Account Management Representative I

Covista•Lisle, IL

10d•$17 - $23•Hybrid

About The Position

The Account Management Representative I supports student success through proactive, accurate account assessment and student finance advising. The role manages a portfolio of approximately 850–950 undergraduate and/or graduate students, providing guidance to help them make informed financial decisions. It reports directly to the Account Management Manager and works in a contact center environment supporting students across service modalities. The representative works with academic partners and other departments to research and resolve student financing issues and models Covista’s values and culture of CARE.

Requirements

Bachelor’s degree preferred, or comparable previous work experience required.
Ability to work independently and as part of a team.
Outstanding customer service skills.
PC skills, including Microsoft Office, database and internet applications.
Excellent interpersonal communication, mathematical, problem-solving and organizational skills.
Ability to prioritize tasks to meet deadlines and ensure project completion.
Self-motivated, with willingness to take ownership of and quickly resolve complex issues.

Nice To Haves

One year of experience in higher education preferred.
Knowledge of federal Title IV and state financial aid regulations and associated processing procedures is a plus.
Bachelor’s degree preferred.

Responsibilities

Analyze each student’s situation using discretion and independent judgment to develop and implement an individualized financial plan that promotes student success; continuously evaluate the plan throughout the student lifecycle.
Collaborate with other departments and functional areas to deliver an optimal student experience.
Communicate accurate, current knowledge of university policies, Title IV, Military/Veteran’s Affairs, international and state regulations to prospective and current students, including the rationale and value of policies and procedures.
Provide accurate and helpful student finance advice so students can make informed decisions.
Manage escalated student concerns and resolve issues in a timely manner; take ownership of student finance issues and questions and provide exceptional customer care.
Identify opportunities and solutions to improve existing processes and participate in rolling out new processes.
Attend meetings and contribute to organizational committees.
Serve as a subject matter expert on Title IV programs, policies and procedures, including institutional policies and federal and state regulations; comply with applicable federal and state laws.
Perform other duties as assigned.
Comply with all policies and standards.