Student Financial Services Consultant

2 weeks ago


Schaumburg, Illinois, United States Roosevelt University Full time

Position Overview: The Financial Aid Advisor plays a crucial role in representing the university's Enrollment Management division to both current and prospective families, focusing on accessibility, affordability, and financial solutions. This is a full-time role that may require evening and weekend hours. The advisor will report directly to the Director of Financial Aid Services.

Key Responsibilities:

  • Collaborate with students to secure the necessary resources for financing their education.
  • Enhance student satisfaction and retention through exceptional customer service and proactive financial support for a designated group of students.
  • Utilize independent judgment to assess each student's financial situation and develop tailored financing strategies that foster engagement and success.
  • Provide comprehensive information to students and families regarding various financial aid options.
  • Assist students in completing financial aid applications and payment agreements while staying informed about federal, state, and institutional regulations.
  • Effectively communicate policies and procedures, ensuring students understand their significance.
  • Process student aid and account requests efficiently and accurately.
  • Leverage technology to enhance service delivery to students and families.
  • Manage all aspects of third-party billing, acting as a liaison for agencies and coordinating billing processes.
  • Work collaboratively with colleagues across departments to ensure an outstanding educational experience for students.
  • Conduct financial aid outreach programs and deliver presentations at various events.
  • Identify and implement improvements to current processes and participate in special projects as needed.

Qualifications:

  • A bachelor's degree in a relevant field.
  • At least one year of experience in financial aid, student accounts, or a related area.
  • Strong organizational, communication, and interpersonal skills with a keen attention to detail.
  • Ability to exercise sound judgment and maintain positive working relationships.
  • Commitment to service excellence, embodying the university's core values in all interactions.
  • Professional demeanor with a strong focus on customer service.
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.

Preferred Qualifications:

  • Experience with financial aid software.
  • Background in assisting diverse student populations.

Working Conditions: This position is primarily office-based in a climate-controlled environment, requiring occasional movement within the office and light physical activity.



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