Student Finance Planner Job in Grand Rapids 49525, Michigan US
Everest Institute - Grand Rapids, MI campus Req #: 09-2462General Duties: Under general supervision, this position is responsible for student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses.
Perform needs analysis, provide financing documents, and generate tentative award letter for all new students enrolling into the institutions program.
Process all forms in accordance with State/Federal regulations and Company policies and procedures.
This position serves as a liaison between Admissions and Student Finance.
Conduct preliminary financing interview with new students.
Provide new students with accurate information regarding application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans.
Inform students of their financial obligation, the institutions financial options, and financial policies and procedures as related to their educational expenses.
Determine Title IV eligibility through an approved needs analysis Financial Aid software system for students requesting Financial Aid. Advise students of their obligation to provide accurate information and any consequences related to their application and funding process.
Review financial applications and disclosure statements for completeness and accuracy.
Update appropriate tracking systems for timely processing, funding, billing and collections.
Maintain approved tracking system for new applications and missing documents for timely follow up and completion in accordance with Company policies and procedures.
Track and maintain file intake completion throughout the enrollment process.
Provide customer service and answer student inquiries regarding financial status.
Participate in all new student orientations.
Perform other duties and responsibilities as assigned.
Requirements: Requires some college coursework.
Three to five years experience in a customer service, sales or financial services environment, or an equivalent combination of education and experience.
One year experience in Financial Aid required.
Familiarity with student loan programs preferred.
Must be highly motivated and be a team player.
Must have the ability to effectively organize and establish priorities.
Must have excellent communication, negotiation and problem solving skills.
Computer skills are a must.
We offer competitive compensation and an excellent benefit package including a comprehensive healthcare program and a 401k plan.
Qualified candidates ONLY - apply online for consideration and the potential opportunity to work with a dynamic and growing company.
Apply Now
« Apply for Student Finance Planner Job in Grand Rapids 49525, Michigan US
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