Student Financial Services Advisor

Student Financial Services Advisor

Classification: Exempt
Division/Department: Office of Business and Finance/Student Financial Services
Reports To: Director of Customer Engagement and Outreach


Primarily responsible for providing excellent in-person, telephone, and virtual customer service within a high-volume environment to students, parents, and the College community about the financial aid process and billing/payment policies.

This position is also responsible for assisting with outreach efforts to help support enrollment and retention objectives.

Essential Duties and Responsibilities
  • Provides information to students, parents, colleagues, and the Morehouse community regarding financial aid and student accounts both virtually and in-person following federal, state, and institutional regulations
  • Investigates and provides solutions regarding financial aid and student account customer issues
  • Assists in awarding financial aid according to program regulations
  • Reviews the accuracy of financial aid applications and verify application
    information with supporting documentation
  • Receives and properly inputs a variety of financial aid documents
  • Collects money owed to Morehouse using telephone and mail collection techniques to meet enrollment and retention objectives set by management
  • Evaluates financial circumstances to determine appropriate student account payment options
  • Counsels students and parents on various enrollment management issues to include all aspects from orientation to enrollment and after, including but not limited to admissions, registration, and academic records
  • Assist with community outreach efforts, including conducting calling campaigns, financial management workshops, orientation presentations to students, parents, and other Morehouse staff and key groups
  • Provides backup assistance to assist with the review of subsequent ISIR transactions
  • Recalculates eligibility and makes appropriate adjustments to the student record, award, and/ or disbursement, and when necessary, communicates changes to federal or state government
  • Performs other duties as assigned
Required Knowledge, Skills, and Abilities
  • Exceptional verbal and written communication skills, including the ability to effectively de-escalate difficult customer interactions
  • Must possess high ethical and professional standards; be highly motivated; flexible; adaptable, and service-oriented
  • Must not be in default on federal student loans and have the ability to access federal student aid databases (NSLDS, COD, FAAaccess)
Minimum Position Requirements
  • Bachelor’s degree and one year of experience in a financial aid office, including demonstrated knowledge of federal financial aid regulations and policies or five years related experience
Physical Demands
  • Sitting for extended periods
  • Occasional lifting up to 10 pounds
  • Must be able to work in a climate-controlled office environment

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