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Academic and Finance Counselor I
Workforce and Community Education. Explain University policies, Financial Aid guidelines, and Title IV regulations to students .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in academic advising, financial aid regulations, and student support strategies within a higher education environment. Proficient in utilizing technology and communication tools to enhance student engagement and success.
Highest-signal resume keywords
Academic AdvisingFinancial Aid RegulationsCustomer Service MindsetCommunication SkillsProblem-Solving Ability
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 ServicesRetention StrategiesCompliance with Federal RegulationsDocument CollectionAccounts Receivable ManagementOnline Learning EnvironmentCoaching TechniquesData InterpretationTask PrioritizationStudent Engagement Strategies
Soft Skills
Active ListeningDe-Escalation SkillsIndependent WorkTeam CollaborationFlexibility
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 PoliciesAcademic Progress Monitoring
About the role
Key responsibilities & impact- Explain University policies, Financial Aid guidelines, and Title IV regulations to students
- Provide personalized, student-centered academic and financial support
- Manage a student caseload using proactive communication and sound judgment
- Manage student Accounts Receivable, including document collection, student payments, and financial aid
- Monitor and facilitate voucher collection and submission for processing
- Refer students to appropriate departments and campus resources
- Navigate multiple systems and reports to provide seamless student support
- Communicate with students by phone, email, video, and chat
- Handle escalated student concerns and develop solutions
- 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 motivate students toward graduation
- Provide ideas and resources to improve student satisfaction, persistence, and achievement
- Collaborate across departments to deliver a positive student experience
- Share University updates, assist with departmental initiatives, and contribute to special projects
- Maintain consistent and reliable attendance
- Perform other duties as assigned
Requirements
What you’ll need- Minimum of three (3) years of related experience in recruiting, advising, student services, retention, academic counseling, marketing, educational services, or customer service
- Bachelor’s degree preferred
- 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
- Ability to de-escalate and resolve student concerns
- Ability to work independently with minimal supervision
- Creative and logical problem-solving ability
- Comfort using word processing tools, databases, internet navigation, SMS, live chat, and email systems
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, Outlook, and SharePoint
- Flexibility, dependability, and ability to work effectively in a team
- 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) 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
- Remote work-from-home arrangement