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Academic and Finance Advisor I
Workforce and Community Education. Manage student load and complete daily tasks 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 interactions and support. Proficient in utilizing technology for academic tracking and communication in a fast-paced educational environment.
Highest-signal resume keywords
Student AdvisingFinancial Aid KnowledgeCustomer Service FocusConflict ManagementMicrosoft 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 Load ManagementAcademic Progress MonitoringReport PreparationTechnology UtilizationSatisfactory Academic Progress Standards
Soft Skills
Highly OrganizedDetail-OrientedCollaborative Team PlayerSolution-OrientedProfessional Communication
Tools & Technologies
Roadrunner SystemStudent Portfolio ReportNational Student Loan Data System (NSLDS)
Industry Keywords
Higher EducationStudent ServicesUniversity PoliciesFDCP ActOnline University Environment
About the role
Key responsibilities & impact- Manage student load and complete daily tasks through the Roadrunner System, Student Portfolio Report, or other tools
- Proactively identify and support at-risk students, provide early resolutions, and connect students to success resources
- Monitor student degree plans, course schedules, and academic progress for compliance with University policies and Satisfactory Academic Progress 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
- Support escalated students professionally and deliver University communications
- Participate in team meetings, trainings, departmental and special projects
- Maintain regular and reliable attendance and perform other assigned duties
- Connect with students through calls, emails, texts, and chats to provide academic and financial assistance throughout their academic journey
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 ability to manage conflict, de-escalate concerns, and communicate professionally across all channels
- Solution-oriented approach 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 use of technology for online engagement
- Collaborative team player
- 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
- Paid time off (PTO)
- Free education benefits
- Professional growth and other growth opportunities
- Comprehensive well-being benefits for employees and their families