Rep I- Account Mgmt (AD1273)
About The Position
This role supports student success through proactive, accurate account assessment and student finance advising. The representative manages a portfolio of approximately 850–950 undergraduate and/or graduate students, providing guidance to help them make informed financial decisions. The position reports directly to the Account Management Manager and works in a contact center environment serving students across service modalities. It collaborates with academic partners and other departments to research and resolve student financing issues and models Covista’s values and CARE culture. The representative analyzes individual student circumstances and develops, implements, and continually evaluates financial plans throughout the student lifecycle. The role requires current, accurate knowledge of university policies and applicable Title IV, military/veteran, international, and state regulations, and the ability to explain relevant policies and procedures clearly. It also provides student finance advice, handles escalated concerns, contributes to process improvement and organizational committees, and serves as a subject matter expert on Title IV programs and procedures.
Requirements
- Comparable previous work experience is required; a bachelor’s degree is preferred.
- Ability to work independently and as part of a team.
- Outstanding customer service skills.
- PC skills in 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 the ability to take ownership of and quickly resolve complex issues.
Nice To Haves
- One year of experience in higher education.
- Knowledge of federal Title IV and state financial aid regulations and associated processing procedures.
- Bachelor’s degree.
Responsibilities
- Analyze each student’s situation and develop and implement an individualized financial plan that promotes student success; continually evaluate plans throughout the student lifecycle.
- Collaborate with other departments and functional areas to deliver an optimal student experience.
- Communicate accurate, detailed knowledge of university policies, Title IV, Military/Veteran’s Affairs, international, and state regulations to prospective and current students, explaining the rationale and value of policies and procedures.
- Provide accurate and helpful student finance advice to support informed decisions.
- Manage escalated student concerns and resolve issues in a timely manner; take ownership of student finance issues and questions while providing exceptional customer care.
- Identify opportunities and solutions for continuous improvement 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, policies, and standards.
- Perform other duties as assigned.
Benefits
- Health, dental, vision, life, and disability insurance.
- 401(k) retirement program with a 6% employer match.
- 15 days of paid vacation per calendar year.
- 12 paid holidays and 2 floating holidays.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
