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University of Mount St. Joseph

Private university in Riverdale, NY

Financial Aid Advisor

School Leadership & AdministrationPosted on Nov 13
Full-timeBronx, NY, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • At least one year of experience in financial aid administration is required.
  • Extensive knowledge of financial aid policies, procedures, and eligibility requirements is required.
  • Knowledge of federal Title IV regulations and New York State financial aid programs, including TAP, is required.
  • Experience using Banner, Argos, COD, NSLDS, Slate, Microsoft Office, and HESC systems is required.
  • Strong analytical, organizational, and problem-solving skills and attention to detail are required.
  • Ability to maintain a calendar and work schedule that meets the needs of assigned populations is required.
  • Ability to communicate effectively orally and in writing with students, parents, faculty, staff, and partner organizations is required.
  • Commitment to customer service and ability to use positive language in challenging situations are required.

Responsibilities

  • Evaluate student eligibility for federal, New York State, institutional, and other applicable aid programs according to regulations, policies, and awarding guidelines.
  • Package and award financial aid for new and continuing students in assigned programs, ensuring accuracy, compliance, and adherence to enrollment and processing timelines.
  • Lead administration of New York State TAP and other New York State aid programs, including eligibility review, reconciliation, compliance monitoring, resolution of student eligibility issues, and coordination with HESC.
  • Coordinate verification, professional judgment, special circumstances, dependency overrides, and other eligibility review processes in accordance with federal regulations and institutional policies.
  • Maintain knowledge of federal, state, and institutional financial aid regulations and implement changes to policies, procedures, and awarding practices.
  • Serve as a primary financial aid contact for assigned programs and student populations, fostering partnerships and aligning institutional policies, enrollment timelines, and student support initiatives.
  • Maintain and update financial aid calendars for assigned programs and collaborate with campus and partner stakeholders to complete processes on time.
  • Counsel prospective and continuing students and families on financial aid eligibility, financing options, payment responsibilities, and related policies through appointments, virtual meetings, telephone consultations, email and SMS, group presentations, and outreach.
  • Coordinate financial aid communications through Banner, Slate, EAB Navigate, email, print, and other channels to support recruitment, enrollment, retention, and compliance objectives.
  • Perform scheduled imports, exports, and transmission of federal and state data files, ensuring timely and accurate processing between internal and external systems.
  • Prepare routine and ad hoc reports using Banner, Argos, Excel, and other reporting tools for enrollment management, compliance, reconciliation, audit preparation, and decision-making.
  • Assist with financial aid reconciliations, reporting requirements, policy development, procedure documentation, and audit preparation.
  • Collaborate with Admissions, Student Accounts, Registrar, Advising, and other campus partners to resolve student issues, support persistence, and improve student experience.
  • Travel as needed to assigned program locations to conduct counseling sessions, workshops, presentations, and enrollment support activities.
  • Work occasional evening hours during peak processing and enrollment periods and provide weekend support for other undergraduate programs as needed; align schedules with operational needs and the academic calendar.
  • Review student credit balance refund requests and transactions for accuracy, eligibility, and compliance; approve or deny refunds as appropriate and coordinate with Student Accounts on timely processing and issue resolution.
  • Perform other duties assigned by the Director of Financial Aid.

Desired Qualifications

  • Experience supporting partner, consortium, online, or non-traditional student populations is preferred.

About the Company

University of Mount St. Joseph

Private university in Riverdale, NY

University of Mount Saint Vincent is a private Catholic university in Riverdale, New York. It offers undergraduate, graduate, professional, and certificate programs grounded in the liberal arts.

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