Job Overview
Location
(North America) Remote
Job Type
Full-time
Category
Product Management
Date Posted
June 25, 2026
Full Job Description
đź“‹ Description
- • Serve as a Financial Solutions Advisor (FSA) to guide learners through financial aid, military benefits, employer tuition reimbursement, and self-pay options to remove financial barriers to education.
- • Provide consultative support to learners on federal student aid eligibility, including Title IV programs, FAFSA applications, verification processes, and C-flag requirements.
- • Navigate and utilize FAA Access to CPS and NSLDS systems to verify financial aid status, loan histories, and disbursement timelines.
- • Advise learners on scholarship opportunities tied to FAFSA completion and communicate critical deadlines for aid disbursement, balance due dates, and UMGC’s disenrollment policy.
- • Educate learners on the R2T4 (Return to Title IV) process and its impact on outstanding balances and financial aid eligibility.
- • Collaborate with Success Coaches to align course scheduling with program applicability and Satisfactory Academic Progress (SAP) requirements.
- • Counsel active duty service members and veterans on the full range of military education benefits and guide them through benefit application and certification processes.
- • Assist learners in enrolling in and maintaining monthly payment plans, including processing payments over the phone while adhering to PCI compliance standards.
- • Evaluate learners’ eligibility for employer tuition reimbursement and identify partnerships with UMGC-affiliated employers offering tuition benefits.
- • Proactively resolve overdue account balances before escalation to internal or State of Maryland collections processes.
- • Maintain current knowledge of Title IV regulations, UMGC scholarship offerings, state policies, and institutional billing procedures.
- • Engage with learners through high-volume inbound and outbound calls, email, SMS, live chat, and case management systems in a call center environment.
- • Accurately document all learner interactions, progress, and financial solutions in the CRM system to ensure compliance and continuity of service.
- • Meet monthly departmental performance metrics related to call volume, resolution rates, and learner satisfaction.
- • Participate in recruitment and retention activities including virtual open houses, information sessions, and webinars to provide financial guidance to prospective and returning learners.
- • Work scheduled evening, weekend, and holiday hours as required by business needs.
- • Attend university commencement events if located within 50 miles of UMGC.
- • Ensure all remote work equipment meets UMGC’s technical requirements: broadband internet with minimum 25MBPS upload/download speeds, hardwired Ethernet connection, and use of UMGC VPN for secure data transmission.
- • Do not perform personal business during scheduled work hours except during designated breaks.
🎯 Requirements
- • Bachelor’s degree and 2–3 years of relevant experience in financial aid, student finance, higher education admissions, or customer service.
- • Demonstrated expertise in federal student aid programs, FAFSA navigation, Title IV regulations, and NSLDS/FAA Access to CPS systems.
- • Strong customer service, communication, time management, and problem-solving skills with attention to detail and accuracy.
🏖️ Benefits
- • 22 days of paid vacation, 15 days of sick leave, 3 personal days, and 16 paid holidays (17 during general election years).
- • Comprehensive health, dental, vision, and prescription coverage for individuals and families, effective the first of the month after hire.
- • Retirement stipend equal to 7.25% of base salary and eligibility to contribute to supplemental retirement accounts (401(k), 403(b), 457(b), Roth).
- • Tuition remission for UMGC or University of Maryland College Park courses immediately upon hire; spouses and dependent children eligible after two years of service.
- • Term Life Insurance, Accidental Death and Dismemberment Insurance, and Long-Term Disability Insurance (eligibility based on FTE).
- • Stipend provided for health plan purchase for employees working 20–29 hours per week.
Skills & Technologies
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About UMG Capital Holdings, LLC
UMG Capital Holdings is a privately held investment firm that provides capital solutions to middle-market companies across North America. Founded in 2006 and headquartered in Dallas, Texas, the company focuses on flexible debt and equity investments ranging from $10 million to $100 million. UMG partners with business owners, management teams, and private equity sponsors to finance acquisitions, recapitalizations, growth initiatives, and turnarounds. Its portfolio spans manufacturing, business services, consumer products, and healthcare sectors. The firm emphasizes long-term relationships, operational expertise, and customized structures to support sustainable business growth while preserving ownership flexibility for entrepreneurs.
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