Student Loan Consultant

KeyBank; Philadelphia (Philadelphia County); Hybrid; USD 32,000 - 47,000; Full time

Job summary

KeyBank is seeking a client-focused loan specialist to guide students and parents through loan options with a strong emphasis on compliance and exceptional service throughout the loan process.

You will conduct consultations, assess eligibility, explain options, assist with applications, and keep precise records, all while educating clients on repayment strategies and staying responsive to inquiries.

Qualifications

• Bachelor's degree or equivalent work experience in Finance, Business Administration, Economics, or related field.
• Minimum 1 year experience in financial services, banking, or loan processing; student loan experience preferred.

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 loan agreements comply with federal and state 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 and interpersonal

Analytical and problem solving

Understanding of loan products and reg

Attention to detail

Education

Bachelor's degree or equivalent work experience in Finance, Business Admin, Economics, or related field

Job description

Location:

2510 Main Street, Glastonbury Connecticut

Job Summary

Provide personalized guidance to students and/or parents on student loan options, ensuring compliance and delivering exceptional client service throughout the loan process.

Essential Duties & Responsibilities

• Client Consultation: Conduct phone calls and in-person meetings with student loan clients to analyze their student loan debt and present options to save money by
  refinancing their loans or entering loans into federal loan repayment and
  forgiveness plans
• Loan Assessment: Evaluate creditworthiness and eligibility for student loans.
• Product Guidance: Explain federal and private loan options, interest rates, repayment plans, and deferment options.
• Application Support: Assist clients in completing loan applications and gathering documentation.
• Compliance: Ensure all loan agreements comply with federal and state regulations.
• Customer Service: Resolve client concerns and maintain communication throughout the loan process.
• Record Keeping: Maintain accurate records of applications, interactions, and repayment schedules.
• Education & Outreach: Provide financial literacy education related to student loans and repayment strategies.

Required Qualifications

• Education: Bachelor's degree or equivalent work experience in Finance, Business Administration, Economics, or related field.
• Experience: A minimum of 1 year experience in financial services, banking, or loan processing; student loan experience preferred.

Core Competencies

• Understanding of loan products and financial regulations
• Strong communication and interpersonal skills
• Analytical and problem-solving abilities
• Attention to detail

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $23.08 - $34.62 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/27/2026

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].