Educational Funding Specialist

Porter & Chester InstitHamden, CT
Onsite

About The Position

This is an opportunity to use your financial, administrative, or customer service experience to help students secure the funding they need to pursue career-focused education. The role requires professionals who combine compassion with compliance, the ability to explain complex information clearly, manage documentation accurately, and support students with confidence. The company will provide training and tools to help you succeed.

Requirements

  • 2+ years related work experience
  • High School Diploma or GED
  • Working knowledge of financial aid process and procedures
  • Knowledge of current regulations and pertinent to the release of student information
  • Ability to recognize and maintain the confidential of records concerning the personal finances of financial aid applicants
  • Computer skills and the ability to use common software programs (Word, Excel, PowerPoint, etc.)
  • Must be highly organized and know how to prioritize workflow

Nice To Haves

  • Prior financial aid or commercial loan experience preferred
  • Associates Degree in Accounting, Business Administration or related field
  • Prior financial aid experience

Responsibilities

  • Guide students and families through the financial aid process while ensuring compliance with federal, state, and institutional regulations.
  • Partner collaboratively with the recruitment team to support enrollment goals and provide expert financial aid guidance to prospective students.
  • Deliver personalized consultations to prospective and continuing students (and their families), clearly explaining funding options and simplifying the financial aid process from start to finish.
  • Accurately evaluate, package, and award financial aid; conduct verifications; and proactively resolve discrepancies to ensure compliance and a seamless student experience.
  • Support a collaborative campus enrollment management model by providing strategic Educational Funding expertise that promotes student persistence and success.
  • Provide exceptional, student-focused service, building trust and maintaining strong relationships throughout the student lifecycle.

Benefits

  • Training and tools to help you succeed
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