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SJ
St. John
Financial Aid Advisor (Loans)
Career Insights for Financial Planner / Investment Consultant
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$121,081 / year median in New York
+7% projected growth
Job Description
Financial Aid Advisor (Loans) St.
John's University Salary:
$66,300.00Annually Job Type:
Full-Time Administrator Job Number:
202600036Location:
Queens Campus, NY Department:
Closing:
St. John's, established in 1870, has two New York City campuses; international locations in Rome, Italy; Limerick, Ireland; and Paris, France; and study abroad locations around the world. The Princeton Review and other top rankings consistently recognize the University's outstanding academics, diverse student body, dynamic internship, and volunteer opportunities, focus on student life, and diverse study abroad offerings. St. John's University offers more than 100 undergraduate and graduate programs in its six colleges and schools, with a growing number of programs offered online. The University is accredited by the Middle States Commission on Higher Education and 12 other major academic and professional associations. A dedication to diversity, equity and inclusion is at the heart of our mission.? As a Catholic and Vincentian university, St. John's is committed to institutionalizing practices of inclusive excellence to ensure that we welcome and celebrate the intrinsic worth of all members of our community.? We will become an even stronger university as we enhance equity at every level of our institution.?Our graduates will excel in the competencies and values needed for leadership and service in a rapidly evolving world. Job Summary The Financial Aid Advisor plays a critical role in advancing the University's commitment to Student Success by ensuring access to financial resources, providing personalized guidance, and collaborating across departments to remove financial barriers that may impact retention and graduation. Under the general direction and reporting to the Sr. Assistant Director of Student Financial Services, the Advisor will assist in the management of key federal aid processes, including the Federal Direct Loan programs, federal verification and Private Loans, while delivering exceptional service to a diverse student population. Job Responsibilities Loan Processing and Compliance Collaborate with the Senior Assistant Director and Senior Associate Director to ensure federal and private loan processes are efficient, accurate, and student-friendly. Run loan origination and disbursement extract processes in Banner and prepare files for transmission to the U.S. Department of Education (COD) and ELMOne. Import and post COD response files, ELMOne certification files, and disbursement rosters, resolving discrepancies as needed. Manage federally required loan disclosure notices to ensure adherence to all compliance standards. Maintain a working knowledge of federal and state financial aid regulations and university policies. Verification and Aid Packaging Review and complete federal verification cases, ensuring accuracy and compliance with federal regulations. Package financial aid for transfer students accepted for the spring semester. Exercise careful attention to detail and accountability when reviewing documentation and updating student records. Professional Judgment and Student Advocacy Evaluate and apply Professional Judgment for students with special circumstances in accordance with federal guidelines. Ensure the equitable delivery of financial aid based on students' individual financial situations. Clearly communicate decisions and next steps to students and families. Counseling and Customer Service Provide individualized financial aid counseling to students and families, including guidance on loan programs and verification requirements. Serve as Counselor of the Day and provide backup support for the Student Financial Services Center. Assist with the management and monitoring of the University's loan email account. Deliver consistent, professional, and effective service to students, families, alumni, and external partners. Data, Process Improvement, and Collaboration Utilize data to identify opportunities for process improvement and increased student engagement. Partner with Enrollment and other University departments to support holistic student success. Contribute to continuous improvement initiatives within Student Financial Services. Outreach and Education Conduct financial aid presentations, workshops, and virtual chats on financial aid topics and financial literacy. Represent Student Financial Services at recruitment and onboarding events, including Open House and Accepted Student Day (evening and weekend availability required). Additional Duties Perform other duties as assigned in support of departmental and institutional priorities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. Supervisory Responsibility Assist with managing student workers Competencies, Education, Experience Ability to learn and apply federal, state regulations and university policies in support of the timely delivery of federal student aid. Ability to work independently and collaboratively in a fast-paced environment. Excellent attention to detail, multitasking, and prioritization skills. Ability to manage complex conversations and resolve escalated concerns with empathy and professionalism. Effective communication and presentation skills (in-person and virtual) Proficiency in Microsoft Word, Excel, Power Point; willingness to learn and embrace innovative technologies.Required Education and Experience:
o Bachelor's degree. o Experience with Microsoft Office Suite.Preferred Education and Experience:
- Experience with Ellucian Banner
- Prior experience in higher education. Additional Eligibility Qualifications Other Duties Must be eligible to access Federal Student Aid systems. Other Duties This job description is not exhaustive and may include additional responsibilities as assigned. Duties, responsibilities, and activities may change at any time, with or without notice. Supplemental Information Work Environment
- Professional office environment.
- Role requires routinely uses a computer, standard office equipment such as copiers, phones/voice mail, fax, scanner, printers, etc.
- This individual is routinely exposed to indoor environment with moderate noise level and on occasion may need to work outside.
- The job is an on-campus position but must be prepared to work remotely if needed and must have access to Wi-Fi, laptop, and a cell phone.
- Important Note- St.
Benefits
- Paid Time Off (PTO)
- 403(b) Tax-Sheltered Annuity Plans
- Other Retirement and Savings
- Health and Wellness Programs