Financial Intake Specialist

94976BR

Off-Campus: Scottsdale

Financial Aid Counselor Sr

Job Description

EdPlus at ASU seeks a highly motivated, energetic, and articulate Financial Intake Specialist to join our high-performing team in the Success Coaching Center. The Financial Intake Specialist works in a high-paced environment and conducts student outreach via phone, email, and SMS to assist with the completion of necessary financial aid documents. The Financial Intake Specialist also answers financial aid questions for students and internal customers while working to resolve any financial obstacle hindering a student’s academic progress.

EdPlus is a unit of the ASU Enterprise focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national and international communities served by ASU.

EdPlus at ASU

ASU offers a total compensation package that includes valuable employee benefits. Click Here
to explore options.

• Healthcare
• Financial Security
• Retirement
• Family Resources
• Tuition Reduction (Eligible ASU Employee, their dependents and spouse.)
• Discounts

Job Family

Financial Aid

Department Name

EdPlus Success Coaching Center

Full-Time/Part-Time

Full-Time

VP Code

EdPlus at ASU

Scope of Search

Open

Grant Funded Position

This is not a grant funded position and is not contingent on future grant funding.

Salary Range

$52,000 per year; DOE

Close Date

19-September-2023

Category

02

Essential Duties

• Collects and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
• Requests additional information of incomplete or inconsistent applications.
• Answers questions, inquiries, or requests of students and staff, regarding financial aid eligibility and awards.
• Works as a liaison between staff and students to ensure optimal student experience and processing times.
• Serves as part of a support team for online students.
• Manages outbound call/text/email campaigns, as instructed by lead to ensure financial aid file completion.
• Proactive partnership with FASS team to escalate students requiring tier 2 assistance.
• Follow up on document/student action requests as directed by lead to ensure accurate timely receipt of financial aid information.
• Assumes or coordinates other duties or projects as assigned or directed.

Minimum Qualifications

Bachelor's degree in Public Administration, Business, Humanities or related field and four years’ experience in student counseling, financial aid awarding or working with financial aid programs; OR, eight years of directly related experience; OR, any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.

Desired Qualifications

• Evidence of a bachelor's degree or higher in a related field.
• Experience in customer service.
• Experience in supporting students from diverse backgrounds via, telephone, email and chat.
• Experience in customer relationship management systems – Salesforce.
• Ability to multi-task.
• Demonstrated knowledge of financial aid policies and procedures.
• Experience with Microsoft Office applications.
• Demonstrated knowledge of government rules, regulations, guidelines, and procedures related to financial aid.

Working Environment

• EdPlus at ASU is located at SkySong, the ASU Scottsdale Innovation Center. The center houses a diverse business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy.
• Activities are primarily performed in a regular, climate-controlled office setting subject to extended periods of sitting or standing. Daily use of desktop or laptop computer is required. Ability to clearly communicate to perform essential duties. Regular review of completed tasks.
• EdPlus at ASU supports flexible work options, ranging from alternate work schedules to hybrid remote work schedules, subject to approvals per ASU policy.

Department Statement

EdPlus defines itself through a culture of curiosity, risk-taking and refusing to accept the status quo. As a central enterprise unit for ASU focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education, our commitments support the university charter. ASU is a national service university and aspires to accelerate positive social outcomes through the seamless integration of cutting-edge technological innovation and scalability.

EdPlus employees are valued, respected, and encouraged to be their unique selves. We are committed to diversity, equity, inclusion, and belonging in everything we do. We know that our ability to deliver high-quality services and educational experiences is strengthened by the diversity of our employees. Our innovative culture drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, feeling a sense of urgency, and being bold.

EdPlus at ASU

ASU Statement

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions intellectual and cultural diversity, and welcomes students from all fifty states and more than one hundred nations across the globe.

ASU is a tobacco-free university. For details visit https://wellness.asu.edu/explore-wellness/body/alcohol-and-drugs/tobacco

Arizona State University is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis protected by law.

Notice of Availability of the ASU Annual Security and Fire Safety Report
In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU’s Annual Security and Fire Safety Report is available online at https://www.asu.edu/police/PDFs/ASU-Clery-Report.pdf. You may request a hard copy of the report by contacting the ASU PD at 480-965-3456.

Relocation Assistance – For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit https://cfo.asu.edu/az-resources.

Employment Verification Statement

ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.

Background Check Statement

ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.

Fingerprint Check Statement

This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.

Instructions to Apply

Application deadline is 3:00PM Arizona time on the date indicated.

Please include all employment information in month/year format (e.g., 6/88 to 8/94), job title, job duties and name of employer for each position.

Resume and cover letter should clearly illustrate how prior knowledge and experience meets the Minimum and Desired qualifications of this position.

ASU does not pay for travel expenses associated with interviews, unless otherwise indicated.

Only electronic applications are accepted for this position.

Applicant must be eligible to work in the United States; EdPlus at ASU will not be a sponsor for this position.

IMPORTANT NOTE: What is the meaning of “equivalent combination” in the minimum qualifications? It means one year of higher education or 24 credit hours, is equal to one year of experience. For example, a four year Bachelor’s degree is equal to four years of experience.