5,855 Student Finance jobs in the United States

• AA degree (accounting preferred) or a minimum of 3 years of related experience required, preferably in higher education.
• Extensive experience using computerized accounting software including spreadsheets and word processing software. Experience with Ellucian's Colleague and Microsoft Excel preferred.
• Knowledge of financial aid federal and state regulations.
• Ability to analyze and tabulate various reports.
• Ability to work independently to investigate and resolve problems.
• Ability to interact tactfully and deal courteously and effectively with others.
• Ability to satisfy customer inquiries related to accounts receivable.
• Understand PCI DSS.
• Understand the FERPA ensuring confidentiality of all student documentation.

• Ability to maintain strict confidentiality.
• Ability to communicate effectively, both verbally and in writing.
• Ability to have a flexible schedule as hours fluctuate during period of high demand such as lunch coverage or start of term.
• Regular attendance is a requirement of this job.
• Performs all duties while considering the impact of any actions on the college's sustainability initiatives in the areas of environmental stewardship, social responsibility, and economic prosperity.

• Highly stressful position due to high volume of work, cash handling, accuracy, good work habits and dealing with college community and outside agencies. Compliance with federal and financial aid guidelines required.
• Overtime necessary during busy periods.
• Flexibility in scheduling required including daytime, evening, and select weekend hours.
  
  

The Financial Services Advisor meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.

Essential Duties and Responsibilities
Provide an overview of the Financial Aid process and programs available to qualifying students.
Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student s unique eligibility.
Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
Create and schedule funding plans for enrolled students.
Evaluate all submitted Financial Aid documentation and determine additional requirements.
Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
Track students progress and review changes to Financial Aid eligibility throughout the program.
Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
Enhance the financial literacy of students and graduates to ensure professional success.
Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Bachelor s degree preferred.
Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
Two plus years of related fi nancial advising and/or training experience preferred.
PC skills in Microsoft Offi ce, Internet applications, and database software.
Experience with Student Financial Aid software applications is a plus.
Excellent oral and written communication skills.
Must be a self-starter with the ability to multi-task.

The Financial Services Advisor meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The SFA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.

Essential Duties and Responsibilities:

• Provide an overview of the Financial Aid process and programs available to qualifying students.
• Perform estimates and calculations as it relates to Tuition and Financial Aid based on a students unique eligibility.
• Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate all submitted Financial Aid documentation and determine additional requirements.
• Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
• Track students progress and review changes to Financial Aid eligibility throughout the program.
• Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
• Enhance the financial literacy of students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Bachelors degree preferred. Must qualify for Professional Access to the National Student Loan Data System (NSLDS). Two plus years of related financial advising and/or training experience preferred. PC skills in Microsoft Office, Internet applications, and database software. Experience with Student Financial Aid software applications is a plus. Excellent oral and written communication skills. Must be a self-starter with the ability to multi-task.

Job Description

Opportunity at a Glance

This role is responsible for assisting in student success through proactive and accurate account assessment and student finance advising. This position manages a portfolio of about 850-950 students (either undergraduate or graduate or a combination thereof) to ensure that all students have the appropriate guidance to make informed financial decisions. Reports directly to the Account Management Manager and works in a contact center environment that supports students regardless of service modality. Works closely with academic partners and other departments to research and resolve any student financing issues. This colleague is charged with being a role model for the organization TEACH values and fosters a culture of CARE consistent with organization's mission, vision, and purpose.

Responsibilities

• Using a high level of discretion and independent judgment, analyzes each students situation in order to develop and implement an individualized financial plan that promotes student success. Continuously evaluates the financial plans throughout the student lifecycle.

• Collaborates with other departments and functional areas to deliver an optimal student experience.

• Demonstrates and communicates current, detailed and accurate knowledge of University policies, Title IV, Military/Veterans Affairs, international and state regulations to prospective and current students. Communicates the policies and procedures in a manner that displays deep understanding of the rationale and the value of the policy or procedure to the student.

• Assists students to make an informed decision by providing accurate, helpful student finance advice.

• Manages escalated student concerns and resolves issues in a timely manner. Provides exceptional customer care to students by accepting ownership of student finance issues and questions.

• Identifies opportunities and solutions for continuous improvement to existing processes and actively participates in the roll-out of new processes.

• Attends meetings and contributes to organizational committees.

• Identifies opportunities and solutions that improve current processes.

• Functions as a subject matter expert regarding all Title IV programs, policies and procedures including institutional policies and federal and state regulations. Complies with applicable federal and state laws.

• Performs other duties as assigned

• Complies with all policies and standards

Qualifications:
Qualifications

• Bachelor's Degree Preferred or
• comparable previous work experience Required
• 1 experience in Higher Education Preferred
• Knowledge of federal Title IV and state financial aid regulations and associated processing procedures a plus
• Ability to work independently as well as function as part of a team
• Outstanding customer service skills
• PC skills in Microsoft Office, database and internet applications
• Excellent interpersonal communication, mathematical, problem solving, and organizational skills
• Ability to prioritize tasks to meet deadlines and ensure project completion
• 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 $17hr and $23hr. 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.

Adtalem 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

For more information related to our benefits please visit:

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

Job Description

Company Description

About Adtalem Global Education

Adtalem Global Education is a national leader in post-secondary education and leading provider of professional talent to the healthcare industry. Adtalem educates and empowers students with the knowledge and skills to become leaders in their communities and make a lasting impact on public health, well-being and beyond. Through equitable access to education, environments that nurture student success, and a focus on expanding and diversifying the talent pipeline in healthcare, Adtalem is building a brighter future for communities and the world.

Adtalem is the parent organization of American University of the Caribbean School of Medicine, Chamberlain University, Ross University School of Medicine, Ross University School of Veterinary Medicine and Walden University.

We operate on a hybrid schedule with four in-office days per week (Monday–Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment.

Visit Adtalem.com for more information and follow us on LinkedIn and Instagram.

Opportunity at a Glance

This role is responsible for assisting in student success through proactive and accurate account assessment and student finance advising. This position manages a portfolio of about 850-950 students (either undergraduate or graduate or a combination thereof) to ensure that all students have the appropriate guidance to make informed financial decisions. Reports directly to the Account Management Manager and works in a contact center environment that supports students regardless of service modality. Works closely with academic partners and other departments to research and resolve any student financing issues. This colleague is charged with being a role model for the organization TEACH values and fosters a culture of CARE consistent with organization's mission, vision, and purpose.

Responsibilities

• Using a high level of discretion and independent judgment, analyzes each student’s situation in order to develop and implement an individualized financial plan that promotes student success. Continuously evaluates the financial plans throughout the student lifecycle.

• Collaborates with other departments and functional areas to deliver an optimal student experience.

• Demonstrates and communicates current, detailed and accurate knowledge of University policies, Title IV, Military/Veteran’s Affairs, international and state regulations to prospective and current students. Communicates the policies and procedures in a manner that displays deep understanding of the rationale and the value of the policy or procedure to the student.

• Assists students to make an informed decision by providing accurate, helpful student finance advice.

• Manages escalated student concerns and resolves issues in a timely manner. Provides exceptional customer care to students by accepting ownership of student finance issues and questions.

• Identifies opportunities and solutions for continuous improvement to existing processes and actively participates in the roll-out of new processes.

• Attends meetings and contributes to organizational committees.

• Identifies opportunities and solutions that improve current processes.

• Functions as a subject matter expert regarding all Title IV programs, policies and procedures including institutional policies and federal and state regulations. Complies with applicable federal and state laws.

• Performs other duties as assigned

• Complies with all policies and standards

• Bachelor's Degree Preferred or
• comparable previous work experience Required
• 1 experience in Higher Education Preferred
• Knowledge of federal Title IV and state financial aid regulations and associated processing procedures a plus
• Ability to work independently as well as function as part of a team
• Outstanding customer service skills
• PC skills in Microsoft Office, database and internet applications
• Excellent interpersonal communication, mathematical, problem solving, and organizational skills
• Ability to prioritize tasks to meet deadlines and ensure project completion
• Self-motivated and willing to take ownership of, and quickly resolve, complex issues

In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $17hr and $23hr. 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.

Adtalem 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

For more information related to our benefits please visit:

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

STUDENT PROGRAM FORMAT This student program will follow a hybrid/in-person model. Students will be based at a Stellantis manufacturing facility in the Metro-Detroit area and are expected to work on-site 3 to 5 days per week, depending on business nee Finance, Manufacturing, Program, Accounting, Student, Automotive, Education

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilizes functional expertise and knowledge of the business to support, develop, and lead new initiatives, and maximize growth and profitability of the business.

1. Provides support for customers by handling inquiries via calls/emails/chats, demonstrating knowledge, understanding, and experience to handle volume of internal and/or external customer inquiries, which may include escalations.
2. Resolves complex questions/concerns and refers other inquiries to appropriate areas as needed.
3. Project Management: Initiates, executes, communicates, and documents projects as needed.
4. Acts as a liaison to other departments where follow-up is required to meet customers' needs.
5. Assists in identifying process improvement opportunities.
6. Engages, inspires, educates, and mentors new hires and incumbents.
7. Collaborates with other areas to identify, analyze, and improve processes.
8. Inputs and tracks data into the appropriate databases.

Supervisory Responsibilities: This job does not have supervisory duties.

• High School Diploma or GED (Preferred)
• 0-2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

• Property & Casualty License (Preferred)
• SIE Exam and Series 6 and 63 Licenses (Preferred)

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Allstate's systems required to perform the role
• Ability to sell and service policies (based on department requirements)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Allstate's billing systems
• Effective oral and written communication skills
• Intermediate problem-solving skills
• Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to come into the Boise Regional office twice a week.

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people, and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers, and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record-keeping systems.

• Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications, and client administrative guides, census, and plan information.
• Interprets plan provisions, product rules, and guidelines to process requests in accordance with plan and legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members' experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews, and analyzes errors and determines the best course of action for workable solutions. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow-up calls to service issues and questions, de-escalating complex customer requests, and providing outstanding care during resolution. Includes understanding topics that require insurance or securities licenses and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices, and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approves and processes business according to government regulations, contract provisions, and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.

May perform other responsibilities as assigned.

Reports to Operations Division Manager or Unit Manager.

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze, and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate, and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, manage work independently, and establish priorities that conform to time, service, and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies, and experiences, may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.

Regularly and consistently demonstrates the Nationwide Values.

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long-term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

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Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities

• Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
• Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
• Project Management: To initiate, execute, communicate and document projects as needed
• May act as a liaison to other departments where follow-up will be required to meet customers needs
• Assists in identifying process improvement opportunities
• Engages, inspires, educates and mentors, new hires and incumbents
• Collaborates with other areas to identify, analyze, and improve processes
• Inputs and tracks into the appropriate databases
  
  

• High School Diploma or GED (Preferred)
• 0-2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
  
  

• Property & Casualty License (Preferred)
• SIE Exam and Series 6 and 63 Licenses (Preferred)
  
  

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Allstate s systems required to perform the role
• Ability to sell and service policies (based on requirements of the department)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Allstate s billing systems
• Effective oral and written communication skills
• Intermediate problem-solving skills
• Ability to adjust schedule according to business need
  
  

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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• Applies professional financial services concepts (e.g. accounting, payroll, etc.) to independently resolve UC Path and Work-Study Program issues in compliance with external regulations and internal policies.
• Initiates Salary Cost Transfers and Direct Retros when applicable.
• Provides support and analyses for mitigating limited functionality in UC Path and implementing contingencies.
• Participates in the analysis, design, and implementation of new services or financial operational systems or processes.
• Implements financial transaction processes and procedures.
• Reviews financial data and transactions that support the Work-Study payroll function.
• Reviews, identifies and takes action on payroll transactions (variance analysis & resolution) to ensure compliance with federal, state and institutional requirements.
• Ensures that financial processing functions are performed with accuracy and that daily operations run smoothly.
• Performs variance analysis and resolution of assigned financial aid programs.
• Assesses, recommends, and implements changes to processes that affect the Work-Study Program as needed to ensure financial processes maintain compliance with federal and state requirements and internal financial/audit policies.
• Follows related policies and advises campus staff accordingly.
• Recommends and implements quality customer service standards and procedures to affect various constituencies, including campus departments, students and external vendors.
• Assists with payroll and financial inquiries originating from work-study employers.
• Provides customer service on escalated cases for campus staff and students related to work-study processes and student employment records.
• Documents and maintains processes and procedures for financial activities.
• Develops a professional development plan and participates in development activities, such as attending classes, joining organizations, working on special projects, and serving on departmental or campus-wide committees, in order to enhance expertise in job areas.
• Other duties as assigned.

• Thorough knowledge of financial processes, policies and procedures.
• Knowledge of financial data management and reporting systems.
• Must be proficient in use of Microsoft Office and common desktop/web applications.
• Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high-volume environment, organizational skills, effective verbal and written communication skills, sound judgement and decision-making ability to develop original ideas to solve problems.

• Bachelor's degree or AA degree in related area and / or equivalent experience / training.

• Familiarity with and/or ability to learn UC-specific financial systems and financial aid programs.

• This is a 100%, full-time (40 hours per week), career position that is eligible for full UC benefits.
• This position is non-exempt and paid bi-weekly.
• This is a hybrid position, eligible for up to 60% remote capability.