Financial Solutions Advisor

UMGC Ventures

. Partner with learners to develop long-term education funding plans .

Posted 10/23/2026full-timeRemote • United StatesJuniorMid-Level💰 $47,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing education funding plans and providing guidance on federal student aid, military benefits, and employer reimbursement options. Strong ability to communicate effectively through various channels while maintaining compliance with federal regulations.

Highest-signal resume keywords

Bachelor's DegreeFederal Student Aid KnowledgeCustomer Service ExcellenceAttention To DetailCRM Documentation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

FAFSA GuidanceR2T4 ProcessesVerification ProcessesC-Flag RequirementsSAP KnowledgePayment Plan AdministrationPCI ComplianceMilitary Tuition BenefitsEmployer Tuition ReimbursementOverdue Balance Resolution

Soft Skills

Creative Problem SolvingTime ManagementInterpersonal SkillsOral CommunicationWritten Communication

Tools & Technologies

FAA Access To CPSNSLDSCRM SystemCase Management Software

Industry Keywords

Education FundingStudent AidMilitary BenefitsTuition ReimbursementEnrollment ChangesRetention ActivitiesVirtual Open Houses

About the role

Key responsibilities & impact

Partner with learners to develop long-term education funding plans
Review federal student aid, military benefits, employer benefits, and self-pay options
Provide guidance through FAFSA, Title IV aid, verification, C-flag requirements, scholarships, disbursements, and enrollment changes
Access and use FAA Access to CPS and NSLDS
Explain R2T4 processes, balances owed, SAP, and course applicability
Counsel learners on active-duty and veterans education benefits
Guide learners through military tuition benefit processes
Provide guidance on monthly payment plan enrollment and maintenance
Administer payments over the phone while adhering to PCI compliance standards
Advise learners about employer tuition reimbursement and partnership benefits
Resolve overdue balances before escalation to collections
Communicate through inbound and outbound calls, email, SMS, case management, and live chat
Document and track learner interactions in the CRM system
Meet monthly department metrics
Participate in virtual open houses, information sessions, webinars, recruitment, and retention activities
Partner with Admissions, Success Coaches, Financial Aid, and Student Accounts departments
Perform other duties as assigned

Requirements

What you’ll need

An earned bachelor’s degree
Two to three (2-3) years of relevant work experience in an applicable role
Excellent customer service, time management, creative problem solving, interpersonal, oral and written communications skills
Strong attention to detail and accuracy
Must be able to meet and maintain access requirements for secure federal and/or state websites, such as NSLDS
Must not be in default on any federal student loans
Home worksite furniture and equipment must be provided by the successful hire
Broadband internet with upload and download speeds of at least 25MBPS
Ethernet connection for all computing equipment
Ability to work some evening and weekend hours
Ability to work certain holiday hours based on business need
Cover letter and resume required

Benefits

Comp & perks

22 days of paid vacation
15 days of sick leave
3 personal days
16 paid holidays (17 during general election years)
Health care, medical with vision, dental, and prescription plans
Subsidized state of Maryland medical and prescription benefits for eligible Contingent II employees
Health-plan purchase stipend for eligible Contingent II employees
Term Life Insurance
Accidental Death and Dismemberment Insurance
Long-Term Disability Insurance
Retirement stipend equal to 7.25 percent of base salary
Supplemental retirement account (SRA)
401(k), 403(b), 457(b), and Roth retirement options
Tuition remission at UMGC or University of Maryland College Park
Spouses and dependent children eligible for undergraduate tuition remission after two years of service
UMGC-provided laptop, monitor, headset, and office supplies