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Financial Assistance Advisor


This is work counseling students and/or patients regarding monies owed to the university and eligibility for insurance or financial assistance programs.

Examples of Work

Job functions are specific duties that would be included in the essential functions of the job description.  These functions are not all-inclusive nor do they cover the full extent of the duties performed.

  • Interviews patients to determine financial status and/or insurance coverage and advises them of available federal and state financial aid programs.
  • Counsels students about various aspects of their account, such as balance due, tuition fee assessments, fee deferments, financial holds and the application of payments.
  • Reviews insurance policies to determine deductible, co-payment, and extent of coverage.
  • Assists patients or students in establishing payment methods and applying for payment plans. Creates and processes bills or contracts and submits for payment.
  • Works with student or patient to determine their eligibility for federal or state assistance programs, facilitates referrals or pre-authorizations, and files forms or claims.
  • Estimates patient liability for services, communicates with patients regarding financial responsibility, and arranges for payment of debt.
  • Determines eligibility for postponement and/or cancellation of loan repayment.
  • Schedules and implements collection efforts, including status verification, cancellation, credit, delinquent notices and letters, and posts accounts with collection agencies.
  • Interprets and explains policies on delinquent accounts, deferments, and extensions.
  • Maintains accurate and thorough records of payment history and status of account.

Education and Experience

A bachelor’s degree in an appropriate area of specialization; or a high school diploma and four years of appropriate experience. Appropriate college coursework may substitute at an equivalent rate for the required experience.

Licensure and Certification



This position does not typically have supervisory responsibility.


To see common career pathways for each position at the University of Florida please visit the Career Paths section of the UFHR website.