Note: The job is a remote job and is open to candidates in USA. The University of Maryland Global Campus (UMGC) seeks a Financial Solutions Advisor to join the Office of Financial Solutions. The role involves partnering with learners to develop long-term funding plans, helping to navigate financial aid options, and providing guidance on military and employer benefits.
Responsibilities
- A thorough understanding of eligibility requirements and available grant and loan types available through the Title IV program
- An in-depth navigational understanding of the Free Application for Federal Student Aid (FAFSA)
- Partnership with learners through each step of the application process, including the provision of documentation needed to satisfy verification and C-flag requirements
- Awareness of scholarship opportunities that require FAFSA completion
- Access and use information within FAA Access to CPS and NSLDS (National Student Loan Data System)
- Conveyance of important dates and deadlines related to disbursement of aid, balance due dates and UMGC’s disenrollment policy
- Actively partner with learners through decisions related to changes in enrollment that may impact financial aid eligibility
- Guide learner understanding of the R2T4 process and implications to balances owed as a result
- Partner with Success Coaches on future course scheduling as related to program applicability of courses and Satisfactory Academic Progress (SAP)
- Maintain competency and professional currency of Title IV regulations and UMGC scholarship opportunities
- Provide comprehensive counseling to learners regarding the full range of active duty and veterans educations benefits
- Guide learners through the process of receiving military tuition benefits
- Maintain knowledge of UMGC services to include hybrid classes and testing services at military and civilian sites
- Providing guidance through monthly payment plan enrollment and maintenance
- Consulting with learners on ability to pay 'out of pocket' along with balancing other life costs
- Administers payments over the phone while adhering to PCI compliance standards
- Offer advice to consult with employer about potential availability of tuition reimbursement
- Determine if learners are employed with official partner of UMGC that may offer tuition benefits
- Maintain understanding of partnership program and specific policies and attributes of learners affiliated with various employer partnerships
- Communicate directly with learners to resolve overdue balances before account is escalated to internal and State of Maryland Collections processes
- Maintain knowledge of state and institutional policies and regulations pertaining to payment due dates, disenrollment and the UMGC billing system
- Accurately document, maintain, and track all learner interactions, information, and progression through the Customer Relations Management system
- Meet departmentally set metrics standards monthly
- Employees that live within 50 miles of UMGC are required to work university commencement
- Employees are required to work some evening and weekend hours
- Employees may be required to work certain holiday hours based on business need
- Participate in recruitment and retention activities including attending virtual open house events, information sessions and webinars to offer funding guidance to new and returning learners
- Other duties as assigned
Skills
- An earned bachelor's degree and two to three (2-3) years of relevant work experience in an applicable role
- Candidates must possess excellent customer service, time management, creative problem solving, interpersonal, oral and written communications skills, with strong attention to detail and accuracy
- Previous experience in any of the following areas: financial aid, student accounts, student finance, higher education admissions or enrollment management, recruiting, educational or training-industry sales, consultative inside sales of a service offering, call center or high-volume, customer service environment
- Experience leveraging CRM or call center applications and tools, such as a dialer is also preferred
- Bi-lingual English/Spanish
Benefits
- 22 days of paid vacation, 15 days of sick leave, 3 personal days, and 16 paid holidays (17 during general election years). Time off rates will be prorated based on the number of hours worked.
- Access to health care, medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date.
- Contingent II employees who work on average 30 or more hours per week (130 hours per month) are eligible for subsidized state of Maryland medical and prescription benefits.
- Contingent II employees who work on average less than 30 hours per week but at least 20 hours per week are eligible for a stipend to assist in the purchase of a health plan.
- Term Life Insurance, Accidental Death and Dismemberment Insurance, and Long-Term Disability (LTD) Insurance. NOTE: C2 Part-time employees working less than 0.5 FTE are not eligible for LTD.
- Contingent II employees receive a retirement stipend equal to 7.25 percent of their base salary and are eligible to contribute to a supplemental retirement account (SRA).
- Supplemental Retirement Plans: include 401(k), 403(b), 457(b), and various Roth options. The university does not provide subsidies or matching funds.
- CII employees are eligible immediately for Tuition Remission at UMGC or at University of Maryland College Park. Spouses and dependent children are eligible for undergraduate tuition remission after two years of service. NOTE: For part-time employees (at least 50 percent of the time), tuition remission benefits are prorated.
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