Associate Financial Aid Advisor

3 weeks ago

Portland, United States Strategic Education Inc. Full time
The Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key decisions and solutions regarding funding their programs.

Essential Duties & Responsibilities:

  • Learner support, guidance, and empathy: provide learners with a positive experience and personal attention in inbound and outbound interactions.

  • Team support and growth mindset: engage in larger team dialogue and brainstorming to improve team performance in a meaningful way, drive process improvements, and ability to provide learners highest quality experience. Participate in initial training, ongoing team training, and focus groups to provide feedback on improvements. Engage in the coaching process for improvement.

  • Problem solving and solutions focus: Proactively assess learner needs to assist them in making fully informed decisions about their financing plans.

  • Financing knowledge and expertise: assist learners in understanding and utilizing their financing plan to enable the most direct path to program completion. Provide financial literacy including but not limited to responsible borrowing, repayment, federal loan process, tuition reimbursement, and payment plan options.

  • System knowledge and navigation: leverage tools, systems, and software applications to optimize learner engagement.

  • Change management and continuous improvement: comfort level trying new concepts and learning new processes and systems to improve the learner and team experience.

Job Skills:

  • Ability to provide and influence positive learner experience.

  • Ability to think critically to build plans of action and personalized solutions for learners.

  • Ability to learn and continuously build upon knowledge of financial aid and financing details and a broader understanding of the learner's journey.

  • Ability to form positive working relationships, communicate effectively, and foster team interactions.

  • Fundamental understanding of FAST goals and university goals to support learners and meet support demand.

  • Ability to drive results in a team environment.

  • Create and foster a Diverse, Equitable, and Inclusive culture.

  • Ability to demonstrate ethical judgment and adherence to financing/financial aid compliance needs in response to complex learner situations.

  • Ability to uphold team brand and collaborate effectively across other departments at the university.

  • Ability to manage sensitive and confidential information. Demonstrate comfort with federal regulations and policies.

  • Ability to prioritize and work through multiple learner situations at any time.

  • Ability to effectively communicate through a variety of channels.

  • Proficiency in Microsoft Office Suite.

  • Excellent written and verbal communication.

  • Effective time management skills, dependable and reliable.

Work Experience:

  • 1+ year in financial aid contact role or customer experience support/advisor.

Education:

  • Bachelor's degree preferred.

Other:

  • Must be able to travel occasionally should a business need arise. For most roles travel would not be common. Travel may involve plane, car or metro. In accordance with ADA policies, reasonable accommodations regarding travel limitations can be provided. Travel will be more common for roles such as Account Executives (25 - 50%), senior leaders (10 - 20%) or Capella Core Faculty (5 - 10%).

  • Ability to work onsite in Corporate or Campus location (in a typical office environment) may be required based on role. If so, this would include being mobile within the office, including movement from floor-to-floor using elevators or stairs.

  • If offsite or hybrid role, must have access to work in setting which enables meeting all requirements of the role (including privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.

  • Faculty and Federal Work Study roles require access to work in setting which enables meeting all requirements of the role (including computer, privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.

  • This role may require lifting, however reasonable accommodations will be provided in accordance with our ADA policies.

  • Must be able to meet critical thinking and problem-solving aspects aligned to job duties, as well as effectively communicating with co-workers.

  • Must be able to work more than 40 hours per week when business needs warrant. Accommodations related to schedule may be considered.

  • Able to access information using a computer.

  • Other essential functions and marginal job functions are subject to modification.

  • SEI is an Equal Opportunity employer committed to a diverse and inclusive community. We welcome applications from all. While it is not typical for an individual to be hired at or near the top end of the pay range at SEI, we offer a competitive salary and benefits package. The actual base pay offered to the successful candidate may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal pay equity. Our Talent Acquisition Team is ready to discuss your interest in joining SEI. The expected salary range for this position is below.

$17.75 - $27.00 - Hourly

If you require a reasonable accommodation to complete our application process, please contact our Human Resources Department at Careers@strategiced.com.

PDN-9d77d759-dcf4-4b5d-8716-bd193d08e2ba

  • Financial Aid Director

    1 month ago

    Portland, Oregon, United States East West College Llc Full time

    Job SummaryEast West College of the Healing Arts is seeking an experienced Federal Financial Aid Director to oversee all aspects of federal financial aid administration. The ideal candidate will ensure compliance with regulations and be part of a team dedicated to supporting students' educational needs.Key Responsibilities• Oversee the administration and...

  • Director of Financial Aid

    6 days ago

    Portland, United States Portland State University Full time

    Director of Financial Aid & ScholarshipsReporting to the Vice President for Enrollment Management, the Director of Student Financial Aid and Scholarships is responsible for the overall management of the office of Student Financial Aid and Scholarships. This includes, but is not limited to funds management, Federal, State and local reporting, policy...

  • Director of Financial Aid and Scholarship Operations

    1 month ago

    Portland, Oregon, United States Portland State University Full time

    Job SummaryThe Director of Student Financial Aid and Scholarships is responsible for the overall management of the office of Student Financial Aid and Scholarships at Portland State University. This includes funds management, Federal, State and local reporting, policy development and analysis, scholarship administration, compliance oversight, and processing...

  • Wealth Advisor

    3 months ago

    Portland, United States ProSearch Full time

    Our client, a wealth management firm based in Portland, Maine, seeks an experienced Wealth Advisor to join their tenured team as they grow.This is a unique opportunity to join a boutique firm with tenured employees that has been growing and is well-positioned for more growth. With a strong support staff and a steady pipeline of new business coming in, this...

  • Financial Representative

    2 weeks ago

    portland, United States Leader Capital Corp Full time

    Sales RepresentativeDescription:Assist with various office tasks.Making outbound calls to existing and potential clientsLog, track, and maintain customer contactsCultivate relationships with Registered Investment Advisors (RIAs), financial planners, family offices, brokers/dealers, consultants, and other institutional clients.Make sales call to...

  • Financial Representative

    2 weeks ago

    portland, United States Leader Capital Corp Full time

    Sales RepresentativeDescription:Assist with various office tasks.Making outbound calls to existing and potential clientsLog, track, and maintain customer contactsCultivate relationships with Registered Investment Advisors (RIAs), financial planners, family offices, brokers/dealers, consultants, and other institutional clients.Make sales call to...

  • Financial Representative

    2 weeks ago

    Portland, United States Leader Capital Corp Full time

    Sales RepresentativeDescription:Assist with various office tasks.Making outbound calls to existing and potential clientsLog, track, and maintain customer contactsCultivate relationships with Registered Investment Advisors (RIAs), financial planners, family offices, brokers/dealers, consultants, and other institutional clients.Make sales call to...

  • Investment Counselor

    3 months ago

    Portland, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Staff Pharmacist

    4 months ago

    Portland, United States Rite Aid Full time

    Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!If you want to make a difference, Rite Aid is the right place.While Rite Aid is big,...

  • Insurance Business Owner

    1 month ago

    Portland, Oregon, United States COUNTRY Financial Full time

    About the RoleCOUNTRY Financial is seeking ambitious professionals to become Insurance Agents, helping clients prepare for life's planned and unexpected moments with the right insurance products.As an Insurance Agent, you will have the opportunity to build a rewarding, financially stable career while enriching lives in the communities we serve.Key...

  • SVP, Regional Director

    3 weeks ago

    Portland, United States Raymond James Financial, Inc. Full time

    Raymond James Financial, Inc. SVP, Regional Director - Northeast Division (NY, MA, MD, DC, RI, DE, ME, VT, NJ, NH, CT)This position can be in any city/state within the Division where there is a branch.Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to provide strategic...

  • Associate Attorney

    2 months ago

    portland, United States Oath Law Full time

    Oath Law & Oath PlanningHelp more people than you can ever imagine. If you have charisma, are hardworking, love working with people, and want to work with an amazing team of likeminded people changing the world, we'll show you how.At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their...

  • UK Investment Counsellor

    3 months ago

    Portland, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Block Advisors Office Manager

    3 days ago

    Portland, United States H&R Block Full time

    Job Description: Serve as the front-line manager responsible for leadership and development of associates in Block Advisors Office(s). Lead office in delivering an outstanding client experience and achieving all office related growth objectives. Assist in integration of the firm to Block Advisors platforms. Day to day, you'll... Manage office staffing,...

  • Certified Medication Aide

    4 weeks ago

    Portland, United States Touchstone Communities Full time

    Coastal Palms Nursing & Rehabilitation Certified Medication Aide (CMA) Our community is seeking a compassionate and dedicated Certified Medication Aide to join our team! We look forward to welcoming you to our team and working together to make a positive impact on the lives of those we serve. * The ideal candidate must possess a valid TX CNA and...

  • Consumer Banker II

    5 months ago

    Portland, United States First Financial Bancorp Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking...

  • Strategic Business Leader

    1 month ago

    Portland, Oregon, United States Principal Financial Services, Inc. Full time

    Job SummaryThis role leads and consults with financial professionals to help them build their skills and grow their practice. You'll also attract and develop top-tier talent to our team.Key ResponsibilitiesDevelop a profitable business center by attracting, training, motivating, and retaining advisors.Achieve specified goals in recruiting and retention of...

  • Financial Assistance Advisor

    2 weeks ago

    Portland, OR, Multnomah County, OR; Oregon State, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Senior Client Service Associate

    3 days ago

    Portland, United States TalentLink Solutions Full time

    We are a locally owned wealth management firm, with more than $1B in assets and a diverse service offering for our clients. Our CEO has led our firm to become one that is recognized for our unique engagement model. Our top values are integrity and respect, and we look for professionals whose values align with ours. As a firm that maintains long-term...

  • Client Service Associate

    1 month ago

    Portland, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...