Student Finance Specialist

Covista•Salt Lake City, UT

3d•$19 - $34•Onsite

About The Position

This role promotes student success by delivering accurate, timely, and student-centered advisement in the area of student finance. The position provides onsite support and advocacy for prospective students and applicants throughout the new student process, including financial aid guidance and education that builds financial literacy to help students achieve their educational goals. The role models Covista values and actively fosters a culture of CARE aligned with the organization's mission, vision, and purpose. In addition, the position serves as a backup for enrollment events and provides support to continuing students as needed.

Requirements

Bachelor's Degree Required
1+ year years of experience in higher education, financial aid advising, customer service, or related experience Required
Ability to work a variety of office hours including evenings and weekends
High level of interpersonal, communication, and problem-solving skills
Demonstrates the ability to work independently and collaboratively within a team, while effectively interacting with individuals at all levels of the organization
Demonstrates strong self-motivation with the ability to take ownership of complex issues, prioritize effectively, and resolve concerns efficiently.
Eligible to obtain and maintain systems access to the NSLDS system (must not be in default of Title IV Federal aid)

Nice To Haves

experience with Student Financial Aid software application Preferred
Exposure to software and tools (Microsoft Word, Excel, Power BI, PowerPoint, Copilot). Experience with Student Information Systems a plus

Responsibilities

Supports prospective students and applicants throughout the new student process by working with enrollment to answer incoming student questions, provide a thorough review of program and student costs, and outline all possible options to fund their education.
Create and confirm an accurate financial plan by establishing timeframes to complete any application process to be financially prepared to start and stay in school.
Responsible for maintaining student satisfaction through facilitation of inbound and outbound phone calls, emails, and SMS communication with students and internal stakeholders.
Attend and support campus connection sessions in collaboration with the enrollment team and student support liaison.
Accurately and thoroughly documents all interactions in the appropriate institutional systems.
Educates students on financial responsibility, including cost of attendance, funding timelines, repayment considerations, and implications for continued enrollment.
Assist and engage students through a variety of communication. This may include virtual advising appointments, inbound/outbound calls, e-mail, SMS, and proactive outreach to students to deliver first contact resolution.
Identifies opportunities and solutions that improve current methods and actively participates in the change of a constantly evolving organization. Promote student self-service tools during advising sessions and new student orientation.
Supports the new student intake process by partnering with enrollment to answer incoming questions, review program costs, and present funding options. Develops and confirms accurate financial plans by setting clear timelines for completing application processes, ensuring students are financially prepared to start and persist in their education.
Meets established service level expectations for response time, quality, and student satisfaction across all communication channels.
Actively manages follow-up tasks to ensure timely completion of financial requirements and minimizes barriers to student enrollment and persistence.
Ensures accurate, compliant financial information is provided to students by adhering to institutional policies and Title IV, state, and federal regulations.
Performs other duties as assigned
Complies with all policies and standards