EdPlus Financial Intake Specialist

Arizona State University•Scottsdale, AZ

1d•$51,500 - $60,200

About The Position

ASU EdPlus is seeking a motivated, energetic, and articulate Financial Intake Specialist to join the Success Coaching Center. ASU EdPlus designs and delivers scalable digital teaching and learning models intended to increase student success and reduce barriers to achievement in higher education. The specialist assists students with completing financial aid documents so they can qualify for financial aid certification. The role includes outreach to students and, when applicable, other institutions to collect documentation, answering general financial aid questions, and helping resolve obstacles to students’ progress. The specialist supports online students and works with staff and the Financial Aid and Scholarship Services (FASS) team to facilitate an effective student experience and timely processing. This is a full-time position based in Scottsdale at ASU EdPlus’s SkySong location. Flexible work options, including alternate or hybrid schedules, may be available subject to approval under ASU policy. The position does not require driving, and ASU EdPlus will not sponsor applicants for work authorization.

Requirements

Bachelor’s degree and three years of experience appropriate to the area of assignment or field, or an equivalent combination of experience and/or training that provides comparable knowledge, skills, and abilities.
Eligibility to work in the United States; ASU EdPlus will not sponsor this position.

Nice To Haves

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

Responsibilities

Collect and review financial aid documents for completeness, accuracy, and consistency, including FAFSA information, federal tax returns, financial aid transcripts, and other verification documents.
Request additional information when applications are incomplete or contain inconsistent information.
Answer student and staff questions and requests regarding financial aid eligibility and awards.
Serve as a liaison between staff and students to support a positive student experience and timely processing.
Serve as part of a support team for online students.
Manage outbound call, text, and email campaigns as instructed by the Lead to ensure financial aid files are completed.
Partner proactively with the FASS team to escalate students requiring tier 2 assistance.
Follow up on document and student-action requests as directed by the Lead to support accurate and timely receipt of financial aid information.
Assume or coordinate other duties or projects as assigned or directed.