Education Finance Senior Manager

Barmont; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

A leading company is seeking a financial counselor to guide clients through the complexities of college financing, loan repayment strategies, and financial literacy. Applicants should have a Bachelor's degree and a minimum of five years of experience in financial aid, along with strong organizational and presentation skills. In this remote position, you will assist clients from diverse backgrounds, contributing to educational problem-solving and resource management.

Qualifications

• 5 years experience in financial aid management required.
• Experience at multiple colleges preferred; familiarity with loan forgiveness programs a plus.
• Strong detail orientation and ability to maintain professionalism under stress.

Responsibilities

• Counsel clients on complex college funding issues via phone and video.
• Develop training materials for internal projects and client education.
• Manage administrative functions for service delivery.

Skills

Research

Editing

Writing

Financial literacy

Presentation skills

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

To provide unbiased expert guidance to help College Coach and EdAssist (EdAdvisory) clients understand college financing options, loan repayment strategies, and financial literacy information. This includes monitoring current events, researching trends, developing strategies pertaining to paying and saving for college and student loan repayment strategies, and contributing to the collective knowledge of the education team to provide the best quality counseling in support of all we serve.

This is a Remote position available in the United States.

Bright Horizons is trusted by families and employers around the world for high-quality child care and early education, back-up care, and workplace education. We partner with some of the world’s best companies to provide services that help employees perform their best and support families to thrive both personally and professionally.

Responsibilities:

Build on college finance experience to work with a diverse group of College Coach and EdAssist clients at various socioeconomic levels and help them successfully navigate the higher education system and complex education finance questions
Counsel corporate and retail clients in individual phone and video meetings spanning a wide spectrum of complex college funding issues including: early saving strategies; financial literacy for students; applying for all forms of federal, state, private, and institutional aid; coordinating assets and resources to pay for college, including claiming education tax breaks; understanding the impact of college inter-departmental politics; student loan repayment options; and managing educational debt.
Present on topics as subject matter expert representing a full spectrum of college financing issues from saving strategies for newborns through graduate school funding, student loan management, and financial literacy and wellness within a variety of corporate client settings.
Respond to help desk inquiries from corporate clients with professional prose.
Contribute to internal projects as required, including development or revision of new internal and external curriculum, training materials, or products, social media initiatives, service delivery best practices or other internal areas of interest
Through delivery of high level services, assist in building market presence and word of mouth reputation; contribute to EdAdvisory’s growth, thought leadership, client satisfaction, and inclusive environment
Manage all administrative functions required for service delivery

Bachelor's Degree is Required (3 years of additional experience would be considered in lieu of the applicable degree)
5 years of experience as a financial aid professional managing Student Financial Aid (SFA) and institutional aid programs - Required
Experience at multiple colleges or universities and familiarity with loan forgiveness programs and student loan repayment options - Preferred
Experience should include needs analysis, packaging and appeals review, and extensive contact with students and parents.
Intimate understanding of the FSA regulations, merit aid processes, awarding processes at private colleges, and student and parent borrowing opportunities required. Comprehensive understanding of student loan repayment options and familiarity with loan forgiveness programs strongly preferred.
Experience with, or interest in learning, college saving strategies and financial literacy programs
Fluency with basic software, web-based platforms, and Microsoft Office products (specifically Excel, PowerPoint, & Word)
Strong research, editing and writing skills; a high degree of accuracy, organization, and attention to detail
Ability to maintain a professional manner under stressful situations and to appropriately manage constituent expectations
High-level presentation skills in group and or individual setting
Ability to self-motivate and work independently to meet all deadlines, administrative and client responsibilities; and be a team player