Financial Assistant

JR United Kingdom; Bradford; Hybrid; GBP 26,000 - 35,000; Full time

Job summary

A leading organization is looking for a Student Loan Finance Assistant to enhance the experience for students through excellent customer service and efficient administration of student loans. You will manage inquiries and collaborate with various stakeholders while working in a supportive team environment. Notable benefits include a flexible hybrid work model, professional development opportunities, and generous leave policies.

Benefits

30 days annual leave

Membership in Local Government Pension Scheme

Opportunities for professional development

Flexible hybrid working arrangement

Collaborative culture

Qualifications

• Experience in HE or customer service/sales ledger/credit control required.
• Willingness to learn and manage stakeholder relations.
• Ability to handle student financial support options.

Responsibilities

• Investigate and respond to student inquiries concerning loans and payments.
• Manage and reconcile payments from loan providers accurately.
• Advise students on financial support options including scholarships.

Skills

Excellent communication skills

Organisational skills

Analytical skills

Problem solving

Customer service

Education

NVQ 4 or equivalent including English and Maths

Higher Education experience

Prior student loan/finance experience

Tools

Excel

Job description

We are seeking a Student Loan Finance Assistant. This role centers on delivering excellent customer service to our students while supporting a small team with the efficient administration and resolution of queries related to Student Loans, both UK and Overseas. It is a hands-on operational position within a sector that differs from typical credit control functions.

Online job hunting tools

• NVQ 4 or equivalent including English and Maths
• Medium-advanced level experience in Excel
• HE experience or Customer service/Sales Ledger/Credit Control experience
• Proactive, willingness to learn and an interest in problem solving
• Excellent communication skills as well as an ability to manage stakeholders at all levels
• Higher Education experience
• Prior student loan/finance experience
• Knowledge of Student Finance England

Reporting into Student Fees Manager, the primary responsibility of this role is to investigate and respond promptly and empathetically to student or sponsor inquiries, enhancing the overall customer experience with a strong focus on pastoral care. Responsibilities include:

• Manage and reconcile payments from UK and international loan providers, ensuring accurate disbursements to student accounts.
• Advise students on financial support options, including loans, Future Earnings Agreements (FEAs), bursaries, and scholarships.
• Maintain accurate student financial records and process adjustments in coordination with external agencies such as Student Finance England (SfE), SAAS, Sallie Mae, Stepex, FAFSA, and Veterans Affairs.
• Collaborate with internal stakeholders to ensure compliance with regulations and accurate billing/crediting processes.
• Deliver excellent customer service to enhance the student experience.
• Utilise strong communication, organisational, and analytical skills to manage complex data and resolve financial queries effectively.
• Hybrid Working: Flexible hybrid working arrangement with three days per week
• Generous Leave: 30 days annual leave in addition to public holidays and scheduled University closure days
• Pension: Membership in the Local Government Pension Scheme, offering competitive benefits and long-term security
• Professional Development: Opportunities to develop your skills and progress your career within a supportive and forward-thinking organisation
• Collaborative Culture: Join a team committed to innovation, continuous improvement, and delivering excellent service to students and staff alike

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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Created on 04/06/2025 by JR United Kingdom