Senior Financial Aid Advisor
Stony Brook UniversityAbout the role
Required Qualifications (as evidenced by an attached resume):
Master’s degree (foreign equivalent or higher). In lieu of a master’s degree, a bachelor’s degree (foreign equivalent or higher) plus five years of full-time experience in a financial aid office and an active FAAC designation, or a bachelor’s degree (foreign equivalent or higher) with five (5) years of full-time financial aid experience and active enrollment in a master’s program with ongoing progress toward completion. Three (3) years of full time experience in a Financial Aid Office or one year of full-time experience in a Financial Aid Office with 8+ NASFAA Credentials. Proficiency in using Enterprise Resource Planning (ERP) software for large organizations. Strong customer service skills. Demonstrated experience presenting, training, or conducting workshops. Experience engaging and communicating with students and their families.
Preferred Qualifications:
Three (3) or more years of experience in a Financial Aid Office, including demonstrated supervisory experience. Seven (7) or more years of progressive experience working with Federal Student Aid and Scholarship programs. NASFAA Credentials. Certified Financial Aid Administrator (FAAC) designation. Experience with Oracle Campus Solutions (PeopleSoft) as a Financial Aid Management System within a higher education institution. Supervisory experience. Five full time years of progressive experience working with Federal Student Aid and Scholarship programs. 8+ NASFAA Credentials Certified Financial Aid Administrator (FAAC) designation. Experience with PeopleSoft as a Financial Aid Management System within a higher education institution.
Brief Description of Duties:
We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team. The Senior Advisor will play a crucial role in supporting our mission by advising students on financial aid options, implementing and maintaining policies and procedures, and engaging in outreach activities to ensure students are aware of available resources.
Advising & Support for Special Populations:
Provide specialized financial aid advising to students participating in EOP, Study Abroad programs, and Foster Youth initiatives, as well as those utilizing Veterans Benefits or enrolled through cross-registration, consortium agreements, or preparatory coursework.
Assist students and families in understanding complex eligibility criteria, program-specific requirements, and how enrollment in unique programs impacts aid.
Offer clear guidance on completing required documentation, managing enrollment changes, and maintaining compliance with federal, state, and institutional regulations tied to these populations.
Educate students on budgeting, financial literacy, and responsible borrowing, with tailored support for those in special programs who may encounter unique financial challenges.
Serve as a primary resource for campus partners working with these populations, helping ensure coordinated support and seamless student experiences.
Support the Associate Director in developing and delivering comprehensive training for staff on policies and procedures affecting special populations.
Oversee the review and processing of special and unusual circumstances that may impact a student’s cost of attendance or financial ability to continue enrollment.
Student Support:
Financial Aid Re-Evaluations, Professional Judgment, and Appeals
Serve as a primary advisor for students seeking financial aid re-evaluations, guiding them through documentation requirements, eligibility considerations, and timelines.
Exercise professional judgment in accordance with federal regulations to address changes in financial circumstances, dependency overrides, cost of attendance adjustments, and other individualized needs.
Manage the full lifecycle of financial aid appeals, including intake, review, decision-making, and communication with students and families.
Provide clear, accurate explanations of decisions to ensure students
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