Advisor

• Analyze learners’ eligibility for Title IV, military, and other funding programs
• Provide financial aid estimates and packaging, clearly communicating program obligations and financial responsibility
• Assist learners, families, and relevant parties with funding options and answer funding questions
• Review learner documents for eligibility, completeness, accuracy, and compliance
• Make determinations on special circumstances and escalate files for professional judgment decisions
• Update the Master Cohort List daily with incoming enrollment activities
• Update and maintain learner records in the Student Information System (SIS)
• Complete verification processes, including reviewing documents, matching data to ISIR, resolving conflicting information, and making ISIR corrections
• Resolve ISIR rejections, C-codes, and conflicting information in accordance with Title IV requirements
• Work with COD and NSLDS
• Collaborate with other functions to provide high-quality learner service
• Participate in biweekly Learner Funding meetings, one-to-ones, coaching meetings, trainings, and team meetings
• Attend meetings and conferences to enhance knowledge of financial aid policies, practices, and procedures
• Use COD, NSLDS, and CPS to ensure compliance with institutional and federal regulations
• Handle confidential and sensitive information discreetly
• Participate in other functional projects as needed

Advisor I – Learner Funding

• Prepare and assist in the application and delivery of Federal Student Aid and military funds for new and current learners
• Review learner documents for accuracy, compliance, completeness, and eligibility
• Analyze learner eligibility for Title IV, military, and other funding programs
• Provide financial aid estimates and packaging while clearly communicating program obligations and financial responsibilities
• Assist learners, families, and relevant parties with funding options and answer funding questions
• Review documents and clear verification, C-codes, Unusual Enrollment History, conflicting data, and ISIR rejections
• Make determinations on special circumstances and escalate files for professional judgment decisions
• Update the Master Cohort List daily with incoming enrollment activities
• Maintain learner records in the Student Information System
• Complete verification and make necessary ISIR corrections
• Work with COD and NSLDS systems
• Collaborate with other functions to provide high-quality learner service
• Participate in Learner Funding meetings, coaching, trainings, and team meetings
• Attend meetings and conferences to enhance financial aid policy knowledge
• Maintain customer service and handle confidential and sensitive information discreetly
• Participate in functional projects as needed

Advisor jobs in Utah

Advisor I – Learner Funding

Advisor II, Learner Funding