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Full-time Student Finance Planner

at Confidential in Chelsea, MA

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 institution’s 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 course work and three to five years experience in a customer service, sales or financial services environment, or an equivalent combination of education and experience. 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.

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Published at 08-04-2010
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