Overview
In this position, you will play a key role in our student admissions process by conducting financial interviews, explaining financial options and completing required documentation.
Reporting to the Lead, Student Financial Advisor, the Student Financial Advisor/Learner Account Advisor is a friendly, positive and energetic professional who demonstrates prompt contact and follow-through, knowledgeable responses and respectful interactions.
The SFA/LAA has strong interpersonal skills, a pleasant telephone voice, and ability to manage multiple tasks and successfully meet deadlines. Emphasis is placed on quality and compliance in the accurate completion of documentation and reporting as part of the College’s Admissions process
Key Responsibilities
Conduct preliminary financing interviews with new students within 24 hours of contract.
Provide students with accurate information regarding the application process, loan counseling and their eligibility for Federal/Provincial financial assistance, alternative financing, contracts and/or institutional payment plans.
Inform students of their financial obligation, the institution’s financial aid options, and financial policies and procedures as related to their educational expenses.
Advise students of their obligation to provide accurate information and the potential consequences related to their application and funding process.
Diligently follow-up to ensure timely completion of Notice of Assistance (NOA), Confirmation of Enrollment (COE) documentation for each student, as required.
Time bound paperwork, feedback and submission of paperwork to relevant funding agencies like Manitoba Student Aid, Alberta Student Aid, National Student Loans
Perform accounts receivable reports for overdue payments and verify results.
Process notifications to students who are overdue and follow up on payment plans.
Review financial applications and disclosure statements for completeness and accuracy.
Update appropriate systems to ensure the timely processing, funding, billing and collections of the package selected.
Monitor and follow up on the status of all pending student loan documents in order to maintain an accurate accounting of each student’s financial aid package through first disbursement.
Provide support for OneRobertson and Robertson Online.
Check and approve refund requests and follow up with funders invoices for payments (A/R).
Process Electronic Fund Transfer (EFT) and Credit Card (CC) payments and reconcile accounts.
Manage AR Aging for each campus’ inactive and Active Accounts.
Update student loan information, including yearly changes and repayment details.
Maintain Email Templates and consistent messaging across All of Robertson.
Performs related or similar duties as required or assigned.
Participation in College, Division, and Program Activities
Attends staff meetings and training sessions.
Participates proactively in performance appraisals.
Supports active interdepartmental cooperation with other departments
Performs other duties/participates in special projects as assigned.
Minimum Requirements
Minimum of 2 years’ experience working in a financial / customer service related role or college finance / admissions.
Post-secondary education is an asset
Familiarity with Provincial Student Loan programs an asset
Experience working with internet-based communication tools
Strong telephone skills, with the ability to communicate effectively and professionally over the phone
Ability to utilize Company approved scripts and approaches during telephone calls, and will be responsible to enter information in a CRM.
Ability to comply to all Company policies and best practices and comply with related governmental regulations.
Highly motivated team player, with a positive attitude and a willingness to collaborate with colleagues
Ability to effectively organize and establish priorities.
Excellent communication and problem-solving skills.
Job Types: Full-time, 12-month term
Location: Edmonton
Schedule:
8 hour shift
Monday to Friday
Weekend availability
Salary: Starting from $47,000.00, per year
Benefits:
WHY WORK WITH US
Education Canada Group (the parent company of Robertson College) is an equal opportunity employer. We celebrate diversity in our inclusive work environment and encourage people from all walks of life to apply. We are committed to fostering an inclusive and diverse environment where everyone feels seen, heard, and valued. We embrace our team's differences and know that diversity in our team is the strength that drives our success. We want you to feel welcomed, energized, challenged, and engaged while having fun. Come and grow with us! If you are someone who loves the highs and lows of doing meaningful work with like-minded team members, we’d like to hear from you! If you would like to request reasonable accommodations for the interview process, please let us know.
We also seek out diversity in our team. We #CelebrateEverything and encourage team members to take paid time off to celebrate their cultural, religious, and spiritual holidays. Our team is intentionally talent-dense - our strength lies in the differences in backgrounds and expertise that we each bring to the table.
As a company we are committed to uplifting indigenous voices, respecting traditional lands, raising awareness and working in collaboration with Indigenous partners in the spirit of reconciliation.
We acknowledge that our campus located in Winnipeg is on Treaty 1 territory, the traditional lands and waters of Anishinaabe [AH - NISH - AH - NAH – BAY], Ininiwak, Anishininiwak, Dakota, and Dene (DEN-EH) peoples, and the National Homeland of the Red River Métis. We acknowledge that our water is sourced from Shoal Lake 40 First Nation located on Treaty 3.
In Alberta, We acknowledge Robertson College is on the traditional territories of the Blackfoot Confederacy (Siksika, Kainai (Gay-aynah), Piikani (Pe-gun-ee)), the Tsuut’ina (soot-tin-a), the Iyarhe (E-a-hey) Nakoda Nations, the Métis Nation (Region 3), and all people who make their homes in the Treaty 7 region of Southern Alberta.
In Edmonton on Treaty 6 territory, a traditional gathering place, traveling route and home for many Indigenous Peoples including the Nehiyawak/Cree, Tsuut’ina, Niitsitapi/Blackfoot, Métis, Nakota Sioux, Haudenosaunee/Iroquois, Dene Suliné, Anishinaabe/Ojibway/Saulteaux, and the Inuk/Inuit.
We thank all applicants, but only those selected for an interview will be contacted.
