Everest University - Largo, FL campus
REQ#:09-2594
General Duties:
- Under general supervision, this position is responsible for student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses.
- Perform needs analysis, provide financing documents, and generate tentative award letter for all new students enrolling into the institution's program.
- Process all forms in accordance with State/Federal regulations and Company policies and procedures.
- This position serves as a liaison between Admissions and Student Finance.
- Conduct preliminary financing interview with new students.
- Provide new students with accurate information regarding application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans.
- Inform students of their financial obligation, the institution's financial options, and financial policies and procedures as related to their educational expenses.
- Determine Title IV eligibility through an approved needs analysis Financial Aid software system for students requesting Financial Aid.
- Advise students of their obligation to provide accurate information and any consequences related to their application and funding process.
- Review financial applications and disclosure statements for completeness and accuracy.
- Update appropriate tracking systems for timely processing, funding, billing and collections.
- Maintain approved tracking system for new applications and missing documents for timely follow up and completion in accordance with Company policies and procedures.
- Track and maintain file intake completion throughout the enrollment process.
- Provide customer service and answer student inquiries regarding financial status.
- Participate in all new student orientations.
- Perform other duties and responsibilities as assigned.
Requirements
- Requires some college coursework and three to five years experience in a customer service, sales or financial services environment, or an equivalent combination of education and experience.
- Familiarity with student loan programs preferred.
- Must be highly motivated and be a team player.
- Must have the ability to effectively organize and establish priorities.
- Must have excellent communication, negotiation and problem solving skills.
- Computer skills are a must.
We offer competitive compensation and an excellent benefit package including a comprehensive healthcare program and a 401k plan.
Qualified candidates ONLY - apply online for consideration and the potential opportunity to work with a dynamic and growing company.