Financial Aid Advisor, Customer Service
Location Type: Remote Eligible
Job Number: 885931
Category: Professional & Executive
Job Number: 885931
Category: Professional & Executive
WHY UT SOUTHWESTERN?
With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you’ll discover a culture of teamwork, professionalism, and a rewarding career!
JOB SUMMARY
UT Southwestern Medical Center is seeking an experienced and organized Financial Aid Advisor in the Office of Student Financial Aid. Our student population needs an energetic and dedicated approach to delivering customer service and support for the Financial Aid team. This hybrid position offers the best of both worlds—two or three days a week on our Dallas campus and two days working from home for added flexibility.
The Financial Aid Advisor plays a critical role in guiding students throughout the financial aid process. As a Financial Aid Advisor, the selected applicant will have the important responsibility to assist prospective and current students with financial aid options to fund their education. The selected individual will have the opportunity to provide professional advising services for over 2000 graduate/ professional students across our four schools: Medical School, School of Health Professions, School of Public Health, and Graduate School of Biomedical Sciences. They will utilize strong communication and analytical skills to proactively interpret student needs and devise timely and appropriate solutions, and support student success through proactive financial aid assistance, They will collaborate with financial aid advising staff, leadership, administrative partners across the university, and external partners in the community to deliver exceptional service to our students. In addition, the position provides support for the operational functions of the office. This includes administrative tasks such as management of document intake and scheduling, as well as coordinating management of departmental files.
Join our talented and dedicated team and make a meaningful impact on future health leaders.
BENEFITS
UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:
EXPERIENCE AND EDUCATION
Required
Preferred
JOB DUTIES
· Counsel students and families on financial aid eligibility, application procedures, and available funding options
· Guide students through the FAFSA process, documentation requirements, and award acceptance.
· Explain loan terms and repayment responsibilities
· Track and image student documents and emails to ensure compliance
· Manage active office email inbox, ensuring timely responses within established service levels
· Provide, as requested, documents showing a student’s cost of attendance, financial aid eligibility etc. for purposes of housing, insurance, and private scholarships
· Deliver resourceful and thoughtful customer service through multiple modalities (phone, email, in-person) to assist students in completing the financial aid process.
· Maintain compliance with Department of Education regulations by verifying and updating students’ records as needed.
· Identify and resolve disbursement barriers to ensure timely financial aid disbursement.
· Stay current with evolving financial aid regulations and best practices; conduct an annual review of document request descriptions and instructions are up to date and accurate
· Conduct proactive outreach to students regarding financial aid status, documentation needs, and funding options.
· Collaborate with academic and student services teams to ensure a seamless student experience.
· Provide counseling or referral for students facing financial challenges that may impact their enrollment.
· Maintain positive working relationships with students, colleagues, and external agencies.
· Work closely with the Financial Aid leadership and other stakeholders to optimize financial aid processes.
· Contribute to department meetings, training sessions, and continuous improvement initiatives.
· Document student interactions and financial aid processes to ensure accurate records and compliance.
· Manage online booking system for students to access staff for in-person and virtual meetings
· Assist with scheduling for Director and Associate Director as needed
· Monitor supplies and inventory, and track office resources and purchasing
Required Knowledge, Skills, and Abilities
· Demonstrate integrity in dealings with students, colleagues, faculty and staff, and other stakeholders
· Professional demeanor, the ability to work independently, understand goals and deadlines and possess excellent communication and organizational skills.
· Strong customer service skills with a passion for helping others.
· Detail-oriented with the ability to manage multiple tasks in a fast-paced environment.
· Excellent communication and counseling skills.
· Ability to work independently while contributing to a collaborative team environment.
· Previous experience in a higher education or financial aid setting.
· Familiarity with Title IV regulations and student financial aid policies.
· The ability to be adaptable and flexible as we grow and evolve as an organization and department.
Performs other duties as assigned.
SECURITY AND EEO STATEMENT
Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information. To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 113.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.
EEO Statement
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.
Why are top candidates in so many professional fields – including customer service, finance, and human resources, to name a few – choosing UT Southwestern Medical Center as a career home? Simple. They know that they will work among a team of people who bring their best every day to support a health organization that’s breaking new ground in dozens of ways. That’s what we can offer you.
It takes a lot to keep UT Southwestern at the forefront, where world-class patient care, acclaimed medical education, and innovative research breakthroughs are common occurrences. When you join us, those are the challenges you’ll share. Our organization has taken on serious commitments and responsibilities within a rapidly evolving health care system.
Change is a constant, so our work supporting this complex matrix of business and systems needs must rise to the highest level of professionalism, collaboration, and innovation. That’s true for every role across the Medical Center and represents why this can be the most challenging work of your career.