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The Financial Services Advisor (Regional) is located at an assigned SAE campus and works closely with students and their families across multiple SAE campus locations through a combination of in-person and phone/video conferencing platforms. Campus support responsibilities may be adjusted based on enrollment levels, staffing, operational needs and business priorities.

The Financial Services Advisor (Regional) advises students about the different types of funding methods available and provides information regarding all the procedures and requirements of the various financial aid programs. Makes an accurate assessment of a student’s financial aid need and presents a financial aid plan to meet those needs. Tracks and monitors all financial aid package activity through completion. Assists with student payment plan collection activities. Accurate and timely records are maintained in accordance with regulations, statutes, and company policies.

Financial Services Advisor (Regional) Key Relationships:

• I. Campus Director and Financial Services - Group
• II. SAE Institute local and Group staff
• III. SAE Institute Students

Financial Services Advisor (Regional) Duties and Accountabilities:

• Builds rapport and effectively communicates with enrolled and prospective students (and their families) about financial aid and other alternative methods of funding.
• Determines a student’s Title IV eligibility and awards federal, state, institutional, and private sources of financial aid to students within appropriate guidelines and regulations.
• Utilizes software to send and retrieve information from the Department of Education.
• Monitors financial aid advising to ensure program, audit, and regulatory compliance.
• Maintains institutional regulatory compliance in all federal and state student assistance programs.
• Maintains files and financial aid management systems.
• Assist with cash receipting of student tuition payments.
• Monitors past due accounts and communicates with students regarding necessary resolutions.
• Assist with student account reconciliation to ensure accuracy of billing and receipt of payments.
• Interviews and advises students regarding their educational financial planning.
• Maintains confidentiality of information accessed in the course of business
• Performs other duties as assigned by Management.

Financial Services Advisor (Regional) Qualifications:

• Experience in higher education (Financial Aid preferred) environment or an equivalent combination of education and experience;
• Requires excellent computer skills. Working knowledge of automated higher education management systems; proficiency with Microsoft Office, Word, and Excel
• In-depth knowledge of financial aid and/or prior financial aid experience
• Experience with financial aid reporting systems, including but not limited to NSLDS, GEMCOR, and Anthology
• Ability to interpret and apply federal and state regulations and guidelines
• Excellent communication and problem-solving skills
• Excellent customer service skills
• Excellent time management skills
• Ability to multitask
• Ability to occasionally travel to other SAE campus locations
• Ability to maintain confidential information

Competencies:

• Communicates effectively with people at all levels.
• Works collaboratively with people throughout the organization.
• Continuously look for ways to simplify and improve work processes to achieve better results.
• Applies skills to work on assignments of moderate to complex scope. Exercises judgment within defined procedures and practices to determine appropriate action.
• Develops plans for accomplishing objectives. Works to improve own efficiency and performance.
• Understands formal structure/hierarchy, positional responsibilities, and standard operating procedures
• Follows through on commitments made to internal and external customers
• Presents ideas and facts clearly and effectively in an oral or written manner.

Financial Services Advisor (Regional) Additional Information

This is a full time, on-site position based at one of SAE Campus locations. The position may be based at any of the following campuses:

• Chicago, IL
• North Miami Beach, FL
• Nashville, TN
• Atlanta, GA

The hourly range for this position is $24.03 to $28.84, depending on qualifications and experience. This is benefit eligible position. Summary of benefits can be found in SAE's careers website.

Sitting for long periods. Dexterity and coordination to handle files and single pieces of paper, occasional lifting of items weighing up to twenty-five (25) pounds such as files, stacks of paper, reference and other materials. Moving from place to place within the organization, minimal reaching for items above and below desk level. Strength, dexterity, coordination, and vision to use a keyboard and video display terminal for prolonged periods.