Financial Services Advisor

4 weeks ago


McAllen, United States Advatix, Inc. Full time
Job DescriptionJob Description

Financial Services Advisor  

Role Summary  

Our client seeks a Financial Services Advisor to join their rapidly growing team. The Financial Service Advisor effectively counsels'' students and parents on the availability of Title IV Programs to achieve their educational goals within federal guidelines. The Financial Service Advisor can assist and answer questions regarding a student's financial aid package and student payments and provides guidance and assistance to Centralized Financial Services and Student Accounts to ensure that students are packaged promptly and within compliance standards. The Financial Services Advisor will work directly with Centralized Financial Services, Student Accounts, and the Executive Director to develop improvements to the overall quality and environment of the Financial Aid Office.  

  

Key Results Area  

  • Counsel incoming, continuing, and reentry students on the availability of Title IV funds and resources to cover their tuition and living costs  

  • Answer student questions regarding completion of the Federal Application for Federal Student Aid and Direct Loan Entrance Counseling  

  • Resolve conflicting information identified between Financial Aid Documents as well as other student files within the Institution  

  • Assist students with the completion and application for all non-Title IV fund sources, including but not limited to VA Funding, State Grants, and scholarships  

  • Effectively communicate with Admissions to ensure future registrations have obtained appropriate documentation for packaging  

  • Ensure files are uploaded into the campus operating system  

  • Provide updates to Centralized Financial Services and the Executive Director on students who have not submitted documentation or required paperwork to receive Title IV funding  

  • Counsel students and parents regarding Title IV programs and student payments  

  • Collection and posting of student payment plans  

  • Establish timelines and payment plans to bring students current on outstanding account balance  

  • Effectively use and track activities in CampusNexus   

  • Other duties as assigned  

Skills & Qualifications  

  • High School Diploma (GED acceptable) from an academic institution accredited by a regional or national accrediting agency that the U.S. Department of Education recognizes; an associate's degree is preferred  

  • One year of experience in a customer service-related field  

  • Ability to multitask while maintaining organization  

  • Excellent verbal, written, and interpersonal communication skills  

  • Experience using Google Office  

  • Highest levels of integrity, trust, respect, and professionalism, with the ability and willingness to handle sensitive and confidential situations and documentation  

  • Must be current on any student loans  

  • 1-year prior experience in financial aid /loan servicing/collections  

  • Experience with CampusNexus Software  

  

Advatix®, Inc. is one of the world's leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.    

Powered by JazzHR

supKX1FK7n



  • McAllen, United States ADVATIX - Advanced Supply Chain and Logistics Full time

    Financial Services AdvisorRole SummaryOur client seeks a Financial Services Advisor to join their rapidly growing team. The Financial Service Advisor effectively counsels'' students and parents on the availability of Title IV Programs to achieve their educational goals within federal guidelines. The Financial Service Advisor can assist and answer questions...


  • McAllen, United States ADVATIX - Advanced Supply Chain and Logistics Full time

    Financial Services AdvisorRole SummaryOur client seeks a Financial Services Advisor to join their rapidly growing team. The Financial Service Advisor effectively counsels'' students and parents on the availability of Title IV Programs to achieve their educational goals within federal guidelines. The Financial Service Advisor can assist and answer questions...


  • McAllen, United States Cornerstone Financial Strategies Full time

    Looking for a career change or to grow your success?Become a Preneed Sales AdvisorAs a Preneed Sales Advisor, you will be responsible for meeting with individuals and couples to create awareness of the advantages and benefits of pre-planning one’s funeral arrangements.Pre-planning one’s funeral is an act of love that creates peace of mind, minimizes...


  • McAllen, United States RGV Tire Pros Full time

    Job DescriptionJob DescriptionCompany OverviewAt Tire Pros we value each employee and encourage growth. We provide a fun and friendly work environment along with excellent training and development, competitive compensation, and top-tier benefits. Start your exciting new career with a strong and stable company.Benefits and PerksExcellent Training and...


  • McAllen, United States RGV Tire Pros Full time

    Job DescriptionJob DescriptionExperience in creating repair orders for customers and communication with the service department. ResponsibilitiesPromptly meets and greets customersCreates Repair Order Request (ROR) detailing service to be performed or merchandise to be soldObtains customer approval for service before delivering order to service...


  • McAllen, United States RGV Tire Pros Full time

    Experience in creating repair orders for customers and communication with the service department. ResponsibilitiesPromptly meets and greets customersCreates Repair Order Request (ROR) detailing service to be performed or merchandise to be soldObtains customer approval for service before delivering order to service personnelReviews completed repairs or...


  • McAllen, Texas, United States Internal Revenue Service Full time

    Job Description:As an IRS employee, you will feel proud knowing you helped make America stronger while working at one of the world's biggest financial institutions. You will be part of an organization that collects over $2 trillion in revenue and processes over 200 million tax returns annually. We are proud of how we apply the tax law with integrity and...

  • IRS Careers

    4 weeks ago


    McAllen, United States Internal Revenue Service Full time

    Job Description: As an IRS employee, you will feel proud knowing you helped make America stronger while working at one of the world’s biggest financial institutions. You will be part of an organization that collects over $2 trillion in revenue and processes over 200 million tax returns annually. We are proud of how we apply the tax law with integrity and...

  • Cashier

    3 weeks ago


    McAllen, United States Downtown Express Full time

    Job DescriptionJob DescriptionSummary:The Service Cashier is primarily responsible for receiving payment from customers for goods and services, recording the amount received and accurately posting for it and accounting for it.Essential Duties and Responsibilities:Computes or re-computes the customer's final bill using the dealership computer...

  • Bookkeeper Accountant

    3 weeks ago


    McAllen, United States Bella kara skincare Full time

    Job DescriptionJob DescriptionBella Kara is a small business in McAllen , TX. We are salon/ distributing facility that provides facial services, skin care products to the public and sells wholesale.Our company is looking for an experienced Accountant/bookkeeper to join our team. The ideal candidate will have a strong understanding of office accounting...


  • McAllen, Texas, United States Enterprise Medical Recruiting Full time

    Valley ENT, an 11-provider multi-specialty group that boasts a 40-year practice history, is recruiting a Mohs Surgeon to spearhead this new service line. Step into a ready-made practice with waiting patients and limitless earning potential.1 fellowship-trained surgeon for the entire regionBuild Mohs suite and pathology labMultiple rooms and dedicated...

  • Travel Nurse

    1 week ago


    McAllen, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Pediatric Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in McAllen, TX. Shift: 3x12 hr nights Start Date: 05/13/2024 Duration: 13 weeks Pay: $1608 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler...

  • Travel Nurse

    3 days ago


    McAllen, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Pediatric Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in McAllen, TX. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $1608 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler...


  • McAllen, United States IRMG Burger King Full time

    *We are looking for motivated Shift Managers with a passion for guest service to join our growing organization.*We are located inside of the food court of La Plaza.*We offer:** Great Working Hours* *No drive-thru, dining room or bathroom responsibility** Safe and positive working environment* Medical/Vision/Dental Insurance* Career advancement opportunities*...

  • Bench Jeweler

    1 week ago


    McAllen, United States Helzberg Full time

    Job Description Jewelers at Helzberg Diamonds are responsible for providing high-quality jewelry repair services to clients of designated stores in a timely fashion to support store sales and the five-star shopping experience. Key responsibilities include: Contributing to the effective movement of client repairs while maintaining a level of quality and...


  • McAllen, United States Department Of Justice Full time

    Summary The U.S. Attorney's Office for the Southern District of Texas is among the busiest and largest in the nation, spanning 43 counties and 44,000 square miles and representing 8.3 million people from the Houston area to the Mexico border. Employment with the U.S. Attorney's Office is...


  • McAllen, United States PrimeLending Full time

    Job Summary An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through...


  • McAllen, United States BuildSubmarines.com Full time

    Alps Alpine, a leading manufacturer of electronic components and automotive infotainment systems, has brought the world numerous "First 1" and "Number 1" products since its founding in 1948. The Alps Alpine Group currently operates 110 bases in 26 countries and regions, supplying roughly 40,000 different products and solutions to around 2,000 companies...


  • McAllen, United States Driscoll Health Full time

    Where compassion meets innovation and technology and our employees are family.Thank you for your interest in joining our team! Please review the job information below.GENERAL PURPOSE OF JOB:Using the EPIC EMR system, individual will be responsible for working with surgical staff and patients family to schedule surgeries. Verifies insurance hospital coverage...


  • McAllen, Texas, United States Department Of Veterans Affairs Full time

    Summary This position is located in the Audiology Service at McAllen outpatient clinic. The duties and responsibilities are carried out throughout the medical center including all clinical and patient care areas, Mobile medical unit involved with the service. Incumbent is a staff audiologist. The audiologist at this level plans, conducts, and coordinates...