Advisor II, Learner Funding

Job Details: Job Location: OSC Utah - Salt Lake City, UT, Salary Range: Undisclosed, The Advisor II, Learner Funding Advisor Function prepares and assist in the application and delivery of Federal Student Aid and military funds for new and current learners, in accordance with federal, state, and institutional regulations and guidelines. The incumbent provides document review for accuracy, compliance, and completeness in preparation for the delivery and coordination of federal, state, and institutional funds. The Advisor I, Learner Funding Advisor Function provides support the Learner Funding Advisor Function by tracking Institutional Student Information Records (ISIR), reviewing learner’s documents to clear verification, C codes, Unusual Enrollment History (UEH), and conflicting data, verifies data accuracy, and assists in preparing disbursements for electronic delivery of Title IV and military funds to the College. The Advisor I, Learner Funding Advisor services to new and current learners by correctly advising learners and parents regarding academic and career objectives in relation to higher education funding. The Advisor, Learner Funding is required to provide superior customer service in a manner that maintains the integrity of the funding process in order to contribute to the successful completion of the program. current learners, in accordance with federal, state, and institutional regulations and guidelines.  The Advisor, Learner Funding is required to provide superior customer service in a manner that maintains the integrity of the funding process in order to contribute to the successfulcompletion of the program.  

Analyzes learners’ eligibility for a variety of aid programs, including Title IV, military, and other funding   

Provides financial aid estimates and packaging to learners in a manner that clearly communicates obligations to complete the program and the impact of financial responsibility 

Assists all learners, learner families, and other relevant parties who may be involved in funding options and accurately answer questions about funding 

Reviews current learner documents to verify eligibility, completeness, and accuracy as required to draw Title IV and military funds  

Makes determinations on learners’ and/or parents’ special circumstances to escalate file(s) to supervisor for professional judgment decisions 

Accurately updates the Master Cohort List daily with incoming enrollment activities 

Updates and maintains learner records in the Student Information System (SIS) 

Completes the verification process which includes the review of verification documents, verifying data matches to the Institutional Student Information Record (ISIR), ensuring no conflicting information, and accurately making all necessary ISIR corrections 

Ensures documents associated with ISIR rejections, C-codes, and conflicting information meet Title IV requirements to clear issues 

Fluently works with Common Origination and Disbursement (COD) and National Student Loan Data System (NSLDS) 

Collaborates with other functions to provide the highest level of service for learners 

Participates in biweekly Learner Funding meetings including 1:1s, coaching meetings, trainings, and team meetings 

Attends meetings and conferences as necessary to enhance existing knowledge of financial aid policies, practices, and procedures  

Utilizes multiple databases and technology including Common Origination & Disbursement (COD), National Student Loan Data System (NSLDS), and Central Processing System (CPS) to ensure compliance with institutional and federal regulations 

Maintains the highest level of customer service in a courteous, prompt, and successful manner and handles confidential and sensitive information with discretion 

Participates in the successful implementation of other functional projects as they arise  

Qualifications:

High School Diploma or GED Required 

Minimum of two years of professional experience preferably in an institution of higher learning or student funding 

Demonstrated knowledge of Federal Student Aid and/or military funding 

Demonstrated proficiency in Microsoft Office including Word, Excel, Outlook, and SharePoint