EdPlus Financial Intake Specialist

asu; Scottsdale (AZ); Hybrid; USD 52,000 - 60,000; Full time

Benefits offered by this job

Healthcare

Financial Security

Retirement

Tuition Reduction

Discounts

Job summary

ASU EdPlus in Scottsdale is seeking a Student Support Specialist 2 to connect students with financial aid and support services, guiding them through the certification processes and ensuring timely completion of required documents.

You will handle outreach via calls, emails, and texts, and collaborate with the FASS team to resolve issues while maintaining excellent service in a fast-paced higher education environment.

Qualifications

• Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.
• Experience in providing customer service.
• Experience in supporting students from backgrounds via telephone, email, video and chat.
• Experience using customer relationship management systems.
• Demonstrated ability to multi- task.
• Demonstrated knowledge of financial aid policies and procedures.
• Experience with Microsoft Office applications.
• Experience in a high volume, fast-paced call center environment.
• Demonstrated knowledge of government rules, regulations, guidelines and procedures related to financial aid.

Responsibilities

• Collects and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
• Requests additional information regarding incomplete or inconsistent applications.
• Answers questions, inquiries, or requests of students and staff regarding financial aid eligibility and awards.
• Works as a liaison between staff and students to ensure optimal student experience and processing times.
• Serves as part of a support team for online students.
• Manages outbound call/ text/email campaigns as instructed by Lead to ensure financial aid file completion.
• Proactively partners with FASS team to elevate students requiring tier 2 assistance.
• Follows up on document / student action requests as directed by Lead to ensure accurate, timely receipt of financial aid information.
• Assumes or coordinates other duties or projects as assigned or directed.

Skills

Customer service

Multitasking

Communication

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Job Profile

Student Support Specialist 2

Job Family

Student Support Services

Time Type

Full time

Minimum Qualifications

• Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.

Job Profile Summary

Connects students to a variety of academic, professional, and personal support services to overcome academic and non-academic barriers and enhance their skills to increase persistence and graduation rates.

Job Description

Do you excel at helping students in a fast-paced, high-volume environment? Are you familiar with higher education financial aid policies and procedures? Then keep reading below for this EdPlus Financial Intake Specialist opportunity!

ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU.

Curious about what it's like to work at EdPlus? Watch this short video , then explore more stories on the EdPlus at ASU YouTube channel .

We are seeking a highly motivated, energetic and articulate EdPlus Financial Intake Specialist to join our high-performing team in the Success Coaching Center. Every day you will make a difference in the lives of others by assisting with the completion of necessary financial aid documents to ensure students are eligible for their financial aid certification. You will also perform outreach to students (and where applicable, other institutions) to facilitate collection of documentation to complete files. You will also answer general financial aid questions for students and work to resolve any obstacles to the students' progress.

Essential Duties

• Collects and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
• Requests additional information regarding incomplete or inconsistent applications.
• Answers questions, inquiries, or requests of students and staff regarding financial aid eligibility and awards.
• Works as a liaison between staff and students to ensure optimal student experience and processing times.
• Serves as part of a support team for online students.
• Manages outbound call/ text/email campaigns as instructed by Lead to ensure financial aid file completion.
• Proactively partners with FASS team to elevate students requiring tier 2 assistance.
• Follows up on document / student action requests as directed by Lead to ensure accurate, timely receipt of financial aid information.
• Assumes or coordinates other duties or projects as assigned or directed.

Desired Qualifications

• Bachelor's degree or higher in a related field.
• Experience in providing customer service.
• Experience in supporting students from backgrounds via telephone, email, video and chat.
• Experience using customer relationship management systems.
• Demonstrated ability to multi- task.
• Demonstrated knowledge of financial aid policies and procedures.
• Experience with Microsoft Office applications.
• Experience in a high volume, fast-paced call center environment.
• Demonstrated knowledge of government rules, regulations, guidelines and procedures related to financial aid.

NOTE: Please answer the following questions in your cover letter:

This role requires frequent outreach to students to resolve issues and support their progress. Provide an example of how you handled a high volume of student interactions (calls, emails, or texts) while maintaining a high level of customer service and ensuring timely resolution.

Describe your experience reviewing financial aid or similar documentation for accuracy and completeness. How do you ensure compliance with policies and manage follow-up on missing or inconsistent information in a high-volume environment?

Salary & Benefits

$51,500 - $60,200 per year; DOE

The target salary for this position is $52,000 per year.

ASU offers a total compensation package that includes valuable employee benefits. See the ASU Benefits website to explore options.

• Healthcare
• Financial Security
• Retirement
• Family Resources
• Tuition Reduction (eligible ASU Employee, their dependents and spouse)
• Discounts

Working Environment

ASU EdPlus is located at SkySong, the ASU Scottsdale Innovation Center. The Center houses a diverse business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy.

ASU EdPlus supports flexible work options, ranging from alternate to hybrid work schedules, subject to approvals per ASU policy.

Applicant must be eligib