Full-Time

Senior Advisor

Financial Assistance

Posted on 8/1/2025

University of Miami

University of Miami

No salary listed

Company Does Not Provide H1B Sponsorship

Coral Gables, FL, USA

In Person

Category
Finance & Banking (1)
Required Skills
Financial analysis
Customer Service
Data Analysis
Requirements
  • Bachelor’s degree. Any appropriate combination of relevant education and/or work experience may be considered.
  • Three (3) years of relevant work experience in customer service. Experience in a financial aid or financial analyst capacity is highly preferred.
  • Knowledge of needs analysis and federal financial aid rules and regulations.
  • Analyzes and interprets financial assistance/educational benefits data.
  • Interprets and explains financial aid federal/state regulations and rules.
  • Experience working with tax related documents is highly preferred.
Responsibilities
  • Advises and counsels students, parents, and/or prospective students in person, via phone, and email with regard to all areas related to the financial aid application and awarding process to include scholarships, loans, grants, employment and financial counseling.
  • Completes a thorough needs analysis assessment by reviewing tax and income related documentation.
  • Coordinates financial assistance/educational benefits and scholarship programs as directed.
  • Performs all technical and clerical tasks and procedures to process student’s award/certification status for financial assistance/educational benefits and scholarship programs.
  • Reviews student files and correspondence, awards financial aid, makes decisions regarding use of professional judgment regarding student and/or family special circumstances.
  • Assists in facilitating workshops and makes presentations on and off campus to groups regarding financial aid and scholarships.
  • Serves as liaison with other related university offices or departments.
  • Other duties as assigned.
Desired Qualifications
  • Experience in a financial aid or financial analyst capacity is highly preferred.
  • Experience working with tax related documents is highly preferred.

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INACTIVE