One Stop Advisor

One Stop Service Advisors perform a vital role in assisting and educating students to navigate administrative processes related to financial aid, billing, and registration. They will provide convenient and thorough support and care through a variety of service channels including walk-in, phone, email, live chat and virtual meetings. They will be available to teach students how to access and use technology for self-service and will provide basic advising and information on university programs, requirements, academic policies, and student rights and responsibilities. They will work with students to solve problems related to systems, policies, or procedures, especially the most complicated or those that overlap a variety of administrative areas, are dynamic and interconnected. The Service Advisor will leverage university resources, attend trainings and meetings, read emails and updates, and utilize the university website to ensure that they are aware of policy/practice changes, important dates and deadlines, and opportunities for students. Given the frontline nature of the Service Advisors role, they will also provide valuable feedback and contribute to quality control, improving communications, policy review and revision and make recommendations on opportunities to improve the administrative experience for students.

• Provide services to students to introduce them to the UMass Boston administrative policies and procedures and to assist them in accessing the information and related services using student systems and technology
• Expose and train students to the features and services available to them via student information system including but not limited to: health insurance waiver, bio/demo information updates and changes, enrollment verifications, transcript requests, financial aid information, to-do lists, payment plans, account summary, grade information, course registration, Direct Loan Entrance Counseling and/or Master Promissory Note.
• Introduce and refer students to UMass Boston services in advising, career counseling, internship, student life, student employment and housing, etc.
• Provide information on student IDs, parking passes, MBTA passes and other programs that support student connections to the campus.
• Educate students regarding loan adjustments, excess funds, direct deposit, and financial aid book advances
• Assist with FAFSA submission and corrections, FAFSA ID and password, IRS retrieval, verification, special circumstances appeal, and SAP appeal process
• Maintain compliance as necessary with FERPA and other federal and state regulations
• Actively contribute to the improvement of delivery of services, dissemination of information and student satisfaction
• Vacant Enrollment Management, One Stop Center 2/2/2022
• Provide general information on financial aid eligibility and Application requirements, gift aid and loan programs
• Assist students via in person, email, chat, phones, and scheduled ZOOM appointments
• Solve problems related to systems, policies, or procedures, especially the most complicated or those that overlap a variety of administrative areas, are dynamic and interconnected.

UMass Boston is committed to the full inclusion of all qualified individuals. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact HRDirect@umb.edu or 617-287-5150.