Associate Financial Advisor Jobs in Ridgefield, WA

Pay Range: $23.00 - $25.00

Location: Onsite - Portland, OR

What We Offer:

• Paid Training
• Tuition Waiver: Enjoy a tuition waiver after 6 months of employment for you AND your immediate family offered at UTI and Concorde campuses
• Paid Time Off: Competitive paid time off programs for employees (Vacation, Sick, Flexible, Holiday)
• Retirement Matching: 50% match on the first 6% of your contributions after 90 days
• Paid Parental Leave: 4 weeks of paid leave for both birthing and non-birthing parents to bond with a new baby
• Competitive Insurance: Health, vision, and dental coverage for you and your dependents
• Pet Insurance: Competitive coverage for your furry family members through ASPCA
• Health Plan Enrollment: Eligibility starts first of the month following completing one full month of employment

• Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirements
  • Assist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation
  • Offer guidance on budgeting, financial literacy, and loan repayment strategies
• Evaluate and process financial aid applications in accordance with federal, state, and institutional policies
  • Determine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs
  • Monitor and verify documentation for accuracy and compliance
• Stay informed about changes in federal, state, and institutional financial aid regulations
  • Facilitate financial aid practices that meet compliance standards and maintain accurate records
  • Prepare and submit required reports to governing agencies
  • Understand and comply with all applicable Federal regulations/procedures per the annual Federal Handbook
• Collaborate with other departments to support student success and resolve financial aid-related issues
  • Conduct workshops, presentations, and outreach activities to educate students and families about financial aid opportunities
  • Conduct entrance interviews and exit interviews as required by Federal regulation
• Maintain accurate records of student interactions and financial aid determinations using appropriate software systems
  • Generate reports and analyze data to identify trends and improve processes
• Other Duties Assigned 

Education / Experience

• High School diploma (or GED) (required)
• Associate's degree in relevant field (preferred)
• Minimum one (1) year of experience working in financial aid (required)
• Minimum one (1) year performing data entry and professional customer service experience (required)
• One (1) year of experience in a proprietary online higher education environment (preferred)
• Must not currently be in default on any Federal Student Loans or go into default on any Federal Student Loans while employed

Skills:

• Work effectively with diverse populations and build rapport with students and families

• Accurately interpret and apply financial aid regulations

• Explain complex financial aid concepts in a clear and accessible manner

• Adapt to changing regulations, technologies, and institutional priorities

Abilities

• Able and willing to:

  • Communicate, think, learn, and reason

  • Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks

  • Safely ambulate and/or maneuver when on-site at Company locations

  • Demonstrate and utilize active listening, inductive reasoning, information ordering and category flexibility

• Ability to use good judgment, problem-solving and decision-making skills

• Ability to maintain confidentiality and manage sensitive information with discretion

• Ability to work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously

• Ability to gain, understand and apply information and data as it relates essential functions of the position

• Ability to foster long-term relationships with stakeholders

Work Environment

• Work is performed indoors in a climate-controlled environment when on site at assigned company location. Employees must be able to safely ambulate when on company premises.

• This position is eligible for an on-campus work location to meet business needs. Employees must be able to follow all safety precautions including the use of personal-protective equipment. Employees must also be able to adhere to site-specific safety procedures. Work environments may include exposure to student learning environments with a variety of conditions. 

• No travel required