What are the responsibilities and job description for the Student Financial Services Center Advisor position at University of Colorado?
Requisition Number:
75380
Location:
Boulder, Colorado
City
Boulder
State
Colorado
Employment Type:
University Staff
Schedule:
Full-Time
Posting Close Date:
18-Oct-2026
Date Posted:
08-Oct-2026
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Job Summary
The Enrollment Management division at CU Boulder welcomes applications for two Student Financial Services Center Advisors! Student Financial Services within the Enrollment Management division plays a key role in helping students achieve their educational goals. We provide proactive, accurate, and seamless financial guidance to support student success and campus operations, serving as a trusted source of expertise for students, families, campus partners, the community, and one another.
The Student Financial Services (SFS) Advisor serves as a primary point of contact, delivering comprehensive, generalist support to customers, primarily students, families, and campus partners, across billing, financial aid, and scholarship services. Working within a centralized service model, this position delivers accurate and consistent support across phone, email, and in-person interactions, ensuring a seamless and positive customer experience.
While providing excellent customer service, the Advisor manages a high volume of inquiries, helps individuals understand their financial accounts, explains financial aid processes, and guides students in making informed financial decisions. Using strong problem-solving skills and broad cross-functional knowledge, the Advisor resolves most concerns independently and partners with other teams to address more complex situations.
This role requires a solid understanding of applicable federal (Title IV), State of Colorado, and institutional regulations, as well as tuition and fee structures, including how student-specific factors impact charges, refunds, disputes, and Tuition Assistance Benefits. The Advisor uses this knowledge to provide clear, accurate information, ensure compliance, and build trust through high-quality, service-oriented interactions.
CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.
Who We Are
As one of only 35 U.S. public research institutions in the Association of American Universities (AAU), CU Boulder is about realizing the positive impacts of new knowledge.
From offering dozens of exciting programs in a range of academic fields, to serving as one of the world's most dynamic research and innovation hubs, to working closely through hundreds of public outreach efforts with communities across Colorado and the world, we take pride in helping our students, faculty, staff, and partners turn new insights into productive outcomes that change lives.
What Your Key Responsibilities Will Be
Advising & Case Resolution
- Serve as a primary point of contact for students, families, and campus partners in a high-volume, customer-facing environment.
- Provide advising on:
- Tuition, fees, billing statements, refunds, account balances, and payment options;
- Financial aid processes, appeals, timelines, eligibility, and verification requirements;
- Financial planning and funding options, including loans, grants, scholarships, College Opportunity Fund (COF), 529 plans, and additional aid opportunities.
- Assess financial holds and the financial implications of enrollment changes, withdrawals, and academic decisions.
- Interpret student account and financial aid information using university systems (e.g., CU-SIS, billing platforms).
- Resolve student issues from start to finish whenever possible, escalating complex cases as appropriate.
- Maintain accurate documentation of interactions and resolutions in system(s) of record.
Account Reconciliation, Financial Aid Support, & Issue Resolution
- Analyze and reconcile student accounts by reviewing enrollment, charges, payments, and financial aid to ensure accuracy and resolve discrepancies.
- Apply professional judgment within established guidelines when addressing financial holds, payment concerns, and student account issues.
- Support financial aid related processes, including appeals and verification requirements, by gathering and reviewing documentation to ensure accurate and complete handoff to processing staff.
- Apply foundational knowledge of Title IV, state, and institutional regulations to guide decisions and student support.
- Assist with scholarship inquiries and the intake, documentation, and routing of external scholarship checks in accordance with established procedures.
Outreach, Special Projects, & Continuous Improvement
- Participate in outreach events (e.g., orientations, admitted student events, managing a resource table).
- Contribute to knowledgebase updates and process documentation.
- Identify trends in student questions and recommend service or communication improvements.
- Engage in ongoing training, committee work, professional development, and cross-functional skill development.
Other duties as assigned
What You Should Know
- Final candidate must successfully pass a fingerprinted criminal and financial background check and cannot be in default on a student loan either upon hire or while employed in this position.
- Hybrid work schedule with 2-3 days in office.
- Two positions to be hired.
What We Can Offer
- The annual salary for this position is $55,100
Benefits
At the University of Colorado Boulder, we are committed to supporting the holistic health and well-being of our employees. Our comprehensive benefits package includes medical, dental, and retirement plans; generous paid time off; tuition assistance for you and your dependents; and an ECO Pass for local transit. As one of Boulder County's largest employers, CU Boulder offers an inspiring academic community and access to world-class outdoor recreation. In fact, CU Boulder has been named one of Forbes' America's Best Large Employers, ranking #4 among large employers in Colorado and #28 among universities nationwide. Explore additional perks and programs through the CU Advantage program.
Be Statements
Be dynamic. Be visionary. Be Boulder.
What We Require
- Bachelor's degree or equivalent combination of education and experience.
- 1 years of professional, job related experience in customer service or student-facing roles.
What You Will Need
- A strong commitment to providing an extraordinary customer experience.
- Ability to interpret financial information and apply basic accounting principles with accuracy and attention to detail.
- Ability to learn and interpret policies, procedures, and systems.
- Applies federal, state, and institutional policies to ensure compliance and accurate guidance.
- Demonstrated ability to work in a fast-paced, high-volume environment.
- Identifies and implements improvements to processes and services.
- Strong communication skills (written and verbal).
- Strong computer skills including software (Microsoft Office competency, email communication tools, and web-based applications).
- Clearly conveys complex information in writing, verbally, and in presentations.
- Builds trust through honesty, reliability, and ownership of outcomes.
- Works effectively in a fast-paced environment and proactively solves problems.
- Works collaboratively and fosters a respectful, inclusive environment.
What We Would Like You to Have
- Experience in higher education, student services, or call center environments.
- Exposure to financial aid, billing, or student account functions.
- Experience with student information systems (e.g., PeopleSoft/CU-SIS) or CRM platforms (e.g., Salesforce).
- Basic understanding of federal financial aid (Title IV) regulations.
- Knowledge of State of Colorado financial aid regulations.
- Written and oral fluency in Spanish.
Special Instructions
To apply, please submit the following materials:
1. A current resume.2. A cover letter that specifically tells us how your background and experience align with the requirements, qualifications, and responsibilities of the position.
We may request references at a later time.
Please apply by October 18, 2026 for consideration.
Note: Application materials will not be accepted via email. For consideration, please apply through CU Boulder Jobs.
In compliance with the Colorado Job Application Fairness Act, in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Salary : $55,100