EdPlus Financial Intake Specialist

Arizona State University•Scottsdale, AZ

2d•Hybrid

About The Position

ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU. We are seeking a highly motivated, energetic, and articulate EdPlus Financial Intake Specialist to join our high-performing team in the Success Coaching Center. Every day, you will make a difference in the lives of others by assisting with the completion of necessary financial aid documents to ensure students are eligible for their financial aid certification. You will also perform outreach to students (and, where applicable, other institutions) to facilitate the collection of documentation to complete files. You will also answer general financial aid questions for students and work to resolve any obstacles to the students’ progress.

Requirements

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.

Nice To Haves

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 multi-task.
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.

Responsibilities

Collects 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 the Lead to ensure financial aid file completion.
Proactively partners with the 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.