Financial Solutions Advisor
Core
Guide learners through federal student aid, military benefits, and self-pay options to ensure educational affordability and compliance.
Role type
Financial Solutions Advisor (Financial Aid & Billing)
Builds
Learner funding plans and payment resolutions
Domain
Higher Education / Student Financial Services
Deliverable
client delivery
Required skills
FAFSA navigation, Title IV regulations, military benefits counseling, payment plan administration, CRM documentation
Preferred skills
Higher education admissions, call center operations, bi-lingual English/Spanish
Technologies
NSLDS, FAA Access to CPS, CRM systems, dialer applications
Responsibilities
Partner with learners on FAFSA completion and verification; Counsel on military tuition benefits; Administer monthly payment plans and resolve overdue balances; Document learner interactions in CRM; Meet departmental metrics standards.
Seniority
Entry-level to Mid-level, hands-on IC