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Academic and Finance Counselor, Level I
National University. Serve as a trusted guide, explaining University policies, Financial Aid guidelines, and Title IV regulations .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in student services, academic advising, and financial aid regulations while effectively managing student relationships and promoting engagement. Proficient in utilizing technology and communication strategies to enhance student success and satisfaction.
Highest-signal resume keywords
Bachelor’s DegreeThree Years of Related ExperienceFinancial Aid KnowledgeAcademic Advising ExperienceStrong Customer Service Mindset
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 ManagementAcademic CounselingCompliance with Federal RegulationsDocument CollectionAccounts Receivable ManagementCoaching TechniquesProblem-Solving AbilityData InterpretationOnline Student SupportCourse Enrollment
Soft Skills
Excellent Communication SkillsActive Listening SkillsDe-Escalation SkillsIndependent Work AbilityCreative Problem-Solving
Tools & Technologies
Microsoft OfficeWord Processing ToolsDatabasesInternet NavigationSMS CommunicationLive Chat SystemsEmail Systems
Certifications & Qualifications
Eligibility for NSLDS Access
Industry Keywords
Higher EducationStudent-Centered SupportTitle IV RegulationsUniversity PoliciesStudent RetentionEngagement StrategiesFast-Paced EnvironmentTechnology-Driven EnvironmentsAcademic Progress MonitoringAt-Risk Populations
About the role
Key responsibilities & impact- Serve as a trusted guide, explaining University policies, Financial Aid guidelines, and Title IV regulations
- Provide personalized, student-centered support
- Manage a student caseload using proactive communication
- Manage student Accounts Receivable, including document collection, student payments, and financial aid
- Monitor and facilitate voucher collection and submission
- Refer students to appropriate departments and campus resources
- Navigate multiple systems and reports to support students
- Communicate with students by phone, email, video, and chat
- Handle escalated student concerns and resolve challenges
- Execute outreach and communication strategies to strengthen engagement and student success
- Monitor academic progress, identify at-risk populations, and support successful program completion
- Use coaching techniques to build relationships and motivate students toward graduation
- Provide ideas and resources to improve student satisfaction, persistence, and achievement
- Collaborate across departments to deliver a connected student experience
- Share University updates and contribute to departmental initiatives and special projects
- Maintain consistent and reliable attendance
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree preferred
- Minimum of three (3) years of related experience in recruiting, advising, student services, retention, academic counseling, marketing, educational services, or customer service required
- Experience in a fast-paced, student- or customer-focused environment preferred
- Background in academic advising and course enrollment within a college or university setting preferred
- Experience supporting online students preferred
- Experience with Financial Aid or Title IX regulations preferred
- Experience interpreting and ensuring compliance with federal regulations and guidelines preferred
- Experience in higher education and technology-driven environments preferred
- Solid understanding of academic and business practices in an online learning environment
- Familiarity with University policies and procedures
- Strong customer service mindset
- Excellent communication and active listening skills
- Skilled at de-escalating and resolving student concerns
- Ability to work independently with minimal supervision
- Creative and logical problem-solving ability
- Comfortable using word processing tools, databases, internet navigation, SMS, live chat, and email systems
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)
- Strong communication and public speaking abilities
- Ability to prioritize tasks in a fast-paced, dynamic environment
- 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) retirement plan with match
- Paid holidays
- Paid time off (PTO)
- Free education benefits
- Professional growth and other growth opportunities
- Work-from-home opportunity