Financial Aid Advisor

Found in: Talent US C2 - 1 week ago


Birmingham, United States Education Affiliates Full time

Requisition Number

22000

Location

Fortis Birmingham

Job Description

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.

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.



  • Birmingham, United States Advisor Group Full time

    Osaic Careers Sales & Operations Opportunity in Insurance Industry Advisor Consultant, Highland Capital Brokerage Location: ALL LOCATIONS & REMOTE Type: Full-time Summary: We are seeking an Advisor Consultant to join the team within Highland Capital Brokerage, a member of Osaic. This position is primarily responsible for the sale of annuity products to...


  • Birmingham, United States Raymond James Financial Services Full time

    Job Description - Advisor Mastery Program, Foundations- Birmingham, MI- June Start Date (2303539) Job Description Advisor Mastery Program, Foundations- Birmingham, MI- June Start Date - 2303539 Description Job Summary The AMP Foundations is a 12-month development program designed to create a pipeline for associates interested in beginning or expanding a...


  • Birmingham, United States Oakworth Capital Bank Full time

    Join Our Growing Team at Oakworth Capital Bank in Birmingham, AL! Oakworth Capital Bank is expanding, and we're excited to offer an outstanding opportunity for someone to join our team as an Associate Wealth Advisor. In this role, you'll play a crucial part in supporting both our current and future clients while embodying Oakworth's Core Values, including...

  • Associate Wealth Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Birmingham, United States Oakworth Capital Bank Full time

    Join Our Growing Team at Oakworth Capital Bank in Birmingham, AL!Oakworth Capital Bank is expanding, and we're excited to offer an outstanding opportunity for someone to join our team as an Associate Wealth Advisor. In this role, you'll play a crucial part in supporting both our current and future clients while embodying Oakworth's Core Values, including the...


  • Birmingham, United States Oakworth Capital Bank Full time

    Join Our Growing Team at Oakworth Capital Bank in Birmingham, AL!Oakworth Capital Bank is expanding, and we're excited to offer an outstanding opportunity for someone to join our team as an Associate Wealth Advisor. In this role, you'll play a crucial part in supporting both our current and future clients while embodying Oakworth's Core Values, including the...


  • Birmingham, United States Oakworth Capital Bank Full time

    Join Our Growing Team at Oakworth Capital Bank in Birmingham, AL! Oakworth Capital Bank is expanding, and we're excited to offer an outstanding opportunity for someone to join our team as an Associate Wealth Advisor. In this role, you'll play a crucial part in supporting both our current and future clients while embodying Oakworth's Core Values, including...


  • Birmingham, United States The Piedmont Group Full time

    Description Join our team at The Piedmont Group in Birmingham, AL, US as we search for a Licensed Wealth Management Financial Advisor. We are a highly regarded financial services firm committed to delivering tailored solutions and exceptional value to our clients. This role offers you the chance to play a key role in enhancing the financial well-being of...


  • Birmingham, United States CareerBuilder Full time

    Job Description - Advisor Mastery Program, Foundations- Birmingham, MI- June Start Date (2303539) Job Description Advisor Mastery Program, Foundations- Birmingham, MI- June Start Date - 2303539 Description Job Summary The AMP Foundations is a 12-month development program designed to create a pipeline for associates interested in beginning or expanding a...

  • Financial Consultant

    Found in: Resume Library US A2 - 1 week ago


    Birmingham, Alabama, United States StoneX Group Full time

    Overview: Connecting clients to markets – and talent to opportunity   With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing...

  • Financial Consultant

    Found in: Resume Library US A2 - 1 week ago


    Birmingham, Alabama, United States StoneX Group Full time

    Overview: Connecting clients to markets – and talent to opportunity   With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing...

  • Financial Planning Analyst

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Birmingham, United States Cahaba Wealth Management, Inc. Full time

    Job Title: Financial Planning AnalystLocation: 3800 Colonnade Parkway Ste. 630 Birmingham, AL 35243Company Overview:Cahaba Wealth Management is a leading financial planning firm dedicated to providing personalized financial advice and services to our clients. We strive to empower our clients through strategic planning and tailored financial solutions. Our...


  • Birmingham, United States Cahaba Wealth Management, Inc. Full time

    Job Title: Financial Planning AnalystLocation: 3800 Colonnade Parkway Ste. 630 Birmingham, AL 35243Company Overview:Cahaba Wealth Management is a leading financial planning firm dedicated to providing personalized financial advice and services to our clients. We strive to empower our clients through strategic planning and tailored financial solutions. Our...


  • Birmingham, United States CareerBuilder Full time

    Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the...

  • Financial Consultant Partner

    Found in: Lensa US 11 C2 - 1 week ago


    Birmingham, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...


  • Birmingham, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...


  • Birmingham, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...

  • Financial Consultant Partner

    Found in: beBee S US - 1 week ago


    Birmingham, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our...


  • Birmingham, United States Hunter Truck Full time

    Job Description Job Description Hunter Truck is hiring! We are currently looking for a Service Writer / Advisor to join our energetic and committed team members at our Uniontown, PA location. A family-owned authorized dealer of Peterbilt trucks, Hunter Truck has provided generations of trucking solutions and an unparalleled commitment to personalized...

  • Financial Consultant Partner

    Found in: Jooble US O C2 - 1 week ago


    Birmingham, AL, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...

  • Paraplanner

    2 weeks ago


    Birmingham, United States MavenCross Wealth Advisors® Full time

    MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is… “To be obvious choice for guiding clients to joyfully steward their resources.” The paraplanner will assist the financial advisor(s) with the financial planning workflow and delivering an exceptional client service...