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Senior Loan Advisor
Emory University. Evaluate student loan requests and package financial aid within applicable guidelines and regulations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in evaluating student loan requests and packaging financial aid in compliance with federal and state regulations. Proficient in managing loan processing, scholarship data transfers, and system configuration using FAMS (PeopleSoft) and ELM Resources.
Highest-signal resume keywords
Financial Aid ExperienceFAMS (PeopleSoft) ProficiencyKnowledge of Federal and State RegulationsAnalytical ThinkingCustomer Service Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan ProcessingScholarship Data TransfersSystem ConfigurationError ResolutionLoan CertificationPolicy DevelopmentData ManagementReport GenerationValidation ReviewFund Packaging
Soft Skills
Attention to DetailProblem-SolvingCommunication Skills
Tools & Technologies
FAMS (PeopleSoft)ELM ResourcesBlackbaud Award Management
Industry Keywords
Student Aid RegulationsFinancial ServicesScholarship ManagementLoan Certification ProcessCustomer Service in Financial Aid
About the role
Key responsibilities & impact- Evaluate student loan requests and package financial aid within applicable guidelines and regulations
- Maintain scholarship-related data transfers and process scholarship files
- Monitor compliance with federal and state student-aid regulations
- Develop policies, procedures, and programs related to functional processes
- Represent the department on committees
- Provide exceptional customer service to enhance the Office of Financial Aid's mission
- Process private loan certification requests in FAMS (PeopleSoft), including fund packaging and certification steps
- Communicate with students and families regarding loan certification questions or issues
- Assign destination variables and transmit certification information to ELM Resources
- Correct loan rejections in ELM
- Contact lenders, guarantors, and servicers to resolve loan issues
- Meet with lenders regarding products and loan-related issues
- Process Parent PLUS and Graduate PLUS loans for an assigned student portfolio
- Review and resolve issues identified by validation, origination, on-hold, and mismatch reports
- Assist with system configuration and setup for annual loan processing
- Assist or guide Financial Aid Advisors on student loan issues
- Prepare or assist with loan training for Office of Financial Aid staff
- Attend loan-related conferences and virtual training sessions
- Inform staff about loan-processing changes and significant challenges
- Maintain relevant policy and procedure documents
- Maintain import/export processes between FAMS (PeopleSoft) and Blackbaud Award Management
- Process scholarship swaps in FAMS, including report generation, testing, file loads, and error resolution
Requirements
What you’ll need- Bachelor's degree and two years of financial aid or related experience, or an equivalent combination of education, training and experience
- Experience in financial aid, lending, banking, or financial services
- Must be able to commute to Emory University on a flexible weekly schedule based on business needs
- Residency in the state of Georgia required
- Experience or ability to work with FAMS (PeopleSoft), ELM Resources, and Blackbaud Award Management
- Knowledge of federal and state regulations governing student aid
- Ability to evaluate student loan requests and package financial aid within applicable guidelines and regulations
- Ability to manage loan processing, scholarship data transfers, system configuration, testing, file loads, and error resolution
- Analytical thinking, problem-solving, attention to detail, and customer service skills
Benefits
Comp & perks- Flexible hybrid work arrangement
- Opportunity to attend loan-related conferences and virtual training sessions
- Professional training and development through loan training and system-related learning
- Reasonable accommodations for qualified individuals with disabilities
- Equal employment opportunity and nondiscrimination protections