Financial Aid Advisor
1 week ago
he Financial Aid Advisor is responsible for assisting students to correctly complete applications for federal, state, and local student financial assistance programs. The Financial Aid Advisor must also accurately maintain paper files and computer records required by Education Affiliates standards and by government/agency regulations.
DUTIES AND RESPONSIBILITIES:
- Provides processes and services needed to assist each student in making application for all forms of student financial assistance (Federal, State, Agency, Lenders, Veterans, Employer, etc.).
- Provides entrance and exit counseling for student borrowers.
- Performs data entry and file maintenance in the Campus Vue, FAME, and State Guarantee Agency and NSLDS borrower data management systems.
- Performs need analysis and financial aid packaging.
- Performs verification and correction of financial aid application data.
- Maintains student files, assembles new student information and application packages and other documentation requirements.
- Performs default management activity, including data entry in the Campus Vue system for all out-of-school borrowers and maintaining accurate borrower information in Campus Vue, and with any vendors or agencies authorized for default management services.
- Studies and masters all required training materials.•
- Ensures compliance with all state, accrediting and federal financial aid related regulations. Promptly and accurately reports any suspected instances of non-compliance to immediate supervisor (s) and/or higher levels within the organization, as is needed to address and resolve any areas of non-compliance.
- Reviews all student files to ensure accurate funding and full compliance with all applicable statutes, rules and regulations.
- Coordinates with other campus personnel to ensure proper disbursements of federal, state and agency funds to students
- Monitors and properly maintains all student account payments and status in accordance with all governmental regulations and the requirements, standards and practices of the School.
- Maintains appropriate relationships with all agencies and governmental entities, including the ED and loan agencies that provide or could provide student assistance to the School's student population.
- Monitors & maintains accurate and timely electronic data entry & reconciliation as required by any funding agency.
- Performs and/or manages return to Title IV calculations, credit balances determination, grant recalculations and ineligible disbursements procedures. Ensures the accurate calculation and timely processing of all refunds.
- Maintains accurate loan repayment and borrower status records, and fully implements the School's default management program•
- Performs other duties as assigned by the Director of Financial Aid.
Minimum Qualifications:
The Financial Aid Advisor must have at least three years of significant financial aid work experience, preferably within the private school industry. A BS degree may substitute for work experience.
-
Senior Financial Aid Processor
15 hours ago
Towson, United States Towson University Full timeJob SummaryTowson University (TU) is one of the nation's top 100 public universities. Located north of Baltimore, TU currently enrolls more than 19,000 students and is the second-largest university in the prestigious University System of Maryland. Towson University values diversity and fosters a climate that is grounded in respect and inclusion to cultivate...
-
Senior Financial Aid Processor
5 days ago
Towson, United States Towson University Full timeJob Summary Towson University (TU) is one of the nation's top 100 public universities. Located north of Baltimore, TU currently enrolls more than 19,000 students and is the second-largest university in the prestigious University System of Maryland. Towson University values diversity and fosters a climate that is grounded in respect and inclusion to cultivate...
-
Wealth Management Service Advisor
1 month ago
Towson, United States PeopleShare Full timeWealth Management Service Advisor Job SummaryPeopleShare is seeking a highly skilled Wealth Management Service Advisor to join our team. As a key member of our wealth advisory team, you will be responsible for providing exceptional client service, cultivating relationships, and garnering trust with our clients.Key Responsibilities:Provide hands-on assistance...
-
Wealth Management Service Advisor
7 days ago
Towson, United States PeopleShare Full timeWealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a full-time position reporting to the Lead Wealth Planner and Managing Director. This role involves client interaction, requiring a professional demeanor and appearance, and the ability to cultivate relationships and garner trust.Key Responsibilities:Provide hands-on...
-
Wealth Management Service Advisor
4 weeks ago
Towson, Maryland, United States PeopleShare Inc Full timeWealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for providing exceptional client service and support. This position involves interacting with clients, cultivating relationships, and garnering trust. The ideal candidate will be well-versed in eMoney software, providing hands-on...
-
Wealth Management Service Advisor
2 weeks ago
Towson, Maryland, United States PeopleShare Inc Full timeWealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for delivering exceptional wealth management services to our clients. This position requires a professional demeanor and the ability to cultivate relationships and garner trust.Key Responsibilities:Provide hands-on assistance to...
-
Wealth Management Service Advisor
5 days ago
towson, United States PeopleShare Inc Full timePeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...
-
Wealth Management Service Advisor
1 month ago
Towson, United States PeopleShare Full timePeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...
-
Wealth Management Service Advisor
2 months ago
Towson, United States PeopleShare Full timePeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...
-
Wealth Management Service Advisor
2 weeks ago
Towson, United States PeopleShare Full timeWealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for delivering exceptional wealth management services to our clients. This position requires a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.Key...
-
Wealth Management Service Advisor
2 months ago
Towson, United States PeopleShare Inc Full timePeopleShare is hiring for a thriving and expanding independent wealth management firm located in Lutherville, MD. They deliver advanced private wealth management solutions to individuals, business owners, and retirement plan sponsors primarily in Maryland and Washington, D.C. Join their dynamic team and help them continue to offer exceptional wealth...
-
Wealth Management Service Advisor
2 weeks ago
Towson, United States PeopleShare Full timeWealth Management Service Advisor Job DescriptionThe Wealth Management Service Advisor is a key role within our team, responsible for delivering exceptional wealth management services to our clients. This position requires a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.Key...
-
Client Services Associate
2 weeks ago
Towson, Maryland, United States who... a staffing company Full timeClient Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Who Staffing. As a Client Service Associate, you will play a critical role in supporting our Advisors and creating an exceptional customer experience for our clients.Key Responsibilities:Assist Advisors in client meetings, building...
-
Financial Planning Intern
2 weeks ago
Towson, Maryland, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Financial Planning Intern to join our Investor Center team. As a Financial Planning Intern, you will provide exceptional customer service support to clients who call or visit the branch, while also having the opportunity to grow your knowledge in personal investing and financial planning.Key...
-
Financial Planner
1 month ago
Towson, United States Partnership Wealth Management Full timePosition OverviewWe are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will have a strong background in financial concepts and sales, with financial planning and wealth management expertise.This role requires excellent attention to detail, organizational skills, ability to complete multiple tasks in a timely...
-
Financial Planner
1 month ago
Towson, United States Partnership Wealth Management Full timePosition OverviewWe are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will have a strong background in financial concepts and sales, with financial planning and wealth management expertise.This role requires excellent attention to detail, organizational skills, ability to complete multiple tasks in a timely...
-
Client Services Associate
3 weeks ago
Towson, Maryland, United States who... a staffing company Full timeClient Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Who Staffing. This full-time, direct hire opportunity is located in Cockeysville, MD, and requires on-site work five days a week.Job Summary:Our client, an independent advisory firm, is looking for a Client Service Associate to support...
-
Client Services Associate
1 month ago
Towson, United States who... a staffing company Full timeCLIENT SERVICE ASSOCIATE: COCKEYSVILLE, MDWho Staffing is looking for a Client Service Associate for a full-time, direct hire opportunity with our client in Cockeysville, MD. This role is on-site five days a week. Job Summary:Our client, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for...
-
Client Services Associate
1 month ago
Towson, United States who... a staffing company Full timeCLIENT SERVICE ASSOCIATE: COCKEYSVILLE, MDWho Staffing is looking for a Client Service Associate for a full-time, direct hire opportunity with our client in Cockeysville, MD. This role is on-site five days a week. Job Summary:Our client, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for...
-
Client Services Associate
1 month ago
Towson, United States WHO... a staffing company Full timeCLIENT SERVICE ASSOCIATE: COCKEYSVILLE, MD Who Staffing is looking for a Client Service Associate for a full-time, direct hire opportunity with our client in Cockeysville, MD. This role is on-site five days a week. Job Summary: Our client, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion...