Student Finance Planner
Everest College (Silicon Valley/San Jose, California)

This job posting has expired.

You may wish to try a search for Student Finance Planner

Or visit the FlipDog home page
 

General Duties:

·         Conduct preliminary financial aid interviews with new students

·         Provide new students with loan counseling and accurate information regarding the application process 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 students’ Title IV eligibility through an approved needs analysis Financial Aid software system

·         Advise students of their obligation to provide accurate information and of any consequences related to their application and funding process

·         Review financial applications and disclosure statements for completeness and accuracy

·         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

·         Update tracking systems for timely processing, funding, billing, and collections

·         Maintain tracking system for new applications and missing documents for timely follow up and completion

·         Track and maintain file intake completion throughout the enrollment process

·         Provide customer service and answer student financial status inquiries

·         Serve as a liaison between Admissions and Student Finance

·         Participate in all new student orientations

Requirements:

·         Bachelor’s degree desired

·         3-5 years’ customer service, sales or financial services experience OR equivalent combination of education and experience

·         Computer skills

·         Familiarity with student loan programs preferred

·         Highly motivated professional with strong organizational and prioritization skills

·         Effective communication, negotiation and problem solving abilities

·         Results-driven team player with great customer service skills

We offer competitive compensation and excellent benefits including a comprehensive healthcare program and 401(k) plan. For immediate consideration and the opportunity to grow as part of a successful post-secondary education company, send your resume to: Trpham@cci.edu. Include the reference code: Student Finance Planner in your subject line when applying for this position. Only candidates with salary requirements and are considered qualified will be contacted. No phone calls please. For further information about CCi, visit our website at www.cci.edu. EOE