Educational Funding Specialist

Socket.dev; Worcester (MA); On-site; USD 45,000 - 65,000; Full time

Job summary

Porter and Chester Institute is seeking an Educational Funding Specialist to guide students through the financial aid process, ensuring compliance and accurate documentation. You will provide personalized consultations, package and award aid, and support enrollment goals with a focus on student success.

This role emphasizes customer-service excellence, diligent record-keeping, and collaboration with admissions and financial aid teams to enhance access to education across campuses.

Qualifications

• Minimum 2+ years related work experience in financial aid or loans.
• High School Diploma or GED is required.
• Knowledge of financial aid processes and relevant regulations.

Responsibilities

• Guide students through the financial aid process while ensuring compliance.
• Evaluate, package, and award financial aid; conduct verifications.
• Deliver consultations to prospective/continuing students and families.
• Support enrollment goals with expertise to promote student success.
• Provide student-focused service and maintain strong relationships.

Skills

Customer service

Attention to detail

Organizational skills

Computer skills

Education

High School Diploma or GED

Associates Degree in Accounting or related field

Tools

Word

Excel

PowerPoint

Job description

Educational Funding Specialist (Financial Aid Representative) – Help Students Access Opportunity

Are you detail-oriented, service-driven, and motivated by helping others navigate important financial decisions?
Do you enjoy guiding people through complex processes and ensuring accuracy every step of the way?

This is your opportunity to use your financial, administrative, or customer service experience to help students secure the funding they need to pursue career-focused education — while building a stable and rewarding career for yourself.

We’re looking for professionals who combine compassion with compliance. If you can explain complex information clearly, manage documentation accurately, and support students with confidence — we’ll provide the training and tools to help you succeed.

What You’ll Be Doing

As an Educational Funding Specialist, you will guide students and families through the financial aid process while ensuring compliance with federal, state, and institutional regulations.

Key Responsibilities:

• Partner collaboratively with the recruitment team to support enrollment goals and provide expert financial aid guidance to prospective students.
• Deliver personalized consultations to prospective and continuing students (and their families), clearly explaining funding options and simplifying the financial aid process from start to finish.
• Accurately evaluate, package, and award financial aid; conduct verifications; and proactively resolve discrepancies to ensure compliance and a seamless student experience.
• Support a collaborative campus enrollment management model by providing strategic Educational Funding expertise that promotes student persistence and success.
• Provide exceptional, student-focused service, building trust and maintaining strong relationships throughout the student lifecycle.

Minimum Requirements

Required:

• 2+ years related work experience; prior financial aid or commercial loan experience preferred
• High School Diploma or GED
• Working knowledge of financial aid process and procedures
• Knowledge of current regulations and pertinent to the release of student information
• Ability to recognize and maintain the confidential of records concerning the personal finances of financial aid applicants
• Computer skills and the ability to use common software programs (Word, Excel, PowerPoint, etc.)
• Must be highly organized and know how to prioritize workflow

Preferred:

• Associates Degree in Accounting, Business Administration or related field
• Prior financial aid experience

Why Work With Us?

In this position, you are more than a financial aid administrator — you are a key contributor to student access, retention, and achievement. Your guidance directly impacts students’ ability to pursue and complete their education.

About our company:

Porter and Chester Institute, a trade school in Connecticut and Massachusetts for 75 years, adheres to one basic vision: to educate and train our students to the level that will make them competent employees. With 9 campus locations throughout Connecticut and Massachusetts, we offer training in such trades as Automotive Technology, HVAC-R, CAD, Electrician, Plumbing, as well as Medical Assisting, Dental Assisting, Practical Nursing and Computer & Technology.

Our support staff, including Admissions, Financial Aid and other administrative professionals, to our qualified Instructors are focused on making the students' experience a fulfilling and enriching one, both professionally and personally.

We are an Equal Opportunity Employer.

Mon, Thurs 8:30am-5:00pm; Tue, Wed 10am-7pm; Fri 8:30am-4pm; some Saturdays may be required.