Financial Solutions Advisor
Core
Guide learners through education funding options, including federal aid, military benefits, and self-pay plans to remove financial obstacles to academic success.
Role type
Financial Solutions Advisor (Financial Aid & Billing)
Builds
Learner access to education funding and successful enrollment completion
Domain
Higher Education / Student Financial Services
Deliverable
client delivery
Required skills
Federal student aid regulations, FAFSA navigation, military benefits counseling, payment plan administration, CRM systems, data analysis
Preferred skills
Higher education admissions, call center operations, bilingual English/Spanish, CRM/dialer tools
Responsibilities
Consult on funding options and eligibility, guide FAFSA and verification processes, administer payments and resolve overdue balances, partner with Success Coaches on enrollment changes, document interactions in CRM, meet departmental metrics
Seniority
Mid-level, hands-on IC