Student Finance Coordinator (Contact Center)

Kaplan; Lorida (FL); Remote; USD 42,000 - 54,000; Full time

Benefits offered by this job

Retirement plan

Generous PTO and volunteering day

Job summary

Kaplan is seeking a Student Finance Coordinator to guide students through the financial aid process and help them understand their funding options. You will explain award letters, assist with payment plans, and support eligibility monitoring throughout enrollment.

The role involves inbound/outbound student communications, reviewing aid documents, and delivering clear financial guidance across remote settings. A focus on accuracy, service, and collaboration is essential.

Qualifications

• Bachelor's Degree in Business Administration, Finance or related field.
• 1+ years' experience in Financial Aid, Student Accounts, or similar role.
• Proficiency in Microsoft Office Suite and Google Apps.
• Strong organizational skills, customer service, attention to detail and problem solving.
• Remote work provides a flexible work/life balance.

Responsibilities

• Explain financial obligations to students and assist via phone, email, and other communications.
• Explain payment plans, loans, or internal programs and how they affect aid.
• Monitor debt burden to ensure continued aid eligibility during enrollment.
• Provide inbound/outbound support when aid packages are complete or adjusted.
• Conduct Financial Readiness, Package Review, or Out of School Account Review calls.
• Walk through the award letter with students, showing how tuition is covered by various funding sources and any cash payments.
• Review Title IV eligibility documents to ensure timely disbursements and resolve issues.
• End of term account assessment to determine remaining balance or required payments.
• Answer billing calls and update awards as eligibility changes.

Skills

Customer service

Organizational skills

Problem solving

Remote work awareness

Education

Bachelor's Degree in Business Administration/Finance

Tools

Microsoft Office Suite

Google Apps

Job description

Job Title Student Finance Coordinator Job Description

For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work.

The primary function of the Student Finance Coordinator (SFC) is to assist students by explaining their financial obligation to the institution. The SFC provides both outbound and inbound support to students via telephone, e-mail, and other forms of communication. Additionally, the SFC provides information to the student on how to finance any out of pocket payments that the student may be required to make by explaining the payment plan, alternative loan lender options, or internal loan programs. This support is provided during initial packaging, repackaging, and upon package adjustments. The SFC assists the student in monitoring their debt burden to ensure continued aid eligibility during their career at Purdue Global (PG).

Start Date : January 11, 2027

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.

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.

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.

Qualifications

• Bachelor's Degree (B.A./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
• ~ Good organizational skills, good customer service skills, good attention to detail and a problem solver
• ~ Remote work provides a flexible work/life balance

Benefits and Perks

• - Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
• - Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities We are committed to providing a supportive and rewarding work environment where every employee can thrive. Our compensation philosophy is designed to be competitive within the market, reflecting the value we place on the skills, experience, and contributions of our employees, while taking into account labor market trends and total rewards.

Compensation

For full-time positions, Kaplan has three salary grades. The specific compensation offered will be determined by a variety of factors, including but not limited to the candidate's qualifications, relevant experience, education, skills, and market data. We are an equal opportunity employer and comply with all applicable federal and state wage laws.

Location

#LI-Remote

#Remote/Nationwide, USA Additional Locations

Student Financial Services Business Unit

Diversity & Inclusion Statement

Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.

Kaplan is a drug‑free workplace and complies with applicable laws.