Remote Student Finance Advisor

Kaplan; United States; Remote; USD 31,000 - 45,000; Full time

Benefits offered by this job

Remote work flexibility

Retirement package with company match

Tuition assistance program

Health benefits starts day 1

Generous paid time off including paid/

Job summary

Kaplan is seeking a Student Finance Coordinator to support students with financial aid, explain funding sources, and guide payment options for the university program. The role involves outbound and inbound student communication via telephone, email, and other channels.

The SFC reviews applications for Title IV aid, discusses loan limits, and helps determine a plan to maintain aid eligibility while managing payments. Remote nationwide availability in the USA.

Qualifications

• Bachelor's degree or higher in Business Administration, Finance or related field.
• 1+ years' experience in Financial Aid, Student Accounts, or similar role
• Proficiency in Microsoft Office Suite of Products, Google Apps
• Excellent verbal and written communication skills
• Good organizational skills, good customer service skills, good attention to detail and a problem solver
• Must be in and maintain good standing with any student loan debt.

Responsibilities

• Provide inbound and outbound support to students via telephone, email or other media forms in response to a student's aid package being complete for the academic year, or a package adjustment occurring during the academic year.
• Perform Financial Readiness Call, Package Review Call, or Out of School Account Review Call.
• Provide a walkthrough of the award letter to prospective and continuing students, presenting students with insight on how much of their tuition is covered by state, federal, military or outside funding sources, and what, if any student cash payment is needed.
• Review applications and other documents for student Title IV financial aid eligibility per Department of Education requirements, including an evaluation of overlapping loans and aggregate loan limits to ensure timely disbursements and the resolution of exceptions.
• Review loan eligibility and current loan debt with students, and discuss eligibility for continued loans as it applies to reaching annual and aggregate loan limits.
• Provide students with information to assist them in determining their Details ability to pay their student loan debt.
• At the end of each term, assess and evaluate a student's account to determine any remaining financial obligations to the institution, and determine whether there is a need for student payments for any outstanding balance.
• Assess and report on students' ability to pay.
• Answer inbound billing phone calls.
• May package enrolled students and perform packaging modifications based on changes in eligibility, and send updated award letters as necessary.

Skills

Verbal and written communication

Organizational skills

Customer service mindset

Attention to detail

Problem solving

Education

Bachelor's Degree (B.A./B.S.) Business Administration, Finance or related field

Tools

Microsoft Office Suite

Google Apps

Job description

Kaplan is seeking a Student Finance Coordinator to support students with financial aid, explain funding sources, and guide payment options for the university program. The role involves outbound and inbound student communication via telephone, email, and other channels.

The SFC reviews applications for Title IV aid, discusses loan limits, and helps determine a plan to maintain aid eligibility while managing payments. Remote nationwide availability in the USA.