a timely manner
• Work independently with minimal supervision
• Capability to handle confidential and sensitive information, following confidentiality guidelines
• Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others
• Team players with a positive, can-do attitude
• Proficient in the use of standard Microsoft Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project and ability to learn additional software products
• Self-motivated with a strong work ethic, dedicated to quality, quantity, results and timeliness
• Demonstrated ability to anticipate needs and exercise independent judgment
• Excellent analytical skills, problem resolution skills and general business acumen
• Ability to work collaboratively with colleagues, academic departments, and administration to support student success, achieve institutional goals and contribute to a positive and inclusive culture.
• Position may require work responsibilities outside of normal business hours to accommodate business needs and deadlines
• Flexible to work longer hours to meet deadlines, if needed
• Able to handle sensitive information with a high degree of confidentiality
• Possess high ethical standards, being an example of professionalism to others
• Must be able to embody CIAT’s mission, vision, purpose, and values.

Benefits

• Work from Home (WFH)
• Flexible work arrangements