Finance Advisor

General Information

Location:

US-AZ – Phoenix

Position Type:

Full Time

Virtual Eligible:

Yes

Job Category:

Accounting/Finance/Purchasing

Ref #:

6726
Description and Requirements

Are you searching for a rewarding, fulfilling position that offers challenging work and the ability to make a big impact while working side-by-side with a team of fun, innovative people? Ideally, would you like this position to be with an organization that makes a positive contribution to the world? If so…we would love to hear from you!
About Us

University of Phoenix is a leading higher education institution founded in 1976 by Dr. John Sperling. Our mission is to improve the lives of our students, their families and future generations through higher education. Our values (which hopefully you share) are: Brave. Honest. Focused.
Our University values and embraces all team members and their unique perspectives. We fundamentally believe in fostering an environment which deeply respects, celebrates, and actively encourages a diverse workforce. We are committed to hiring – and learning from – those who share our passion to help others achieve their educational aspirations.
We offer excellent benefits, an effective recognition program, and outstanding learning and development tools, including tuition vouchers for employees and their qualified family members.

About the Position

The Finance Advisor-Inbound answers incoming customer calls in a fast paced environment, speaking to financial aid processes, and assisting students with overcoming obstacles throughout the student lifecycle.

 The Finance Advisor-Inbound is committed to customer satisfaction and an ability to make quick and accurate decisions with empathy and integrity, and focuses on providing an optimal student experience relating to students financing their education. This role communicates with students regarding their finance options while ensuring financial processes are completed in accordance with established guidelines. The Finance Advisor-Inbound may also be directed to complete other job duties as needed. Those in this role are natural problem solvers, on many occasions dealing with customer issues and account discrepancies require research, de-escalation, and effective issue resolution. An individual must be able to make outbound calls, respond to emails and chat based on business need.

About You

• You are known for your attention to detail and have a strong commitment to complete tasks on time.
• You thrive in an environment that has established guidelines and you have resources to support your success.
• You are a natural problem solver.
• You have excellent communication skills.
• You thrive in an environment that is supportive with continuous feedback from peers and leaders.

IMPORTANT: You must reside in one of the following states: AZ, CO, ID, MT, NM, NV, OR, TX, UT, WA, WY

What You’ll Do

Be available to work daily shifts in accordance with assigned full-time (40-hour) work schedule. Occasional overtime may be required as business needs dictate.

Educate and assist prospective and/or current student regarding policies and requirements for selected finance options, including federal student financial aid.

Provide timely, accurate, and comprehensive customer service to students. Utilize critical thinking, creativity, and problem solving to address and resolve student issues to ensure a positive student experience.

Evaluate student accounts to explore solutions that assist students in attaining their educational goals.

Facilitate the processing of federal student financial aid to ensure compliance with established regulations, policies, procedures, and guidelines.

Communicate and collaborate as needed with internal departments regarding student customer service.

Adhere to Financial Services quality guidelines which are subject to change.

Demonstrate personal and professional integrity as outlined in the Company Code of Business Ethics.

Proactively identify potential bottlenecks within the student finance process and initiate steps to resolve those bottlenecks (next issue avoidance).

Communicate effectively with prospective and/or current students, primarily via inbound calls. Based on business need, must make outbound calls and respond to emails, and chat as required.

Work in a fast paced environment effectively analyzing and communicating complex student situations.

Perform other duties as assigned or apparent.

 

NOTE:  The primary accountabilities above are intended to describe the general content and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or most of the primary accountabilities listed above. Specific goals or responsibilities will be documented in the incumbents’ performance objectives as outlined by the incumbents’ immediate supervisor or manager.

 

Supervisory Responsibilities

None

#LI-Remote

What You Bring to the Table

Minimum Knowledge, Skills, and Abilities:

• High School Diploma or GED
• Knowledge of business, education, technology, counseling, and/or nursing programs of study.
• Computer literate with the ability to learn proprietary software applications.
• Demonstrates strong verbal communication skills and ability to clearly and concisely explain student accounts in a manner that is easily understood.
• Ability to perform and manage multiple tasks efficiently and effectively.
• Ability to work in a fast paced environment effectively analyzing complex student situations.
• Self-motivated with the ability to work effectively in a team environment or independently.
• Possess a high level of interpersonal and communication skills to accurately convey University information as described above.
• Currently has and maintains a valid driver’s license, as local travel is generally required

Preferred Knowledge, Skills, and Abilities:

• Bachelor’s Degree
• Customer service or advising experience in an educational environment involving one-on-one interaction is strongly preferred.
• General knowledge of the higher education industry and Title IV funding preferred.

As an Equal Opportunity employer, we particularly encourage applications from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans, LGBTQ community members, and others who demonstrate the ability to help us achieve our vision of a diverse and inclusive community.

If you are an active-duty military member seeking employment when off-duty, compliance with Department of Defense Joint Ethics Regulation, 5500-7-R, is required prior to starting employment with University of Phoenix. You are advised to contact your base Judge Advocate General to seek such approval and answer any questions.

Pay Range


The annual pay range for this position is $34,700 (minimum), $54,600 (midpoint), and $74,500 (maximum).*

Pay Range
The hourly pay rate range is $16.01 (minimum), $25.19 (midpoint), and $34.38 (maximum). The annualized amount, not including eligible overtime pay, is $34,700 (minimum), $54,600 (midpoint), and $74,500 (maximum).*

*Typical hiring range is between the minimum and midpoint of the above pay range. Actual starting base pay may vary based on factors such as education, experience, skills, location and budget.

Salary minimum

$34,700

Salary midpoint

$54,600

Salary maximum

$74,500

Manual Salary maximum

71500

Your work is critical to helping adult learners achieve their dreams, and we’re committed to rewarding you for your efforts. We offer a competitive, comprehensive total rewards package designed to help you achieve your health, financial, educational and work-life balance goals.
 
Full-time employees are eligible for:

• Medical, dental and vision plans; Flexible Spending Accounts; Health Savings Accounts; Life and Disability insurance; and our Wellness incentive program;
• Competitive 401(k) employer match;
• Substantial tuition discount for you and eligible dependents; and,
• A generous time off package, including paid vacation, sick time and company holidays.*

*For more details around paid time off benefits, please click here .

Hourly midpoint

25.19

Hourly minimum

16.01

Hourly maximum

34.38

Manual Hourly Midpoint

0.00

Manual Hourly Minimum

0.00

Manual Hourly Maximum

0.00

CA Hourly Rate/Range

$X or $X – $Y
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