EdPlus Financial Intake Specialist

Essential Duties

• Collections and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
• Requests additional information regarding incomplete or inconsistent applications.
• Answers questions, inquiries, or requests of students and staff regarding financial aid eligibility and awards.
• Works as a liaison between staff and students to ensure optimal student experience and processing times.
• Serves as part of a support team for online students.
• Manages outbound call/text/email campaigns as instructed by Lead to ensure financial aid file completion.
• Proactively partners with FASS team to escalate students requiring tier 2 assistance.
• Follows up on document/student action requests as directed by Lead to ensure accurate, timely receipt of financial aid information.
• Assumes or coordinates other duties or projects as assigned or directed.

Minimum Qualifications

• Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.

Desired Qualifications

• Bachelor’s degree or higher in a related field.
• Experience in providing customer service.
• Experience in supporting students from diverse backgrounds via telephone, email, video and chat.
• Experience using customer relationship management systems.
• Demonstrated ability to multitask.
• Demonstrated knowledge of financial aid policies and procedures.
• Experience with Microsoft Office applications.
• Experience in a high-volume, fast-paced call center environment.
• Demonstrated knowledge of government rules, regulations, guidelines and procedures related to financial aid.

Salary & Benefits

$51,500 - $60,200 per year; DOE