EdPlus Financial Intake Specialist

Arizona State University; Scottsdale (AZ); Hybrid; USD 52,000 - 60,000; Full time

Benefits offered by this job

Healthcare

Financial Security

Retirement

Tuition Reduction

Job summary

ASU EdPlus is seeking a Financial Intake Specialist to join our Success Coaching Center in Scottsdale. You will assist students with completing financial aid documents, answer questions, and ensure eligibility for certification.

You will also reach out to students and sometimes other institutions to collect required documentation. The role supports online and on-campus students, collaborating with the FASS team to resolve issues and improve processing times while maintaining compliance with

Qualifications

• Bachelor’s degree and three years of experience in the relevant field.
• Experience in providing customer service.
• Experience in supporting students 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.

Responsibilities

• Collects and reviews financial aid documents for completeness and accuracy.
• Requests additional information regarding incomplete applications.
• Answers questions regarding financial aid eligibility and awards.
• Acts as a liaison between staff and students to ensure smooth processing.
• Manages outbound communication campaigns to complete files.
• Escalates to Tier 2 as needed and follows up on document requests.

Skills

Customer service

Student support

CRM systems

MS Office

Multi-tasking

Financial aid policies

Education

Bachelor’s degree

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 escalat[e? it should be "escalate"] 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 eligible to work in the United States; ASU EdPlus will not be a sponsor for this position.

Department Statement:

As a central enterprise unit for ASU, ASU EdPlus supports the university charter by focusing on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education.

ASU EdPlus defines itself through a culture of curiosity, risk‑taking, and refusing to accept the status quo. Our employees are valued, respected, and encouraged to be their unique selves. We know that our ability to deliver high‑quality services and educational experiences is strengthened by our culture of innovation, driving outcomes through serving learners, achieving milestones, striving for excellence, solving problems, embracing urgency, and being bold.

Driving Requirement:

Driving is not required for this position.

Location:

Off-Campus: Scottsdale

Funding:

No Federal Funding

Graduate Assistant, Intern and part‑time positions are counted as half time for experience equivalency, meaning one year equals six months of experience.

Only electronic applications will be accepted for this position. By submitting an application, you confirm that the information provided is accurate and complete.

Please ensure your resume includes all employment information in month and year format, for example 6/04 to 8/14, along with job title, job duties, and employer name for each position. Your resume should clearly demonstrate how your experience and background meet the minimum and desired qualifications for this position. Incomplete applications or missing required materials may not be considered.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other basis protected by law.

Notice of Availability of the ASU Annual Security and Fire Safety Report:

In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU’s Annual Security and Fire Safety Report is available online at https://www.asu.edu/police/PDFs/ASU-Clery-Report.pdf. You may request a hard copy of the report by contacting the ASU Police Department at 480-965-3456.

Relocation Assistance – For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit https://cfo.asu.edu/az-resources.

ASU’s comprehensive benefits package is a key part of your total compensation. Visit the ASU Compensation Estimator

Employment Verification Statement:

ASU conducts pre‑employment screening which may include verification of work history, academic credentials, licenses, and certifications.

Background Check Statement:

ASU conducts pre‑employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.

Fingerprint Check Statement:

This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.

ASU Statement:

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation’s fifth largest city. ASU champions inclusive excellence, and welcomes students from all fifty states and more than one hundred nations across the globe.

ASU is a tobacco‑free university. For details visit https://wellness.asu.edu/explore-wellness/body/alcohol-and-drugs/tobacco