Financial Aid Advisor

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  • Job Number:524126
  • Classification:Student Services Professional 2
  • Grade:Grade 78
  • Work type:On Campus, Staff Full-time
  • Administrative Unit:University of Alaska Anchorage
  • School/Business unit:UAA VC Student Affairs
  • Location:Anchorage
  • Categories: Business/Accounting/Finance, Student Affairs/Services

Position Summary:

The Financial Aid Advisor is responsible for a wide range of duties in support of UAA students and their financial aid needs. Financial Aid Advisors work directly with students and families to assist them through the financial aid application and awarding process. Major responsibilities include processing federal, state, and institutional awards, adjusting cost of attendance (COA), and the preparation and dissemination of financial aid information. This position involves a great deal of attention-to-detail and ability to interpret and apply federal, state, and institutional policies.


10GENERAL OFFICE SUPPORT: Regularly maintain and update the financial aid website; assist in the development and revision of forms; assist with staff projects, research problems, prepare reports or data, and test packaging and verification programs and processes as needed; perform other duties as assigned.Essential
25CUSTOMER SERVICE/SUPPORT: Advise students and families regarding financial aid programs offered by federal, state and local agencies as well as institutional aid and alternative funding options; use tact, diplomacy and investigatory interviewing techniques in conversations with students and parents to elicit relevant information and/or questions; demonstrate an understanding of special needs and problems experienced by students and answer questions in a sensitive and helpful manner; Provide guidance on electronic submission of documentation for federal verifications, professional judgements, budget adjustments, and other required processes. Conduct regular outreach to all dependent students that submit their FAFSA without parental information.provide debt management counseling to student loan borrowers; check emails daily; answer general questions; distribute specific concerns to appropriate staff when necessary. Be logged into the office phone queue to assist with answering general questions on the call center. Assist with front counter coverage as needed as well as assisting students who come in the lobbyEssential
25OUTREACH: Collaborate in the coordination and facilitation of workshops and other success skills training for students. Support the recruitment, orientation and retention of students by working closely with Admissions, New Student Orientation, and other student success offices by providing support at events such as UAA’s Scholars Night, Preview Days, Seawolf Ready in area high schools, Howl Days and Kids2College. Work with other groups such as ACPE, middle college programs and local high schools to promote and support FAFSA completion events, SAP awareness promotional events, both in person and virtually.Essential
40FINANCIAL AID PROCESSING: Perform Return to Title IV (R2T4) calculations in compliance with federal and institutional policies and timeframes. Assist the Assistant Directors with yearly setup and the timely certification, processing, and payment of Alaska State grants and scholarships. Process incoming financial aid data and subsequent paperwork according to office policies and procedures to ensure compliance with federal, state and institutional policies. Have comprehensive knowledge of student cost of attendance, need analysis, federal aid calculation, and resource allocation. Work in tandem with other team members to ensure accurate and timely process flow and continuity. Be proficient and work on multiple electronic platforms such as NSLDS, COD, CPS, EdConnect, ASAP portal, Dynamic forms and OnBase to ensure eligibility and compliance with varied federal, state, institutional and private resources. Will be assigned to various processing tasks including, but not limited to: Coordination and monitoring athletic awards per NCAA guidelines, management of the Federal Work-study program, completion of federal in and house verifications, calculation of satisfactory academic progress and evaluation of appeals, determining eligibility and processing requests for federal, state, and private loans. Review and adjust Title IV eligibility based on professional judgment and individual student circumstances guided by interpretation of federal rules and regulation.Essential


Knowledge, Skills, Abilities:
  • Expert functional understanding of financial aid management systems and on-line student academic records systems (preferably Banner); Knowledge of University systems to be able to refer students to appropriate area for assistance.
  • Knowledge of best practices, federal and state laws and legal issues associated with and applicable to financial aid and higher education.
  • Knowledge of marketing/advertising principles.
  • Advanced public speaking skills.
  • Ability to troubleshoot situations to determine the best course of action.
  • Ability to work as an influential part of a team.
  • Ability to apply theories gained through experience and education.
  • Understand and comply with safeguarding procedures for confidential records per FERPA (Family Education Rights and Privacy Act).
  • Strong organizational skills with the ability to carry out multiple tasks in a timely manner.
  • Ability to work effectively in a fast-paced environment.
    • Annual participation in Department of Education, NASFAA, regional and/or state offered financial aid training sessions.
    • Understanding and adherence to the Federal Right to Privacy Act of 1974 as amended.
  • The successful candidate must not be in default on any federal student loan.
Typical Experience:
Two or more years of professional experience performing work that requires the consistent application of highly complex regulations; Experience using technology to streamline processes; Data entry and retrieval in multiple types of computer programs; Excellent organizational, interpersonal, communication and conflict-resolution skills; good judgment, discretion and ability to maintain confidentiality; ability to interact with diverse constituencies; ability to manage multiple tasks simultaneously; ability to work both on a team and independently; project management skills; strong computer skills.
Required Education or Training:

An Associate's degree in a related field and two years relevant experience, or an equivalent combination of training and experience. Knowledge of federal financial aid rules and regulations. Experience working in a customer service field, preferably with finances above and beyond typical retail sales.

Salary Information:

This is a full-time, 12-month, non-exempt staff position complete with both a competitive salary and full employee benefits package. New hires will be placed on the UA staff salary schedule, Grade 78, based on education and experience.

Special Instructions to Applicants:

Please attach a resume, cover letter, and the names and contact information (email address and phone number) for three (3) professional references with your application.

Applications will be accepted for review on 04/24/2023; to ensure
consideration, please apply by 11:55 PM, Alaska Standard Time on 04/23/2023.

The University of Alaska Anchorage (UAA) invites applications for the position of Financial Aid Advisor within the Office of Financial Aid. The Office of Financial Aid is an innovative team committed to providing students equitable access to financial aid while maintaining regulatory and institutional compliance. The office processes financial aid applications for over 18,000 applicants at all five UAA campuses and are responsible for the timely and accurate disbursement of over $70 million in financial aid annually. The Financial Aid Advisor is responsible for a wide range of duties in support of undergraduate and graduate students and their financial aid needs.  This position involves a great deal of attention-to-detail and ability to interpret and apply federal, state, and institutional policies.  Financial Aid Advisors work directly with students, assisting them throughout the financial aid application and awarding process.  Occasional remote work schedule is available with supervisor approval. Some evening and weekend work may be required to accommodate student needs.  UAA is in the midst of implementing its ambitious UAA 2025 Strategic Plan, making this an exciting time to join the university family. UAA 2025 includes five aspirations: 1) We put students first; 2) We create a culture of equity and inclusion by embracing diversity; 3) We embrace our role as a trusted and respected community partner; 4) We positively impact communities and the world through innovation; and, 5) We accelerate excellence through continuous improvement.  The Office of Financial Aid is critical in helping UAA achieve these aspirations through a customer-centric attitude toward the transactional work that flows through our office.  The department is retooling processes and work to ensure the time and effort of the office and the departments we work with is focused on achieving the aspirations by 2025.

*To be eligible for this position, applicants must be legally authorized to work in the United States without restriction.  Applicants who now or may in the future require visa sponsorship to work in the United States are not eligible.

The University of Alaska (UA) is responsible for providing reasonable accommodations to individuals with disabilities throughout the applicant screening process. If you need assistance in completing this application or during any phase of the interview process, please contact UA Human Resources by phone at 907-450-8200.

UA is an AA/EO employer and educational institution and prohibits illegal discrimination against any individual:

The successful applicant is required to complete a background check. Any offer of employment is contingent on the background check.

Your application for employment with the University of Alaska is subject to public disclosure under the Alaska Public Records Act.

If you have any questions regarding this position, please contact Stephanie Brown, Student Affairs HR Coordinator, at

Advertised: Alaskan Daylight Time
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