FINANCIAL SERVICES ADVISOR - Paul Mitchell Schools

FINANCIAL SERVICES ADVISOR

The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The advisor is responsible to advise prospective and current students and their families about the financial aid process and provide information on available programs and procedures. He or she is responsible to follow up in support of the completion of financial aid applications. The Financial Services Advisor also determines eligibility within the parameters of institutional, state, and federal requirements.

The Financial Services Leader is responsible to maintain a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria.

A successful candidate will understand financial aid processing, be able to effectively articulate financial options, and demonstrate a high degree of accuracy to ensure compliance. The Financial Services Advisor must have strong communication and customer service skills.

He or she must also have an unwavering commitment to providing exceptional customer service, following the law, and abiding by diversity, equity, and inclusion policies.

ESSENTIAL FUNCTIONS

• Provide advising throughout the financial aid process to prospective and current students and their families
• Complete financial aid processing, including Title IV
• Keep adequate and timely records
• Ensure the processing of financial aid records are in accordance with federal and state regulations and prepare departmental reports
• Follow up on all prospective and current students in a timely manner
• Keep up to date with compliance requirements, including and not limited to federal and state regulations, deadlines, and school policies as they apply to federal, state, and institutional student aid and cash management
• Attend and actively participate in school functions and professional financial aid training sessions  Ensure goal of timely turnaround for all financial aid applications
• Maintain student confidentiality in accordance with FERPA regulations
• Any other duties or special projects as assigned

BEHAVIORS AND COMPETENCIES

• Maintains current knowledge of changes and updates to financial aid rules and regulations, including Title IV
• Has strong interpersonal skills
• Ability to interpret and effectively communicate complex financial aid regulations and apply them appropriately in different situations
• Proficiently uses Microsoft Word, PowerPoint, and Excel
• Ability to perform simple accounting procedures
• Ability to communicate effectively, both orally and in writing
• Possesses record-keeping and maintenance skills
• Ability to process computer data and can format and generate reports
• Knowledge of customer service standards and procedures
• Ability to make administrative/procedural decisions and judgments
• Ability to complete moderately complex administrative paperwork
• Is a self-starter and can work independently

EDUCATION/EXPERIENCE

• Two + years of experience in Financial Aid roles or sufficient transferable experience to demonstrate practival equivalence
• Associate's degree required
• Bachelor's degree preferred

REPORTING STRUCTURE TERMS OF EMPLOYMENT

Department: Financial Services

Primary Supervisor: Financial Services Leader

TERMS OF EMPLOYMENT

Employment Status: Full Time

Hours of Employment: 40 hours/week, with occasional evenings/weekends

Position Type: Exempt

Pay type: Salary

Travel: 0-10%

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Physical Demands-While performing the duties of this job, the employee is required to walk, stand, and move about while communicating orally and operating technology for extended periods of time in the classroom, at promotional events, or while assisting students. While performing administrative tasks, the employee will walk and move to access file cabinets, office machinery, or attend functions outside of their personal work area; sit and remain in a stationary position for long periods of time; reach, stretch and use hands, fingers, and arms to perform work, operate computers, office machinery, or handle small objects; and regularly lift and move up to 30 pounds. The employee may occasionally be required to balance, stoop, kneel, and crawl under desks or in confined spaces. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, the ability to look at the computer screen for extended periods of time, and the ability to adjust focus. The employee must be able to communicate clearly and exchange accurate information through speaking, hearing, and applying discernment.

EQUAL EMPLOYMENT OPPORTUNITY POLICY

provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

DISCLAIMER

The job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

I understand the job summary and objective, the essential functions, the behaviors and competencies, and the physical demands of this job title. reserves the right to make changes in content or application of the job description as it deems appropriate, and these changes may be implemented even if they have not been communicated, reprinted, or substituted in this job description.

Neither this job description, nor any other company communication or practice, creates an employment contract. Possession of this job description does not imply nor prove the existence of an employment contract.

NOTICE OF NON-DISCRIMINATION


[SCHOOL NAME] ("School") does not discriminate on the basis of protected class status, including sex and prohibits sex discrimination in any education program or activity that it operates as required by Title IX and its regulations, including in admission and employment.


Inquiries about Title IX may be referred to the School's Title IX Coordinator, the U.S. Department of Civil Rights, or both. The School's Title IX Coordinator is:

[INSERT NAME, Office Address, Email Address,and Telephone]


The School's Protected Class Non-Discrimination Policy and Grievance Procedures can be located here [INSERT LINK TO POLICY AND PROCEDURES].


To Report information about conduct that may constitute sex discrimination or make a complaint of sex discrimination under Title IX, please contact the Title IX Coordinator through one of the above methods (telephone, email, or in person at their office).

Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act
The School's Campus Crime and Security Report (also known as the Annual Security Report), includes information like the three previous years of crime statistics; certain safety and security policies; and how the School provides timely warnings about Clery crimes that pose an immediate threat to students and employees. It is available at [INSERT LINK]. A paper copy is available upon request.