Financial Aid Advisor
4 weeks ago
POSITION OBJECTIVE:
The 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.
Location
Requirements
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.
#J-18808-Ljbffr
-
Financial Advisor
1 week ago
Houston, United States Strategic Financial Group Full timeFinancial Services Professional: Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...
-
Financial Advisor
1 week ago
Houston, United States Strategic Financial Group Full timeFinancial Services Professional: Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...
-
Financial Advisor
4 days ago
Houston, United States Strategic Financial Group Full timeFinancial Services Professional: Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...
-
Financial Advisor
1 month ago
Houston, United States Strategic Financial Group Full timeJob DescriptionJob DescriptionEmbark on a Career as a Financial Services Professional at Strategic Financial GroupJoin the ranks of Strategic Financial Group, an esteemed financial planning entity under the expansive umbrella of MassMutual, a Fortune 100 trailblazer. Our mission? To champion financial independence, future preparedness, and community impact...
-
Financial Advisor
7 days ago
Houston, United States Strategic Financial Group LLC Full timeFinancial Services Professional: Strategic Financial Group is a comprehensive financial planning firm focused on delivering exceptional financial planning services to individuals, families, and business owners. As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people keep their promises,...
-
Financial Advisor
4 weeks ago
Houston, United States Strategic Financial Group Full timeJob DescriptionJob DescriptionFinancial Services Professional: Entry-Level OpportunityEmbark on a transformative career with Strategic Financial Group, a leading financial planning firm and esteemed General Agency of MassMutual—a Fortune 100 titan renowned for empowering communities and individuals since 1851. As a Financial Advisor, you'll play a...
-
Voya Houston Financial Advisor
4 weeks ago
Houston, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457 enrollment,...
-
Voya Houston Financial Advisor
4 weeks ago
Houston, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment...
-
Financial Advisor
1 week ago
Houston, United States Magellan Financial & Insurance Services, Inc. Full timeJob Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management exceeds the usual offerings in the financial industry. Our seasoned financial advisors concentrate on directing our clients toward a stable and secure retirement. We provide a comprehensive array of services including wealth management,...
-
Financial Advisor
2 days ago
Houston, United States Magellan Financial & Insurance Services, Inc. Full timeJob Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning, and...
-
Financial Advisor
2 days ago
Houston, United States Magellan Financial & Insurance Services, Inc. Full timeJob Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com)Who We Are:Roberts Wealth Management goes beyond typical financial services. Our expert financial advisors are committed to guiding our clients towards a secure and prosperous retirement. We offer a broad range of services, such as wealth management, estate planning, and...
-
Financial Advisor
2 weeks ago
Houston, United States CNI Consulting Inc. Full timeJob Description FINANCIAL ADVISOR Overview Our client is currently seeking an experienced Financial Advisor to join their growing team. The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. The Financial Advisor will work with additional team members to provide...
-
Associate Financial Advisor
7 days ago
Houston, United States Prime Capital Investment Advisors Full timePrime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Investment...
-
Associate Financial Advisor
3 weeks ago
Houston, United States Prime Capital Investment Advisors Full timePrime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Investment...
-
Associate Financial Advisor
4 days ago
Houston, United States Prime Capital Investment Advisors Full timePrime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Investment...
-
Financial Advisor
1 week ago
Houston, United States Leah Yosef International Full timeWealth Advisor, Independent RIA Houston, TX Overview Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth). This role is ideal for an independent or...
-
Financial Advisor
3 days ago
Houston, United States New York Life Full timeDescription Are you a motivated individual looking to join the Financial Advisor team at the Houston branch of New York Life? At New York Life, we empower Advisors to create their own professional paths by offering exceptional training in marketing, client engagement, and impactful communication. Supported by a strong sales team and dedicated development...
-
Associate Financial Advisor
4 weeks ago
Houston, United States CNI Consulting Inc. Full timeJob Description ASSOCIATE FINANCIAL ADVISOR Overview Our client is currently seeking an Associate Financial Advisor to join their growing team in their Houston, TX office. The Associate Financial Advisor, or AFA, will support the Financial Advisor to further develop and enhance existing client relationships. The AFA will assist the Financial Advisor by...
-
Financial Advisor
4 days ago
Houston, United States Leah Yosef International Full timeWealth Advisor, Independent RIAHouston, TXOverview Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth).This role is ideal for an independent or captive...
-
Financial Advisor
4 weeks ago
Houston, United States New York Life Full timeDescription Seeking a driven individual interested in joining the Financial Advisor team at the Houston office of New York Life. New York Life offers Advisors the chance to forge their own professional journeys, providing top-notch training in marketing, client relations, and effective communication. Backed by robust sales assistance and a committed...
