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Academic and Finance Advisor I
National University. Manage student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in student advising, financial aid processes, and compliance with university policies while effectively managing student relationships and academic progress. Proficient in utilizing technology and tools to enhance student engagement and support in a fast-paced educational environment.
Highest-signal resume keywords
Student AdvisingFinancial Aid KnowledgeConflict ManagementCustomer ServiceMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Student Services ExperienceReport PreparationAcademic Progress MonitoringSatisfactory Academic Progress (SAP) StandardsTechnology-Driven Enterprise Experience
Soft Skills
Solution-Oriented ApproachHighly OrganizedDetail-OrientedCollaborative Team PlayerProfessional Communication
Tools & Technologies
Roadrunner SystemStudent Portfolio ReportNational Student Loan Data System (NSLDS)
Industry Keywords
Higher EducationUniversity PoliciesFDCP ActOnline University EnvironmentCustomer-Centric Position
About the role
Key responsibilities & impact- Manage student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools
- Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success
- Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards
- Advise students on financial aid requirements, university policies, and changes to their course of study
- Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables
- Maintain professionalism while supporting escalated students and delivering University communications
- Participate in team meetings, trainings, and departmental or special projects
- Maintain regular and reliable attendance and perform other duties as assigned
Requirements
What you’ll need- Minimum of one (1) year of experience in advising, customer service or related is required
- Bachelor's degree preferred
- Experience in student services or training and development in a collegial setting preferred
- Experience working in a fast-paced customer or student-centric position preferred
- Experience in higher education and technology-driven enterprise preferred
- Knowledge of academic and business practices in an online university environment
- Knowledge of University policies, procedures, and updates
- Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students
- Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines
- Understanding of financial aid programs, the FDCP Act, and standard payment practices
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting
- Maintains confidentiality and integrity in all interactions and documentation
- Skilled in written communication, report preparation, and the use of technology for online engagement
- Collaborative team player who contributes to a positive and productive work environment
- Knowledge of and alignment with the University’s mission, vision, and goals
- Proficient in Microsoft Office
- Must be eligible to receive access to the National Student Loan Data System (NSLDS)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 403(b) with match
- Paid holidays
- PTO
- Free education benefits
- Professional growth opportunities
- Comprehensive well-being benefits for employees and families