Student Loan Advisor - In-Office, Flexible Hours

KeyBank; Denver (CO); On-site; USD 32,000 - 47,000; Full time

Job summary

KeyBank is seeking a role to provide personalized guidance to students and parents on loan options, analyze debt, and guide clients through refinancing, repayment, and forgiveness planning. The position emphasizes compliance and delivering exceptional client service, both in-person at the Glastonbury, CT location and via phone consultations.

Responsibilities include loan assessment, explaining federal and private options, assisting with applications, and maintaining thorough records.

Qualifications

• Bachelor's degree required or equivalent work experience in finance, business, economics, or related field.
• At least 1 year of experience in financial services, banking, or loan processing; student loan experience preferred.
• Ability to explain loan options and compliance requirements to clients.

Responsibilities

• Conduct client consultations by phone and in person to analyze student loan debt and present refinancing or repayment options.
• Evaluate creditworthiness and eligibility for student loans.
• Explain federal and private loan options, interest rates, repayment plans, and deferment options.
• Assist clients in completing loan applications and gathering documentation.
• Ensure all loan agreements comply with applicable regulations.
• Resolve client concerns and maintain communication throughout the loan process.
• Maintain accurate records of applications, interactions, and repayment schedules.
• Provide financial literacy education related to student loans and repayment strategies.

Skills

Strong communication

Interpersonal skills

Analytical thinking

Attention to detail

Education

Bachelor's degree or equivalent

Job description

KeyBank is seeking a role to provide personalized guidance to students and parents on loan options, analyze debt, and guide clients through refinancing, repayment, and forgiveness planning. The position emphasizes compliance and delivering exceptional client service, both in-person at the Glastonbury, CT location and via phone consultations.

Responsibilities include loan assessment, explaining federal and private options, assisting with applications, and maintaining thorough records.