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Senior Financial Aid Advisor
West Coast University. Build rapport with students, families, and influencers throughout the financial aid process .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial aid processes, including packaging, calculating offers, and ensuring compliance with regulations. Strong communication and customer service skills are essential for supporting students and resolving financial aid issues effectively.
Highest-signal resume keywords
Financial Aid ExperienceCustomer Service SkillsCommunication SkillsCompliance KnowledgeTime Management 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
Financial Aid PackagingFAFSA CompletionPayment Plan CalculationStudent Award ManagementDocument Submission Accuracy
Soft Skills
Rapport BuildingConflict ResolutionMulti-taskingAdaptabilityIntegrity
Tools & Technologies
Student Information SystemsAudio and Video Recording Tools
Industry Keywords
Federal RegulationsState RegulationsProfessional StandardsStudent SuccessHigher Education
About the role
Key responsibilities & impact- Build rapport with students, families, and influencers throughout the financial aid process
- Support new and currently attending students at all WCU locations
- Properly package students for each academic year and initiate prior-year repackaging
- Calculate and initiate financial aid offers and payment plans
- Update student awards and packaging accurately and timely
- Respond to active-student tasks and resolve financial aid issues
- Ensure balances are covered before graduation and packaged funds disburse timely and accurately
- Maintain ongoing student contact and ensure required documents are submitted accurately and on time
- Explain FAFSA completion, borrower rights and responsibilities, loan acceptance or denial, scholarships, and alternative funding options
- Manage an assigned student caseload and achieve operational outcomes
- Provide day-to-day support and subject-matter expertise in the FA Manager’s absence
- Collaborate with campus and University Administration teams
- Handle escalated student and parent concerns and de-escalate challenging interactions
- Ensure compliance with applicable state and federal regulations, university policies, and professional standards
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree from an accredited College or University is preferred; experienced candidates may be considered without a degree with more than 10 years of financial aid experience and a combination of experience and education comparable to a bachelor’s degree
- 3–5 years customer service required
- 3–5 years financial aid required
- May not be in default on a federal student loan or owe repayment of a federal grant
- Must consent to audio and video recording of student financial aid appointments for training and quality assurance purposes
- Highest level of integrity, professional ethics, and confidentiality
- Strong customer service skills focused on student success
- Excellent verbal and written communication skills
- Higher than average computer skills
- Multi-tasking and time management skills; ability to adapt to a changing fast-paced environment
- Ability to work independently in a remote environment
- Ability to work alternate hours, including nights and weekends as needed, to support students across all time zones
Benefits
Comp & perks- Professional growth support
- Inclusive environment
- Teamwork- and collegiality-focused culture
- Remote work arrangement