Student Finance Advisor

Location

Arizona | United States

Job description

Purpose of the Position

To assist the Admissions Department by advising prospective students about the completion of the financial aid process so that the school can request disbursement of their funds; to collect non Title IV funds on an as-scheduled basis, and to advise continuing students including those preparing for externship or graduation about options to address their account balances before they leave school.

UMA is a nonprofit healthcare educational institution with a national presence. Headquartered in Tampa, Florida and founded in 1994, UMA offers content-rich, interactive online programs as well as hands-on training at our Clearwater, Florida campus. 

• Anticipated starting rate of $18.00 per hour
• Medical (including prescription), Dental, Vision (UMA subsidized)
• FSA/HSA (Depending on Medical Plan chosen)
• $50,000 Life Insurance (UMA paid)a
• Additional Voluntary Life Insurance (Team Member paid)
• Employee Assistance Program – EAP (UMA paid)
• Long Term Disability (UMA paid)
• Short Term Disability (Team Member paid)
• Supplemental Insurance such as Critical Illness, Accident, and Hospital (Team Member Paid)
• Paid Time Off – 15 days accrued in year 1, 9 holidays, and 1 day of Volunteering Time Off
• 401k (eligible upon completion of 90 days of employment and must be at least 21 years of age)
• Pet Insurance
• Identity Theft Protection

Primary Duties and Responsibilities

• Coordinates communications to students and send emails where appropriate.
• Follows up on FAFSA and missing document renewals for continuing students.
• Works on externship and graduation clearance process so students don’t leave school with a balance.
• Checks NSLDS to review student default status, overpayments and total aggregate loan limit.
• Answers inquiries regarding financial aid and student account issues via phone and email.
• Responsible for reducing Average Accounts Receivables for assigned student population, and be proactive about reaching out to them and assisting them finding alternatives for reducing their AR.
• Demonstrates knowledge of, and carefully follows all applicable federal and state compliance requirements and regulations including those prescribed by the Department of Education, accrediting agencies, CIE, and internal UMA policies and procedures.
• Effectively communicates compliance requirements to students and other staff as appropriate and quickly escalates any compliance concerns to the Compliance department.
• Other duties as assigned.

Education/Experience

• High school diploma or equivalent required.
• Bachelor degree or equivalent experience preferred.
• 2-3 years of accounting or finance experience preferred.

Associated Knowledge, Skills & Abilities

• Working knowledge of Title IV Regulations preferred.
• Excellent customer service skills along with written and verbal communication skills required.
• Ability to work in a proactive student finance environment.
• Working knowledge of Title IV Regulations
• Must be computer and internet literate with knowledge, or ability to learn Campus Vue.
• Flexibility to work evenings and weekends as needed.

OUR VALUES

Our institutional values are shaped and validated by our team members. They describe how we strive to operate and are the standards of behavior we look to embody. 

ACT WITH INTEGRITY.

We operate honestly and ethically in a compliant fashion. We are fair and trustworthy in our interactions with all we serve. Our team members, at all levels, lead by example and strive to do the right thing for our students and for each other. We are disciplined professionals who strive to be straightforward and dependable.

CHAMPION STUDENT OUTCOMES. We live by a strong commitment to our students and are passionate about preparing them for meaningful careers. We are deeply dedicated to ensuring students’ educational and career success. We excel at building our students’ confidence and empowering them to reach their full potential.

COMMIT TO TEAM MEMBER SUCCESS. We are committed to our team members’ success. We strive to create an environment that attracts and retains the best talent while offering continuous learning, professional development, and career growth opportunities. We recognize and reward our team members for their contributions to the organization and to our students.

PURSUE RESULTS WITH PURPOSE. ​​​​​​​We pursue results with a sense of purpose reflective of our student-centered mission. We take responsibility for supporting ambitious student outcomes and hold each other accountable to this end. We think strategically and critically, greet new ideas and challenges openly, and look for innovative solutions to challenges.

HAVE FUN. BUILD ENERGY. Enjoying what we do is central to achieving our goals. Building energy, having fun, being optimistic, and creating a positive working environment are all critical to our success and that of our students. We strive to be inspired and to inspire others. We consistently show appreciation and celebrate our successes, both large and small.

WORK AS ONE. ​​​​​​​We believe that diverse, inclusive teams produce breakthrough results. We strive to build and maintain positive relationships with team members from all types of backgrounds by showing respect and humility when interacting with each other and resolving conflicts in a constructive manner. By working together, we win together, ensuring that the goals of the institution are the focal point of our efforts.

Acknowledgement

This job description is intended to be an accurate reflection of the position as of the last revised date noted in the header. It may not include every job responsibility. Job duties may fluctuate based on organizational needs. UMA reserves the right to revise the job or require that additional or different tasks be performed.

I have read and understand all the responsibilities and accountabilities in my job description. This job description is a tool used by me and management to help assess, evaluate and provide guidelines and expectations for the position named herein. I understand that it is not a contract and it does not constitute any guarantee of future employment. 

UMA will NEVER ask you to send money or ask you to provide bank account information in order for you to get reimbursed for tools to work. If you have been contacted by someone claiming to be from UMA about a job posting, you can always verify the position at 

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