Edtech.com's Summary

Covista is hiring a Student Finance Advisor to help students understand, plan, and secure the funding they need to start and finish their programs. The advisor acts as the main contact for a group of assigned students, reviewing their accounts and adjusting financial plans as circumstances change. Multichannel outreach, including video advising, supports first-contact resolution of student questions.

Highlights

Guide new students through program costs and funding options together with admissions
Create financial plans with deadlines for each step of the aid application process
Adjust plans across the student lifecycle using independent judgment on eligibility changes
Connect with students through phone, SMS, email, and video advising to resolve issues on first contact
Refer students to resources and act on data triggers that call for proactive outreach
Record every interaction and track enrollment, persistence, and graduation data in institutional systems
Know Title IV programs and the federal, state, and international regulations behind them
Bachelor's degree and 1+ years of customer service experience required, with higher education and financial aid software experience preferred
Pay of $19 - $22 per hour plus health, dental, vision, life and disability insurance, a 401k with 6% employer match, 15 vacation days, and 12 holidays plus 2 floating holidays
Hybrid schedule with four in-office days per week, Monday through Thursday

Student Finance Advisor Full Description

Job Description

The role is responsible for promoting student success through accurate and responsive advisement in student finance and service-related areas, providing support and advocacy as needed for students throughout the student lifecycle. This position is responsible and accountable for the advisement of students within their group and serving as a primary point of contact for the student(s) within their assigned portfolio. Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture of CARE consistent with our mission, vision, and purpose.

Responsibilities

Supports the new student intake process by working with admissions to answer incoming student questions, provide a thorough review of program and student costs, and outline all possible options to fund their education.
Create and confirm an accurate financial plan by establishing timeframes to complete any application process to be financially prepared to start and stay in school. Continuously reviews student accounts to advise students on their financial eligibility.
Responsible for maintaining student satisfaction through facilitation of inbound and outbound phone calls, emails, and SMS communication with students and internal stakeholders to Student Finance
Using a high level of discretion and independent judgment continuously evaluates the financial plans throughout the student lifecycle and makes appropriate adjustments to ensure successful student outcomes.
Utilizes appropriate systems and student data to confirm and track accurate enrollment, persistence, and graduation information for assigned students.
Accurately and thoroughly documents all interactions in the appropriate institutional systems.
Analyzes student data to identify triggers, indicating a need for proactive outreach to understand challenges and successes better. Coaches students to explore alternatives to overcome barriers to persistence or graduation. Makes appropriate resource referrals when necessary.
Collaborates with other departments and functional areas to deliver an optimal student experience from inquiry to graduation.
Maintain a thorough understanding of all Title IV programs, policies, and procedures, including institutional and international, federal, and state regulations. Complies with applicable international, federal, and state laws.
Identifies opportunities and solutions that improve current methods and actively participates in the change of a constantly evolving organization. Promote student self-service tools during advising sessions and new student orientation.
Engages students through a variety of communication channels. This may include video advising, inbound student calls, and proactive outreach to students to deliver first contact resolution.
Performs other duties as assigned
Complies with all policies and standards

Qualifications

Bachelor's Degree Required.
Outstanding customer service skills with 1+ years of customer service or related experience Required.
1 year of experience in Higher Education preferred.
Experience with Student Financial Aid software application preferred.
Ability to work a variety of office hours, including evenings, weekends, and travel as needed.
High level of interpersonal, communication, and problem-solving skills.
Ability to work independently as well as function as part of a team.
Must be a self-starter with the ability to prioritize effectively.
PC skills in Microsoft Office, Internet applications, and database software.
Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid).
Self-motivated and willing to take ownership of and quickly resolve complex issues.

Additional Information

In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $19-22/hr. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility. Our Talent Acquisition Team will be happy to answer any questions you may have, and we look forward to learning more about your salary requirements. The position qualifies for the below benefits.

Covista offers a robust suite of benefits including:

Health, dental, vision, life and disability insurance
401k Retirement Program + 6% employer match
15 Days of Paid Vacation Days each Calendar Year
12 Paid Holidays + 2 floating holidays

Equal Opportunity – Minority / Female / Disability / V / Gender Identity / Sexual Orientation

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Student Finance Advisor

Edtech.com's Summary

Student Finance Advisor Full Description

Account Management Representative

Student Finance Advisor

Financial Aid Specialist

Student Finance Advisor

Account Management Representative