FINANCIAL AID ADVISOR RESUME EXAMPLE

Published: Mar 24, 2025 - The Financial Aid Advisor directs the interpretation and implementation of federal, state, and institutional financial aid policies. Develops internal processing procedures to comply with regulatory guidelines, ensuring exception-free audits. Manages training updates, tracks and reports on student aid, and oversees the disbursement of funds to maintain compliance and operational efficiency.

Tips for Financial Aid Advisor Skills and Responsibilities on a Resume

1. Financial Aid Advisor, Riverside Education Services, Riverside, CA

Job Summary: 

  • Advises prospective, continuing and reentering students and parents of financial aid programs 
  • Counseling students and families on effective financial planning and budgeting to meet the cost of education.
  • Matches and reviews student records with the Department of Education and Banner, perform a needs analysis
  • Evaluate eligibility, determine issues related to over awards, defaults, or overlapping loan periods and package financial aid awards.
  • Advises students and families on Professional Judgments and Special Circumstances and gathers all necessary data 
  • Resolve duplicate borrower and other reports provided by the Department of Education regarding current and prospective students.
  • Provides a presentation to potential students and families during financial aid night and assures all incoming students have Financial Aid resources.
  • Collaborates with the Financial Aid Compliance Specialist to monitor students’ academic progress and continued financial aid eligibility.


Skills on Resume: 

  • Financial Aid Counseling (Soft Skills)  
  • Financial Planning (Soft Skills)  
  • Record Matching (Hard Skills)  
  • Eligibility Evaluation (Hard Skills)  
  • Data Gathering (Hard Skills)  
  • Issue Resolution (Hard Skills)  
  • Public Presentation (Soft Skills)  
  • Compliance Monitoring (Hard Skills)  

2. Financial Aid Advisor, Summit College Support, Denver, CO

Job Summary: 

  • Advise students and families on financial aid eligibility requirements for federal, state, and institutional aid programs
  • Assist students with the completion of the Free Application for Federal Student Aid (FAFSA)
  • Discuss scholarship and grant renewal criteria
  • Counsel students and parents on Satisfactory Academic Progress, the Special Circumstances process, and Verification
  • Communicate with students and parents in person, on the phone, and through e-mail
  • Advise students on study abroad costs and trip planning
  • Assist students with Loan Entrance and Exit Counseling
  • Counsel students on loan debt, repayment plans, and loan consolidation
  • Perform outreach activities including supervising an information table at events, high school presentations, and departmental presentations
  • Represent Student Financial Aid within the state, regional, and national financial aid organizations


Skills on Resume: 

  • Eligibility Advising (Hard Skills)  
  • FAFSA Assistance (Hard Skills)  
  • Renewal Criteria Discussion (Hard Skills)  
  • Academic Counseling (Soft Skills)  
  • Communication Skills (Soft Skills)  
  • Study Abroad Advising (Hard Skills)  
  • Loan Counseling (Hard Skills)  
  • Outreach Coordination (Soft Skills)  

3. Financial Aid Advisor, Bay Area Academic Funding, San Francisco, CA

Job Summary: 

  • Meets (virtually, phone, in person, email, etc.) with applicants as part of the enrollment process and maintains ongoing communication 
  • Gather information for Financial Aid to complete processing
  • Provides a generic overview of the Financial Aid programs available to qualifying students attending the respective school, including local, state, and federal programs
  • Guides students on how to best gather the information to complete paperwork successfully 
  • Meet the Financial Aid deadlines for completing the process
  • Guides students and families through the paperwork completion phases
  • Introduces students to the Financial Aid online process in order to increase utilization, and improve packaging performance
  • Explains direct and indirect school costs through simplified budget presentations and walks through a personal and school budget
  • Meets with students to present personally tailored tuition plans
  • Coordinates student stitch-in efforts with the directors of admissions and student management and the student's Financial Aid representatives
  • Follows up with students until they start school


Skills on Resume: 

  • Client Communication (Soft Skills)  
  • Information Gathering (Hard Skills)  
  • Program Knowledge (Hard Skills)  
  • Advisory Skills (Soft Skills)  
  • Deadline Management (Hard Skills)  
  • Process Guidance (Soft Skills)  
  • Online System Navigation (Hard Skills)  
  • Financial Planning (Hard Skills)  

4. Financial Aid Advisor, Capital Community Resources, Washington, DC

Job Summary: 

  • Provide overall direction for interpretation and implementation of federal, state and institutional policies
  • Ensure that internal processing procedures are developed to meet regulatory guidelines and requirements.
  • Update and prepare training materials and office procedures in accordance with regulatory changes. 
  • Timely completion and submission of all required federal and state applications and reports. 
  • Track student aid awards, and expenditures
  • Direct the drawdown and disbursement of federal, resources
  • Report expenditures, reconcile annual fund balances, and direct refunds. 
  • Ensure exception-free financial aid audits and program reviews. 
  • Initiate controls to limit over-awards, over-earnings, account adjustments, etc.
  • Apply academic progress and certification criteria to disbursement and refund programs
  • Utilize the student records system to fully implement rules, forms, processes and reports.


Skills on Resume: 

  • Policy Interpretation (Hard Skills)  
  • Procedure Development (Hard Skills)  
  • Material Preparation (Hard Skills)  
  • Report Submission (Hard Skills)  
  • Financial Tracking (Hard Skills)  
  • Fund Management (Hard Skills)  
  • Audit Compliance (Hard Skills)  
  • System Utilization (Hard Skills)  

5. Financial Aid Advisor, Lakeside Educational Network, Minneapolis, MN

Job Summary: 

  • Advises students regarding various financial assistance options
  • Provides information and resources to students and assists in completing the appropriate forms
  • Interviews students and assesses financial status as identified by the interview and application documents
  • Refers students when appropriate, to other services within the University (e.g. Counselling, Academic Advising, Disability Services, First Nations, Financial Services).
  • Administers a variety of University student financial assistance programming, including coordinating and communicating information to departments pertaining to the processing of the award
  • Determining eligibility, assessing and evaluating bursary, scholarship and award applications while applying established criteria, guidelines or procedures
  • Reviewing and verifying department selections to ensure recipients meet award eligibility requirements
  • Recommending approval for distribution of such funds to the Supervisor and/or the Associate Registrar, prepares cheque requisitions.
  • Establishes and implements procedures and processes on the administration of all aspects of government-funded, university-administered student financial 2 assistance programs (e.g. AUG, CSG-HNPT) to ensure programs are accessed by eligible students. 
  • Coordinates the workflow (e.g. data input, generating letters, emails to students) as it pertains to these programs.


Skills on Resume: 

  • Financial Counseling (Hard Skills)  
  • Form Processing (Hard Skills)  
  • Financial Assessment (Hard Skills)  
  • Program Administration (Hard Skills)  
  • Eligibility Determination (Hard Skills)  
  • Process Implementation (Hard Skills)  
  • Workflow Coordination (Hard Skills)  
  • Referral Services (Soft Skills)  

6. Financial Aid Advisor, Coastal Scholarship Services, Miami, FL

Job Summary: 

  • Advising and guiding potential students on all possible funding options
  • Explaining the Government Student Loan program and benefits to new applicants
  • Supporting individuals with applying for Student Loan funding and providing appropriate guidance throughout the process
  • Educating potential students & key influencers regarding the value of investment in education
  • Building and maintaining accurate and complete electronic student files
  • Entering, tracking and reconciling payments and invoicing for overdue amounts
  • Assisting in the development of systems and procedures for financial services
  • Informing students of the College Tuition Refund Policy and Dispute Resolution Policies


Skills on Resume: 

  • Funding Knowledge (Hard Skills)
  • Records Management (Hard Skills)
  • Financial Reconciliation (Hard Skills)
  • System Development (Hard Skills)
  • Communication (Soft Skills)
  • Advising (Soft Skills)
  • Relationship Building (Soft Skills)
  • Conflict Resolution (Soft Skills)