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Advatix, Inc. Financial Services Advisor in McAllen, Texas

Financial Services Advisor  

Role Summary  

Our client seeks a Financial Services Advisor to join their rapidly growing team. The Financial Service Advisor effectively counsels'' students and parents on the availability of Title IV Programs to achieve their educational goals within federal guidelines. The Financial Service Advisor can assist and answer questions regarding a student's financial aid package and student payments and provides guidance and assistance to Centralized Financial Services and Student Accounts to ensure that students are packaged promptly and within compliance standards. The Financial Services Advisor will work directly with Centralized Financial Services, Student Accounts, and the Executive Director to develop improvements to the overall quality and environment of the Financial Aid Office.  


Key Results Area  

  • Counsel incoming, continuing, and reentry students on the availability of Title IV funds and resources to cover their tuition and living costs  

  • Answer student questions regarding completion of the Federal Application for Federal Student Aid and Direct Loan Entrance Counseling  

  • Resolve conflicting information identified between Financial Aid Documents as well as other student files within the Institution  

  • Assist students with the completion and application for all non-Title IV fund sources, including but not limited to VA Funding, State Grants, and scholarships  

  • Effectively communicate with Admissions to ensure future registrations have obtained appropriate documentation for packaging  

  • Ensure files are uploaded into the campus operating system  

  • Provide updates to Centralized Financial Services and the Executive Director on students who have not submitted documentation or required paperwork to receive Title IV funding  

  • Counsel students and parents regarding Title IV programs and student payments  

  • Collection and posting of student payment plans  

  • Establish timelines and payment plans to bring students current on outstanding account balance  

  • Effectively use and track activities in CampusNexus   

  • Other duties as assigned  

Skills & Qualifications  

  • High School Diploma (GED acceptable) from an academic institution accredited by a regional or national accrediting agency that the U.S. Department of Education recognizes; an associate's degree is preferred  

  • One year of experience in a customer service-related field  

  • Ability to multitask while maintaining organization  

  • Excellent verbal, written, and interpersonal communication skills  

  • Experience using Google Office  

  • Highest levels of integrity, trust, respect, and professionalism, with the ability and willingness to handle sensitive and confidential situations and documentation  

  • Must be current on any student loans  

  • 1-year prior experience in financial aid /loan servicing/collections  

  • Experience with CampusNexus Software  


Advatix®, Inc. is one of the world's leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.    

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