Financial Aid Advisor

UMass Global Career Bootcamps

. Review financial aid applications and related documents for completeness, accuracy, and eligibility .

Posted 9/28/2026full-timeRemote • United StatesJunior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial aid processes, including application review, compliance with federal and state regulations, and effective communication with students and staff. Proficient in financial aid software and data management to ensure accurate processing and recordkeeping.

Highest-signal resume keywords

Financial Aid Application ReviewFederal And State Financial Aid RegulationsFinancial Aid Software ProficiencyData Management And RecordkeepingClear Verbal And Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Aid ProcessingEligibility Criteria ReviewArithmetic ComputationRecordkeeping PracticesData Entry And Update

Soft Skills

Organizational SkillsCustomer ServiceProfessionalismProblem-SolvingMultitasking

Tools & Technologies

Microsoft Office SuiteBannerRegent AwardSoft DocsCODNSLDSTeamsZoom

Industry Keywords

Financial Aid PoliciesComplianceStudent ServicesTuition DiscountsScholarship Awards

About the role

Key responsibilities & impact

Review financial aid applications and related documents for completeness, accuracy, and eligibility
Verify student information and resolve basic discrepancies by collecting documentation or confirming data in the financial aid system
Process institutional scholarship awards, tuition discounts, partnerships, and other aid programs
Enter and update student data in financial aid software for federal, state, institutional, and external assistance programs
Reconcile financial aid and admissions records before aid is processed or adjusted
Authorize payment of financial aid awards to student accounts
Maintain accurate electronic and paper files, including notes on financial aid activities and student communications
Confirm required documentation and federal verification codes are cleared before aid is finalized or disbursed
Guide student services staff on routine financial aid procedures and documentation requirements
Share information about changes in financial aid systems, forms, and processes
Collaborate with student services and other staff to resolve student questions and concerns related to financial aid or billing
Apply and enforce financial aid policies and procedures for compliance with federal and state laws and university requirements
Identify and report potential policy, procedural, or compliance concerns
Maintain student files and program records for audits and program reviews
Assist with annual reviews and updates to financial aid forms
Participate in financial aid software update testing, record reviews, and assigned projects
Perform other assigned duties

Requirements

What you’ll need

Bachelor’s Degree or an equivalent combination of education and experience
Minimum of 1 year of experience working in a financial aid and student services environment
Knowledge of federal and state financial aid regulations, basic office procedures, and recordkeeping practices
Skill in reviewing and applying eligibility criteria using established guidelines and calculations
Ability to perform accurate arithmetic computations, including addition, subtraction, percentages, and ratios
Ability to use computer systems and financial aid software to enter, review, and update student information
Clear, professional verbal and written communication skills
Ability to manage multiple tasks, meet deadlines, and stay organized in a busy work environment
Ability to provide courteous, helpful service to a diverse student community and maintain professionalism in difficult interactions
Intermediate knowledge of Microsoft Office Suite, including Word, Excel, and Outlook
Knowledge of video conferencing tools such as Teams and Zoom
Familiarity with Banner, Regent Award, Soft Docs, and federal systems including COD and NSLDS

Benefits

Comp & perks

Medical, dental, and vision coverage with spending account options
Remote options
Flexible schedules
1/2 day Fridays (biweekly)
Generous time off, including paid holidays and a paid winter break
Life, disability, accident, legal, identity protection, and student debt support
403(b) plan with a Roth option
3% non-elective contribution and up to 6% match for a 9% total employer contribution
Tuition discounts for employees and family
Tuition Exchange program with other universities
PSLF eligible employer
Counseling services
Free Calm Health subscription
Year-round wellness programs