Student Financial Aid Intake Specialist – Accelerate Success

Arizona State University; Scottsdale (AZ); Hybrid; USD 52,000 - 60,000; Full time

Benefits offered by this job

Healthcare

Financial Security

Retirement

Tuition Reduction

Job summary

ASU EdPlus is seeking a Financial Intake Specialist to join our Success Coaching Center in Scottsdale. You will assist students with completing financial aid documents, answer questions, and ensure eligibility for certification.

You will also reach out to students and sometimes other institutions to collect required documentation. The role supports online and on-campus students, collaborating with the FASS team to resolve issues and improve processing times while maintaining compliance with

Qualifications

• Bachelor’s degree and three years of experience in the relevant field.
• Experience in providing customer service.
• Experience in supporting students via telephone, email, video and chat.
• Experience using customer relationship management systems.
• Demonstrated ability to multi‑task.
• Demonstrated knowledge of financial aid policies and procedures.

Responsibilities

• Collects and reviews financial aid documents for completeness and accuracy.
• Requests additional information regarding incomplete applications.
• Answers questions regarding financial aid eligibility and awards.
• Acts as a liaison between staff and students to ensure smooth processing.
• Manages outbound communication campaigns to complete files.
• Escalates to Tier 2 as needed and follows up on document requests.

Skills

Customer service

Student support

CRM systems

MS Office

Multi-tasking

Financial aid policies

Education

Bachelor’s degree

Job description

ASU EdPlus is seeking a Financial Intake Specialist to join our Success Coaching Center in Scottsdale. You will assist students with completing financial aid documents, answer questions, and ensure eligibility for certification.

You will also reach out to students and sometimes other institutions to collect required documentation. The role supports online and on-campus students, collaborating with the FASS team to resolve issues and improve processing times while maintaining compliance with