Educational Funding Specialist

Porter-and-Chester-Institute; Worcester (MA); On-site; USD 28,000 - 33,000; Full time

Job summary

Porter and Chester Institute in Worcester, MA is seeking an Educational Funding Specialist to guide students through the financial aid process, ensuring compliance and accuracy. You will assist with consultations, packaging, and verifications, collaborating with recruitment to achieve enrollment goals.

The role emphasizes confidentiality, strong customer service, and clear explanations of funding options. Training and tools are provided to succeed in a busy, student-centered environment.

Qualifications

• 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 related to release of student information
• Ability to maintain confidentiality of records

Responsibilities

• Partner with recruitment to support enrollment goals and provide expert financial aid guidance
• Deliver personalized consultations to prospective and continuing students, explaining funding options clearly
• Evaluate, package, and award financial aid; conduct verifications; resolve discrepancies for compliance
• Support campus enrollment management with Educational Funding expertise to promote persistence and success
• Provide exceptional, student-focused service and build trust throughout the student lifecycle

Skills

Financial aid knowledge

Customer service

Attention to detail

Communication skills

Education

High School Diploma or GED

Associates Degree in Accounting or Business Administration

Tools

Word

Excel

PowerPoint

Job description

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

Full time Worcester, MA, US

Salary Range: $20.50 To $24.00 Hourly

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

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

• 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.

Click here for more company information: https://porterchester.edu/about-pci

We are an Equal Opportunity Employer.

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