Financial Aid Advisor II, Orlando, FL

Financial Aid Advisor II Role Overview

Excelon Associates is conducting a search on behalf of a private university client for a Financial Aid Advisor II based at the client's Orlando, Florida campus. The role provides students with the maximum amount of financial assistance for which they are eligible, in accordance with applicable regulations, and coordinates with other departments so that institutional development goals are met. This is a full-time, 100% on-site position; work from home is not available.

Day to day, the advisor works inside the systems and rules that govern student aid in the United States. FAFSA records are input daily through the university's student information system, Campus Nexus by Anthology, alongside the Microsoft Office suite. Awards must align with the federal Title IV requirements administered by Federal Student Aid, an office of the US Department of Education, as well as state programs. Many practitioners in this field develop their expertise through the National Association of Student Financial Aid Administrators (NASFAA) and its state counterpart, the Florida Association of Student Financial Aid Administrators.

Key Responsibilities

Student Advising and Eligibility

• Meet with students to analyze eligibility for financial aid, and review and approve student loans.
• Advise current and future students regarding financial aid opportunities and procedures, respond to inquiries from students and parents, and interpret and explain government and other regulatory requirements relative to financial aid.
• Resolve student appeals pertaining to financial aid eligibility and awards.

Aid Processing and Awards

• Monitor, evaluate, and recommend financial aid for qualified student applicants.
• Input FAFSAs daily and print needs analyses for file review, monitoring and adjusting student aid awards as necessary.
• Mail financial aid packets to future students upon receipt of their applications.

Reporting and Data

• Collect and analyze data, and prepare financial aid reports and applications for funds.
• Prepare forms for office and student use, and compile and edit student financial aid informational materials.

Outreach and Campus Coordination

• Present statewide programs to students and parents, and coordinate financial aid delivery to off-campus students.
• Meet with the Admissions Department regularly to discuss the status of future students.

Qualifications

Education and Experience

• Completed associate degree or higher.
• Experience in financial aid within a higher education environment.

Skills and Competencies

• Ability to work with goals, productivity targets, and deadlines.
• High degree of confidentiality, accuracy, and organization.
• Excellent technology skills, including MS Office (Excel, Word, PowerPoint, Outlook) and Campus Nexus, among others.

Schedule and Availability

• Ability to work extended hours, including evenings and weekends, to meet business objectives.
• Ability to work 100% on-site at the Orlando campus; work from home is not available for this role.

Benefits

Core Benefits

• Medical coverage, including HSA and FSA options (dependent and health care).
• Dental and vision insurance.
• 12 paid holidays, paid time off, and a paid volunteer day.
• 401(k) with 50% employer matching.
• Short-term disability and life insurance, with supplemental life insurance options.
• Growth opportunities, education assistance, and professional development benefits.

No-Cost Benefits

• Group life insurance.
• Long-term disability coverage.
• Talent referral program.
• TicketsatWork discount entertainment program.
• Paid day off on your birthday for full-time employees after two years.

Who Thrives as a Financial Aid Advisor

This role rewards precision. The strongest candidates treat accuracy, confidentiality, and organization as daily habits, because every award they touch has to hold up under federal and state regulations. They stay comfortable processing a steady queue of FAFSAs and needs analyses while keeping individual student files clean, current, and audit-ready.

It is also a student-facing seat. People who do well here explain complicated eligibility rules in plain language, stay patient with anxious students and parents, and handle appeals with consistency and empathy. Regular coordination with the Admissions Department means the advisor works as part of a campus enrollment team rather than in a back office.

Finally, the work moves on enrollment deadlines. The best fit is motivated by goals and productivity targets, can flex into evenings and weekends during peak periods, and wants to build a career at an institution devoted to academic excellence, innovation, and human development.

About Excelon Associates and the Client

Excelon Associates is a retained executive search firm founded in 2007, headquartered in Asheville, North Carolina, with offices in Boca Raton and Delray Beach, Florida, and a dedicated recruitment practice across higher education. This search is being conducted by Excelon Associates on behalf of a private university client.

The client's Orlando campus fosters a community devoted to academic excellence, innovation, and human development, supported by a culture of teamwork, respect, and ongoing learning. Employees enjoy professional growth opportunities, career stability, and the satisfaction of contributing to an organization that changes lives through education. You can browse current open roles, review recent campaigns, or explore the firm's higher education recruitment practice.

Frequently Asked Questions

How to Apply for This Financial Aid Advisor Role

The client is an equal opportunity employer and values all applications. Excelon does not discriminate on the basis of race, religion, sex, gender, sexual orientation, national origin, marital or veteran status, disability, age, or any other characteristic protected by law.