Job Description
The Financial Services Advisor is responsible for assisting new and continuing students between their enrollment and start date to secure funding via VA Benefits. The Financial Services Advisor handles all student outreach, advisement, document collection, file review, and awarding that pertains to these fund sources. The Financial Services Advisor works collaboratively with peers to provide students with a seamless and efficient funding process.
Here’s what you’d be doing:
Complies with all Federal, State, accreditation and institutional policies and procedures
Processes VA documents
Serves as POC for students utilizing VA benefits
Certifies Veteran student benefits while maintaining knowledge of Veteran benefit eligibility requirements
Adjusts, amends, and terminates VA certifications accordingly to reflect current student courses
Maintains knowledge of SDI’s pricing model and refund policies
Communicates daily with students via phone and email communication, while providing exceptional customer service
Prepares operational tracking reports as requested by management
Assists with file reviews, audits and other regulatory requirements as needed
Collects necessary documentation for completion of files
Updates all necessary systems with pertinent student information
Coordinates cancellations and start date changes
Produces and sends all award letters
Other tasks as assigned
Here’s what we offer:
Highly competitive compensation
Employee Stock Ownership Plan (ESOP)
Comprehensive benefits package with 100% company-paid medical option for employee
401(k) with generous company match
Employee Assistance Program (EAP)
Pet Insurance
Company-paid Life insurance
Paid Time Off (Vacation, Sick, and Volunteer time off!)
14 paid holidays
Referral program
Education Tuition Benefit program
Career development opportunities with a growing company
And perhaps most importantly, a team who is dedicated to your success!
What we’re looking for:
Associate’s Degree in finance, public administration, accounting, human resources, counseling; or a related field is required. Bachelor’s degree preferred.
Two years of student advising or customer service experience, required
Two or more years of VA benefits experience, required
Related experience (such as bank loan officer, tax consultant, student records, counseling or admissions) may be substituted for up to one year of the required experience.
Equivalent combination of training and experience will be considered
Here’s our story:
Sonoran Desert Institute (SDI) has been changing lives since 2000. As a DEAC accredited school, our mission is to provide students with current, industry-driven, quality education, delivered through online distance education and practical applications. SDI is an employee-owned company creating a culture with an ownership mentality at the foundation. We believe in rewarding our employees through the success of the institution. Come be a part of a dynamic organization with the ability to impact the lives of others through education.