Student Financial Services Consultant

2 months ago


Lake Worth, Florida, United States Palm Beach State College Full time

Join Our Dedicated Team

What We Provide

At Palm Beach State College, we offer an environment where innovation thrives and community engagement flourishes. By becoming part of our institution, you will collaborate with professionals from diverse backgrounds who are committed to nurturing talent and addressing the workforce needs of our community. As a Panther, you will be part of a culture that values inclusivity, support, and connection among students and staff alike. We are in search of dynamic individuals to assist PBSC in its mission of fostering hope, enhancing skills, and transforming lives.

Role Overview

The Student Financial Services Consultant, under general supervision, is tasked with delivering financial aid support to prospective and current students, their families, and the broader community. This includes assessing and interpreting financial data submitted by applicants to ascertain their eligibility for financial assistance and determining the type and amount of aid to be allocated in accordance with established federal and institutional guidelines. This position requires flexibility in scheduling, including evenings, weekends, and potential travel to various campuses as needed.

Daily Responsibilities of a Student Financial Services Consultant:

Offers comprehensive guidance to both current and prospective students and their families regarding the financial aid process and eligibility criteria through various communication methods. Advises students on financial aid awards and alternative financing options when necessary. Reviews financial aid applications for completeness and adherence to relevant guidelines. Develops presentations and leads financial aid workshops, new student orientations, and other recruitment-related events. Clarifies loan options and ensures that students and co-signers comprehend their repayment obligations. Educates students and families about their expected family contribution (EFC) and its impact on financial aid eligibility. Provides counsel to students contemplating withdrawal from classes, informing them about the return of Title IV funds process and implications of withdrawal. Evaluates verification, Satisfactory Academic Progress (SAP), and special circumstances documentation for accuracy and completeness to facilitate student progress and determine financial aid eligibility. Monitors and advises students on their Satisfactory Academic Progress plans to ensure compliance with institutional policies. Assesses students for unusual or mitigating circumstances, guiding them through the specific processes for their needs. Remains informed of regulatory changes and commits to ongoing professional development relevant to managing caseloads. Performs additional job-related duties as assigned.

Ideal Candidate Qualifications:

Education and Experience:

Bachelor's Degree Two years of relevant experience

Knowledge of:

Federal, State, Local, and County financial aid laws, regulations, and guidelines Microsoft Office Suite or similar software Federal needs analysis procedures IRS tax regulations related to financial aid Differences between clock hour and credit hour programs and their respective awarding methodologies Principles of Academic Advising

Skills:

Strong attention to detail with effective time and task management abilities Proficient in fact-finding, analysis, and problem-solving

Abilities:

Demonstrate critical thinking and interpersonal skills Engage positively with diverse populations and varying educational backgrounds of students, faculty, staff, and the public Organize and prioritize multiple tasks to enhance personal and team effectiveness Communicate effectively, both verbally and in writing, with internal and external stakeholders, building relationships and managing expectations for high-quality service

Licenses, Certifications, or Special Requirements:

Regular physical attendance is essential Must not be debarred from Title IV Programs and not in default on Title IV student loans

Additional Preferred Qualifications:

Education and Experience:

Four years of relevant experience

Skills:

Proficiency in bilingual communication, both written and spoken

Work Environment and Physical Demands:

Ability to reach and grasp objects Capability to stoop, bend, kneel, crouch, or crawl Proficient use of video display terminals Manual dexterity and fine motor skills required Effective oral and written communication skills Ability to comprehend information through oral and written communication Skill in proofreading and ensuring document accuracy Flexibility to work a varied schedule

This job description serves as a general overview of the essential functions of the position. It is not an exhaustive list of all duties and responsibilities, and the specific tasks assigned may vary.

Additional Benefits:

Culture: Join an inclusive environment where every role is valued and employees feel a sense of belonging. Education Benefits: Tuition fee waivers, reimbursement options, degree recognition awards, educational leave, and more. Health and Wellness: Comprehensive medical, dental, vision, disability, and life insurance options available. Generous Time Off: Vacation, sick leave, holidays, and additional paid time off during spring and winter breaks. Panther Perks: Opportunities for remote or hybrid work, wellness programs, and resources for stress management and nutrition. Professional Development: Access to leadership programs, workshops, and online learning resources. Retirement Investments: Options for state retirement plans and voluntary 403(b) and 457 plans.

Application Preparation:

To apply for a position at Palm Beach State College, please review the following information:

Ensure you meet the minimum qualifications as only eligible applicants will be considered. A background check and drug screening may be required based on the position's specific requirements. Employment is contingent upon passing these checks. The Office of Human Resources aims to respond to all applicants once a selection is made. Please be aware of the position closing date.

Application Deadline

This position remains open until filled.

  • Lake Worth, Florida, United States Palm Beach State College Full time

    Join Our Dynamic Team What We Provide At Palm Beach State College, we offer an environment where innovation thrives and community engagement flourishes. By becoming part of our team, you will connect with professionals from various backgrounds who are committed to nurturing talent and addressing workforce needs. We pride ourselves on fostering a culture of...


  • Lake Worth, Florida, United States Firefighters First Credit Union Full time

    Empower Firefighters and Their Families to Achieve Financial SuccessFirefighters First Federal Credit Union is seeking a highly motivated and customer-focused Financial Service Consultant II (Personal Banker) to join our team in West Palm Beach, FL. As a key member of our team, you will be responsible for establishing new member relationships and providing...


  • Lake Worth, Florida, United States Firefighters First Credit Union Full time

    Financial Services Consultant II (Personal Banker) Job DescriptionFirefighters First Federal Credit Union is seeking a highly motivated and customer-focused Financial Services Consultant II (Personal Banker) to join our team in our West Palm Beach, FL branch.Job Summary:The Financial Services Consultant II is responsible for establishing new member...

  • Financial Advisor

    1 month ago


    Lake Worth, Florida, United States Creative Financial Network Full time

    Grow. Protect. Distribute. Assets.Creative Financial Network is a private firm offering an exceptional opportunity for individuals to excel in the financial industry.Financial Consultant:Our Elite Income Program provides unlimited leads, top commission, weekly income, and daily 1:1 coaching. We are committed to helping our consultants grow and succeed in...


  • Lake Mary, Florida, United States Addition Financial Full time

    Job Title: Relationship AdvisorAt Addition Financial, we're seeking a skilled Relationship Advisor to join our team. As a key member of our Contact Center, you'll play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships with our organization.Job Summary:The Relationship...


  • Lake Worth, Florida, United States Fifth Third Bank Full time

    Job Title: Personal BankerAbout the Role:Fifth Third Bank is seeking a highly motivated and customer-focused Personal Banker to join our team. As a Personal Banker, you will be responsible for building and maintaining relationships with our customers, providing personalized financial solutions, and driving revenue growth.Key Responsibilities:Use a...

  • Investment Consultant

    2 weeks ago


    Lake Worth, Florida, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping clients achieve their financial goals? Do you have a knack for building strong relationships and a desire to learn and grow in a dynamic industry? If so, we invite you to explore the exciting opportunity of becoming an Investment Consultant at Charles...


  • Lake Mary, Florida, United States Addition Financial Full time

    Contact Center Relationship AdvisorJoin Addition Financial's dynamic team as a Contact Center Relationship Advisor, where you will play a vital role in delivering exceptional member service and driving business growth. As a key member of our Contact Center team, you will be responsible for handling member calls, determining their needs, and providing...


  • Lake Worth, Florida, United States Palm Beach State College Full time

    About this RolePalm Beach State College is seeking a highly skilled Financial Aid Advisor to join our team. As a key member of our student services department, you will play a critical role in providing financial aid guidance to prospective and currently enrolled students, parents, and the community.Key ResponsibilitiesProvide comprehensive counseling to...

  • Investment Consultant

    2 weeks ago


    Lake Worth, Florida, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key Responsibilities:Learn and...

  • Financial Aid Advisor

    4 weeks ago


    Lake Worth, Florida, United States Palm Beach State College Full time

    About this roleWe are seeking a highly skilled and compassionate Financial Aid Advisor to join our team at Palm Beach State College. As a Financial Aid Advisor, you will play a critical role in providing guidance and support to students and their families as they navigate the financial aid process.Key ResponsibilitiesProvide comprehensive counseling to...


  • Lake Worth, Florida, United States PNC Bank Corp. Full time

    Role OverviewThe Client Relationship Specialist plays a pivotal role in enhancing the branch's customer portfolio through a range of proactive sales and service initiatives.Key ResponsibilitiesCustomer Acquisition: Actively seeks to grow the customer base by identifying and engaging potential clients.Customer Experience Management: Focuses on improving the...


  • Lake Worth, Florida, United States Palm Beach State College Full time

    About this roleThe Financial Aid Advisor will provide guidance to students, parents, and the community on financial aid options and eligibility. This role will also evaluate and analyze financial information to determine eligibility for financial assistance and award the appropriate type and amount of aid.ResponsibilitiesProvide comprehensive counseling to...


  • Lake Worth, Florida, United States Palm Beach State College Full time

    About this RoleWe are seeking a highly skilled Financial Aid Systems Administrator to join our team at Palm Beach State College. As a key member of our financial aid operations team, you will be responsible for the configuration of financial aid processes, calculations, reports, and condition rules within our system.Key ResponsibilitiesConfigure financial...


  • Lake Mary, Florida, United States Addition Financial Credit Union Full time

    The Accounting Operations Analyst role at Addition Financial Credit Union is a key position responsible for ensuring the accuracy and efficiency of daily ACH file processing and related journal entries.Key Responsibilities:Process and balance daily ACH files from the Federal Reserve BankPrepare ACH related journal entriesThis role requires strong analytical...


  • Lake Worth, Florida, United States Thomas Morrison - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and enthusiastic professional to join our team as an Insurance and Financial Services Position - State Farm Agent Team Member. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesEstablish...


  • Lake Worth, Florida, United States WELLS FARGO BANK Full time

    About this RoleWe are seeking a skilled Mortgage Bank Sales Consultant to join our team at Wells Fargo Bank. As a key member of our Consumer Lending division, you will play a critical role in originating mortgage loans and providing exceptional customer service to our clients.Key ResponsibilitiesOriginate mortgage loans and collaborate with branch leadership...


  • Lake Worth, Florida, United States Palm Beach State College Full time

    About this roleWe are seeking a highly skilled Financial Operations Leader to join our team at Palm Beach State College. As a key member of our finance department, you will be responsible for leading all financial operations of the College Foundation.Key responsibilities include overseeing all accounting practices, maintaining fiscal records, and preparing...


  • Lake Worth, Florida, United States WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a skilled Community Mortgage Bank Sales Consultant to join our team in Consumer Lending as part of Home Lending. As a Community Mortgage Bank Sales Consultant, you will be responsible for originating mortgage loans, collaborating with branch leadership, and mentoring employees to increase knowledge of mortgage products...


  • Lake Mary, Florida, United States Verizon Full time

    Join Verizon's Finance TeamWe're seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Verizon. As a key member of our Finance Organization, you will play a critical role in driving business growth and profitability.Key Responsibilities:Develop and maintain financial models and forecasts to support business...