College Finance Associate - Remote

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Requirements:

• Bachelor’s degree required
• Experience managing Student Financial Aid (SFA) and institutional aid programs. Experience at multiple colleges or universities is preferred.
• Intimate understanding of the FSA regulations, institutional methodology and awarding practices at private colleges, and student loan repayment options.
• Extensive contact with students and parents. Excellent listening skills and ability to develop a trusted rapport.
• Flexibility and adaptability to new technology.
• Ability to self-motivate and work independently to meet all deadlines, administrative, and client responsibilities.

Responsibilities:

• Counsel clients in individual phone meetings spanning a wide spectrum of college funding items including: applying for all forms of federal, state, private, and institutional aid; maximizing merit scholarship opportunities; coordinating assets and resources to pay for college, including maximizing education tax breaks; understanding the impact of college inter-departmental politics; student loan repayment options; and managing educational debt.
• Conduct individual counseling sessions on paying for college or repaying student loans by phone.
• Manage your time to productively complete your weekly goals.
• Work autonomously, with guidance from management on complex situations.
• Track all work in the online client portal.
• Weekly commitment may range from 10-30 hours, depending on internal needs, from June through December.