Financial Planner- Remote

ZipRecruiter; Raleigh (NC); Remote; USD 38,000 - 40,000; Full time

Job summary

A leading organization in tech education is seeking a Financial Planner to assist students with financial aid and eligibility. This remote position requires a High School diploma and customer service experience. The role includes providing exceptional service and support in navigating financial aid processes, with the opportunity for training in communication and customer connection.

Qualifications

• 2 years customer service experience required.
• Financial aid experience preferred but not required.
• Proficiency with technology and computer systems essential.

Responsibilities

• Provide financial aid assistance to prospective and enrolled students.
• Ensure compliance with federal, state, and internal policies.
• Counsel students on financial aid eligibility and application processes.

Skills

Customer Service

Communication

Attention to Detail

Education

High School Diploma/GED

Associate and/or Bachelor's Degree

Tools

MS Office

Salesforce

Job description

Job DescriptionJob Description

About MyComputerCareer (MyCC):

At MyComputerCareer, we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter.

Compensation Range (Hourly, non Exempt): $38-40K

Candidates can reside in one of the following states: AL, AR, AZ, FL, GA, ID, IN, KY, LA, MI, MO, MS, NC, NV, OH, OK, SC, PA, TN, TX, UT, VA, and WI

Location: Remote

Schedule is subject to change:

Monday/Wednesday: 11am - 9pm Est
Tuesday/Thursday: 10am - 7pm Est
Friday: 10am - 6pm Est
Saturday: May rotate working a Saturday instead of Friday once a month or as
needed

PURPOSE OF POSITION:

It is the role of the Financial Planner to meet with potential applicants. Financial Planners educate the applicant on his/her Title IV eligibility and provide applicants with the necessary tools to make an informed decision all while providing exceptional customer service. Financial Planners will counsel students regarding financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management, and financial planning individualizes information to the particular needs and situation of the student.

Due to the nature of this role, attention to detail, analytical ability, and willingness to perform complex tasks/multitask are essential. A financial planner must maintain a high degree of confidentiality.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

• Provide financial aid assistance to prospective and enrolled students.

• Support the Director of Financial Planning and Financial Counselor Manager in maintaining Financial Aid Programs and compliance.

• Assist Veterans in the completion of the VA Benefits Application

• Ensure compliance and confidentiality with all federal, state, and internal policies and procedures

• Provide clerical support to both the Director of Financial Planning and Financial Counselor Manager.

• Counsel perspective students on financial aid eligibility and payment options

• Work closely with other Financial Planners and staff all working toward departmental goals.

• Answer questions, inquiries or requests from students and parents in person or in writing regarding financial aid programs and eligibility.

• Perform other duties as assigned.

• Following an initial 60-day training period, you will receive specialized training to manage simultaneous calls with students, which is a primary responsibility of this role. By the 90-day mark, you are expected to achieve proficiency in handling dual calls, ensuring effective communication and support for our students. Mastery of this skill is crucial for successful performance in this position.

KEY COMPETENCIES:

• Providing exceptional customer service in any/all situations

• Excellent computer skills and commitment to use of technology

• Communicating effectively (oral and written)

• Keeping Customer Confidentiality

• Demonstrating ethics and integrity

• Maintaining a positive, helpful attitude

EDUCATION & EXPERIENCE REQUIREMENTS

• High School Diploma/ GED-Required

• Associate and/or Bachelor’s Degree or a combination of education and experience.

• 2 years customer service experience

• Financial Aid Experience , but not required

• Proficiency with MS Office, navigating the Internet, and learning database software systems is essential

• Salesforce experience a plus

PHYSICAL AND COGNITIVE DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to:

• Listen to potential students (on both phone and video platforms) and communicate verbal and written feedback. Must be able to exchange accurate information in these situations.

• Analyze financial aid paperwork and detect concerns or areas for improvement.

• Frequently move about the office.

• Maintain a high level of consistent cognitive function to effectively assist students

• Stoop, kneel or crouch when maneuvering the office environment.

• Lift up 25lbs at times.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other duties, as assigned by their manager.

We are an Equal Opportunity Employer.