Undergraduate Student Financial Services Advisor

Undergraduate Student Financial Services Advisor

 

Posting Number: R0003938

Location: Point Loma Campus - San Diego, CA

 

PLNU is a Christian liberal arts university in the evangelical, Wesleyan tradition, offering quality undergraduate, graduate and professional programs. We provide higher education in a vibrant Christian environment where minds are engaged and challenged, character is modeled and formed, and service is an expression of faith. PLNU is an institution that is committed to reflecting the rich diversity of God's kingdom. We therefore encourage applications from culturally diverse candidates.

 

Benefits:

 

We are pleased to offer attractive benefits and resources. This includes benefits such as health, dental, tuition benefits for employees and dependents, competitive retirement matching, vacation and sick time, and 15 paid holidays per year. In addition, we have many opportunities to engage with our community including staff chapel and a robust wellness program.

 

Job Summary:

Are you passionate about helping students succeed in their educational journey? Do you thrive in a role where you can provide guidance, support, and encouragement? Join our Student Financial Services team at Point Loma Nazarene University (PLNU) as an Undergraduate Student Financial Services Advisor and play a key role in making education accessible for students and their families.

 

This role is ideal for a compassionate communicator with strong administrative skills, exceptional organization, and keen attention to detail. As an advisor, you'll help students navigate financial aid, billing questions, and tuition payment options-ensuring they feel supported every step. You'll also need the ability to handle sensitive and complex situations with professionalism, empathy, and discretion, guiding students and families through challenging financial discussions while maintaining compliance with university and regulatory policies.

 

Salary:

Pay range: $24.41 - $26.36 per hour

 

Internal Classification: Career Track - Professional; Job Level - 2

 

Job Status:

Full time

 

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Job Description:

What You'll Do

 

As an Undergraduate Student Financial Services Advisor, you'll be a key resource for students and families, helping them understand and manage their financial aid and tuition payments. Your responsibilities will include:

 

Providing Financial Guidance

 

• Advising Traditional Undergraduate (TUG) students of the University regarding tuition payment options and financial aid information through in-person/virtual one-on-one counseling, telephone, and email communication.

 

• Educate students about financial aid options, scholarships, and loan programs.

 

• Experience in collections or proactive outreach is a plus. Advisors will engage with students to address outstanding balances, provide clear guidance on payment options, and support them in resolving financial obligations.

 

Ensuring Accuracy & Compliance

 

• Become an expert in understanding student billing-helping students and families navigate their charges, payments, and financial aid applications with clarity and confidence.

 

• Review and verify student financial aid documentation to ensure accuracy and completeness.

 

• Ensure compliance with federal, state, and institutional financial aid policies, providing guidance on regulations and requirements.

 

Problem-Solving & Student Advocacy

 

• Assist students in resolving account issues and navigating payment options.

 

• Identify and resolve discrepancies in student accounts, proactively addressing concerns to prevent registration or financial hold delays.

 

• Collaborate with university departments to ensure seamless financial processes.

 

Engaging in Outreach & Events

 

• Participate in new student Welcome Week, financial aid workshops, and special events.

 

What We're Looking For

 

We're seeking someone who is:

 

• A Positive, Friendly Communicator - Able to build trust and provide clear financial guidance to students and families.

 

• Detail-Oriented & Organized - Ensures financial aid processing, student billing, and record-keeping accuracy.

 

• Tech-Savvy - Comfortable using Google Suite, Microsoft Office, and (ideally) financial aid systems like Workday and Transact.

 

• A Team Player - Willing to collaborate, share ideas, and support colleagues in a fast-paced environment.

 

• Self-motivated & Accountable - Able to work independently while providing regular updates to department leaders and teammates, ensuring progress and transparency.

 

• Aligned with PLNU's Mission - Committed to faith-based service and active church involvement.

 

• Knowledge and experience working with a diverse population is preferred

 

Required Qualifications

 

• Bachelor's degree or an equivalent combination of education and experience.

 

• Strong written and verbal communication skills.

 

• Experience in a customer service, advising, or financial services role.

 

• Proficiency with Google Suites (Docs, Sheets, Gmail) and Microsoft Office (Excel).

 

• Evidence of Christian commitment and active church involvement. In addition, staff agree to live in agreement with PLNU's https://drive.google.com/file/d/0B6XNQe7sFTukQm56NnVLa3FJeEU/view?resourcekey=0-5es2feAsUGiMjdkquDTwLg.

 

• The job offer is contingent on the successful completion of a background check. PLNU will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local "Fair Chance" laws.

 

Preferred Qualifications

 

• Experience in university financial aid or student services.

 

• Familiarity with Workday and Transact.

 

• Experience in collections, account resolution, or proactive outreach related to outstanding balances.

 

• Bilingual (Spanish or another language) is a plus!

 

Physical Requirements:

 

• The work is primarily sedentary and may require sitting for extended periods of time.

 

• Use of computer equipment: computer keyboard, mouse, and monitor.

 

• Vision to read documents, e-mail and other correspondence, and reports on paper and computer monitor.

 

• Ability to communicate effectively with others in person and by phone.

 

• Will also stand, stoop, push, pull, and lift up to 10 lbs throughout the day.

 

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At PLNU, we believe in pursuing calling together. Deep and meaningful relationships between students, faculty, and staff is vital in nurturing our shared community and expressing God's love. We are looking for enthusiastic candidates to join us in empowering our students to reach their greatest personal, spiritual and professional potential.

 

Point Loma Nazarene University does not discriminate on the basis of race, color, national origin, sex, age, disability or status as a veteran in any of its policies, practices or procedures.

 

Apply online at https://apptrkr.com/6077803

 

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