Financial Aid Advisor Resume Samples

Under the supervision of the Financial Aid Coordinator, the Financial Aid Advisor will provide financial aid support and service to students and families. To perform this job role, the associated primary accountabilities that are supposed to be carried out are mentioned on the Financial Aid Advisor Resume – conducting student need analysis, performing federal verifications, certifying federal loan eligibility, providing financial aid counselling, making professional judgement decisions, ensuring compliance with federal regulations, providing financial aid counselling, interacting with appropriate outside entities, and undertaking all other tasks as assigned.

To succeed in this occupation, these skills and abilities will be required – working knowledge of federal and state financial aid programs and associated regulations, a deep understanding of state education rules and regulations, researching skills, proficiency with relevant software and the ability to interpret and explain regulatory information related to financial aid process. While a bachelor’s degree is considered as the minimum requirement, possessing immense work experience related to the job can substitute the formal education.

Financial Aid Advisor Resume

Objective : To work for an employer who will value my skills, experience, and knowledge and offers the potential for professional and personal growth. Summary of Qualifying Skills: Highly motivated individual who learns quickly and works well in a collaborative environment.

Skills : Financial Advising, Customer Service, Interpersonal Communication skills, Detail Oriented, Team Leadership, Writing skills, Social Media, Social Networking, Agriculture, Training.

Description :

    1. Handling day to day duties in financial aid for three college campuses.
    2. Meeting with prospective students to run financial aid eligibility, assisting with the Federal Application For Student Aid, entrance loan counseling, master promissory note, and authorization forms.
    3. Completing the verification process such as running Institutional Student Information Records and obtaining any needed documentation.
    4. Meeting with current students to go over ledgers, satisfactory academic progress reports, award letters, financial aid reimbursements, and exit loan counseling.
    5. Mailing grace period reminders from the Department of Education.
    6. Creating and/or maintaining spreadsheets for weekly team meetings.
    7. Preparing files for the annual Federal audit.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business


Financial Aid Advisor/Contractor Resume

Objective : Successful Professional with the experience and education to implement strategic plans and operational practices to maximize performance and profitability. Reputation for implementing policies and procedures that positively impact corporate profitability, employee satisfaction, and overall productivity. Highly skilled in mentoring employees for promotions, improving internal communications, and executing corrective actions.

Skills : Answering Phones, Microsoft Office, Data Entry, Screening.

Description :

    1. Supported student success by effectively managing enrollment process.
    2. Services included educating students and other department on financial responsibilities.
    3. Collect and review document acquisition and advising when necessary on financial obligation and collections, and technical assistance.
    4. Established and maintained student-oriented environment to promote academic success.
    5. Utilizes and updates a database and processes applications for financial aid received from students.
    6. Determines eligibility for federal, state, university, and other aid programs in accordance with all applicable laws, regulations, policies, guidelines, and other governing criteria; Develops and formulates appropriate aid packages for students.
    7. Develops and gathers appropriate materials, organizes, and helps present student financial aid outreach programs for students and their parents.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Organization Leadership


Senior Financial Aid Advisor Resume

Summary : To obtain a position that will allow me to utilize my experience and skills as a Customer Service and Sales Professional, with a proven track record of completing tasks as assigned. Summarization of Skills Proficient in Microsoft Suite Detail oriented Motivated and takes initiative Well Organized CRM Lotus Notes Adaptable and quick learner Good communication and written skills Works well with others and independently.

Skills : Highlights Microsoft Word Microsoft Excel Microsoft Access Microsoft PowerPoint Microsoft Outlook Multi-line telephone skills US Department of Education Website Adobe EchoSign.

Description :

    1. Provide assistance to current and prospective students.
    2. Check all students' prior financial aid information prior to the start of each semester.
    3. Accurately input financial aid information in applicable databases.
    4. Tracking and monitoring students' awards to ensure funds are accurately received.
    5. Assist students by researching answers to questions, or obtaining appropriate solutions to problems.
    6. Maintain confidential records and information.
    7. Correspond with students and personnel via phone and email.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate's In General Studies

Bilingual Financial Aid Advisor Resume

Summary : Seeking a management/administrative support position: to broaden my work experience beyond my primary field in student financial aid. My experience as a financial aid counselor, combined with my education, has given me the transferable cross-functional office administration skills that will allow me to function at a high capacity in any office setting.

Skills : Proficient in Microsoft Suite Detail oriented Motivated and takes initiative Well Organized CRM Lotus Notes Adaptable and quick learner Good communication and written skills Candidate Works well with others and independently.

Description :

    1. Assists applicants/students to make an informed tuition investment decision by providing accurate, helpful student finance advice.
    2. Guides applicants/students through the financial aid application process.
    3. Performs initial contact, financial advising, and direct outreach advising sessions.
    4. Increases student satisfaction and retention by providing proactive tuition investment and student finance support to an assigned portfolio of students.
    5. Serves as the single point of contact for all Student Finance issues (e.g., financial aid, payment plans, billing issues, etc.).
    6. Manages escalated concerns and resolves issues in a timely manner.
    7. Provides superior customer service to students by accepting ownership of all student finance issues and questions.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance

Financial Aid Advisor Resume

Objective : Seeking a management/administrative support position: to broaden my work experience beyond my primary field in student financial aid. My experience as a financial aid counselor, combined with my education, has given me the transferable cross-functional office administration skills that will allow me to function at a high capacity in any office setting.

Skills : Project Management, Communication, Customer Service, Planning, BPO Inspections, Foreclosure Experience, Manage Client and Vendor Relationships, Call Center Experience, Marketing.

Description :

    1. Served as a resource to co-workers on all financial aid matters and decisions.
    2. Reduced the school's RBS to zero for all graduating students.
    3. Reviewed documentation to ensure that all financial aid processes were in compliance with federal and state regulations and school policies.
    4. Counseled students and their parents on the availability of financial aid and the application process.
    5. Electronically corrected errors on ISIR's.
    6. Reviewed appeals for dependency, income, and cost of attendance overrides.
    7. Trained new employees on an on-going basis.
    8. Served as acting-supervisor in the absence of office Director.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Computer Science

Corporate Financial Aid Advisor Resume

Objective : To effectively contribute to the objectives and goals of an innovative organization through the successful application of my proven experience, strong work ethic, education/advanced training, and exceptional leadership and administrative skills.

Skills : Marketing, Decision-Making, Classifying Records, Ability to Learn New Technology Programs Quickly, Counseling, Report Auditing, Knowledge of Banking and Higher Education Policies, Leadership, Managing Finances, Organizational Management, Prioritizing,.

Description :

    1. Processed federal student aid applications and reviewed for accuracy.
    2. Requested additional information as necessary in order to resolve conflicting or incomplete data.
    3. Determined Pell Grant award amounts and scheduled disbursement according to attendance verification forms.
    4. Calculated subsidized and unsubsidized loan eligibility and certified for transmission to the state guaranty agency.
    5. Monitored annual and aggregate loan limits of borrowers.
    6. Reconciled student loan reports from the Missouri Department of Higher Education.
    7. Documented refunds based upon admission and enrollment records.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors Of Science In Education

Financial Aid Advisor II Resume

Headline : To secure a position with a well-established organization with a stable environment that will lead to a lasting relationship in the field of finance. History of success influencing organizational growth and bottom line profitability.

Skills : Microsoft Word, Excel, Outlook, Publisher, and Power Point, Oracle Financials, Salesforce, Broadleaf, CampusVue, Veri-Tax.

Description :

    1. Collaborated with Customer Service Support Specialists to facilitate outstanding service to prospective students.
    2. Compiled the student award letters and explained to the student's effectively.
    3. Assisted the students with the completion of the FAFSA.
    4. Maintained conformity with Federal regulations and procedures.
    5. Ensured the default management procedures are followed.
    6. Ensured that proper documentation is sent to third party servicer in a timely manner.
    7. Conducted file review including - when required: verification, professional judgments, dependency overrides Calculated financial aid awards based on eligibility Analyzed student accounts and resolved delayed disbursements Managed private lending programs to expedite disbursements Assisted Director of Finance with Federal Work-Study program.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Seasonal Financial Aid Advisor Resume

Objective : To obtain a position that will provide an opportunity for professional development and career growth.

Skills : Microsoft Office, Microsoft Excel, 10 Key, Excellent Communication Skills.

Description :

    1. Award federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations.
    2. Advise students and parents regarding availability of financial aid, eligibility requirements and the application process.
    3. Provide information on scholarship and loan options, alternative financing and debt management.
    4. Coordinate scholarship and loan/grant programs and fee waiver programs.
    5. Oversee financial aid registration activities.
    6. Handle special disbursement procedures for external loans.
    7. Assists in the development and implementation of summer school and study abroad policies and procedures and prepares expense budgets for students.
    8. Disseminate information to financial aid liaisons by attending meetings and providing updates regarding changes in regulations and organizational policies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Instructional Technology

Jr. Financial aid advisor Resume

Objective : Dedicated professional with over eight years of administrative experience. Strong prioritization and organizational skills with attention to detail. Able to work independently as well as in collaborative groups. Enthusiastic, positive-thinking individual with an innate desire to succeed. Innovative thinker, determined, punctual and devoted to complex problem-solving. Thrives under pressure and drives for results.

Skills : Action and Traditional Research, Administrative, Customer Service.

Description :

    1. Set up federal aid and assisted students in financing their education through our school.
    2. Handled a student load of anywhere between fifty to one hundred students at a time who were contacted on a daily basis.
    3. Calculate and inform them of tuition costs, instruct and motivate them to complete their documents in a timely manner, and coordinate with the admissions department and the academics department to get the student ready for school.
    4. Determine what type of financial aid the student was eligible for and if they could get any outside funding.
    5. Some of the fund's sources that would identify and set them up with were Stafford loans, Plus loans, private student loans, Pell grants, Private grants, student scholarships, GI bill, military tuition assistance, and tuition reimbursement through employers.
    6. Work out and negotiate payment plans up to twenty-one thousand dollars per student.
    7. Finalize all accounts within two to five weeks.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Diploma

Financial Aid Advisor I Resume

Objective : Customer service professional. Skilled in training staff and establishing rapport with clients and businesses. Self-motivated with exceptional communication and computer capabilities. Well versed in customer support in high call volume environments. Superior computer skills and telephone etiquette.

Skills : MS Office, QuickBooks, Maxwell, AutoCAD, TaxWise, LibTax, SMART, ImageNow, SMART, Saint, CampusVue, Global, SFS Tracking, Diamond D, FSA, Leads 360, Sales Force.

Description :

    1. Conduct financial aid interviews with current and prospective students and their parents.
    2. Understand and be able to communicate the requirements for all types of federal and state aid programs.
    3. Counsel students (and parents) on Financial Aid Plans and options.
    4. Follow-through to ensure all files are completed in a timely manner.
    5. Assist in meeting or exceeding all quarterly goals including packaging, processing and receivables.Assist with other projects as assigned by Supervisor.
    6. Adhere to deadlines for projects, activities, and reports.
    7. Provide a positive image and attitude toward operational objectives.Maintain positive relationships with all college employees.Manage student issues and complaints in a professional manner.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
High School Diploma

Financial Aid Advisor III Resume

Summary : Experienced professional with a passion for working with the higher education population. Offering strengths in decision making, a personable approach to working with customers and colleagues, and a knowledge of higher education practices. Seasoned in clerical work in the financial field and serving as a first point of contact.

Skills : Educational Service Specialist, Maintenance Technician, System Improvement and Quality Assurance, Skill and Training Curriculum Development, Educational Research, Equipment repair and maintenance.

Description :

    1. Duties: Resolve end user inquiries by utilizing multiple technologies including telephone, chat and web based inquiries.
    2. Strive for one-call resolution of customer issues while communicating appropriate options in a timely and professional manner.
    3. Manage and resolve identified client issues for assigned customer accounts.
    4. Document information into web based ticketing system.
    5. Search and navigate knowledge base to identify appropriate resolution for client issues.
    6. Escalate unique issues or inaccurate information contained in knowledge base to the immediate supervisor for resolution.
    7. Projects favorable image of the company to promote its objectives and goals that enhance client relationships.
    8. Participate in internal training programs to expand knowledge and support multiple clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
MS

Senior Financial Aid Advisor Resume

Objective : Experienced professional with a strong background in legal affairs administative support, seeking a challenge, while skillfully utilizing my professional experiences in benefiting the organization.

Skills : Microsoft Office, Excel, Word, Campus Vue, Power Point.

Description :

    1. Analyzed/interpreted policies and eligibility for financial aid; informed and advised students/parents regarding availability of funding from various sources, application process and procedures, rights and responsibilities related to student financial assistance.
    2. Reviewed/evaluated documentation to determine eligibility for a wide variety of federal grants, loans, scholarships and other financial assistance programs.
    3. Analyzed/evaluated information and made financial aid decisions based on information reported on student application such as immigration status, dependency status, income, and financial aid history.
    4. Interpret federal and state income tax returns as they apply to student eligibility; resolve conflicts between application for aid and supporting documentation.
    5. Coordinated operational/compliance aspects, within regulations and guidelines, of financial assistance programs such as: Federal College Work Study, Stafford Loan, Scholarships, Pell Grants, Supplemental Education Opportunity Grant, Board of Governors Grant, and other available funds.
    6. Trained/provided work direction to student workers and other personnel as assigned.
    7. Assist in the development and improvement of various program policies not requiring the immediate attention of Director.
    8. Performed general office support duties which may include: data entry, filing, answering telephones, scheduling appointment appointments and composing/preparing correspondence.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Financial Aid Advisor - Business Officer Resume

Objective : Driven, hard working, offering solid and progressive experience in business sales/collections, marketing and customer service. In depth expertise in assisting clientele in identifying key problems and consistently finding effective solutions. Recognized as a quality-driven business professional with a proven track record of integrity and sensitivity in all client interactions. Dynamic communication, presentation, negotiation and relationship management skills.

Skills : Microsoft Office, Excel, Power Point, Outlook, 10 Key, Typing 60 Wpm.

Description :

    1. Responsible for managing the completion of student finance process, throughout the entire financial aid lifecycle.
    2. Partners with Admissions and Academic Advisors for support and grade-level progression.
    3. Conducted inbound/outbound calls to provide instruction /education to students/ parents with their financial aid options.
    4. Educates students and parents with most current loan aggregate and Pell LEU limits.
    5. Manages and maintains student records, using online student management systems.
    6. Collected/ Posted payments to student ledgers.
    7. Assists Business Office in collecting outstanding student debts.
    8. Responsible for development of newly-hired Financial Aid Advisors.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Leadership

Financial Aid Advisor - Operations Resume

Summary : Customer service professional. Skilled in training staff and establishing rapport with clients and businesses. Self-motivated with exceptional communication and computer capabilities. Well versed in customer support in high call volume environments. Superior computer skills and telephone etiquette.

Skills : Microsoft Office, Organizational Skills, Communications, Fax, Copy Machine, Administrative Assistant, Phones, Customer Service, Windows, Receptionist, Training, Powerpoint, Filing, Data Entry, Documentation, Medical Terminology, Medical Office Procedures.

Description :

    1. Prepared and maintained financial aid packages for students.
    2. Assisted 100% of assigned students to procure adequate private and public funding required for attending school.
    3. Tracked all money disbursement amounts and dates.
    4. Lead processor of a team of two for a new in house student funding loan program.
    5. Team leader responsible for the creation of departmental manual.
    6. Decreased department bad debt by 15% within 6 months.
    7. Provided financial problem resolution to vendors, parents and students ahead of scheduled due dates.
    8. Supported students and families through the complex financial aid process.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS

Senior Financial Aid Advisor Resume

Summary : Dynamic management professional in supply chain management and logistics. Over twelve years combined experience in manufacturing, directing, planning, supporting operational, and administrative activities. An outstanding leader recognized for creative thinking and goal oriented. Strong interpersonal and communication skills with suppliers, customers and team members. Able to coordinate and manage projects effectively. Experience working in a multi-cultural, multi-task and fast-paced environment.

Skills : Microsoft Office, Excel, AS 400.

Description :

    1. Resolve end-user inquiries by utilizing multiple technologies including telephone, chat and web-based inquiries.
    2. Strive for one-call resolution of customer issues while communicating appropriate options in a timely and professional manner.
    3. Manage and resolve identified client issues for assigned customer accounts.
    4. Document information into web based ticketing system.
    5. Search and navigate knowledge base to identify appropriate resolution for client issues.
    6. Escalate unique issues or inaccurate information contained in knowledge base to the immediate supervisor for resolution.
    7. Projects favorable image of the company to promote its objectives and goals that enhance client relationships.
    8. Participate in internal training programs to expand knowledge and support multiple clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Dental Assistant

Financial Aid Advisor/Consultant Resume

Objective : To obtain a career with a reputable company utilizing my organizational skills blended with creative and interpersonal growth.

Skills : Software: CampusVue, SAP, NSLDS, COD, and Microsoft Word, Excel, and Outlook.

Description :

    1. Provides exceptional customer service, creating a positive atmosphere.
    2. Responds to internal and external customer inquiries in a timely manner.
    3. Provides information to students and families regarding the options for obtaining financial aid, the process for requesting aid, and the eligibility requirements for receiving and maintaining aid.
    4. Accurately and timely gather substantiating documentation and interact with students and/or families to follow up on missing or deficient information; relay and discuss status of application Council's students and families regarding eligibility and debt management by maintaining a strong knowledge of Title IV, institutional policies regarding admissions, enrollment, degree objective, academic progress and advising.
    5. Conducts follow-up counseling sessions with students needing adjustment in payment plans, loans, work study, grants on the basis of financial support need.
    6. Review Portal Dashboard, rejects, and tasks daily for processing timeline for file completion.
    7. Provide assistance to the repack team to complete repacks in a timely manner.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Medical Billing And Coding

Financial Aid Advisor Resume

Objective : Electro-Mechanical Maintenance Over 5 years of experience in facilities maintenance including retrofitting useable spaces, installing permanent fixtures and maintaining existing systems. Strong understanding and formal training with the NEC and various other construction codes Skilled in automated system/PLC installation and sensor calibration. Experience with the Logo and S7-Simatic systems. Understanding of Ladder logic and process development for Allen Bradley and Siemens platforms Ability to read blueprints and electrical diagrams.

Skills : Microsoft Office, Computer Skills, Customer Service, Data Entry.

Description :

    1. Analyze/interpret policies and eligibility for financial aid; inform and advise students regarding availability of funding from various sources, application process and procedures, rights and responsibilities related to student financial assistance.
    2. Develop and implement financial aid workshops and outreach programs for students.
    3. Review/evaluate documentation to determine eligibility for a wide variety of loans, scholarships, and other financial assistance programs.
    4. Analyze/evaluate information and make financial aid decisions based on information reported on student application such as immigration status, dependency status, income, and financial aid history.
    5. Interpret federal and state income tax returns as they apply to student eligibility; resolve conflicts between application for aid and supporting documentation.
    6. Apply and monitor the student financial assistance academic progress policy to determine student eligibility.
    7. Coordinate operational/compliance aspects, within regulations and guidelines, of financial assistance programs such as Federal College Work-Study, Direct Unsubsidized Loan and other available funds.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associates In Criminal Justice

Financial Aid Advisor/Admissions Coordinator Resume

Summary : Seeking a position in a reputed organization where I can implement transferable and interpersonal skills earned from previous work experiences and education background that can benefit me in prospective work.

Skills : Microsoft Office, Windows, Typing, Team Building.

Description :

    1. Oversee file review and processing to determine students' eligibility for financial aid funds.
    2. Independently review, analyze and process applications and awards federal, state, and institutional funds; exercise independent judgment to determine if student meets eligibility criteria.
    3. Apply Federal/State verification rules, regulations and institutional policies for determination of student financial aid eligibility.
    4. Routinely review documentation necessary to complete the verification process.
    5. Exercise independent judgment to determine if student meets federal/state eligibility criteria.
    6. Advise students and parents regarding availability of financial aid, the eligibility requirements and the application process.
    7. Prepare information on scholarship and loan options, alternative financing and debt management.
    8. Provides guidance for inquiries from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master Of Education In Psychology

Financial Aid Advisor/Coordinator Resume

Objective : A position at a well-established company that can further develop and maximize my existing customer service, sales and processing skills, thus creating an opportunity to contribute positively to your company's success and further my own professional growth.

Skills : T4, Financial Services, Customer Service, Accounting, Accounts Payable.

Description :

    1. Financed student loans such as in house payment plans and government loans.
    2. Kept contact with all student from start to end of academic funding year.
    3. Kept daily calendar with appointments for daily roll call.
    4. Communicated on a weekly basis with Director of Finance on all funding and student files.
    5. Met with supervisors and teachers on behalf of students.
    6. Corrected funding errors, applied correct tuition changes.
    7. Extensive data entry and email correspondence.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Education

Junior Financial Aid Advisor Resume

Summary : Energetic career development professional with AAS in Accounting and currently pursuing a BS in Accounting. Motivate and self-starter with experience with other aspects of the accounting filed.

Skills : bilingual.

Description :

    1. Conducted needs analysis in compliance with federal criteria to determine the relative eligibility of each financial aid applicant.
    2. Conducted verification of student and parent data for compliance with federal criteria.
    3. Determined the types and amounts of financial aid to be awarded through the packaging process according to federal, state and institutional requirements.
    4. Worked with Financial Aid Coordinator on individual student appeals concerning eligibility.
    5. Utilized professional judgment to adjust a student's eligibility based on documented mitigating circumstances in accordance with federal statutes.
    6. Provided financial aid counseling to students.
    7. Provided support to students experiencing crises which may impact school performance.
    8. Monitors and evaluates satisfactory academic progress of students.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Sports Administration