Financial Aid Advisor
California Institute of Applied Technology, Albuquerque, NM, United States
Work from Home (WFH)
Remote work must be performed while residing in California, Florida or New Mexico CIAT Location:
San Diego, CA and Albuquerque, NM Reports to:
Financial Aid Advising Manager Status:
Non-exempt Employment Type:
Full-time Summary
Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines. Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements. This position will also evolve into processing other funding types. Responsibilities
Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process Work closely with admission advisors to complete new enrollment packets each term Maintains historic documents and data regarding financial aid files according to federal guidelines Adheres to and is knowledgeable of appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents Develop, modify, implement, and maintain the application intake and tracking process for proper documentation of all awards for audit trail Prove, and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional and other policies, and procedures Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance Conduct workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues Utilize the student management system to record all student account information Review the Finance section in ISIR and ensure documentation for all standards is complete, accurate and well written Identify areas of deficiency and bring creative solutions Work to financially clear all new student files before the start of the term by collecting documents to clear verifications/c-codes Provide financial projections within the school guidelines that are most favorable to students Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed within a maximum of 45 days from the start of the program Adhere to CIAT’s compliance requirements to ensure all Federal, State, accreditation, and institutional policies and procedures are being met Follow communication guidelines to ensure high levels of customer service and professionalism Embody CIAT’s mission, vision, purpose, and values Requirements
Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties Broad knowledge of federal financial aid programs and recordkeeping requirements Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software General knowledge of accounting practices, data processing and computer applications Detail oriented, outstanding research and analytical skills Ability to multitask Works with a sense of urgency, while engaging and listening to experts Exhibits a high degree of flexibility in adapting to a rapidly changing environment Problem solve rapidly and effectively Strong organizational skills with the proven ability to prioritize Process tasks in a timely manner Work independently with minimal supervision Capability to handle confidential and sensitive information, following confidentiality guidelines Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others Ability to communicate effectively and professionally with other team members Team player with a positive, can-do attitude Proficient in the use of standard Microsoft Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project and ability to learn additional software products Self-motivated with a strong work ethic, dedicated to quality, quantity, results and timeliness Demonstrated ability to anticipate needs and exercise independent judgmen Excellent analytical skills, problem resolution skills and general business acumen Ability to work collaboratively with colleagues, academic departments, and administration to support student success, achieve institutional goals and contribute to a positive and inclusive culture Position may require work responsibilities outside of normal business hours to accommodate business needs and deadlines Flexible to work longer hours to meet deadlines, if needed Able to handle sensitive information with a high degree of confidentiality Possess high ethical standards, being an example of professionalism to others Must be able to embody CIAT’s mission, vision, purpose, and values Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday. Occasional weekend and evening hours may be required. Supervisory Responsibility
This position has no supervisory responsibilities. Values
Values such as integrity, excellence, customer service, teamwork and mutual respect are some of those that remain constant, regardless of changes in our company. When identifying company values, it is important that those values are demonstrated during business each day. Our values set expectations for how employees and managers interact with every person while representing the company. We are passionate about education and student success. We value integrity and excellence in our employees and students. We treat ourselves and our students with dignity and respect. We believe in and encourage innovation at our school to better help our students succeed. We have
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Remote work must be performed while residing in California, Florida or New Mexico CIAT Location:
San Diego, CA and Albuquerque, NM Reports to:
Financial Aid Advising Manager Status:
Non-exempt Employment Type:
Full-time Summary
Evaluates, approves, and awards financial aid to students in accordance with federal, state, and school regulations, policies, and operating guidelines. Assesses financial needs of students and advises students and/or parents regarding financial aid options, processes, and requirements. This position will also evolve into processing other funding types. Responsibilities
Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process Work closely with admission advisors to complete new enrollment packets each term Maintains historic documents and data regarding financial aid files according to federal guidelines Adheres to and is knowledgeable of appropriate guidelines relating to FERPA and CIAT policy on the release of records and information to a third party Reviews and assesses eligibility of applications for financial aid; exercises professional judgment to determine whether adjustments should be made Reviews for accuracy and provides signature approval/disapproval of loan applications, promissory notes, and other financial documents Develop, modify, implement, and maintain the application intake and tracking process for proper documentation of all awards for audit trail Prove, and/or revise all financial aid packaging for all qualified applicants in accordance with federal, state, institutional and other policies, and procedures Provide information on the telephone, video calls and through electronic chat, to students, prospective students, and families regarding student financial aid, and account balance Conduct workshops and/or presentations to students, parents, and/or other interested parties on financial aid policy and procedural issues Utilize the student management system to record all student account information Review the Finance section in ISIR and ensure documentation for all standards is complete, accurate and well written Identify areas of deficiency and bring creative solutions Work to financially clear all new student files before the start of the term by collecting documents to clear verifications/c-codes Provide financial projections within the school guidelines that are most favorable to students Upload documents and work with FAS (third party agency) to ensure all files are cleared and ready to be disbursed within a maximum of 45 days from the start of the program Adhere to CIAT’s compliance requirements to ensure all Federal, State, accreditation, and institutional policies and procedures are being met Follow communication guidelines to ensure high levels of customer service and professionalism Embody CIAT’s mission, vision, purpose, and values Requirements
Preferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties Broad knowledge of federal financial aid programs and recordkeeping requirements Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software General knowledge of accounting practices, data processing and computer applications Detail oriented, outstanding research and analytical skills Ability to multitask Works with a sense of urgency, while engaging and listening to experts Exhibits a high degree of flexibility in adapting to a rapidly changing environment Problem solve rapidly and effectively Strong organizational skills with the proven ability to prioritize Process tasks in a timely manner Work independently with minimal supervision Capability to handle confidential and sensitive information, following confidentiality guidelines Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others Ability to communicate effectively and professionally with other team members Team player with a positive, can-do attitude Proficient in the use of standard Microsoft Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project and ability to learn additional software products Self-motivated with a strong work ethic, dedicated to quality, quantity, results and timeliness Demonstrated ability to anticipate needs and exercise independent judgmen Excellent analytical skills, problem resolution skills and general business acumen Ability to work collaboratively with colleagues, academic departments, and administration to support student success, achieve institutional goals and contribute to a positive and inclusive culture Position may require work responsibilities outside of normal business hours to accommodate business needs and deadlines Flexible to work longer hours to meet deadlines, if needed Able to handle sensitive information with a high degree of confidentiality Possess high ethical standards, being an example of professionalism to others Must be able to embody CIAT’s mission, vision, purpose, and values Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday. Occasional weekend and evening hours may be required. Supervisory Responsibility
This position has no supervisory responsibilities. Values
Values such as integrity, excellence, customer service, teamwork and mutual respect are some of those that remain constant, regardless of changes in our company. When identifying company values, it is important that those values are demonstrated during business each day. Our values set expectations for how employees and managers interact with every person while representing the company. We are passionate about education and student success. We value integrity and excellence in our employees and students. We treat ourselves and our students with dignity and respect. We believe in and encourage innovation at our school to better help our students succeed. We have
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