Financial Aid Advisor

Please Note: This position will begin remote for onboarding and training and then transition to on-site at the Fort Myers, FL campus in October.

In addition to joining an organization with an outstanding mission, Concorde is happy to provide the following Benefits You'll Love -

Tuition Waiver: Enjoy a tuition waiver after 6 months of employment for you AND your immediate family offered at UTI and Concorde campuses
• Paid Time Off: Competitive paid time off programs for employees (Vacation, Sick, Flexible)
• Retirement Matching: 50% match on the first 6% of your contributions after 90 days
• Paid Parental Leave: 4 weeks of paid leave for both birthing and non-birthing parents to bond with a new baby
• Competitive Insurance: Health, vision, and dental coverage for you and your dependents
• Pet Insurance: Competitive coverage for your furry family members through ASPCA
• Health Plan Enrollment: Eligibility starts first of the month following completing one full month of employment

Explore more benefits here: UTI Benefits

Principal Accountabilities & Deliverables

• Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirements
• Assist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation
• Offer guidance on budgeting, financial literacy, and loan repayment strategies
• Evaluate and process financial aid applications in accordance with federal, state, and institutional policies
• Determine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs
• Monitor and verify documentation for accuracy and compliance
• Stay informed about changes in federal, state, and institutional financial aid regulations
• Facilitate financial aid practices that meet compliance standards and maintain accurate records
• Prepare and submit required reports to governing agencies
• Understand and comply with all applicable Federal regulations/procedures per the annual Federal Handbook
• Collaborate with other departments to support student success and resolve financial aid-related issues
• Conduct workshops, presentations, and outreach activities to educate students and families about financial aid opportunities
• Conduct entrance interviews and exit interviews as required by Federal regulation
• Maintain accurate records of student interactions and financial aid determinations using appropriate software systems
• Generate reports and analyze data to identify trends and improve processes
• Other duties as assigned.

Education / Experience

• High School diploma (or GED) (required) and one (1) year experience working in financial aid - or - Associate degree in relevant field (preferred)
• Minimum of one (1) year of experience performing data entry and professional customer service experience (required)
• One (1) year of experience in a proprietary online higher education environment (preferred)
• Must not currently be in default on any Federal Student Loans or go into default on any Federal Student Loans while employed

Skills

• Knowledge of federal and state financial aid regulations and policies (preferred)
• Proficiency with financial aid systems (e.g., Anthology, PowerFAIDS) (preferred)
• Proficiency with Microsoft Office Suite
• Work effectively with diverse populations and build rapport with students and families
• Accurately interpret and apply financial aid regulations
• Explain complex financial aid concepts in a clear and accessible manner
• Adapt to changing regulations, technologies, and institutional priorities

Standard Abilities

• Able and willing to:
  • Communicate, think, learn, and reason
  • Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks
  • Safely ambulate and/or maneuver when on-site at Company locations
  • Demonstrate and utilize active listening, inductive reasoning, information ordering and category flexibility
• Ability to use good judgment, problem-solving and decision-making skills
• Ability to maintain confidentiality and manage sensitive information with discretion
• Ability to work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously
• Ability to gain, understand and apply information and data as it relates essential functions of the position
• Ability to foster long-term relationships with stakeholders

Work Environment

• Work is performed indoors in a climate-controlled environment when on site at assigned company location. Employees must be able to safely ambulate when on company premises.
• This position is designated as Variable. This position is eligible for a remote, hybrid and/or on campus work location to meet business needs. Employees must be able to follow all safety precautions including the use of personal-protective equipment. Employees must also be able to adhere to site-specific safety procedures. Work environments may include exposure to student learning environments with a variety of conditions. Employees must meet minimum technical standards for eligibility and participation.
• Travel Requirements
  • No travel required