Financial Aid Advisor
California Institute of Applied Technology, Albuquerque, New Mexico, United States
Overview
Full-time Description. 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 judgment
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
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 a customer centric focus, and we want people highly committed to achieving goals, where our success equals student’s success.
We are accountable for our actions, and if errors occur, we focus on preventing future errors and moving forward.
We have a growth mindset, always looking for ways to improve, with a sincere belief that every student can do better and achieve their goals.
We expect every employee to be an example of conduct and professionalism, being a role model to students and colleagues.
We commit to fostering an inclusive and supportive learning environment that respects the diversity of students’ backgrounds, experiences, and perspectives.
We foster lifelong learning and professional development.
Physical Demands
Essential functions of this role require sitting for extended periods of time.
Ability to type, use a computer to search for information and input information while speaking on the phone is required.
Requires daily use of a personal computer and related software applications at a workstation.
Requires dependability and excellent attendance records.
May require occasional travel to conduct CIAT business.
The employee will be required to compute simple mathematical calculations as a normal part of this role.
Work Environment
While performing the responsibilities of this remote position, the job holder will work in a home office environment. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job. This role routinely involves using standard office equipment such as computers, phones, and virtual communication tools. Employees are expected to ensure that their home office is a safe and ergonomic working environment, as the company will for employees working on campus. Employees must maintain data security and confidentiality in accordance with company policies and use secure connections for all work-related activities. Expectations regarding work hours, availability, and time tracking will be clearly communicated and must be adhered to. The company is not responsible for maintaining home office environments beyond the provision of reasonable accommodations and necessary work-related equipment. Workers\' compensation and liability for injuries that occur in the home office will be covered as per company policy and applicable laws. This remote work policy is designed to comply with all relevant local, state, and federal laws.
When in the office
When in the office, employees are expected to follow all workplace safety rules, security protocols, and professional conduct guidelines. They should maintain a clean and organized work area, be punctual, and actively engage in in-person meetings, collaboration, and training as scheduled. The in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby.
AAP/EEO Statement
California Institute of Applied Technology provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, California Institute of Applied Technology complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. California Institute of Applied Technology expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of California Institute of Applied Technology employees to perform their job duties may result in discipline up to and including discharge.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.
Salary Range
The salary range for the Financial Aid Advisor is $24.00-$32.00 hourly/DOE. However, the expected starting salary for this position is $24.00- $27.00 hourly/DOE. We base salary offers on a variety of considerations, such as education, experience, equity and other business and organizational needs. #ZR
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Full-time Description. 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 judgment
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
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 a customer centric focus, and we want people highly committed to achieving goals, where our success equals student’s success.
We are accountable for our actions, and if errors occur, we focus on preventing future errors and moving forward.
We have a growth mindset, always looking for ways to improve, with a sincere belief that every student can do better and achieve their goals.
We expect every employee to be an example of conduct and professionalism, being a role model to students and colleagues.
We commit to fostering an inclusive and supportive learning environment that respects the diversity of students’ backgrounds, experiences, and perspectives.
We foster lifelong learning and professional development.
Physical Demands
Essential functions of this role require sitting for extended periods of time.
Ability to type, use a computer to search for information and input information while speaking on the phone is required.
Requires daily use of a personal computer and related software applications at a workstation.
Requires dependability and excellent attendance records.
May require occasional travel to conduct CIAT business.
The employee will be required to compute simple mathematical calculations as a normal part of this role.
Work Environment
While performing the responsibilities of this remote position, the job holder will work in a home office environment. Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job. This role routinely involves using standard office equipment such as computers, phones, and virtual communication tools. Employees are expected to ensure that their home office is a safe and ergonomic working environment, as the company will for employees working on campus. Employees must maintain data security and confidentiality in accordance with company policies and use secure connections for all work-related activities. Expectations regarding work hours, availability, and time tracking will be clearly communicated and must be adhered to. The company is not responsible for maintaining home office environments beyond the provision of reasonable accommodations and necessary work-related equipment. Workers\' compensation and liability for injuries that occur in the home office will be covered as per company policy and applicable laws. This remote work policy is designed to comply with all relevant local, state, and federal laws.
When in the office
When in the office, employees are expected to follow all workplace safety rules, security protocols, and professional conduct guidelines. They should maintain a clean and organized work area, be punctual, and actively engage in in-person meetings, collaboration, and training as scheduled. The in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby.
AAP/EEO Statement
California Institute of Applied Technology provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, California Institute of Applied Technology complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. California Institute of Applied Technology expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of California Institute of Applied Technology employees to perform their job duties may result in discipline up to and including discharge.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.
Salary Range
The salary range for the Financial Aid Advisor is $24.00-$32.00 hourly/DOE. However, the expected starting salary for this position is $24.00- $27.00 hourly/DOE. We base salary offers on a variety of considerations, such as education, experience, equity and other business and organizational needs. #ZR
#J-18808-Ljbffr